Company lists · Data refreshed September 2026
Top 14 Goal based wealth management platforms based in Israel
RevenueBase identified 38 company matches for goal based wealth management platforms associated with Israel as of September 2026 and tracks 262 professional contacts across them, including 91 with verified work emails. Tel Aviv is the largest hub.
This list covers company matches for goal based wealth management platforms 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 28, 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 14 largest goal based wealth management platforms based in Israel
Ranked by team size| # | Company | Contacts | |||
|---|---|---|---|---|---|
| 1 | 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 28, 2026 · View company records in RevenueBase | |||||
| 2 | 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 28, 2026 · View company records in RevenueBase | |||||
| 3 | 9 contacts → | ||||
Exact match “Finnovest is at the forefront of a transformative shift in the retail investment landscape, empowering brokerage firms to move beyond price-based competition and offer a truly…” Recorded in the RevenueBase company graph · Sep 28, 2026 · View company records in RevenueBase | |||||
| 4 | 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 28, 2026 · View company records in RevenueBase | |||||
| 5 | 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 28, 2026 · View company records in RevenueBase | |||||
| 6 | 5 contacts → | ||||
Exact match “החברה הוקמה בשנת 2019 במטרה לאפשר לשחקנים הפיננסים בשוק להעניק שירות תכנון פיננסי איכותי ומתקדם באמצעות תוכנות ופלטפורמות דיגיטליות.” Recorded in the RevenueBase company graph · Sep 28, 2026 · View company records in RevenueBase | |||||
| 7 | 5 contacts → | ||||
Exact match “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…” Recorded in the RevenueBase company graph · Sep 28, 2026 · View company records in RevenueBase | |||||
| 8 | 4 contacts → | ||||
Exact match “פרום-הוניג מתמחה בתכנון פיננסי אסטרטגי ובניהול הון והשקעות למשפחות ויחידים.” Recorded in the RevenueBase company graph · Sep 28, 2026 · View company records in RevenueBase | |||||
| 9 | 4 contacts → | ||||
Exact match “We believe our customers deserve a service that broadly views their full range of financial needs.” Recorded in the RevenueBase company graph · Sep 28, 2026 · View company records in RevenueBase | |||||
| 10 | 3 contacts → | ||||
Exact match “BitApp is a digital tool for managing money and investments, giving time-crunched professionals more control over their financial lives.” Recorded in the RevenueBase company graph · Sep 28, 2026 · View company records in RevenueBase | |||||
| 11 | 3 contacts → | ||||
Exact match “Falcon Investment House provides Portfolio management & financial planning tailored made for private clients, public and private companies The portfolio is managed at the personal…” Recorded in the RevenueBase company graph · Sep 28, 2026 · View company records in RevenueBase | |||||
| 12 | 3 contacts → | ||||
Exact match “The GClub is an exclusive wealth management community designed specifically for successful tech entrepreneurs.” Recorded in the RevenueBase company graph · Sep 28, 2026 · View company records in RevenueBase | |||||
| 13 | 1 contacts → | ||||
Exact match “EZFin provides Personal Financial Planning for high end individuals.” Recorded in the RevenueBase company graph · Sep 28, 2026 · View company records in RevenueBase | |||||
| 14 | 1 contacts → | ||||
Exact match “Optimus Investments spcializes in quatatitive and algorithmic trading.” Recorded in the RevenueBase company graph · Sep 28, 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 “goal based wealth management platforms”. 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 14 of 38 goal based wealth management platforms based in Israel
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Goal based wealth management platforms based in Israel at a glance
As of Sep 28, 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 38 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 “goal based wealth management platforms” 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 91 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 28, 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 “goal based wealth management platforms”; each Exact match badge shows search membership, not an individual similarity or quality score.
How many goal based wealth management platforms are there based in Israel?
RevenueBase identified 38 company matches for goal based wealth management platforms 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 goal based wealth management platforms?
Tel Aviv leads with 6 company records, followed by Tel-Aviv (4) and Herzliya (3).
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 91 professional contacts with verified work emails tracked across these 38 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 28, 2026.
Ready to reach these companies? Verified emails and direct dials for all 38 goal based wealth management platforms based in Israel. Start with a free account, no credit card.
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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.
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Company intelligence · public preview
Top 14 goal based wealth management platforms 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 38 matching company records for goal based wealth management platforms based in Israel, with 262 tracked contacts and 91 verified work emails.
This public preview shows 14 selected records ordered by tracked contacts. RevenueBase SmartSearch finds company descriptions that match by meaning at Exact. Snapshot: September 28, 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 14 goal based wealth management platforms 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 |  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 28, 2026Open company data in RevenueBase ↗Free signup required. | |||||
| 2 |  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 28, 2026Open company data in RevenueBase ↗Free signup required. | |||||
| 3 |  Finnovestfinnovest.comHQ: Tel Aviv, IsraelReported employees: 1-10 | Tel Aviv, Israel | 1-10 | Exact match | 9 contacts → |
“Finnovest is at the forefront of a transformative shift in the retail investment landscape, empowering brokerage firms to move beyond price-based competition and offer a truly…” Recorded description excerpt · September 28, 2026Open company data in RevenueBase ↗Free signup required. | |||||
| 4 |  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 28, 2026Open company data in RevenueBase ↗Free signup required. | |||||
| 5 |  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 28, 2026Open company data in RevenueBase ↗Free signup required. | |||||
| 6 |  PLANTplan-t.org.ilHQ: Herzliya, IsraelReported employees: 1-10 | Herzliya, Israel | 1-10 | Exact match | 5 contacts → |
“החברה הוקמה בשנת 2019 במטרה לאפשר לשחקנים הפיננסים בשוק להעניק שירות תכנון פיננסי איכותי ומתקדם באמצעות תוכנות ופלטפורמות דיגיטליות.” Recorded description excerpt · September 28, 2026Open company data in RevenueBase ↗Free signup required. | |||||
| 7 |  Bloom Investmentsbloom-im.comHQ: Tel Aviv, IsraelReported employees: 1-10 | Tel Aviv, Israel | 1-10 | Exact match | 5 contacts → |
“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…” Recorded description excerpt · September 28, 2026Open company data in RevenueBase ↗Free signup required. | |||||
| 8 |  From-Honigfromhonig.co.ilHQ: Haifa, IsraelReported employees: 1-10 | Haifa, Israel | 1-10 | Exact match | 4 contacts → |
“פרום-הוניג מתמחה בתכנון פיננסי אסטרטגי ובניהול הון והשקעות למשפחות ויחידים.” Recorded description excerpt · September 28, 2026Open company data in RevenueBase ↗Free signup required. | |||||
| 9 |  Caspa Family Officecaspa.co.ilHQ: Kfar Saba, IsraelReported employees: 1-10 | Kfar Saba, Israel | 1-10 | Exact match | 4 contacts → |
“We believe our customers deserve a service that broadly views their full range of financial needs.” Recorded description excerpt · September 28, 2026Open company data in RevenueBase ↗Free signup required. | |||||
| 10 |  Bitappbitapp.co.ilHQ: Petah Tikva, IsraelReported employees: 11-50 | Petah Tikva, Israel | 11-50 | Exact match | 3 contacts → |
“BitApp is a digital tool for managing money and investments, giving time-crunched professionals more control over their financial lives.” Recorded description excerpt · September 28, 2026Open company data in RevenueBase ↗Free signup required. | |||||
| 11 |  Falcon Investment Housefalconfin.comHQ: Giv'at Shmuel, IsraelReported employees: 1-10 | Giv'at Shmuel, Israel | 1-10 | Exact match | 3 contacts → |
“Falcon Investment House provides Portfolio management & financial planning tailored made for private clients, public and private companies The portfolio is managed at the personal…” Recorded description excerpt · September 28, 2026Open company data in RevenueBase ↗Free signup required. | |||||
| 12 |  GCLUBginvestclub.comHQ: Herzliya, IsraelReported employees: 1-10 | Herzliya, Israel | 1-10 | Exact match | 3 contacts → |
“The GClub is an exclusive wealth management community designed specifically for successful tech entrepreneurs.” Recorded description excerpt · September 28, 2026Open company data in RevenueBase ↗Free signup required. | |||||
| 13 | EZFINezfin.co.il HQ: Netanya, IsraelReported employees: 1-10 | Netanya, Israel | 1-10 | Exact match | 1 contacts → |
“EZFin provides Personal Financial Planning for high end individuals.” Recorded description excerpt · September 28, 2026Open company data in RevenueBase ↗Free signup required. | |||||
| 14 |  Optimus Investmentsoptimus-investments.comHQ: Tel-aviv, IsraelReported employees: 1-10 | Tel-aviv, Israel | 1-10 | Exact match | 1 contacts → |
“Optimus Investments spcializes in quatatitive and algorithmic trading.” Recorded description excerpt · September 28, 2026Open company data in RevenueBase ↗Free signup required. | |||||
Showing 14 of 38 company matches
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Goal based wealth management platforms: dataset insights
September 28, 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
38 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 38 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 28, 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 goal based wealth management platforms?
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 goal based wealth management platforms did RevenueBase find based in Israel?
The saved snapshot records 38 matching company records, 262 tracked contacts and 91 verified emails. The public preview displays 14 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 28, 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
Goal based wealth management platforms by geography
- Goal based wealth management platforms based in Melbourne, Australia
- Goal based wealth management platforms based in Sydney, Australia
- Goal based wealth management platforms based in Sao Paulo, Brazil
- Goal based wealth management platforms based in Calgary, Canada
- Goal based wealth management platforms based in Toronto, Canada
- Goal based wealth management platforms based in Vancouver, Canada
- Goal based wealth management platforms based in Bordeaux, France
- Goal based wealth management platforms based in Lyon, France
- Goal based wealth management platforms based in Paris, France
- Goal based wealth management platforms based in Hong Kong, Hong Kong
- Goal based wealth management platforms based in Bangalore, India
- Goal based wealth management platforms based in Hyderabad, India
Cite this list
RevenueBase Data Team. Top 14 goal based wealth management platforms based in Israel. Snapshot: September 28, 2026. https://revenuebase.ai/companies/goal-based-wealth-management-platforms/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
- Goal based wealth management platforms based in Melbourne, Australia
- Goal based wealth management platforms based in Sydney, Australia
- Goal based wealth management platforms based in Sao Paulo, Brazil
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- Goal based wealth management platforms based in Toronto, Canada
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Company intelligence · public preview
Top 14 goal based wealth management platforms based in Israel
RevenueBase records 38 matching company records for goal based wealth management platforms based in Israel, with 262 tracked contacts and 91 verified work emails.
This public preview shows 14 selected records ordered by tracked contacts. RevenueBase SmartSearch finds company descriptions that match by meaning at Exact. Snapshot: September 28, 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 14 goal based wealth management platforms 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 | 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 28, 2026Open company data in RevenueBase ↗Free signup required. | |||||
| 2 | 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 28, 2026Open company data in RevenueBase ↗Free signup required. | |||||
| 3 | Finnovestfinnovest.com HQ: Tel Aviv, IsraelReported employees: 1-10 | Tel Aviv, Israel | 1-10 | Exact match | 9 contacts → |
“Finnovest is at the forefront of a transformative shift in the retail investment landscape, empowering brokerage firms to move beyond price-based competition and offer a truly…” Recorded description excerpt · September 28, 2026Open company data in RevenueBase ↗Free signup required. | |||||
| 4 | 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 28, 2026Open company data in RevenueBase ↗Free signup required. | |||||
| 5 | 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 28, 2026Open company data in RevenueBase ↗Free signup required. | |||||
| 6 | PLANTplan-t.org.il HQ: Herzliya, IsraelReported employees: 1-10 | Herzliya, Israel | 1-10 | Exact match | 5 contacts → |
“החברה הוקמה בשנת 2019 במטרה לאפשר לשחקנים הפיננסים בשוק להעניק שירות תכנון פיננסי איכותי ומתקדם באמצעות תוכנות ופלטפורמות דיגיטליות.” Recorded description excerpt · September 28, 2026Open company data in RevenueBase ↗Free signup required. | |||||
| 7 | Bloom Investmentsbloom-im.com HQ: Tel Aviv, IsraelReported employees: 1-10 | Tel Aviv, Israel | 1-10 | Exact match | 5 contacts → |
“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…” Recorded description excerpt · September 28, 2026Open company data in RevenueBase ↗Free signup required. | |||||
| 8 | From-Honigfromhonig.co.il HQ: Haifa, IsraelReported employees: 1-10 | Haifa, Israel | 1-10 | Exact match | 4 contacts → |
“פרום-הוניג מתמחה בתכנון פיננסי אסטרטגי ובניהול הון והשקעות למשפחות ויחידים.” Recorded description excerpt · September 28, 2026Open company data in RevenueBase ↗Free signup required. | |||||
| 9 | Caspa Family Officecaspa.co.il HQ: Kfar Saba, IsraelReported employees: 1-10 | Kfar Saba, Israel | 1-10 | Exact match | 4 contacts → |
“We believe our customers deserve a service that broadly views their full range of financial needs.” Recorded description excerpt · September 28, 2026Open company data in RevenueBase ↗Free signup required. | |||||
| 10 | Bitappbitapp.co.il HQ: Petah Tikva, IsraelReported employees: 11-50 | Petah Tikva, Israel | 11-50 | Exact match | 3 contacts → |
“BitApp is a digital tool for managing money and investments, giving time-crunched professionals more control over their financial lives.” Recorded description excerpt · September 28, 2026Open company data in RevenueBase ↗Free signup required. | |||||
| 11 | Falcon Investment Housefalconfin.com HQ: Giv'at Shmuel, IsraelReported employees: 1-10 | Giv'at Shmuel, Israel | 1-10 | Exact match | 3 contacts → |
“Falcon Investment House provides Portfolio management & financial planning tailored made for private clients, public and private companies The portfolio is managed at the personal…” Recorded description excerpt · September 28, 2026Open company data in RevenueBase ↗Free signup required. | |||||
| 12 | GCLUBginvestclub.com HQ: Herzliya, IsraelReported employees: 1-10 | Herzliya, Israel | 1-10 | Exact match | 3 contacts → |
“The GClub is an exclusive wealth management community designed specifically for successful tech entrepreneurs.” Recorded description excerpt · September 28, 2026Open company data in RevenueBase ↗Free signup required. | |||||
| 13 | EZFINezfin.co.il HQ: Netanya, IsraelReported employees: 1-10 | Netanya, Israel | 1-10 | Exact match | 1 contacts → |
“EZFin provides Personal Financial Planning for high end individuals.” Recorded description excerpt · September 28, 2026Open company data in RevenueBase ↗Free signup required. | |||||
| 14 | Optimus Investmentsoptimus-investments.com HQ: Tel-aviv, IsraelReported employees: 1-10 | Tel-aviv, Israel | 1-10 | Exact match | 1 contacts → |
“Optimus Investments spcializes in quatatitive and algorithmic trading.” Recorded description excerpt · September 28, 2026Open company data in RevenueBase ↗Free signup required. | |||||
Showing 14 of 38 company matches
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Goal based wealth management platforms: dataset insights
September 28, 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
38 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 38 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 28, 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 goal based wealth management platforms?
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 goal based wealth management platforms did RevenueBase find based in Israel?
The saved snapshot records 38 matching company records, 262 tracked contacts and 91 verified emails. The public preview displays 14 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 28, 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.
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Cite this list
RevenueBase Data Team. Top 14 goal based wealth management platforms based in Israel. Snapshot: September 28, 2026. https://revenuebase.ai/companies/goal-based-wealth-management-platforms/israel.
This is a selected public preview of saved company records, rather than an independently verified census. Open the source page ↗
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