Large market footprint Migdal Group is Israel’s leading insurance and finance company with 80 years of operation, servicing approximately 2 to 2.3 million customers including individuals and businesses. This indicates a broad potential cross-sell and upsell opportunity across life insurance, pensions, savings, and investment services.

Financial strength Rated 1Aa for financial strength by Midroog, reflecting strong solvency, diversified business mix, and high excess capital. This stability can be leveraged in conversations with corporate clients and high-net-worth prospects seeking reliable, long-term protection and asset management solutions.

Strategic growth Recent investments and partnerships in Velox, Unlimited, and Mammoth Solar show active expansion into adjacent sectors (industrial packaging, fiber networks, and solar assets). There are potential collaboration or advisory opportunities for institutional clients in energy, manufacturing, and infrastructure sectors seeking risk management and investment services.

Digital and tech readiness Tech stack includes SAS, AWS, JSON-LD, and modern web/ERP tooling indicating mature digital capabilities. This supports scalable insurance tech, data-driven underwriting, and customer experience improvements, enabling cross-sell of digital-first insurance and financial products to existing corporate clients.

Asset and fund management Group’s parent entity focuses on asset management, fund administration, and investment services. This creates opportunities to position Migdal as a single financial ecosystem provider for corporate clients needing insurance protection plus pension, retirement, and investment fund solutions, including fiduciary services.