Group Companies:

  • Shekel Insurance Agency (2008) Ltd.
    The Shekel Group was founded in 1979 and is one of the largest pension fund management companies in Israel.
    Since 2010, the group has been managed by Mrs. Keren Shamir, the company's CEO.
    The diverse range of plans the group manages includes: manager’s insurance, pension funds, provident funds, advanced education funds, savings plans, health and long term care insurance plans and mortgage consulting.
    The Shekel Group is a long-standing, reputable and highly experienced company providing professional and comprehensive service to numerous employers and to hundreds of thousands of clients.
    Website: (in Hebrew) www.shekelgroup.co.il

  • Agam Leaderim Insurance Agency (2003) Ltd.
    Agam Leaderim has specialized in pension plan management since 1992. The company is managed by Itzik Or and Rami Dayan. Itzik Or has served as the CEO of the company since its establishment. Together with The Phoenix Insurance Company Ltd., Itzik Or is also a shareholder.
    The company employs 370 staff specializing in pension plans, providing professional guidance and tailor-made solutions to hundreds of thousands of clients nationwide, in the following fields: manager’s insurance, pension plans, health and long term care insurance, provident funds, advanced study funds and other financial products and services.
    Website: (in Hebrew) www.agamin.co.il

  • Oren Mizrach Insurance Agency Ltd.
    Oren Mizrach, a Phoenix Group company, is the largest insurance agency in Israel that provides support services and solutions to agents and clients in all insurance branches. The agency was founded in 1994 by Oren Cohen. In 2009 The Phoenix Insurance Company Ltd. acquired 50% of its shares and in 2011 the group acquired Mizrach Insurance Services.
    Mizrach was founded in 1938 and is one of the oldest and most reputable insurance agencies in Israel.
    The group provides solutions in all insurance fields to insurance agents nationwide and insures more than 100,000 clients.
    Oren Mizrach specializes in pensions and other financial services and products, P&C insurance and health and long term care insurance. The professional experience and knowledge of the company, coupled with its size and financial strength, enables the company to formulate a state-of-the-art tailor-made insurance and financial products portfolio for its clients.
    Website: (in Hebrew) www.oren-ins.co.il

  • Excellence Investments Ltd.
    The Excellence Investments Group was founded in 1992 by Ronny Biram and Gil Deutsch, and in 1994 the company's stock started trading on the Tel Aviv Stock Exchange.
    Excellence was eventually delisted and now operates as a privately owned subsidiary of The Phoenix. Excellence has approximately NIS 55 billion of assets under management.
    The company has 300 employees in various fields of operations.
    Up until the end of 2016 Excellence managed provident funds valued approx. NIS 23 billion. On 1.1.2017 the provident fund business was restructured into a sister company, a subsidiary of The Phoenix operated under the name The Phoenix Excellence Pension and Provident Funds Ltd.
    Website: (in Hebrew) https://www.xnes.co.il/main/

  • Gamma Management and Clearance Ltd.
    Gamma is the largest private credit provider and financial services in Israel. Gamma provides credit and financial services to around 8,000 businesses, corporations and leading retail chains, with an annual turnover of approximately NIS 25 billion. Gamma also provides credit card clearing services and credit card management services for businesses.
    Gamma is also involved in the receivable factoring business.
    Website: (in Hebrew) www.gamaf.co.il

  • The Employee Benefit Experts Ltd.
    The Benefit Group specializes in various corporate services in the field of pension savings and fringe benefits and owns a pension insurance agency.
    Website: (in Hebrew) www.ebenefit.co.il

  • Phoenix Capital Raising (2009) Ltd.
    The company was founded in 2009 as a private company. The company is now a fully owned subsidiary of The Phoenix Insurance Company Ltd.
    The company specializes exclusively in fund raising in Israel for The Phoenix Insurance Company Ltd., using private and public offerings of debentures and/or capital bills. The proceeds are utilized by The Phoenix Insurance Company Ltd. on a discretionary basis.
    The operations of the company depend on the capital raising needs of The Phoenix Insurance Company Ltd., the capital market condition and the supply and demand levels of negotiable instruments in Israel.
    The company does not retain credit to finance its activities. The company deposits the funds raised in the offerings in various deferred deposits with The Phoenix Insurance Company Ltd..

  • Phoenix Investments and Finances Ltd.
    The company is a wholly owned subsidiary of The Phoenix, specializing in financial investments, real estate investments, venture capital funds, commercial non-bank financing and more.

  • Phoenix Excellence Pensions and Provident Funds Ltd.
    Phoenix Excellence Pensions and Provident Funds Ltd. offers pension and financial solutions for the family, all under one umbrella.
    The company manages a diverse range of pension funds, provident funds and advanced study funds. The investments are managed by the investment division of The Phoenix, one of the leading in the long term savings institutions in Israel.

  • Ad 120 Retirement Centres for Senior Citizens Ltd.
    Ad 120, a Phoenix Group company, has been the leader of the luxurious retirement homes market in Israel for three decades. According to Ad 120: "The strong financial standings, extensive knowledge and experience we have accumulated over the years enables us to pay meticulous attention to quality and excellence, and to ensure that our residents not only have a comfortable home but also benefit from a peace of mind and complete security". The group now manages three retirement homes in the center of Israel: Rishon Lezion, Tel Aviv and Hod Hasharon, and a fourth home in Modi’in is expected to open soon.

    • The Retirement Home in Rishon Lezion – The first location of the chain, prides itself in offering a family-orientated atmosphere that stood the test of time. The home is located in the heart of an exclusive neighborhood near city center and the winery, near the train station and the main traffic axis – Highway 431. The home is within a walking distance of the city center and the shopping mall.

    • The Retirement Home in Hod Hasharon – It is easily noticeable that the home in Hod Hasharon provides its residents with a warm and friendly atmosphere. The home is situated next to the Four Seasons Park and the Margalit Shopping Mall. The central location facilitates convenient access to the train and public transportation to the Dan Metropolitan area..

    • The Retirement Home in Tel Aviv – The retirement home in Tel Aviv is located in the heart of Ramat Hahayal neighborhood, nearby numerous restaurants, cafés and the North Tel Aviv Indoor Market. The home is a short distance away from the Yarkon Park, the Assuta Hospital and the Ramat Aviv and Ayalon Shopping Malls. The home is also a short distance away from cultural centers in Tel Aviv such as the Land of Israel Museum, the Opera House and the Bima and Cameri Theatres.
      Website: (in Hebrew)  www.ad-120.org.il/ad-120/