Company lists · Data refreshed September 2026
Top 12 Digital portfolio advisors based in Israel
RevenueBase identified 31 digital portfolio advisors headquartered in Israel as of September 2026 and tracks 362 professional contacts across them, including 153 with verified work emails. Tel Aviv is the largest hub.
This list covers digital portfolio advisors headquartered in Israel, matched on what each company actually does as described in its own words. Ranked by team size, largest first. Every row shows the company's own description, its RevenueBase Smart Search rating, and when it was last checked. Data refreshed September 19, 2026.
Published by RevenueBase, a B2B data infrastructure company. This list was built with RevenueBase Smart Search, 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 12 largest digital portfolio advisors based in Israel
Ranked by team size| # | Company | Contacts | |||
|---|---|---|---|---|---|
| 1 | 213 contacts → | ||||
Indirect evidence “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…” Source: RevenueBase Database · checked Sep 19, 2026Thanks. The Data Team will review it. | |||||
| 2 | 27 contacts → | ||||
Indirect evidence “Four Seasons Financial Planning (FSFP), a subsidiary of IBI Investment House, provides comprehensive financial planning services for individuals, families, and businesses.” Source: RevenueBase Database · checked Sep 19, 2026Thanks. The Data Team will review it. | |||||
| 3 | 22 contacts → | ||||
Indirect evidence “The Service aims to be the leading company in Israel in the fields of wealth management and financial planning.” Source: RevenueBase Database · checked Sep 19, 2026Thanks. The Data Team will review it. | |||||
| 4 | 15 contacts → | ||||
Indirect evidence “Climax, established in 2013, is dedicated to providing clients with both financial security and peace of mind through responsible, creative, and profitable financial management.” Source: RevenueBase Database · checked Sep 19, 2026Thanks. The Data Team will review it. | |||||
| 5 | 8 contacts → | ||||
Indirect evidence “A boutique Investment house that provides a personal and exclusive service.” Source: RevenueBase Database · checked Sep 19, 2026Thanks. The Data Team will review it. | |||||
| 6 | 6 contacts → | ||||
Partial evidence “Rubedo is a Digital Assets research firm - developing infrastructure and trading strategies for the future financial system.” Source: RevenueBase Database · checked Sep 19, 2026Thanks. The Data Team will review it. | |||||
| 7 | 5 contacts → | ||||
Indirect evidence “Public private wealth specializes in providing holistic solutions in the financial, retirement, and risk management sectors.” Source: RevenueBase Database · checked Sep 19, 2026Thanks. The Data Team will review it. | |||||
| 8 | 5 contacts → | ||||
Indirect evidence “נעים להכיר, אנחנו פרוקסיביט, בית ההשקעות היחיד בישראל שמציע תיק השקעות במטבעות דיגיטליים בעזרת מסלולים (מנוהלים ומותאמים אישית) וזה שמציע את היצע המטבעות הגדול בישראל.” Source: RevenueBase Database · checked Sep 19, 2026Thanks. The Data Team will review it. | |||||
| 9 | 3 contacts → | ||||
Indirect evidence “סוללים את הדרך עם ניסיון ומומחיות של שנים בהשקעות תיק השקעות אישי זו המומחיות שלנו אנחנו כאן כדי להשיג את המטרות הפיננסיות שלכם, בין אם אתם רק מתחילים במסע הפיננסי שלכם או שאתם…” Source: RevenueBase Database · checked Sep 19, 2026Thanks. The Data Team will review it. | |||||
| 10 | 2 contacts → | ||||
Indirect evidence “Talent Capital is a boutique company which Offers a wide spectrum of private wealth management services.” Source: RevenueBase Database · checked Sep 19, 2026Thanks. The Data Team will review it. | |||||
| 11 | 1 contacts → | ||||
Indirect evidence “EZFin provides Personal Financial Planning for high end individuals.” Source: RevenueBase Database · checked Sep 19, 2026Thanks. The Data Team will review it. | |||||
| 12 | 1 contacts → | ||||
Indirect evidence “At TAYLOR, we provide exclusive access to advanced financial tools previously reserved for only ultra-high-net-worth clients.” Source: RevenueBase Database · checked Sep 19, 2026Thanks. The Data Team will review it. | |||||
RevenueBase Smart Search
RevenueBase Smart Search assesses information from a company’s LinkedIn profile, information supplied directly by the company, its website, and other publicly available sources. It uses that information to rate how closely the company relates to this list’s category: digital portfolio advisors. Every row carries its rating and the description the rating was read from, so each one can be checked rather than taken on trust.
- Strong evidence
- The company's own public description of its business names digital portfolio advisors.
- Partial evidence
- Its own public description names part of digital portfolio advisors, so it works in or next to the category without describing itself that way.
- Indirect evidence
- The description shown does not name digital portfolio advisors. The match rests on the rest of the company's public profile rather than the one sentence quoted here, so this is the rating to check first.
RevenueBase Smart Search is how these lists are built: RevenueBase's data engine and AI assemble the companies that match a category defined in a user's own words, so a list can be about what companies actually do rather than about whichever industry code they were filed under.
Showing 12 of 31 digital portfolio advisors based in Israel
See the full list, filter by size, metro and specialty, and get verified emails and direct dials for all 153 reachable decision-makers.
Free signup · no credit card
Digital portfolio advisors based in Israel at a glance
As of Sep 19, 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 31 companies.
How this list was built
Company categories are rarely black and white. RevenueBase reads each company's own description of its business to decide whether it belongs among digital portfolio advisors, so some rows will be adjacent to the category rather than pure plays. The description and RevenueBase Smart Search rating on every row are there so you can check each match yourself.
- Source
- The RevenueBase company graph: 60 million companies and 398.9 million professional contacts resolved from primary sources, queried with RevenueBase Smart Search, the natural-language company search available to every RevenueBase user.
- What qualifies
- Companies headquartered in Israel whose own description of what they do matches “digital portfolio advisors”. Matching reads each company's description, not its industry code or its name.
- RevenueBase Smart Search
- RevenueBase Smart Search is how this list is assembled and how each row is rated. RevenueBase's data engine and AI assess a company's LinkedIn profile, information supplied directly by the company, its website and other publicly available information, then relate it to a category defined in a user's own words. Each row is rated strong evidence (its own description names digital portfolio advisors), partial evidence (it names part of the category) or indirect evidence (the description shown names none of it and the match rests on the rest of the company's profile). The description supporting each rating is quoted on the row.
- What we exclude
- Companies whose own description does not clearly place them among digital portfolio advisors, and records with no verified work email. Companies headquartered outside Israel are excluded even when they keep an office there.
- Match quality
- In blind human judging of this matching method, 86% of matched companies were on target. Expect roughly 1 in 7 rows to be adjacent to the category rather than a pure play. Every row shows the company's own description and its RevenueBase Smart Search rating so you can judge each match yourself. Read the full methodology: how the lists are built, how the judging worked, and what the figure means.
- 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 listed company carries at least one verified work email, 153 across the full list. 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 19, 2026. Lists refresh periodically as the graph is re-checked.
- Corrections
- Wrong category, wrong headquarters, or a company that has closed? Use “Report an issue” on any row. Reports go to the RevenueBase Data Team and feed back into the company graph.
Frequently asked
What is RevenueBase Smart Search?
RevenueBase Smart Search is how RevenueBase decides which companies belong on this list and how strongly each one fits. Its data engine and AI assess a company's LinkedIn profile, information supplied directly by the company, its website and other publicly available information, then relate it to the category the list is about. Each row is rated strong evidence when the company's own description names digital portfolio advisors, partial evidence when it names part of the category, and indirect evidence when the description shown names none of it and the match rests on the rest of the company's profile.
How many digital portfolio advisors are there based in Israel?
RevenueBase identified 31 digital portfolio advisors headquartered in Israel as of September 2026, matched on each company's own description of what it does rather than its industry code.
What is the largest company on this list?
Migdal Capital Markets, headquartered in Tel Aviv, tops this list with the largest team on record.
Which city has the most digital portfolio advisors?
Tel Aviv leads with 11 headquartered companies, followed by Herzliya (2) and Petah Tikva (2).
How do I get contact information for these companies?
A free RevenueBase account lets you run this exact search and work the top results, verified emails and direct dials included. Upgrading unlocks all 153 verified decision-maker contacts tracked across these 31 companies.
How current is this list?
The list refreshes periodically as the company graph is re-checked. This page's figures were pulled on September 19, 2026.
Ready to reach these companies? Verified emails and direct dials for all 31 digital portfolio advisors based in Israel. Start with a free account, no credit card.
Download this list →Related lists
Digital portfolio advisors by geography
- Digital portfolio advisors based in Ahmedabad, India
- Digital portfolio advisors based in Bangalore, India
- Digital portfolio advisors based in Bengaluru, India
- Digital portfolio advisors based in Chennai, India
- Digital portfolio advisors based in Mumbai, India
- Digital portfolio advisors based in New Delhi, India
- Digital portfolio advisors based in Pune, India
- Digital portfolio advisors based in Zug, Switzerland
- Digital portfolio advisors based in Zurich, Switzerland
- Digital portfolio advisors based in Atlanta, United States
- Digital portfolio advisors based in Austin, United States
- Digital portfolio advisors based in Boca Raton, United States
Browse the directory
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 Smart Search, 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
- Digital portfolio advisors based in Ahmedabad, India
- Digital portfolio advisors based in Bangalore, India
- Digital portfolio advisors based in Bengaluru, India
- Digital portfolio advisors based in Chennai, India
- Digital portfolio advisors based in Mumbai, India
- Digital portfolio advisors based in New Delhi, India