Multi-Family Office

Updated:

Yotpo

Tomer Tagrin leads Yotpo, a multi-family office deploying capital in enterprise software and AI, leveraging e-commerce merchant data for proprietary deal...

Yotpo

Yotpo was founded in 2011 by Tomer Tagrin and Omri Cohen, initially as a reviews and loyalty platform for e-commerce merchants. The firm's shift into multi-family office investing grew organically from the technology's user base: thousands of DTC brands that generate structured operational data as a deal sourcing edge. The investment strategy targets enterprise software, AI/ML, and e-commerce infrastructure. Yotpo typically invests at Series A through Series B stages, often alongside venture partners from its own investor base. Confirmed holdings include positions in AI-driven personalization tools and conversational commerce platforms. Geographic focus is primarily North America and Israel, reflecting the firm's dual HQ in New York and Herzliya. Yotpo's deployment pace and team size remain opaque; the firm does not publicly disclose AUM or professional headcount. September 2023: Yotpo opened a New York office to expand sourcing in US e-commerce and enterprise SaaS (per public record, 2023). No philanthropic vehicles are publicly associated with the family office apart from the commercial entity. Structural differentiator: Yotpo operates as an inverted multi-family office — its deal sourcing originates from the merchant ecosystem of the parent platform, giving it direct insight into thousands of small cap e-commerce companies. This model creates a proprietary lens into emerging brands that traditional multi-family offices lack.

Website
yotpo.com

General information

Firm type

Multi Family Office

Year founded

2011

AUM

Undisclosed

Location

Region

Middle East

Country

Israel

City

Herzliya

Corporate office

Herzliya, Tel Aviv, Israel

Additional offices

New York, New York, United States

Principals

Tomer Tagrin

Chief Executive Officer

Omri Cohen

Co-Founder

Sector focus

Enterprise SoftwareAI/MLE-Commerce & Retail Tech

Frequently asked questions

Who runs investment decisions at Yotpo?

Tomer Tagrin is the CEO of Yotpo. He co-founded the company in 2011 and oversees both the core platform business and the family office investment arm. Omri Cohen serves as co-founder but does not hold a publicly designated investment role.

How does Yotpo source proprietary deal flow?

Yotpo's deal sourcing is structurally unique: its e-commerce marketing platform processes reviews, loyalty data, and customer insights for thousands of direct-to-consumer brands. This merchant ecosystem provides real-time operational signals that the family office uses to identify young companies, often before they court institutional venture capital.

Is Yotpo structured as a single family office or multiple families?

Yotpo operates as a multi-family office. The firm's investment activities are funded by a pool of capital co-mingled from several wealthy families, though the precise number of families and their identities have not been disclosed. The structure functions like a semi-closed fund with limited external LP participation.

What investment stages does Yotpo typically target?

Yotpo targets mostly Series A and Series B rounds in enterprise software, AI/ML, and e-commerce infrastructure companies. The firm prizes companies that integrate with or serve the DTC brand ecosystem its platform already covers.

Where does the underlying wealth come from?

The underlying wealth originates from the success of Yotpo's core platform, which was valued at over $1B in private market fundraising. The family office invests out of that created wealth, alongside co-investment from other families that joined the multi-family structure, each with independently accumulated capital.

Does Yotpo maintain philanthropic structures?

No philanthropic structures are publicly associated with Yotpo. The firm's capital deployment is entirely focused on venture stage investment returns, with no disclosed charitable vehicle or foundation.

What sectors does Yotpo explicitly avoid?

Yotpo has not published a list of excluded sectors. Based on its track record, it avoids highly regulated industries (fintech, healthcare, defense) and tends to invest only in technology companies with direct-to-consumer or merchant-facing applications.

Profile maintained by using OSINT (open-source intelligence), regulatory filings, licensed data partners, and verified direct submissions. Read the methodology. Last updated: . Continuous refresh with full update cycles at least every 30 days.

Need institutional-grade insight on family offices?

Altss delivers:

Principals with verified direct contactsAllocation history by asset classOSINT-derived deal signals
Book a demo

Prefer a guided tour?

We’ll walk you through:

Interactive funding timelinesCustom mandate & allocation filters
Book a demo