Insights

Large AUM, Stable Peilim manages about NIS 17 billion for roughly 6,500 clients, indicating a mature, high-value book of business with potential for cross-sell of additional services, premium strategies, or expanded private client offerings.

Owned by Bank Fully owned by Bank Hapoalim, suggesting strong corporate backing and potential for deeper banking collaboration, bundled private banking services, and cross-referrals to institutional clients.

Diverse Clients Serving private clients, corporations, non-profits, government bodies, local authorities, and kibbutzim signals broad market reach and opportunities to tailor solutions across segmented sectors, including fiduciary or endowment services.

Digital Engagement Active tech footprint with LinkedIn Ads, Taboola, Hotjar, Drupal, Mautic, and Cloudflare/Imperva indicates readiness for data-driven demand generation, retargeting strategies, and onboarding optimization to accelerate client acquisition.

Growth Potential Revenue range of $25M–$50M combined with a mid-sized employee base presents opportunities to expand advisory cap, enhance wealthtech integrations, and upsell premium portfolios or managed accounts to existing clients.

Similar companies to Peilim Portfolio Management

Alpha Omega Wealth
16$10M - $25M

Peilim Portfolio Management Tech Stack

Peilim Portfolio Management uses 8 technology products and services including LinkedIn Ads, Taboola, Hotjar, and more. Explore Peilim Portfolio Management's tech stack below.

LinkedIn Ads
Advertising
Taboola
Advertising
Hotjar
Analytics
Drupal
Content Management System
Microsoft 365
Email
Mautic
Marketing Automation
Cloudflare Bot Management
Security
Imperva
Security

Peilim Portfolio Management's Email Address Formats

Peilim Portfolio Management uses at least 4 email formats:

Peilim Portfolio Management Email Formats	Example	Percentage
FirLast@peilim.co.il	JohDoe@peilim.co.il	33%
FirstL@peilim.co.il	JohnD@peilim.co.il	34%
L.First@peilim.co.il	D.John@peilim.co.il	22%
Last.First@peilim.co.il	Doe.John@peilim.co.il	11%

Frequently Asked Questions

What is Peilim Portfolio Management's official website and social media links?

Peilim Portfolio Management's official website is peilim.co.il and has social profiles on LinkedIn.

How much revenue does Peilim Portfolio Management generate?

As of October 2026, Peilim Portfolio Management's annual revenue is estimated to be $25M - $50M.

What is Peilim Portfolio Management's NAICS code?

Peilim Portfolio Management's NAICS code is 5239 - Other Financial Investment Activities.

How many employees does Peilim Portfolio Management have currently?

As of October 2026, Peilim Portfolio Management has approximately 38 employees across 1 continents, including Asia. Key team members include Chief Marketing Officer: A. A., Head Of Marketing And Sales: A. B. and Portfolio Manager: I. D. Explore Peilim Portfolio Management's employee directory with LeadIQ.

What industry does Peilim Portfolio Management belong to?

Peilim Portfolio Management operates in the Investment Management industry.

What technology does Peilim Portfolio Management use?

Peilim Portfolio Management's tech stack includes LinkedIn Ads, Taboola, Hotjar, Drupal, Microsoft 365, Mautic, Cloudflare Bot Management and Imperva.

What is Peilim Portfolio Management's email format?

Peilim Portfolio Management's email format typically follows the pattern of FirLast@peilim.co.il. Find more Peilim Portfolio Management email formats with LeadIQ.

When was Peilim Portfolio Management founded?

Peilim Portfolio Management was founded in 1987.

Peilim Portfolio Management

Q: How many employees does Peilim Portfolio Management have currently?

Peilim Portfolio Management has approximately 38 employees.

Q: What technology does Peilim Portfolio Management use?

Peilim Portfolio Management's tech stack includes Drupal Multisite, Font Awesome, Outbrain, TikTok Pixel, Choices.

Q: What is Peilim Portfolio Management's NAICS code?

Peilim Portfolio Management's NAICS code is 5239 (Other Financial Investment Activities).

Investment ManagementTel Aviv, Israel11-50 Employees

Peilim Portfolio Management is an Israeli investment management firm focused on managing investment portfolios for a wide range of clients. Founded in 1987, the company is fully owned by Bank Hapoalim. It serves private clients as well as public and private organizations, nonprofit entities, government agencies, local authorities, and kibbutzim, providing portfolio management services tailored to diverse needs. Based in Ramat Gan in the Tel Aviv region, the firm is an established participant in Israel's portfolio management market.

With a mid-sized footprint, Peilim emphasizes ongoing oversight and customized strategies for its clients, spanning individuals and institutions across sectors. The ownership by a major bank and its long history reflect its integration into Israel's financial services landscape.