Meitav Investment House

Meitav is one of the largest non-bank financial institutions in Israel, managing mandatory long-term savings products — provident funds, pension funds, and advanced training funds — alongside mutual funds, ETFs, and a growing alternatives platform. The firm was created through the 2012 merger of Meitav and Dash investment houses. It collects mandatory retirement contributions from Israeli employees and employers at scale, making it a structural fixture in the country's institutional landscape.

Meitav actively participates in private markets through its alternatives arm, targeting direct private equity buyouts, venture capital (early-stage through late-stage), venture debt, mezzanine financing, secondaries, and special situations. Its venture debt program specifically targets Israeli growth-stage technology companies. The firm also commits to fund-of-funds structures and co-invests alongside Israeli and international general partners.

Meitav does not publicly disclose a single consolidated AUM figure across all entities. However, its 2023 acquisition of Psagot Investment House's mutual fund and ETF business added approximately NIS 21 billion in assets (per Reuters, May 2023), consolidating its position as the second-largest mutual fund manager in Israel. The firm competes directly with bank-owned and insurance-company asset managers across every retail and institutional savings category in the country.

Meitav's venture capital strategy spans the full lifecycle, from seed-stage and start-up investments through expansion and late-stage rounds. The firm also deploys venture debt to Israeli growth-stage technology companies. Its platform includes fund-of-funds commitments that provide exposure to earlier-stage managers the firm may not access directly.

While Israel constitutes Meitav's core market across both public and private strategies, the firm selectively co-invests in North America and Europe through its alternatives platform. Its fund-of-funds commitments also provide indirect exposure to international private equity and venture capital managers.