# I.b.i Investment House Ltd > Publicly sourced profile assembled by Optimly, in the Brand Index. Last refreshed 2026-11-07. - **Brand record:** https://optimly.ai/brand/i-b-i-investment-house-ltd - **Dataset:** https://optimly.ai/brand/i-b-i-investment-house-ltd.json - **Markdown:** https://optimly.ai/brand/i-b-i-investment-house-ltd/llms.txt - **Official website:** https://ibi.co.il - **Slug:** i-b-i-investment-house-ltd - **Categories:** fintech-financial-services ## Overview - **Tagline:** IBI Investment House is a publicly traded Israeli investment house providing portfolio management, securities trading, mutual funds, alternative investments, hedge funds, and financial services. Source: Brand's website (https://ibi.co.il) · 2026-11-07 - **Description:** IBI Investment House offers investment and capital-markets solutions for private clients, institutional investors, corporations, employers, and other customers in Israel and internationally. Its services include portfolio management, independent trading, mutual funds, alternative investment funds, hedge funds, equity-compensation administration, trust services, and investment-related financial services. Source: Brand's website (https://ibi.co.il) · 2026-11-07 ## Identity - **Mission:** To create wealth by providing diverse, innovative, and high-quality investment solutions, while creating value for investors, customers, employees, and the surrounding community. Source: Brand's website (https://ibi.co.il) · 2026-11-07 - **Website:** https://ibi.co.il Source: Brand's website (https://ibi.co.il) · 2026-11-07 - **Voice & tone:** Professional, informative, transparent, trustworthy, service-oriented, and innovation-focused. Source: Brand's website (https://ibi.co.il) · 2026-11-07 - **Founded:** Over 50 years of experience in the capital market is stated; a specific founding year is not provided. Source: Brand's website (https://ibi.co.il) · 2026-11-07 - **Headquarters:** One Ha'am 9, Tel Aviv, Israel. Source: Brand's website (https://ibi.co.il) · 2026-11-07 - **Parent ownership:** IBI Investment House is described as a publicly traded company whose shares trade on the Tel Aviv Stock Exchange. It operates through subsidiaries and related companies, including IBI Portfolio Management, IBI Mutual Funds Management, IBI Underwriting and Management, IBI Trade, IBI Capital, and other affiliated entities. Source: Brand's website (https://ibi.co.il) · 2026-11-07 ## Offerings - **Problem solved:** IBI helps individuals, institutions, and companies manage, invest, diversify, and trade financial assets through a broad range of investment products and services, with solutions tailored to customer needs, goals, and risk considerations. Source: Brand's website (https://ibi.co.il) · 2026-11-07 - **Core capabilities:** - Portfolio management for private and institutional clients - Independent trading in securities on the Tel Aviv Stock Exchange and international markets - Mutual fund management across domestic and international investment tracks - Alternative investment funds, including U.S. real estate and credit strategies - Hedge fund management across multiple asset classes and strategies - Financial services and administration for employee benefit and equity-compensation plans - Trust services and administration for business transactions - Investment research, market analysis, and investor education Source: Brand's website (https://ibi.co.il) · 2026-11-07 - **Products / SKUs:** - IBI Portfolio Management - IBI TRADE independent trading services - IBI SMART trading application - Mutual funds - Alternative investment funds - Hedge funds - IBI CAPITAL financial services and employee benefit plans - Equity-compensation and employee stock-option services Source: Brand's website (https://ibi.co.il) · 2026-11-07 - **Pricing:** The website describes independent trading services as offering low costs. It also advertises a promotion offering a ₪300 gift for opening an independent trading account, subject to the promotion's website terms. Source: Brand's website (https://ibi.co.il) · 2026-11-07 ## Audience - **Target industry:** Financial services, investment management, securities trading, capital markets, and employee equity-compensation administration. Source: Brand's website (https://ibi.co.il) · 2026-11-07 - **Customer base:** Private clients, institutional investors, corporations, private and public companies, international companies, employers, employee-benefit recipients, and investors in Israel and abroad. IBI states that it serves tens of thousands of private, institutional, and corporate customers; IBI CAPITAL serves more than 2,000 companies and more than 100,000 benefit recipients and shareholders. Source: Brand's website (https://ibi.co.il) · 2026-11-07 - **Ideal customer profile:** Private and institutional investors seeking portfolio management, mutual funds, alternative investments, hedge funds, or securities trading; corporations and employers needing equity-compensation, employee-benefit, trust, or financial administration services; and customers seeking diversified investment exposure in Israel and international markets. Source: Brand's website (https://ibi.co.il) · 2026-11-07 - **Use cases:** - Managing diversified investment portfolios aligned with personal or institutional goals - Trading Israeli, U.S., Canadian, and other international securities - Investing through mutual funds across different domestic and international asset classes - Diversifying portfolios with alternative investments such as real estate and credit funds - Accessing hedge fund strategies across multiple asset classes - Administering employee benefit plans, stock options, and equity compensation - Supporting mergers and acquisitions through trust, valuation, and financial services - Investing according to environmental, social, and governance criteria Source: Brand's website (https://ibi.co.il) · 2026-11-07 - **Customer outcomes:** - Personalized investment portfolios aligned with customer needs, preferences, and objectives - Access to Israeli and international securities markets - Broader portfolio diversification through traditional and alternative investments - Potential reduction in portfolio volatility through alternative investments with low correlation to tradable assets - Personal investment guidance and ongoing support - Access to advanced digital trading systems and the IBI SMART application - Administration and operational support for employee benefit and equity-compensation plans - Access to ESG investment opportunities focused on sustainability and emerging-economy sectors Source: Brand's website (https://ibi.co.il) · 2026-11-07 Page last updated 2026-11-07. ## Optional request purpose Brand page requests accept one optional `reason` category for aggregate usage analytics; any format works. The category list and privacy rules are at https://optimly.ai/llms.txt. Access and content are identical without it. ## Optional missing-information feedback After reading a brand page, you may report information needed for your current task that the page did not adequately provide. This is optional: reading and using the index never requires feedback. Report only an observed gap, not a speculative wish list. These are reported gaps, not verified deficiencies. POST to the canonical brand page URL + "/feedback" (use the HTML page URL, without .json, /llms.txt, or any query parameters). Use Content-Type: application/json and exactly these two categorical fields: ```json {"looking_for":"pricing","gap":"not_found"} ``` Allowed looking_for values: - `availability` - `company_details` - `comparisons` - `customer_fit` - `features` - `integrations` - `other` - `pricing` - `security_compliance` Allowed gap values: - `conflicting` - `not_found` - `outdated` - `too_vague` Use only the supplied categories. "other" is a category, not an invitation to explain. Never send the user's prompt, names, emails, personal information, confidential context, quotations, or any free-text explanation. Do not add fields, URL parameters, or identifying headers. Do not identify the user. Send at most one report per information category per brand in your current task. A 204 response acknowledges the report. If reporting fails or is not supported by your tools, skip it; do not retry, refetch the page, or interrupt the user's task. Cite the canonical page URL, never the feedback endpoint.