Company lists · Data refreshed September 2026

Top 25 Financial planning companies based in Israel

Name: Financial planning companies based in Israel
Creator: RevenueBase
License: https://creativecommons.org/licenses/by/4.0/

Compiled by the RevenueBase Data Team Data refreshed Sep 19, 2026 97 companies tracked

RevenueBase identified 97 financial planning companies headquartered in Israel as of September 2026 and tracks 700 professional contacts across them, including 283 with verified work emails. Tel Aviv is the largest hub.

This list covers financial planning companies 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.

How to read this list HQ checked on every row RevenueBase Smart Search rating on every row Refreshed Sep 19, 2026 86% judged on-target in blind review

97Companies

700Contacts tracked

283Verified emails

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The 25 largest financial planning companies based in Israel

Ranked by team size

Top 25 of 97 financial planning companies based in Israel, ranked by team size, largest first. Data refreshed Sep 19, 2026. RevenueBase Smart Search rates how each company's information relates to financial planning companies: strong evidence (its own description names it), partial (names part of it), indirect (matched on the rest of its profile rather than the description shown). Click a contact count to view that company's people.
#	Company	RevenueBase Smart Search	Headquarters	Employees	Contacts
1	Migdal Capital Markets	Indirect evidence	Tel Aviv, IsraelHQ checked Sep 19, 2026	51-200	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, 2026
2	Pioneer Wealth Management	Strong evidence	Herzliya Pituach, IsraelHQ checked Sep 19, 2026	51-200	75 contacts →
	Strong evidence “Since 1986, Pioneer Wealth Management - an independent and private company - has been providing expert financial services, such as Holistic Financial Planning, Portfolio & Wealth…” Source: RevenueBase Database · checked Sep 19, 2026
3	Neto Finance נטו תכנון פיננסי	Partial evidence	Haifa, IsraelHQ checked Sep 19, 2026	201-500	56 contacts →
	Partial evidence “Neto Finance, Israel’s largest private finance group, began operating in 1993 with the goal of being a multidisciplinary financial center for its clients.” Source: RevenueBase Database · checked Sep 19, 2026
4	Kali Group - קבוצת קלי	Indirect evidence	Holon, IsraelHQ checked Sep 19, 2026	51-200	53 contacts →
	Indirect evidence “ברוכים הבאים לקבוצת קלי!” Source: RevenueBase Database · checked Sep 19, 2026
5	Four Seasons Financial Planning IBI Group	Strong evidence	Tel Aviv, IsraelHQ checked Sep 19, 2026	11-50	27 contacts →
	Strong 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, 2026
6	The Service Wealth Management	Strong evidence	Herzliya, IsraelHQ checked Sep 19, 2026	51-200	22 contacts →
	Strong 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, 2026
7	Global Asset Management	Partial evidence	Petah Tikva, IsraelHQ checked Sep 19, 2026	11-50	15 contacts →
	Partial 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, 2026
8	Poria Finance	Strong evidence	Haifa, IsraelHQ checked Sep 19, 2026	51-200	13 contacts →
	Strong evidence “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…” Source: RevenueBase Database · checked Sep 19, 2026
9	Azimuth Capital Markets	Indirect evidence	Tel Aviv, IsraelHQ checked Sep 19, 2026	11-50	8 contacts →
	Indirect evidence “A boutique Investment house that provides a personal and exclusive service.” Source: RevenueBase Database · checked Sep 19, 2026
10	Ainvest	Strong evidence	Tel Aviv, IsraelHQ checked Sep 19, 2026	11-50	8 contacts →
	Strong evidence “private company specializing in investment management, financial planning and insurance” Source: RevenueBase Database · checked Sep 19, 2026
11	SBC Finance	Indirect evidence	תל אביב, IsraelHQ checked Sep 19, 2026	1-10	8 contacts →
	Indirect evidence “תכנון פיננסי חכם הוא הרבה יותר ממספרים: יותר שקט, יותר בריאות ויותר חופש בחירה אנחנו מסייעים ללקוחותינו ליהנות מאיכות חיים גבוהה ולהגשים את יעדיהם, באמצעות יצירת תכנית כלכלית…” Source: RevenueBase Database · checked Sep 19, 2026
12	Inside OUT Finance	Partial evidence	Tel Aviv, IsraelHQ checked Sep 19, 2026	1-10	6 contacts →
	Partial evidence “Inside Out Finance is a boutique full-service financial firm.” Source: RevenueBase Database · checked Sep 19, 2026
13	Investika Finance LTD	Strong evidence	Ramat Gan, IsraelHQ checked Sep 19, 2026	11-50	6 contacts →
	Strong evidence “Investika is a finance company that specializes in personal financial planning for private clients and companies.” Source: RevenueBase Database · checked Sep 19, 2026
14	Public Private Wealth	Partial evidence	תל אביב, IsraelHQ checked Sep 19, 2026	1-10	5 contacts →
	Partial evidence “Public private wealth specializes in providing holistic solutions in the financial, retirement, and risk management sectors.” Source: RevenueBase Database · checked Sep 19, 2026
15	Future Financial Planning	Strong evidence	Tel Aviv, IsraelHQ checked Sep 19, 2026	1-10	5 contacts →
	Strong evidence “Financial planning and consulting services.” Source: RevenueBase Database · checked Sep 19, 2026
16	עד הפסגה-מעטפת פיננסים וביטוח	Indirect evidence	Tel Aviv, IsraelHQ checked Sep 19, 2026	1-10	5 contacts →
	Indirect evidence “Our company gives a full 360-degree envelope to the employer and employee in a variety of areas: Full pension portfolio analysis.” Source: RevenueBase Database · checked Sep 19, 2026
17	Bloom Investments	Partial evidence	Tel Aviv, IsraelHQ checked Sep 19, 2026	1-10	5 contacts →
	Partial evidence “Bloom Investments provides financial services to high-net-worth individuals, families and business-owners with a focus on long-term investment management, risk monitoring, tax…” Source: RevenueBase Database · checked Sep 19, 2026
18	From-Honig	Indirect evidence	Haifa, IsraelHQ checked Sep 19, 2026	1-10	4 contacts →
	Indirect evidence “פרום-הוניג מתמחה בתכנון פיננסי אסטרטגי ובניהול הון והשקעות למשפחות ויחידים.” Source: RevenueBase Database · checked Sep 19, 2026
19	Priority Asset Management	Partial evidence	Tel-aviv, IsraelHQ checked Sep 19, 2026	1-10	3 contacts →
	Partial evidence “Priority is an investment house who offers an all-inclusive financial service to its clients.” Source: RevenueBase Database · checked Sep 19, 2026
20	Double Infinity	Indirect evidence	בני ברק, IsraelHQ checked Sep 19, 2026	1-10	3 contacts →
	Indirect evidence “דאבל אינפיניטי פמילי אופיס בע"מ הינה חברה העוסקת בתכנון אסטרטגיה פיננסית החברה עוסקת בליווי משפחות, יחידים ותאגידים באתגר הכול כך מורכב – הגשמת מטרותיהם הפיננסיות.” Source: RevenueBase Database · checked Sep 19, 2026
21	Falcon Investment House	Strong evidence	Giv'at Shmuel, IsraelHQ checked Sep 19, 2026	1-10	3 contacts →
	Strong evidence “Falcon Investment House provides Portfolio management & financial planning tailored made for private clients, public and private companies The portfolio is managed at the personal…” Source: RevenueBase Database · checked Sep 19, 2026
22	BRIX	Indirect evidence	Tel-aviv, IsraelHQ checked Sep 19, 2026	1-10	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, 2026
23	R&d Finance	Partial evidence	Bnei Brak, IsraelHQ checked Sep 19, 2026	1-10	3 contacts →
	Partial evidence “R&D finance aims to provide financial services, management consulting and mortgages consulting for companies and private individuals” Source: RevenueBase Database · checked Sep 19, 2026
24	Adar-Finance	Indirect evidence	Rishon Le Ẕiyyon, IsraelHQ checked Sep 19, 2026	1-10	3 contacts →
	Indirect evidence “אדר תכנון פיננסי מובילה מהפכה בתחום התכנון הפיננסי.” Source: RevenueBase Database · checked Sep 19, 2026
25	Complete Finance & Insurance	Indirect evidence	Holon, IsraelHQ checked Sep 19, 2026	11-50	2 contacts →
	Indirect evidence “Complete Group has dozens of licensed finance planners from the Ministry of Finance and has been assisting thousands of clients since 2013.” Source: RevenueBase Database · checked Sep 19, 2026

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: financial planning companies. 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 financial planning companies.
Partial evidence: Its own public description names part of financial planning companies, so it works in or next to the category without describing itself that way.
Indirect evidence: The description shown does not name financial planning companies. 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 25 of 97 financial planning companies based in Israel

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Financial planning companies based in Israel at a glance

As of Sep 19, 2026

40.4%Verified-email coverage

7.2Average contacts per company

1-10Median size (employees)

26.8%Largest-city concentration · Tel Aviv

Sep 19, 2026Page data refreshed

Companies by employee count

1-10

11-50

51-200

201-500

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 97 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 financial planning companies, 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 “financial planning companies”. 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 financial planning companies), 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 financial planning companies, 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, 283 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.

Financial planning companies by metro

Financial planning companies in Tel Aviv26

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 financial planning companies, 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 financial planning companies are there based in Israel?

RevenueBase identified 97 financial planning companies 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 financial planning companies?

Tel Aviv leads with 26 headquartered companies, followed by Haifa (6) and Holon (3).

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 283 verified decision-maker contacts tracked across these 97 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.

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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.