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The Phoenix Excellence Pension and Provident Funds

Institutional investor

Rishon LeZion · Seed

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Investment thesis

Phoenix Financial operates a diversified financial services group spanning asset management, wealth, brokerage, retirement (pensions and provident funds), insurance and financing. Its strategy centers on accelerating growth in capital-efficient, high-margin businesses, fostering innovation and operational efficiency, actively managing talent and organizational structure, and optimizing capital deployment. The group emphasizes recurring fee-based revenues, strong cash flows and capital efficiency, returning value to shareholders via dividends and buybacks while reinvesting for organic growth and M&A. It leverages access to Israel's economy through a broad investment portfolio to create value for clients, partners and shareholders.

Source: firm website, verified Oct 2, 2026.

Stage
Seed
HQ
Rishon LeZion, IL
Founded
1950
AUM
$220B
Tracked investments
1

What they invest in

from 1 of 1 portfolio companies

Consumer ×1E-commerce ×1

HQs:Israel×1

Investments · 1 tracked

founders shown can be your intro path
Avoavonow.comSeedDefunct

Avo operates a marketplace within residential and office buildings that delivers groceries, cleaning services, and other goods to tenants, with building operators handling customer acquisition.

ConsumerE-commerceTel Aviv-Yafo, IL

Dekel Valtzer(Founder/CEO)inIdan Hershko(Founder)inNir Smadar(Founder/CTO)

Co-investorsInsight PartnersY CombinatorAlleyCorpDunamu & PartnersF2 Venture CapitalFeldsmith Capital+12 more

Frequently asked questions

What stage does The Phoenix Excellence Pension and Provident Funds invest at?
The Phoenix Excellence Pension and Provident Funds invests at the Seed stage.
What sectors does The Phoenix Excellence Pension and Provident Funds focus on?
The Phoenix Excellence Pension and Provident Funds focuses on Consumer, Fintech, InsurTech.
Where is The Phoenix Excellence Pension and Provident Funds located?
The Phoenix Excellence Pension and Provident Funds is headquartered in Rishon LeZion, IL.

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