Structured Investment Platform
Purchase groups, investor syndicates and GP/LP funds, each with a dedicated account, per-investor ledgers and managed distributions.
An infrastructure
built for the way
deals move today.
Combining precision, scale, and intelligence to support complex, high-value transactions.
The numbers behind our deals
20,000+Transactions
₪2.3BDeal payments in 2025
5,000+People connected to deals
60Years of institutional legacy
Technology-driven trust
Trust infrastructure that moves at the speed of your deal.
Our innovative platform - PEaX - removes old-world operational bottlenecks. KYC, account opening, fund management and reporting run fully digitally, in one place, across every account and trust service.
100% Digital Account Opening
Seamless remote onboarding with integrated regulatory validation, designed for corporate and cross-border activity.
One onboarding, every service
KYC is reusable across all Psagot Equity services. Parties onboarded for one mandate carry into the next, with zero re-onboarding.
Protected transactions
Regulated financial infrastructure designed to safeguard high value transactions and support cross-border investment activity across global markets
Your deal - protected
Segregated accounts, releases only against documented conditions, every action logged.
Cross-border ready
Remote onboarding for foreign parties, multi-currency funding, FATCA and CRS handled per participant.
Structured capital solutions
A financial infrastructure made to support complex investment structures and fiduciary oversight for domestic and cross-border investment structures.
Fiduciary Governance
Section 102 trustee, M&A escrow and restructuring, managed by an independent, professional trustee.
Real Estate
Closing escrow, foreign-resident purchases and the developer 7% account under the Israeli Sale Law, 1974. Currently only holding funds and not the title.
Equity & Stock Options
Section 102 equity plans and supporting services, run by the book from first grant to exit.
Account services
Building the next generation of financial infrastructure for precise, scalable and intelligent execution.
Redefining how complex financial deals are executed.
Payment & asset
Designated deal account
Sole investor
A fully segregated account for one investor and one defined transaction, with payments only to recipients set at opening.
See moreInvestor Group Account
One pooled account, many investors. Per-investor ledger, a waterfall locked at opening, and individual statements for every distribution.
See morePurchase groups
A designated account for the Israeli purchase group, run by its representation committee, with trustee oversight permissions built in.
See morePartnerships
The GP/LP transaction account: raise, invest and distribute, with LP-level ledgers and digital subscription signing.
See moreTrustee
Banking infrastructure for professionals appointed as trustee for a one-time transaction. You are the trustee; we are the infrastructure.
See more
Built for corporations
from day one
Financial infrastructure that gives corporations control from day one.
✓Compliance review and AML screening completed in-house
✓100% digital account opening with guided regulatory validation
✓A segregated account structure designed for regulated corporate transactions
Trust services
Trust services for every stage of the deal
Supporting M&A, trust structures, equity plans, tax arrangements, and regulatory frameworks with precision, oversight, and control.
Corporate trust
M&A
Independent paying agent, escrow and sub-agent under one mandate. Funds move when closing conditions are met, and only then.
See moreTax negotiation
Neutral escrow while your tax counsel negotiates with the ITA, and ITA-compliant tax refund trusts, held until resolution.
See moreReal estate
Escrow, foreign-resident real estate transactions, developer 7% account and syndicate real estate transactions, under one roof.
See moreInvestor pooling (SPV)
Pool investors through a trust that holds the investment itself. No company to incorporate, cash and asset under one roof.
See moreRegulatory trust
102 Trustee
Full Section 102 trustee under ITA permit. Grants, vesting, withholding and reporting on iOZ, from first grant to exit.
See moreRestructuring
Tax-deferred restructuring under Sections 103, 104 and 104H of the Israeli Income Tax Ordinance, held by a trustee approved by the Israel Tax Authority.
See moreCarried interest (IVA)
Carry distribution fully run for you: received into a regulated account, withheld, and paid out to partners worldwide.
See moreTrustee services for TASE & ISA requirements
Post-IPO lock-up, safe-harbor trading plans and blind trusts, executed by the book on the TASE.
See moreMergers & Acquisitions
Mergers & Acquisitions
Structured financial execution for high-stakes corporate transactions.
Centralized fund management throughout the transaction lifecycle
Structured coordination between all stakeholders
Signatures, KYC and banking details collected from every stakeholder through PEaX
Psagot Equity in numbers.
Since Psagot Equity began operating within the Psagot group.
20,000+Transactions
Payment transactions processed in deals, one audit trail
₪2.3B
Paid in 2025, only against documented conditions
5,000+People
Connected to deals: investors, employees, sellers and more, each with a documented trail
60Years
Institutional roots through Psagot Investment House
FAQ
Common questions
Discover responses to commonly asked questions about our products and services.
Who is Psagot Equity designed for?
Psagot Equity supports companies, investors, and individuals involved in high-value financial transactions. Our services are tailored for those managing complex deals, not for everyday or low-value transfers.
Is my money safe and secure?
All funds are held in segregation under the licensed framework that fits the service: Psagot Equity's FASP license (designated accounts and trust services), the PSP license (payment accounts, in process), or the group's stock-exchange member, Psagot Securities, for securities and custody. Where the service is a trust service, Psagot Equity Trustees also acts as trustee of the account.
What is the difference between account services and trust services?
Account services provide the licensed account infrastructure, with no trust layer. In trust services Psagot Equity acts as trustee, with the account included. One onboarding opens every other Psagot Equity service.