Omer Yaniv
Co-CEOAdv.CPA
Former partner in the tax department of one of Israel's top law firms. Corporate finance and Israeli tax law.
Six decades of Psagot Investment House heritage, built into every deal.
We engineer the trust infrastructure that lets complex deals close with precision, scale, and confidence.
Group heritage
Since 1960
60+ years of trust. Psagot Investment House, Israel's benchmark for compliance and reliability.
Settled in 2025
₪2.3B
Across 20,000+ payment transactions for 5,000+ people connected to deals, every movement logged.
Built by
Industry veterans
People who've done it before. Former law firm partners, Big 4 CPAs, and key people from the banking industry.
Authorized by
Israel Tax Authority
Holds a trustee authorization from the Israel Tax Authority.
Licensed by
Capital Market, Insurance and Savings Authority
Financial Asset Service Provider (FASP) license no. 71808, in effect since June 2026. Designated accounts and trust services operate under it.
In process
Israel Securities Authority
Payment Services (PSP) license under the Payment Services Law — in process. Payment and asset accounts launch once it is granted.
Four principles that govern every decision
01
Efficiency
Faster by design.
We streamline processes and reduce operational friction without compromising quality. Every step of a deal should move forward, not sideways.
02
Technology
Precision in every line of code.
We automate, analyze, and execute seamlessly with intelligent systems. Technology is not the product — it's what makes the product trustworthy.
03
Expertise
Experience defines every decision.
We anticipate pitfalls, design structures, and manage risk through proven judgment. Our people have been on both sides of the most complex deals in Israel.
04
Integrity & Compliance
We operate with confidence. Always.
We embed transparency, regulation, and trust into every deal — not as a feature, but as the foundation everything else rests on.
Six decades of institutional trust
Founded in 1960
Psagot Investment House
Begins managing assets for private clients and corporations across Israel.
60+ years
Tens of billions managed
Psagot Investment House becomes the benchmark for investment in the Israeli capital market.
Founding
Psagot Equity incorporated
A former law-firm tax partner and a former accounting-firm tax partner leave to build a technology-first trust platform.
Regulatory licensing
FASP license granted
Financial Asset Service Provider (FASP) license no. 71808 from the Capital Market, Insurance and Savings Authority, in effect since June 2026. Payment Services (PSP) license from the Israel Securities Authority — in process.
Today
International standard
IT specialists, 100% digital, precision execution, deal after deal.
Compliance built into the process,
not added on top.
Every deal runs through the same controls — no money moves until each one passes.
Enforced on every transaction
AML/KYC verified
Anti-money laundering checks before any fund moves.
Segregated funds
Held in legally separate accounts. Never mixed.
Permanent audit trail
Every action logged, available to regulators.
Bank-grade encryption and access controls
Data is encrypted in transit and at rest, with access restricted by role.
Zero paper process
100% digital from KYC to fund release.
Real-time monitoring
Live transaction status with automated alerts.
The people behind every deal
Founders
Tsachi Iron
Co-CEOCPAMBA
Former partner leading the tax department at one of Israel's leading accounting firms. Corporate taxation and forensic auditing.
Thomer Barzilay
CTO15+ yrs banking
Former CTO of a regulated Brazilian financial institution. Banking systems, cybersecurity, and data science.
Elad Benbaji
Chairman30+ years in capital markets
Former CFO of one of Israel's leading brokers and stock exchange members. Revenue growth and market expansion.
Ready to make your deal happen?
Talk to our team. We handle the complexity — you focus on the outcome.
Talk to an expert