Company lists · Data refreshed September 2026

Top 25 Financial planning consulting firms based in Israel

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

Compiled by the RevenueBase Data Team Data refreshed Sep 30, 2026 129 companies tracked

RevenueBase identified 129 company matches for financial planning consulting firms associated with Israel as of September 2026 and tracks 527 professional contacts across them, including 168 with verified work emails and 44 with mobile numbers. Tel Aviv is the largest hub.

This list covers company matches for financial planning 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 30, 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.

How to read this list RevenueBase SmartSearch · Exact Recorded Sep 30, 2026 How this list was built

129Companies

527Contacts tracked

168Verified emails

44Mobile numbers

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The 25 largest financial planning consulting firms based in Israel

Ranked by team size

Top 25 of 129 company matches for financial planning consulting firms based in Israel, ordered by professional contacts tracked in RevenueBase, largest first. Recorded Sep 30, 2026. The RevenueBase SmartSearch column shows Exact match membership in this saved search. Click a contact count to view that company's people. Totals use company locations recorded by RevenueBase; the displayed preview is a smaller selection.
#	Company	RevenueBase SmartSearch	Headquarters	Employees	Contacts
1	Pioneer Wealth Management	Exact match	Herzliya Pituach, IsraelHQ recorded Sep 30, 2026	51-200	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 30, 2026 · View company records in RevenueBase
2	Neto Finance נטו תכנון פיננסי	Exact match	Haifa, IsraelHQ recorded Sep 30, 2026	201-500	56 contacts →
	Exact match “Neto Finance, Israel’s largest private finance group, began operating in 1993 with the goal of being a multidisciplinary financial center for its clients.” Recorded in the RevenueBase company graph · Sep 30, 2026 · View company records in RevenueBase
3	Four Seasons Financial Planning IBI Group	Exact match	Tel Aviv, IsraelHQ recorded Sep 30, 2026	11-50	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 30, 2026 · View company records in RevenueBase
4	Realize	Exact match	Tel Aviv, IsraelHQ recorded Sep 30, 2026	11-50	27 contacts →
	Exact match “Realize is a boutique finance consultancy firm providing external CFO services and A-Z financial operation services.” Recorded in the RevenueBase company graph · Sep 30, 2026 · View company records in RevenueBase
5	The Service Wealth Management	Exact match	Herzliya, IsraelHQ recorded Sep 30, 2026	51-200	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 30, 2026 · View company records in RevenueBase
6	Poria Finance	Exact match	Haifa, IsraelHQ recorded Sep 30, 2026	51-200	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 30, 2026 · View company records in RevenueBase
7	Manof For Business	Exact match	Kefar-sava, IsraelHQ recorded Sep 30, 2026	11-50	10 contacts →
	Exact match “Manof For Businesses" is a boutique firm for Financial Management.” Recorded in the RevenueBase company graph · Sep 30, 2026 · View company records in RevenueBase
8	Fogel CFO & Management Services LTD	Exact match	Kfar Etzion, IsraelHQ recorded Sep 30, 2026	1-10	9 contacts →
	Exact match “As an Israeli business owner, you have countless responsibilities.” Recorded in the RevenueBase company graph · Sep 30, 2026 · View company records in RevenueBase
9	Cognum Financial Consulting	Exact match	Tel Aviv, IsraelHQ recorded Sep 30, 2026	11-50	8 contacts →
	Exact match “Cognum Financial Consulting Ltd.("Cognum"), formerly "Itzhak Swary Ltd.", is one of Israel's most prominent financial consulting firms.” Recorded in the RevenueBase company graph · Sep 30, 2026 · View company records in RevenueBase
10	Ainvest	Exact match	Tel Aviv, IsraelHQ recorded Sep 30, 2026	11-50	8 contacts →
	Exact match “private company specializing in investment management, financial planning and insurance” Recorded in the RevenueBase company graph · Sep 30, 2026 · View company records in RevenueBase
11	SBC Finance	Exact match	תל אביב, IsraelHQ recorded Sep 30, 2026	1-10	8 contacts →
	Exact match “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…” Recorded in the RevenueBase company graph · Sep 30, 2026 · View company records in RevenueBase
12	A. Heifetz & Co. LTD	Exact match	Jerusalem, IsraelHQ recorded Sep 30, 2026	11-50	7 contacts →
	Exact match “A.Heifetz & Co.” Recorded in the RevenueBase company graph · Sep 30, 2026 · View company records in RevenueBase
13	Glazkov CPA	Exact match	Tel-aviv, IsraelHQ recorded Sep 30, 2026	1-10	7 contacts →
	Exact match “ייעוץ עסקי בליווי אישי להקמת עסקים ופיתוח עסקים קיימים, התאמת "מטריית" שירותים ללקוח כולל תכנון פיננסי, שירותי הנהלת חשבונות וניהול תקציב.” Recorded in the RevenueBase company graph · Sep 30, 2026 · View company records in RevenueBase
14	Inside OUT Finance	Exact match	Tel Aviv, IsraelHQ recorded Sep 30, 2026	1-10	6 contacts →
	Exact match “Inside Out Finance is a boutique full-service financial firm.” Recorded in the RevenueBase company graph · Sep 30, 2026 · View company records in RevenueBase
15	Investika Finance LTD	Exact match	Ramat Gan, IsraelHQ recorded Sep 30, 2026	11-50	6 contacts →
	Exact match “Investika is a finance company that specializes in personal financial planning for private clients and companies.” Recorded in the RevenueBase company graph · Sep 30, 2026 · View company records in RevenueBase
16	Public Private Wealth	Exact match	תל אביב, IsraelHQ recorded Sep 30, 2026	1-10	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 30, 2026 · View company records in RevenueBase
17	Future Financial Planning	Exact match	Tel Aviv, IsraelHQ recorded Sep 30, 2026	1-10	5 contacts →
	Exact match “Financial planning and consulting services.” Recorded in the RevenueBase company graph · Sep 30, 2026 · View company records in RevenueBase
18	From-Honig	Exact match	Haifa, IsraelHQ recorded Sep 30, 2026	1-10	4 contacts →
	Exact match “פרום-הוניג מתמחה בתכנון פיננסי אסטרטגי ובניהול הון והשקעות למשפחות ויחידים.” Recorded in the RevenueBase company graph · Sep 30, 2026 · View company records in RevenueBase
19	R&d Finance	Exact match	Bnei Brak, IsraelHQ recorded Sep 30, 2026	1-10	3 contacts →
	Exact match “R&D finance aims to provide financial services, management consulting and mortgages consulting for companies and private individuals” Recorded in the RevenueBase company graph · Sep 30, 2026 · View company records in RevenueBase
20	BRIX	Exact match	Tel-aviv, IsraelHQ recorded Sep 30, 2026	1-10	3 contacts →
	Exact match “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…” Recorded in the RevenueBase company graph · Sep 30, 2026 · View company records in RevenueBase
21	Adar-Finance	Exact match	Rishon Le Ẕiyyon, IsraelHQ recorded Sep 30, 2026	1-10	3 contacts →
	Exact match “אדר תכנון פיננסי מובילה מהפכה בתחום התכנון הפיננסי.” Recorded in the RevenueBase company graph · Sep 30, 2026 · View company records in RevenueBase
22	High-Profit	Exact match	Hedera, IsraelHQ recorded Sep 30, 2026	1-10	2 contacts →
	Exact match “High Profit Ltd.” Recorded in the RevenueBase company graph · Sep 30, 2026 · View company records in RevenueBase
23	Asakim Plus	Exact match	Raanana, IsraelHQ recorded Sep 30, 2026	1-10	2 contacts →
	Exact match “Asakim Plus provides holistic business services covering the services around the core knowledge and expertise of managers, founders and business owners: Management & Business…” Recorded in the RevenueBase company graph · Sep 30, 2026 · View company records in RevenueBase
24	Complete Finance & Insurance	Exact match	Holon, IsraelHQ recorded Sep 30, 2026	11-50	2 contacts →
	Exact match “Complete Group has dozens of licensed finance planners from the Ministry of Finance and has been assisting thousands of clients since 2013.” Recorded in the RevenueBase company graph · Sep 30, 2026 · View company records in RevenueBase
25	Sharon	Exact match	Benei -atarot, IsraelHQ recorded Sep 30, 2026	1-10	2 contacts →
	Exact match “With over 25 years of experience in financial management, I guide individuals and business owners to take control of their finances and make smart choices that align with their…” Recorded in the RevenueBase company graph · Sep 30, 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 “financial planning 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 129 financial planning consulting firms based in Israel

See the full list, filter by size, metro and specialty, and access 168 tracked professional contacts with verified work emails. Direct dials are available where recorded.

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Financial planning consulting firms based in Israel at a glance

As of Sep 30, 2026

31.9%Verified-email coverage

8.3%Mobile-number coverage

4.1Average contacts per company

1-10Median size (employees)

25.6%Largest-city concentration · Tel Aviv

Sep 30, 2026Page data refreshed

Companies by employee count

1-10

11-50

51-200

201-500

Freshness & accuracy

How recently the business emails were verified and the company information checked

Email last verified

Median 32.0d

540–30

10831–60

561–90

090–180

1180+

Company record updated

Median 96.0d

00–30

3831–60

20461–90

25990–180

26180+

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 “financial planning 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 168 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 30, 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.

Financial planning consulting firms by metro

Financial planning consulting firms in Tel Aviv33

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 “financial planning consulting firms”; each Exact match badge shows search membership, not an individual similarity or quality score.

How many financial planning consulting firms are there based in Israel?

RevenueBase identified 129 company matches for financial planning 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?

Pioneer Wealth Management tops the displayed preview by professional contacts tracked in RevenueBase. Recorded headquarters appear in the company rows.

Which city has the most financial planning consulting firms?

Tel Aviv leads with 33 company records, followed by Haifa (8) and Netanya (4).

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 168 professional contacts with verified work emails tracked across these 129 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 30, 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 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.