Company lists · Data refreshed September 2026
Top 25 Asset and wealth management consulting firms based in Israel
RevenueBase identified 132 company matches for asset and wealth management consulting firms associated with Israel as of September 2026 and tracks 2,064 professional contacts across them, including 814 with verified work emails. Tel Aviv is the largest hub.
This list covers company matches for asset and wealth management consulting firms associated with Israel, found by RevenueBase SmartSearch using the meaning of business descriptions in its company graph at Exact. Ranked by professionals tracked, largest first. Rows show recorded descriptions where available, Exact search membership and the snapshot date. Data refreshed September 21, 2026.
Published by RevenueBase, a B2B data infrastructure company. This list was built with RevenueBase SmartSearch, the natural-language company search RevenueBase customers use to build their own targeted lists and unlock verified emails and direct dials at the companies on them. How these lists are built and judged.
The 25 largest asset and wealth management consulting firms based in Israel
Ranked by team size| # | Company | Contacts | |||
|---|---|---|---|---|---|
| 1 | 496 contacts → | ||||
Exact match “IBI Investment House is one of Israel's leading financial institutions in the non-banking sector.” Recorded in the RevenueBase company graph · Sep 21, 2026 · View company records in RevenueBase | |||||
| 2 | 418 contacts → | ||||
Exact match “הפניקס בית השקעות (לשעבר אקסלנס) מהווה בית אחד למגוון הרחב בישראל של פתרונות השקעה, חיסכון ופיננסים בשוק ההון, המאגד בתוכו את הפעילות של מספר חברות בנות.” Recorded in the RevenueBase company graph · Sep 21, 2026 · View company records in RevenueBase | |||||
| 3 | 213 contacts → | ||||
Exact match “Established in 1965, Migdal Capital Markets, a wholly-owned subsidiary of Migdal Holdings Group, has in the five decades since its inception gained a leading position in Israel's…” Recorded in the RevenueBase company graph · Sep 21, 2026 · View company records in RevenueBase | |||||
| 4 | 193 contacts → | ||||
Exact match “אודותינו פסגות הוא גוף פיננסי מוביל, בית ההשקעות הוותיק בישראל וחבר בורסה, המוחזק בידי קבוצת משקיעים פרטיים בראשות "כרמל קרדיט" בבעלות עוזי דנינו, לשעבר מנכ"ל אקסלנס, ורונן טורם…” Recorded in the RevenueBase company graph · Sep 21, 2026 · View company records in RevenueBase | |||||
| 5 | 75 contacts → | ||||
Exact match “Since 1986, Pioneer Wealth Management - an independent and private company - has been providing expert financial services, such as Holistic Financial Planning, Portfolio & Wealth…” Recorded in the RevenueBase company graph · Sep 21, 2026 · View company records in RevenueBase | |||||
| 6 | 69 contacts → | ||||
Exact match “Giza Singer Even is Israel's largest financial advisory and investment banking firm.” Recorded in the RevenueBase company graph · Sep 21, 2026 · View company records in RevenueBase | |||||
| 7 | 53 contacts → | ||||
Exact match “ברוכים הבאים לקבוצת קלי!” Recorded in the RevenueBase company graph · Sep 21, 2026 · View company records in RevenueBase | |||||
| 8 | 29 contacts → | ||||
Exact match “Sigma Clarity Investment House The primary and leading global investment group in Israel.” Recorded in the RevenueBase company graph · Sep 21, 2026 · View company records in RevenueBase | |||||
| 9 | 27 contacts → | ||||
Exact match “Four Seasons Financial Planning (FSFP), a subsidiary of IBI Investment House, provides comprehensive financial planning services for individuals, families, and businesses.” Recorded in the RevenueBase company graph · Sep 21, 2026 · View company records in RevenueBase | |||||
| 10 | 24 contacts → | ||||
Exact match “קרני פמילי אופיס הוקמה בשנת 2008 עם נכסים מנוהלים של כ-7 מיליארד ₪.” Recorded in the RevenueBase company graph · Sep 21, 2026 · View company records in RevenueBase | |||||
| 11 | 22 contacts → | ||||
Exact match “The Service aims to be the leading company in Israel in the fields of wealth management and financial planning.” Recorded in the RevenueBase company graph · Sep 21, 2026 · View company records in RevenueBase | |||||
| 12 | 22 contacts → | ||||
Exact match “Profound is an investment house specializing in global asset and wealth management services for high net worth individuals.” Recorded in the RevenueBase company graph · Sep 21, 2026 · View company records in RevenueBase | |||||
| 13 | 19 contacts → | ||||
Exact match “The firm provides families and individuals with strategic wealth management and family office services, including asset allocation, manager selection, fee review, consolidated…” Recorded in the RevenueBase company graph · Sep 21, 2026 · View company records in RevenueBase | |||||
| 14 | 15 contacts → | ||||
Exact match “Climax, established in 2013, is dedicated to providing clients with both financial security and peace of mind through responsible, creative, and profitable financial management.” Recorded in the RevenueBase company graph · Sep 21, 2026 · View company records in RevenueBase | |||||
| 15 | 15 contacts → | ||||
Exact match “פרוקסימה ניהול השקעות בע"מ מתמחה בניהול תיקי השקעות למגוון לקוחות בארץ ובחו"ל, מתן שרותי מסחר עצמאי, גיוס כספים לסטארטפים וליווי מקצועי.” Recorded in the RevenueBase company graph · Sep 21, 2026 · View company records in RevenueBase | |||||
| 16 | 13 contacts → | ||||
Exact match “Poria Financial Planning is a rapidly expanding financial planning firm with 110 employees and a satisfied clientele of over We specialize on personalized financial planning…” Recorded in the RevenueBase company graph · Sep 21, 2026 · View company records in RevenueBase | |||||
| 17 | 12 contacts → | ||||
Exact match “Agio is a veteran and experienced private company.” Recorded in the RevenueBase company graph · Sep 21, 2026 · View company records in RevenueBase | |||||
| 18 | 8 contacts → | ||||
Exact match “A boutique Investment house that provides a personal and exclusive service.” Recorded in the RevenueBase company graph · Sep 21, 2026 · View company records in RevenueBase | |||||
| 19 | 8 contacts → | ||||
Exact match “IKGAI Trust is a Family Office and an investment firm that provides solutions in three investing spheres: alternative investments, real estate, and capital markets.” Recorded in the RevenueBase company graph · Sep 21, 2026 · View company records in RevenueBase | |||||
| 20 | 8 contacts → | ||||
Exact match “private company specializing in investment management, financial planning and insurance” Recorded in the RevenueBase company graph · Sep 21, 2026 · View company records in RevenueBase | |||||
| 21 | 8 contacts → | ||||
Exact match “The Top Alpha investment house began its activity in 2007 and operates as a boutique for investment management.” Recorded in the RevenueBase company graph · Sep 21, 2026 · View company records in RevenueBase | |||||
| 22 | 7 contacts → | ||||
Exact match “Founded in 2003 by Mr.” Recorded in the RevenueBase company graph · Sep 21, 2026 · View company records in RevenueBase | |||||
| 23 | 6 contacts → | ||||
Exact match “TWO GENERATIONS DEDICATED TO PROFESSIONAL SERVICE: KIMFO brings together two generations of the Kimche Family, David and his son Aviad.” Recorded in the RevenueBase company graph · Sep 21, 2026 · View company records in RevenueBase | |||||
| 24 | 6 contacts → | ||||
Exact match “עם ניסיון מוכח בניהול של 12 מיליארד שקלים, קבוצת גילאון-גורדון, מתמחה בניהול עושר של לקוחות אמידים תוך כדי קביעת סטנדרטים גבוהים בהשקעות, בשירות ובשקיפות.” Recorded in the RevenueBase company graph · Sep 21, 2026 · View company records in RevenueBase | |||||
| 25 | 5 contacts → | ||||
Exact match “Public private wealth specializes in providing holistic solutions in the financial, retirement, and risk management sectors.” Recorded in the RevenueBase company graph · Sep 21, 2026 · View company records in RevenueBase | |||||
RevenueBase SmartSearch
Describe a niche business in your own words. RevenueBase SmartSearch compares the meaning of your description with company business descriptions compiled in the RevenueBase company graph. Exact, Similar, Related and Broad control how closely companies must fit.
This list uses Exact for “asset and wealth management consulting firms”. Each Exact match badge shows membership in that saved search; it is not an individual similarity score or a service-quality rating. Recorded descriptions are shown where available.
Showing 25 of 132 asset and wealth management consulting firms based in Israel
See the full list, filter by size, metro and specialty, and access 814 tracked professional contacts with verified work emails. Direct dials are available where recorded.
Free signup · no credit card
Asset and wealth management consulting firms based in Israel at a glance
As of Sep 21, 2026Companies by employee count
Email recency for this list is measured worldwide rather than for Israel, so it is reported there. Company counts and contact totals on this page are exact for Israel, over 132 companies.
How this list was built
The recorded descriptions help you assess these company matches. Check a company’s website for its current services and locations.
- Source
- The RevenueBase company graph: 60 million companies and 398.9 million professional contacts resolved from primary sources, queried with RevenueBase SmartSearch, the natural-language company search available to every RevenueBase user.
- What qualifies
- Company records associated with Israel whose business descriptions match “asset and wealth management consulting firms” by meaning at the Exact setting. Descriptions are compiled in the RevenueBase company graph from public websites, profiles and company information where available; they are not guaranteed quotations from the company's website.
- RevenueBase SmartSearch
- Describe a niche company in your own words to find businesses by meaning. Exact, Similar, Related and Broad control the breadth of RevenueBase SmartSearch. This saved list uses Exact. Each row's Exact match badge shows inclusion in that search, not an individual score or a service-quality judgment.
- Public preview
- The public preview omits records without a verified work email. Where headquarters information is recorded, preview rows are also filtered to this page’s location. Dataset totals and geographic summaries describe the full matched records before these preview filters.
- Match quality
- RevenueBase's August 25, 2026 study assessed 4,198 description/company pairs across matching settings. The publisher reports 86% good or better at Exact. This evaluates the method across queries; it does not audit this individual list. Recorded company descriptions, where available, help you judge each match yourself. Read the full methodology: how the lists are built and what the study measures.
- Ranking
- Team size, largest first: companies are ordered by the number of professionals RevenueBase tracks at each one. Employee ranges shown are reported bands, for context.
- Verification
- Every displayed company carries at least one verified work email. RevenueBase tracks 814 professional contacts with verified work emails across the full matched dataset. Contacts re-verify on a rolling cadence, and each contact's own verification date is shown inside RevenueBase.
- Refresh
- This page's figures were pulled from the company graph on September 21, 2026. Lists refresh periodically as the graph is re-checked.
- Record context
- Company records and descriptions can change. Check the company's website for its current services and locations.
Frequently asked
What is RevenueBase SmartSearch?
RevenueBase SmartSearch finds niche companies by the meaning of their business descriptions in the RevenueBase company graph. Exact, Similar, Related and Broad control how closely companies must fit your description. This list uses Exact for “asset and wealth management consulting firms”; each Exact match badge shows search membership, not an individual similarity or quality score.
How many asset and wealth management consulting firms are there based in Israel?
RevenueBase identified 132 company matches for asset and wealth management consulting firms associated with Israel as of September 2026, using the meaning of business descriptions at Exact. This is the recorded matched set in the RevenueBase company graph.
What is the largest company on this list?
IBI Investment House tops the displayed preview by professional contacts tracked in RevenueBase. Recorded headquarters appear in the company rows.
Which city has the most asset and wealth management consulting firms?
Tel Aviv leads with 39 company records, followed by Tel-Aviv (6) and Bnei Brak (5).
How do I get contact information for these companies?
A free RevenueBase account lets you run this exact search and work limited free results with 500 credits to start. Upgrading provides access to the 814 professional contacts with verified work emails tracked across these 132 companies; direct dials are available where recorded.
How current is this list?
The list refreshes periodically as the company graph is re-checked. This page's figures were pulled on September 21, 2026.
Ready to reach these companies? Verified emails and direct dials for all 132 asset and wealth management consulting firms based in Israel. Start with a free account, no credit card.
Download this list →Related lists
Asset and wealth management consulting firms by geography
- Asset and wealth management consulting firms based in Adelaide, Australia
- Asset and wealth management consulting firms based in Brisbane City, Australia
- Asset and wealth management consulting firms based in Brisbane, Australia
- Asset and wealth management consulting firms based in Melbourne, Australia
- Asset and wealth management consulting firms based in North Sydney, Australia
- Asset and wealth management consulting firms based in Perth, Australia
- Asset and wealth management consulting firms based in Sydney, Australia
- Asset and wealth management consulting firms based in Belo Horizonte, Brazil
- Asset and wealth management consulting firms based in Curitiba, Brazil
- Asset and wealth management consulting firms based in Porto Alegre, Brazil
- Asset and wealth management consulting firms based in Rio De Janeiro, Brazil
- Asset and wealth management consulting firms based in Sao Paulo, Brazil
About this data
RevenueBase is a B2B data infrastructure company. Its company graph covers 60 million companies and 398.9 million professional contacts, with emails verified on a rolling cadence rather than scraped once and left to decay. These company lists are generated directly from that graph with RevenueBase SmartSearch, the same natural-language company search every RevenueBase user has: describe a market in plain words, get the companies that match, and add verified emails and direct dials for the people at them. It is the same data that powers RevenueBase's B2B data products, and a free account includes 500 credits to start. How these lists are built and judged.
More company lists
- All company lists
- Lists by location
- Lists A-Z
- New lists
- Asset and wealth management consulting firms based in Adelaide, Australia
- Asset and wealth management consulting firms based in Brisbane City, Australia
- Asset and wealth management consulting firms based in Brisbane, Australia
- Asset and wealth management consulting firms based in Melbourne, Australia
- Asset and wealth management consulting firms based in North Sydney, Australia
- Asset and wealth management consulting firms based in Perth, Australia
Company intelligence · public preview
Top 25 asset and wealth management consulting firms based in Israel
Find companies in any niche.
Describe the businesses you want in your own words. RevenueBase SmartSearch matches company descriptions by meaning.
RevenueBase records 132 matching company records for asset and wealth management consulting firms based in Israel, with 2,064 tracked contacts and 814 verified work emails.
This public preview shows 25 selected records ordered by tracked contacts. RevenueBase SmartSearch finds company descriptions that match by meaning at Exact. Snapshot: September 21, 2026.
RevenueBase compiles business descriptions for niche-company discovery; each row shows a recorded excerpt where available. Adapt this search to find the companies and contacts you want.
Top 25 asset and wealth management consulting firms based in Israel
The public list shows selected company records with contact and verified-email coverage. Reported employee bands provide separate company-size context.
| # | Company | Headquarters on record | Reported employees | RevenueBase SmartSearch | Tracked contacts |
|---|---|---|---|---|---|
| 1 |  IBI Investment Houseibi.co.ilHQ: Tel Aviv, IsraelReported employees: 501-1,000 | Tel Aviv, Israel | 501-1,000 | Exact match | 496 contacts → |
“IBI Investment House is one of Israel's leading financial institutions in the non-banking sector.” Recorded description excerpt · September 21, 2026Open company data in RevenueBase ↗Free signup required. | |||||
| 2 |  Phoenix Investment Housexnes.co.ilHQ: Bnei Brak, IsraelReported employees: 201-500 | Bnei Brak, Israel | 201-500 | Exact match | 418 contacts → |
“הפניקס בית השקעות (לשעבר אקסלנס) מהווה בית אחד למגוון הרחב בישראל של פתרונות השקעה, חיסכון ופיננסים בשוק ההון, המאגד בתוכו את הפעילות של מספר חברות בנות.” Recorded description excerpt · September 21, 2026Open company data in RevenueBase ↗Free signup required. | |||||
| 3 |  Migdal Capital Marketsmsh.co.ilHQ: Tel Aviv, IsraelReported employees: 51-200 | Tel Aviv, Israel | 51-200 | Exact match | 213 contacts → |
“Established in 1965, Migdal Capital Markets, a wholly-owned subsidiary of Migdal Holdings Group, has in the five decades since its inception gained a leading position in Israel's…” Recorded description excerpt · September 21, 2026Open company data in RevenueBase ↗Free signup required. | |||||
| 4 |  Psagot Investment Housepsagot.co.ilHQ: תל אביב, IsraelReported employees: 51-200 | תל אביב, Israel | 51-200 | Exact match | 193 contacts → |
“אודותינו פסגות הוא גוף פיננסי מוביל, בית ההשקעות הוותיק בישראל וחבר בורסה, המוחזק בידי קבוצת משקיעים פרטיים בראשות "כרמל קרדיט" בבעלות עוזי דנינו, לשעבר מנכ"ל אקסלנס, ורונן טורם…” Recorded description excerpt · September 21, 2026Open company data in RevenueBase ↗Free signup required. | |||||
| 5 |  Pioneer Wealth Managementpiowealth.comHQ: Herzliya Pituach, IsraelReported employees: 51-200 | Herzliya Pituach, Israel | 51-200 | Exact match | 75 contacts → |
“Since 1986, Pioneer Wealth Management - an independent and private company - has been providing expert financial services, such as Holistic Financial Planning, Portfolio & Wealth…” Recorded description excerpt · September 21, 2026Open company data in RevenueBase ↗Free signup required. | |||||
| 6 |  Giza Singer Even גיזה זינגר אבןgse.co.ilHQ: Ramat-gan, IsraelReported employees: 51-200 | Ramat-gan, Israel | 51-200 | Exact match | 69 contacts → |
“Giza Singer Even is Israel's largest financial advisory and investment banking firm.” Recorded description excerpt · September 21, 2026Open company data in RevenueBase ↗Free signup required. | |||||
| 7 |  Kali Group - קבוצת קליkali.co.ilHQ: Holon, IsraelReported employees: 51-200 | Holon, Israel | 51-200 | Exact match | 53 contacts → |
“ברוכים הבאים לקבוצת קלי!” Recorded description excerpt · September 21, 2026Open company data in RevenueBase ↗Free signup required. | |||||
| 8 |  Sigma Clarity Investment Houseclaritycap.comHQ: Ramat Gan, IsraelReported employees: 11-50 | Ramat Gan, Israel | 11-50 | Exact match | 29 contacts → |
“Sigma Clarity Investment House The primary and leading global investment group in Israel.” Recorded description excerpt · September 21, 2026Open company data in RevenueBase ↗Free signup required. | |||||
| 9 | HQ: Tel Aviv, IsraelReported employees: 11-50 | Tel Aviv, Israel | 11-50 | Exact match | 27 contacts → |
“Four Seasons Financial Planning (FSFP), a subsidiary of IBI Investment House, provides comprehensive financial planning services for individuals, families, and businesses.” Recorded description excerpt · September 21, 2026Open company data in RevenueBase ↗Free signup required. | |||||
| 10 |  Karni Family Officekarni.bizHQ: רמת גן, IsraelReported employees: 11-50 | רמת גן, Israel | 11-50 | Exact match | 24 contacts → |
“קרני פמילי אופיס הוקמה בשנת 2008 עם נכסים מנוהלים של כ-7 מיליארד ₪.” Recorded description excerpt · September 21, 2026Open company data in RevenueBase ↗Free signup required. | |||||
| 11 |  The Service Wealth Managementtswm.co.ilHQ: Herzliya, IsraelReported employees: 51-200 | Herzliya, Israel | 51-200 | Exact match | 22 contacts → |
“The Service aims to be the leading company in Israel in the fields of wealth management and financial planning.” Recorded description excerpt · September 21, 2026Open company data in RevenueBase ↗Free signup required. | |||||
| 12 |  Profound Investment Houseprofound-ih.comHQ: Tel Aviv, IsraelReported employees: 11-50 | Tel Aviv, Israel | 11-50 | Exact match | 22 contacts → |
“Profound is an investment house specializing in global asset and wealth management services for high net worth individuals.” Recorded description excerpt · September 21, 2026Open company data in RevenueBase ↗Free signup required. | |||||
| 13 |  Fidelis Family Officefidelispartners.co.ilHQ: Herzliya Pituach, IsraelReported employees: 11-50 | Herzliya Pituach, Israel | 11-50 | Exact match | 19 contacts → |
“The firm provides families and individuals with strategic wealth management and family office services, including asset allocation, manager selection, fee review, consolidated…” Recorded description excerpt · September 21, 2026Open company data in RevenueBase ↗Free signup required. | |||||
| 14 |  Global Asset Managementclimax.co.ilHQ: Petah Tikva, IsraelReported employees: 11-50 | Petah Tikva, Israel | 11-50 | Exact match | 15 contacts → |
“Climax, established in 2013, is dedicated to providing clients with both financial security and peace of mind through responsible, creative, and profitable financial management.” Recorded description excerpt · September 21, 2026Open company data in RevenueBase ↗Free signup required. | |||||
| 15 |  Proxima Investment Houseproxima.co.ilHQ: Tel-aviv, IsraelReported employees: 11-50 | Tel-aviv, Israel | 11-50 | Exact match | 15 contacts → |
“פרוקסימה ניהול השקעות בע"מ מתמחה בניהול תיקי השקעות למגוון לקוחות בארץ ובחו"ל, מתן שרותי מסחר עצמאי, גיוס כספים לסטארטפים וליווי מקצועי.” Recorded description excerpt · September 21, 2026Open company data in RevenueBase ↗Free signup required. | |||||
| 16 |  Poria Financeporia-finance.comHQ: Haifa, IsraelReported employees: 51-200 | Haifa, Israel | 51-200 | Exact match | 13 contacts → |
“Poria Financial Planning is a rapidly expanding financial planning firm with 110 employees and a satisfied clientele of over We specialize on personalized financial planning…” Recorded description excerpt · September 21, 2026Open company data in RevenueBase ↗Free signup required. | |||||
| 17 | HQ: Petach Tikva, IsraelReported employees: 11-50 | Petach Tikva, Israel | 11-50 | Exact match | 12 contacts → |
“Agio is a veteran and experienced private company.” Recorded description excerpt · September 21, 2026Open company data in RevenueBase ↗Free signup required. | |||||
| 18 |  Azimuth Capital Marketsazmt.co.ilHQ: Tel Aviv, IsraelReported employees: 11-50 | Tel Aviv, Israel | 11-50 | Exact match | 8 contacts → |
“A boutique Investment house that provides a personal and exclusive service.” Recorded description excerpt · September 21, 2026Open company data in RevenueBase ↗Free signup required. | |||||
| 19 |  IKGAIikgai.comHQ: Ramat Gan, IsraelReported employees: 1-10 | Ramat Gan, Israel | 1-10 | Exact match | 8 contacts → |
“IKGAI Trust is a Family Office and an investment firm that provides solutions in three investing spheres: alternative investments, real estate, and capital markets.” Recorded description excerpt · September 21, 2026Open company data in RevenueBase ↗Free signup required. | |||||
| 20 |  Ainvestainvest.co.ilHQ: Tel Aviv, IsraelReported employees: 11-50 | Tel Aviv, Israel | 11-50 | Exact match | 8 contacts → |
“private company specializing in investment management, financial planning and insurance” Recorded description excerpt · September 21, 2026Open company data in RevenueBase ↗Free signup required. | |||||
| 21 | TOP Alphatopalpha.co.il HQ: Bnei Brak, IsraelReported employees: 11-50 | Bnei Brak, Israel | 11-50 | Exact match | 8 contacts → |
“The Top Alpha investment house began its activity in 2007 and operates as a boutique for investment management.” Recorded description excerpt · September 21, 2026Open company data in RevenueBase ↗Free signup required. | |||||
| 22 |  Portofino Investments LTDportofinoinv.co.ilHQ: Tel Aviv, IsraelReported employees: 1-10 | Tel Aviv, Israel | 1-10 | Exact match | 7 contacts → |
“Founded in 2003 by Mr.” Recorded description excerpt · September 21, 2026Open company data in RevenueBase ↗Free signup required. | |||||
| 23 |  Kimfo Family Officekimfo-fs.comHQ: Ra'anana, IsraelReported employees: 1-10 | Ra'anana, Israel | 1-10 | Exact match | 6 contacts → |
“TWO GENERATIONS DEDICATED TO PROFESSIONAL SERVICE: KIMFO brings together two generations of the Kimche Family, David and his son Aviad.” Recorded description excerpt · September 21, 2026Open company data in RevenueBase ↗Free signup required. | |||||
| 24 |  Gilon Gordon Wealth Managementgilongordon.comHQ: Tel Aviv, IsraelReported employees: 1-10 | Tel Aviv, Israel | 1-10 | Exact match | 6 contacts → |
“עם ניסיון מוכח בניהול של 12 מיליארד שקלים, קבוצת גילאון-גורדון, מתמחה בניהול עושר של לקוחות אמידים תוך כדי קביעת סטנדרטים גבוהים בהשקעות, בשירות ובשקיפות.” Recorded description excerpt · September 21, 2026Open company data in RevenueBase ↗Free signup required. | |||||
| 25 |  Public Private Wealthppw.co.ilHQ: תל אביב, IsraelReported employees: 1-10 | תל אביב, Israel | 1-10 | Exact match | 5 contacts → |
“Public private wealth specializes in providing holistic solutions in the financial, retirement, and risk management sectors.” Recorded description excerpt · September 21, 2026Open company data in RevenueBase ↗Free signup required. | |||||
Showing 25 of 132 company matches
Build a targeted audience, find relevant contacts and export available records to your workflow.
Free signup · 500 credits · limited free results
Asset and wealth management consulting firms: dataset insights
September 21, 2026These summaries describe recorded coverage in this saved dataset. This page is derived from saved source records; per-contact mobile coverage and email-recency results are not established by this snapshot.
Reported company sizes
132 records in the displayed employee bands.
0 matching records are outside the displayed bands or do not have a displayed size. Bars show shares of the displayed bands.
Email recency for this list is measured worldwide rather than for Israel, so it is reported there. Company counts and contact totals on this page are exact for Israel, over 132 companies.
How this company list was built
Describe a niche in your own words: companies installing commercial solar, or manufacturers of sustainable packaging. RevenueBase SmartSearch finds companies whose compiled business descriptions match by meaning. This list is one saved example to adapt.
Where the company descriptions come from
RevenueBase compiles company information from public sources, including company websites and public professional profiles such as LinkedIn, alongside information supplied by companies. The short recorded excerpt shown here is separate from the complete business description used for matching; individual source URLs and collection dates are not provided in this public snapshot.
RevenueBase SmartSearch matching settings
- Exact
- Closest fits to the business described.
- Similar
- Similar businesses with a wider range of fits.
- Related
- Related businesses in and around the category.
- Broad
- A broader set of businesses connected to the description.
RevenueBase SmartSearch · Exact match identifies inclusion in this search's closest semantic matching setting. It is not a per-company confidence score, a literal keyword match, or a quality endorsement.
Selection, ordering and scope
The public list shows selected company records with contact and verified-email coverage. Reported employee bands provide separate company-size context.
This page is derived from saved source records; per-contact mobile coverage and email-recency results are not established by this snapshot.
Recorded company descriptions support research; check company websites for current services. The selected preview is ordered by tracked contacts and is not a list of the best service providers.
Snapshot: September 21, 2026.
RevenueBase is a B2B data infrastructure company. Its September 3, 2026 published methodology describes a graph of 60 million companies and 398.9 million professional contacts; these platform figures differ from this page's totals. Published methodology ↗
Questions about this company list
What does Exact match mean for asset and wealth management consulting firms?
The separate RevenueBase SmartSearch column identifies inclusion at the closest semantic matching preset. It is not a literal keyword match, a per-company confidence score or a quality endorsement. Changing the search form opens a new search in RevenueBase; it does not reclassify these saved rows.
How many asset and wealth management consulting firms did RevenueBase find based in Israel?
The saved snapshot records 132 matching company records, 2,064 tracked contacts and 814 verified emails. The public preview displays 25 selected records.
Where do the company descriptions come from?
RevenueBase compiles company information from public sources, including company websites and public professional profiles such as LinkedIn, alongside information supplied by companies. The short recorded excerpt shown here is separate from the complete business description used for matching; individual source URLs and collection dates are not provided in this public snapshot.
How are the public companies ordered?
The selected public records are ordered by contacts tracked in RevenueBase, highest first. Contact coverage is a prospecting measure, not an assessment of the company's services or quality.
How can I get contact information?
Select a company's contact count to open its filtered contacts in RevenueBase. Free signup is required and includes 500 credits and limited free results. Verified emails, direct dials and mobile numbers depend on available coverage.
How current is this list?
Snapshot: September 21, 2026. Review each company's website for current services and locations. A recorded business description does not establish that every company offers every service named in the search.
What do headquarters and employee bands mean?
These are recorded company-level fields, rather than a map of every branch or a count of specialists. Missing headquarters or employee bands are labeled; older records may show a location separately from recorded headquarters.
Build your next target company list
Adapt this niche search and work with available contacts in RevenueBase.
Related lists
Asset and wealth management consulting firms by geography
- Asset and wealth management consulting firms based in Adelaide, Australia
- Asset and wealth management consulting firms based in Brisbane City, Australia
- Asset and wealth management consulting firms based in Brisbane, Australia
- Asset and wealth management consulting firms based in Melbourne, Australia
- Asset and wealth management consulting firms based in North Sydney, Australia
- Asset and wealth management consulting firms based in Perth, Australia
- Asset and wealth management consulting firms based in Sydney, Australia
- Asset and wealth management consulting firms based in Belo Horizonte, Brazil
- Asset and wealth management consulting firms based in Curitiba, Brazil
- Asset and wealth management consulting firms based in Porto Alegre, Brazil
- Asset and wealth management consulting firms based in Rio De Janeiro, Brazil
- Asset and wealth management consulting firms based in Sao Paulo, Brazil
Cite this list
RevenueBase Data Team. Top 25 asset and wealth management consulting firms based in Israel. Snapshot: September 21, 2026. https://revenuebase.ai/companies/asset-and-wealth-management-consulting-firms/israel.
This is a selected public preview of saved company records, rather than an independently verified census. Open the source page ↗
More company lists
- All company lists
- Lists by location
- Lists A-Z
- New lists
- Asset and wealth management consulting firms based in Adelaide, Australia
- Asset and wealth management consulting firms based in Brisbane City, Australia
- Asset and wealth management consulting firms based in Brisbane, Australia
- Asset and wealth management consulting firms based in Melbourne, Australia
- Asset and wealth management consulting firms based in North Sydney, Australia
- Asset and wealth management consulting firms based in Perth, Australia
Company intelligence · public preview
Top 25 asset and wealth management consulting firms based in Israel
RevenueBase records 132 matching company records for asset and wealth management consulting firms based in Israel, with 2,064 tracked contacts and 814 verified work emails.
This public preview shows 25 selected records ordered by tracked contacts. RevenueBase SmartSearch finds company descriptions that match by meaning at Exact. Snapshot: September 21, 2026.
RevenueBase compiles business descriptions for niche-company discovery; each row shows a recorded excerpt where available. Adapt this search to find the companies and contacts you want.
Top 25 asset and wealth management consulting firms based in Israel
The public list shows selected company records with contact and verified-email coverage. Reported employee bands provide separate company-size context.
| # | Company | Headquarters on record | Reported employees | RevenueBase SmartSearch | Tracked contacts |
|---|---|---|---|---|---|
| 1 | IBI Investment Houseibi.co.il HQ: Tel Aviv, IsraelReported employees: 501-1,000 | Tel Aviv, Israel | 501-1,000 | Exact match | 496 contacts → |
“IBI Investment House is one of Israel's leading financial institutions in the non-banking sector.” Recorded description excerpt · September 21, 2026Open company data in RevenueBase ↗Free signup required. | |||||
| 2 | Phoenix Investment Housexnes.co.il HQ: Bnei Brak, IsraelReported employees: 201-500 | Bnei Brak, Israel | 201-500 | Exact match | 418 contacts → |
“הפניקס בית השקעות (לשעבר אקסלנס) מהווה בית אחד למגוון הרחב בישראל של פתרונות השקעה, חיסכון ופיננסים בשוק ההון, המאגד בתוכו את הפעילות של מספר חברות בנות.” Recorded description excerpt · September 21, 2026Open company data in RevenueBase ↗Free signup required. | |||||
| 3 | Migdal Capital Marketsmsh.co.il HQ: Tel Aviv, IsraelReported employees: 51-200 | Tel Aviv, Israel | 51-200 | Exact match | 213 contacts → |
“Established in 1965, Migdal Capital Markets, a wholly-owned subsidiary of Migdal Holdings Group, has in the five decades since its inception gained a leading position in Israel's…” Recorded description excerpt · September 21, 2026Open company data in RevenueBase ↗Free signup required. | |||||
| 4 | Psagot Investment Housepsagot.co.il HQ: תל אביב, IsraelReported employees: 51-200 | תל אביב, Israel | 51-200 | Exact match | 193 contacts → |
“אודותינו פסגות הוא גוף פיננסי מוביל, בית ההשקעות הוותיק בישראל וחבר בורסה, המוחזק בידי קבוצת משקיעים פרטיים בראשות "כרמל קרדיט" בבעלות עוזי דנינו, לשעבר מנכ"ל אקסלנס, ורונן טורם…” Recorded description excerpt · September 21, 2026Open company data in RevenueBase ↗Free signup required. | |||||
| 5 | Pioneer Wealth Managementpiowealth.com HQ: Herzliya Pituach, IsraelReported employees: 51-200 | Herzliya Pituach, Israel | 51-200 | Exact match | 75 contacts → |
“Since 1986, Pioneer Wealth Management - an independent and private company - has been providing expert financial services, such as Holistic Financial Planning, Portfolio & Wealth…” Recorded description excerpt · September 21, 2026Open company data in RevenueBase ↗Free signup required. | |||||
| 6 | Giza Singer Even גיזה זינגר אבןgse.co.il HQ: Ramat-gan, IsraelReported employees: 51-200 | Ramat-gan, Israel | 51-200 | Exact match | 69 contacts → |
“Giza Singer Even is Israel's largest financial advisory and investment banking firm.” Recorded description excerpt · September 21, 2026Open company data in RevenueBase ↗Free signup required. | |||||
| 7 | Kali Group - קבוצת קליkali.co.il HQ: Holon, IsraelReported employees: 51-200 | Holon, Israel | 51-200 | Exact match | 53 contacts → |
“ברוכים הבאים לקבוצת קלי!” Recorded description excerpt · September 21, 2026Open company data in RevenueBase ↗Free signup required. | |||||
| 8 | Sigma Clarity Investment Houseclaritycap.com HQ: Ramat Gan, IsraelReported employees: 11-50 | Ramat Gan, Israel | 11-50 | Exact match | 29 contacts → |
“Sigma Clarity Investment House The primary and leading global investment group in Israel.” Recorded description excerpt · September 21, 2026Open company data in RevenueBase ↗Free signup required. | |||||
| 9 | HQ: Tel Aviv, IsraelReported employees: 11-50 | Tel Aviv, Israel | 11-50 | Exact match | 27 contacts → |
“Four Seasons Financial Planning (FSFP), a subsidiary of IBI Investment House, provides comprehensive financial planning services for individuals, families, and businesses.” Recorded description excerpt · September 21, 2026Open company data in RevenueBase ↗Free signup required. | |||||
| 10 | Karni Family Officekarni.biz HQ: רמת גן, IsraelReported employees: 11-50 | רמת גן, Israel | 11-50 | Exact match | 24 contacts → |
“קרני פמילי אופיס הוקמה בשנת 2008 עם נכסים מנוהלים של כ-7 מיליארד ₪.” Recorded description excerpt · September 21, 2026Open company data in RevenueBase ↗Free signup required. | |||||
| 11 | The Service Wealth Managementtswm.co.il HQ: Herzliya, IsraelReported employees: 51-200 | Herzliya, Israel | 51-200 | Exact match | 22 contacts → |
“The Service aims to be the leading company in Israel in the fields of wealth management and financial planning.” Recorded description excerpt · September 21, 2026Open company data in RevenueBase ↗Free signup required. | |||||
| 12 | Profound Investment Houseprofound-ih.com HQ: Tel Aviv, IsraelReported employees: 11-50 | Tel Aviv, Israel | 11-50 | Exact match | 22 contacts → |
“Profound is an investment house specializing in global asset and wealth management services for high net worth individuals.” Recorded description excerpt · September 21, 2026Open company data in RevenueBase ↗Free signup required. | |||||
| 13 | Fidelis Family Officefidelispartners.co.il HQ: Herzliya Pituach, IsraelReported employees: 11-50 | Herzliya Pituach, Israel | 11-50 | Exact match | 19 contacts → |
“The firm provides families and individuals with strategic wealth management and family office services, including asset allocation, manager selection, fee review, consolidated…” Recorded description excerpt · September 21, 2026Open company data in RevenueBase ↗Free signup required. | |||||
| 14 | Global Asset Managementclimax.co.il HQ: Petah Tikva, IsraelReported employees: 11-50 | Petah Tikva, Israel | 11-50 | Exact match | 15 contacts → |
“Climax, established in 2013, is dedicated to providing clients with both financial security and peace of mind through responsible, creative, and profitable financial management.” Recorded description excerpt · September 21, 2026Open company data in RevenueBase ↗Free signup required. | |||||
| 15 | Proxima Investment Houseproxima.co.il HQ: Tel-aviv, IsraelReported employees: 11-50 | Tel-aviv, Israel | 11-50 | Exact match | 15 contacts → |
“פרוקסימה ניהול השקעות בע"מ מתמחה בניהול תיקי השקעות למגוון לקוחות בארץ ובחו"ל, מתן שרותי מסחר עצמאי, גיוס כספים לסטארטפים וליווי מקצועי.” Recorded description excerpt · September 21, 2026Open company data in RevenueBase ↗Free signup required. | |||||
| 16 | Poria Financeporia-finance.com HQ: Haifa, IsraelReported employees: 51-200 | Haifa, Israel | 51-200 | Exact match | 13 contacts → |
“Poria Financial Planning is a rapidly expanding financial planning firm with 110 employees and a satisfied clientele of over We specialize on personalized financial planning…” Recorded description excerpt · September 21, 2026Open company data in RevenueBase ↗Free signup required. | |||||
| 17 | HQ: Petach Tikva, IsraelReported employees: 11-50 | Petach Tikva, Israel | 11-50 | Exact match | 12 contacts → |
“Agio is a veteran and experienced private company.” Recorded description excerpt · September 21, 2026Open company data in RevenueBase ↗Free signup required. | |||||
| 18 | Azimuth Capital Marketsazmt.co.il HQ: Tel Aviv, IsraelReported employees: 11-50 | Tel Aviv, Israel | 11-50 | Exact match | 8 contacts → |
“A boutique Investment house that provides a personal and exclusive service.” Recorded description excerpt · September 21, 2026Open company data in RevenueBase ↗Free signup required. | |||||
| 19 | IKGAIikgai.com HQ: Ramat Gan, IsraelReported employees: 1-10 | Ramat Gan, Israel | 1-10 | Exact match | 8 contacts → |
“IKGAI Trust is a Family Office and an investment firm that provides solutions in three investing spheres: alternative investments, real estate, and capital markets.” Recorded description excerpt · September 21, 2026Open company data in RevenueBase ↗Free signup required. | |||||
| 20 | Ainvestainvest.co.il HQ: Tel Aviv, IsraelReported employees: 11-50 | Tel Aviv, Israel | 11-50 | Exact match | 8 contacts → |
“private company specializing in investment management, financial planning and insurance” Recorded description excerpt · September 21, 2026Open company data in RevenueBase ↗Free signup required. | |||||
| 21 | TOP Alphatopalpha.co.il HQ: Bnei Brak, IsraelReported employees: 11-50 | Bnei Brak, Israel | 11-50 | Exact match | 8 contacts → |
“The Top Alpha investment house began its activity in 2007 and operates as a boutique for investment management.” Recorded description excerpt · September 21, 2026Open company data in RevenueBase ↗Free signup required. | |||||
| 22 | Portofino Investments LTDportofinoinv.co.il HQ: Tel Aviv, IsraelReported employees: 1-10 | Tel Aviv, Israel | 1-10 | Exact match | 7 contacts → |
“Founded in 2003 by Mr.” Recorded description excerpt · September 21, 2026Open company data in RevenueBase ↗Free signup required. | |||||
| 23 | Kimfo Family Officekimfo-fs.com HQ: Ra'anana, IsraelReported employees: 1-10 | Ra'anana, Israel | 1-10 | Exact match | 6 contacts → |
“TWO GENERATIONS DEDICATED TO PROFESSIONAL SERVICE: KIMFO brings together two generations of the Kimche Family, David and his son Aviad.” Recorded description excerpt · September 21, 2026Open company data in RevenueBase ↗Free signup required. | |||||
| 24 | Gilon Gordon Wealth Managementgilongordon.com HQ: Tel Aviv, IsraelReported employees: 1-10 | Tel Aviv, Israel | 1-10 | Exact match | 6 contacts → |
“עם ניסיון מוכח בניהול של 12 מיליארד שקלים, קבוצת גילאון-גורדון, מתמחה בניהול עושר של לקוחות אמידים תוך כדי קביעת סטנדרטים גבוהים בהשקעות, בשירות ובשקיפות.” Recorded description excerpt · September 21, 2026Open company data in RevenueBase ↗Free signup required. | |||||
| 25 | Public Private Wealthppw.co.il HQ: תל אביב, IsraelReported employees: 1-10 | תל אביב, Israel | 1-10 | Exact match | 5 contacts → |
“Public private wealth specializes in providing holistic solutions in the financial, retirement, and risk management sectors.” Recorded description excerpt · September 21, 2026Open company data in RevenueBase ↗Free signup required. | |||||
Showing 25 of 132 company matches
Build a targeted audience, find relevant contacts and export available records to your workflow.
Free signup · 500 credits · limited free results
Asset and wealth management consulting firms: dataset insights
September 21, 2026These summaries describe recorded coverage in this saved dataset. This page is derived from saved source records; per-contact mobile coverage and email-recency results are not established by this snapshot.
Reported company sizes
132 records in the displayed employee bands.
0 matching records are outside the displayed bands or do not have a displayed size. Bars show shares of the displayed bands.
Email recency for this list is measured worldwide rather than for Israel, so it is reported there. Company counts and contact totals on this page are exact for Israel, over 132 companies.
How this company list was built
Describe a niche in your own words: companies installing commercial solar, or manufacturers of sustainable packaging. RevenueBase SmartSearch finds companies whose compiled business descriptions match by meaning. This list is one saved example to adapt.
Where the company descriptions come from
RevenueBase compiles company information from public sources, including company websites and public professional profiles such as LinkedIn, alongside information supplied by companies. The short recorded excerpt shown here is separate from the complete business description used for matching; individual source URLs and collection dates are not provided in this public snapshot.
RevenueBase SmartSearch matching settings
- Exact
- Closest fits to the business described.
- Similar
- Similar businesses with a wider range of fits.
- Related
- Related businesses in and around the category.
- Broad
- A broader set of businesses connected to the description.
RevenueBase SmartSearch · Exact match identifies inclusion in this search's closest semantic matching setting. It is not a per-company confidence score, a literal keyword match, or a quality endorsement.
Selection, ordering and scope
The public list shows selected company records with contact and verified-email coverage. Reported employee bands provide separate company-size context.
This page is derived from saved source records; per-contact mobile coverage and email-recency results are not established by this snapshot.
Recorded company descriptions support research; check company websites for current services. The selected preview is ordered by tracked contacts and is not a list of the best service providers.
Snapshot: September 21, 2026.
RevenueBase is a B2B data infrastructure company. Its September 3, 2026 published methodology describes a graph of 60 million companies and 398.9 million professional contacts; these platform figures differ from this page's totals. Published methodology ↗
Questions about this company list
What does Exact match mean for asset and wealth management consulting firms?
The separate RevenueBase SmartSearch column identifies inclusion at the closest semantic matching preset. It is not a literal keyword match, a per-company confidence score or a quality endorsement. Changing the search form opens a new search in RevenueBase; it does not reclassify these saved rows.
How many asset and wealth management consulting firms did RevenueBase find based in Israel?
The saved snapshot records 132 matching company records, 2,064 tracked contacts and 814 verified emails. The public preview displays 25 selected records.
Where do the company descriptions come from?
RevenueBase compiles company information from public sources, including company websites and public professional profiles such as LinkedIn, alongside information supplied by companies. The short recorded excerpt shown here is separate from the complete business description used for matching; individual source URLs and collection dates are not provided in this public snapshot.
How are the public companies ordered?
The selected public records are ordered by contacts tracked in RevenueBase, highest first. Contact coverage is a prospecting measure, not an assessment of the company's services or quality.
How can I get contact information?
Select a company's contact count to open its filtered contacts in RevenueBase. Free signup is required and includes 500 credits and limited free results. Verified emails, direct dials and mobile numbers depend on available coverage.
How current is this list?
Snapshot: September 21, 2026. Review each company's website for current services and locations. A recorded business description does not establish that every company offers every service named in the search.
What do headquarters and employee bands mean?
These are recorded company-level fields, rather than a map of every branch or a count of specialists. Missing headquarters or employee bands are labeled; older records may show a location separately from recorded headquarters.
Build your next target company list
Adapt this niche search and work with available contacts in RevenueBase.
Related lists
Asset and wealth management consulting firms by geography
- Asset and wealth management consulting firms based in Adelaide, Australia
- Asset and wealth management consulting firms based in Brisbane City, Australia
- Asset and wealth management consulting firms based in Brisbane, Australia
- Asset and wealth management consulting firms based in Melbourne, Australia
- Asset and wealth management consulting firms based in North Sydney, Australia
- Asset and wealth management consulting firms based in Perth, Australia
- Asset and wealth management consulting firms based in Sydney, Australia
- Asset and wealth management consulting firms based in Belo Horizonte, Brazil
- Asset and wealth management consulting firms based in Curitiba, Brazil
- Asset and wealth management consulting firms based in Porto Alegre, Brazil
- Asset and wealth management consulting firms based in Rio De Janeiro, Brazil
- Asset and wealth management consulting firms based in Sao Paulo, Brazil
Cite this list
RevenueBase Data Team. Top 25 asset and wealth management consulting firms based in Israel. Snapshot: September 21, 2026. https://revenuebase.ai/companies/asset-and-wealth-management-consulting-firms/israel.
This is a selected public preview of saved company records, rather than an independently verified census. Open the source page ↗
More company lists
- All company lists
- Lists by location
- Lists A-Z
- New lists
- Asset and wealth management consulting firms based in Adelaide, Australia
- Asset and wealth management consulting firms based in Brisbane City, Australia
- Asset and wealth management consulting firms based in Brisbane, Australia
- Asset and wealth management consulting firms based in Melbourne, Australia
- Asset and wealth management consulting firms based in North Sydney, Australia
- Asset and wealth management consulting firms based in Perth, Australia