Company lists · Data refreshed September 2026

Top 25 Financial planning outsourcing companies based in Israel

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

Compiled by the RevenueBase Data Team Data refreshed Sep 28, 2026 74 companies tracked

RevenueBase identified 74 financial planning outsourcing companies headquartered in Israel as of September 2026 and tracks 441 professional contacts across them, including 157 with verified work emails. Tel Aviv is the largest hub.

This list covers financial planning outsourcing 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 28, 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 28, 2026 86% judged on-target in blind review

74Companies

441Contacts tracked

157Verified emails

Explore this list → Free signup · no credit card · 500 free credits

The 25 largest financial planning outsourcing companies based in Israel

Ranked by team size

Top 25 of 74 financial planning outsourcing companies based in Israel, ranked by team size, largest first. Data refreshed Sep 28, 2026. RevenueBase Smart Search rates how each company's information relates to financial planning outsourcing 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	Guberman Group	Strong evidence	Tel Aviv, IsraelHQ checked Sep 28, 2026	51-200	144 contacts →
	Strong evidence “Professional financial outsourcing that meets you where you are and leads you forward.” Source: RevenueBase Database · checked Sep 28, 2026
2	Four Seasons Financial Planning IBI Group	Strong evidence	Tel Aviv, IsraelHQ checked Sep 28, 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 28, 2026
3	Realize	Partial evidence	Tel Aviv, IsraelHQ checked Sep 28, 2026	11-50	27 contacts →
	Partial evidence “Realize is a boutique finance consultancy firm providing external CFO services and A-Z financial operation services.” Source: RevenueBase Database · checked Sep 28, 2026
4	The Service Wealth Management	Strong evidence	Herzliya, IsraelHQ checked Sep 28, 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 28, 2026
5	Poria Finance	Strong evidence	Haifa, IsraelHQ checked Sep 28, 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 28, 2026
6	SBC Finance	Indirect evidence	תל אביב, IsraelHQ checked Sep 28, 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 28, 2026
7	Lead Financial Management LTD	Partial evidence	Ramat Gan, IsraelHQ checked Sep 28, 2026	11-50	6 contacts →
	Partial evidence “Lead Financial Management provides financial support and "hand in hand" services for various companies, from the seed and startup stages to mature companies from various sectors.” Source: RevenueBase Database · checked Sep 28, 2026
8	Inside OUT Finance	Partial evidence	Tel Aviv, IsraelHQ checked Sep 28, 2026	1-10	6 contacts →
	Partial evidence “Inside Out Finance is a boutique full-service financial firm.” Source: RevenueBase Database · checked Sep 28, 2026
9	Investika Finance LTD	Strong evidence	Ramat Gan, IsraelHQ checked Sep 28, 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 28, 2026
10	Public Private Wealth	Partial evidence	תל אביב, IsraelHQ checked Sep 28, 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 28, 2026
11	Future Financial Planning	Strong evidence	Tel Aviv, IsraelHQ checked Sep 28, 2026	1-10	5 contacts →
	Strong evidence “Financial planning and consulting services.” Source: RevenueBase Database · checked Sep 28, 2026
12	Sherry ניהול כספים ואסטרטגיה עסקית	Indirect evidence	Kfar Saba, IsraelHQ checked Sep 28, 2026	1-10	5 contacts →
	Indirect evidence “Business owners: are you running your business, or is the business running you?” Source: RevenueBase Database · checked Sep 28, 2026
13	Agile Accounting Services LLC	Partial evidence	Modiin, IsraelHQ checked Sep 28, 2026	1-10	5 contacts →
	Partial evidence “Agile Accounting Services is your full stop outsourcing company.” Source: RevenueBase Database · checked Sep 28, 2026
14	From-Honig	Indirect evidence	Haifa, IsraelHQ checked Sep 28, 2026	1-10	4 contacts →
	Indirect evidence “פרום-הוניג מתמחה בתכנון פיננסי אסטרטגי ובניהול הון והשקעות למשפחות ויחידים.” Source: RevenueBase Database · checked Sep 28, 2026
15	DANOY	Partial evidence	Petah Tikva, IsraelHQ checked Sep 28, 2026	11-50	4 contacts →
	Partial evidence “Danoy specializes in personalized financial solutions for businesses.” Source: RevenueBase Database · checked Sep 28, 2026
16	CFO Direct LTD	Indirect evidence	Raanana, IsraelHQ checked Sep 28, 2026	11-50	4 contacts →
	Indirect evidence “CFO Direct offer a suite of services in response to strong demand from both publicly and privately held companies seeking to outsource all, and a portion, of the high-level…” Source: RevenueBase Database · checked Sep 28, 2026
17	BRIX	Indirect evidence	Tel-aviv, IsraelHQ checked Sep 28, 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 28, 2026
18	Complete Finance & Insurance	Indirect evidence	Holon, IsraelHQ checked Sep 28, 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 28, 2026
19	Sharon	Partial evidence	Benei -atarot, IsraelHQ checked Sep 28, 2026	1-10	2 contacts →
	Partial evidence “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…” Source: RevenueBase Database · checked Sep 28, 2026
20	איל פיק-ייעוץ ותכנון כלכלי	Indirect evidence	ראש העין, IsraelHQ checked Sep 28, 2026	1-10	2 contacts →
	Indirect evidence “תכנון כלכלי אובייקטיבי והוליסטי נועד לאפשר השגת המטרות והיעדים האישיים והמשפחתיים.” Source: RevenueBase Database · checked Sep 28, 2026
21	Focus Pension Insurance Agency 2012 LTD	Partial evidence	Tirat Carmel, IsraelHQ checked Sep 28, 2026	11-50	1 contacts →
	Partial evidence “Based on information provided by the client regarding his and his familie's finances, We create a long term financial plan designed to fit the client's goals and retirement…” Source: RevenueBase Database · checked Sep 28, 2026
22	Alma Group IL	Indirect evidence	Jerusalem, IsraelHQ checked Sep 28, 2026	11-50	1 contacts →
	Indirect evidence “קבוצת עלמא, מעניקה שירותי ראיית חשבון הנהלת חשבונות, בניית תוכניות עסקיות וייעוץ פיננסי לחברות, עמותות ועצמאים.” Source: RevenueBase Database · checked Sep 28, 2026
23	Romano Blanga & CO	Indirect evidence	Tel Aviv, IsraelHQ checked Sep 28, 2026	11-50	1 contacts →
	Indirect evidence Source: RevenueBase Database · checked Sep 28, 2026
24	EZFIN	Strong evidence	Netanya, IsraelHQ checked Sep 28, 2026	1-10	1 contacts →
	Strong evidence “EZFin provides Personal Financial Planning for high end individuals.” Source: RevenueBase Database · checked Sep 28, 2026
25	Hoffman Outsourced Cfos	Partial evidence	Petach Tikva, IsraelHQ checked Sep 28, 2026	1-10	1 contacts →
	Partial evidence “Our goal: save entrepreneurs time and money, increase their company value, and help them make better financial decisions to improve their control and path to success.” Source: RevenueBase Database · checked Sep 28, 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 outsourcing 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 outsourcing companies.
Partial evidence: Its own public description names part of financial planning outsourcing 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 outsourcing 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 74 financial planning outsourcing companies based in Israel

See the full list, filter by size, metro and specialty, and get verified emails and direct dials for all 157 reachable decision-makers.

Free signup · no credit card

View the full list →

Financial planning outsourcing companies based in Israel at a glance

As of Sep 28, 2026

35.6%Verified-email coverage

6.0Average contacts per company

1-10Median size (employees)

25.7%Largest-city concentration · Tel Aviv

Sep 28, 2026Page data refreshed

Companies by employee count

1-10

11-50

51-200

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 74 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 outsourcing 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 outsourcing 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 outsourcing 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 outsourcing 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, 157 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 28, 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 financial planning outsourcing 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 outsourcing companies are there based in Israel?

RevenueBase identified 74 financial planning outsourcing 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?

Guberman Group, headquartered in Tel Aviv, tops this list with the largest team on record.

Which city has the most financial planning outsourcing companies?

Tel Aviv leads with 19 headquartered companies, followed by Haifa (4) and Petah Tikva (4).

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 157 verified decision-maker contacts tracked across these 74 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 28, 2026.

Ready to reach these companies? Verified emails and direct dials for all 74 financial planning outsourcing companies based in Israel. Start with a free account, no credit card.

Download this list →

Related lists

Financial planning outsourcing companies by geography

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.