Company lists · Data refreshed September 2026
Top 25 Holistic financial advisors based in Israel
RevenueBase identified 91 holistic financial advisors headquartered in Israel as of September 2026 and tracks 511 professional contacts across them, including 199 with verified work emails. Tel Aviv is the largest hub.
This list covers holistic financial 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 20, 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 25 largest holistic financial advisors based in Israel
Ranked by team size| # | Company | Contacts | |||
|---|---|---|---|---|---|
| 1 | 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 20, 2026Thanks. The Data Team will review it. | |||||
| 2 | 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 20, 2026Thanks. The Data Team will review it. | |||||
| 3 | 53 contacts → | ||||
Indirect evidence “ברוכים הבאים לקבוצת קלי!” Source: RevenueBase Database · checked Sep 20, 2026Thanks. The Data Team will review it. | |||||
| 4 | 27 contacts → | ||||
Partial 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 20, 2026Thanks. The Data Team will review it. | |||||
| 5 | 22 contacts → | ||||
Partial 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 20, 2026Thanks. The Data Team will review it. | |||||
| 6 | 19 contacts → | ||||
Indirect evidence “The firm provides families and individuals with strategic wealth management and family office services, including asset allocation, manager selection, fee review, consolidated…” Source: RevenueBase Database · checked Sep 20, 2026Thanks. The Data Team will review it. | |||||
| 7 | 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 20, 2026Thanks. The Data Team will review it. | |||||
| 8 | 13 contacts → | ||||
Partial 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 20, 2026Thanks. The Data Team will review it. | |||||
| 9 | 8 contacts → | ||||
Partial evidence “private company specializing in investment management, financial planning and insurance” Source: RevenueBase Database · checked Sep 20, 2026Thanks. The Data Team will review it. | |||||
| 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 20, 2026Thanks. The Data Team will review it. | |||||
| 11 | 6 contacts → | ||||
Partial evidence “Inside Out Finance is a boutique full-service financial firm.” Source: RevenueBase Database · checked Sep 20, 2026Thanks. The Data Team will review it. | |||||
| 12 | 6 contacts → | ||||
Partial evidence “Investika is a finance company that specializes in personal financial planning for private clients and companies.” Source: RevenueBase Database · checked Sep 20, 2026Thanks. The Data Team will review it. | |||||
| 13 | 6 contacts → | ||||
Indirect evidence “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.” Source: RevenueBase Database · checked Sep 20, 2026Thanks. The Data Team will review it. | |||||
| 14 | 5 contacts → | ||||
Strong evidence “Public private wealth specializes in providing holistic solutions in the financial, retirement, and risk management sectors.” Source: RevenueBase Database · checked Sep 20, 2026Thanks. The Data Team will review it. | |||||
| 15 | 5 contacts → | ||||
Partial evidence “Financial planning and consulting services.” Source: RevenueBase Database · checked Sep 20, 2026Thanks. The Data Team will review it. | |||||
| 16 | 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 20, 2026Thanks. The Data Team will review it. | |||||
| 17 | 4 contacts → | ||||
Indirect evidence “פרום-הוניג מתמחה בתכנון פיננסי אסטרטגי ובניהול הון והשקעות למשפחות ויחידים.” Source: RevenueBase Database · checked Sep 20, 2026Thanks. The Data Team will review it. | |||||
| 18 | 4 contacts → | ||||
Partial evidence “We believe our customers deserve a service that broadly views their full range of financial needs.” Source: RevenueBase Database · checked Sep 20, 2026Thanks. The Data Team will review it. | |||||
| 19 | 4 contacts → | ||||
Indirect evidence “פמילי אופיס הינו שירות ניהול פיננסי אישי עבור משפחות אמידות, כשאנו את האינטרסים שלכם בלבד :שירות הפמילי אופיס כולל ניהול אסטרטגי של כלל הנכסים הפיננסיים בארץ ובחו"ל- המלצות השקעה…” Source: RevenueBase Database · checked Sep 20, 2026Thanks. The Data Team will review it. | |||||
| 20 | 4 contacts → | ||||
Strong evidence “Sakura Partners (SKP) is a consulting firm providing a range of strategic international tax, financial and wealth advisory services for global corporations, high &…” Source: RevenueBase Database · checked Sep 20, 2026Thanks. The Data Team will review it. | |||||
| 21 | 3 contacts → | ||||
Partial evidence “Priority is an investment house who offers an all-inclusive financial service to its clients.” Source: RevenueBase Database · checked Sep 20, 2026Thanks. The Data Team will review it. | |||||
| 22 | 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 20, 2026Thanks. The Data Team will review it. | |||||
| 23 | 3 contacts → | ||||
Partial evidence “Smart Financial Planning (S.F.P)| Founder‑led financial planning & family‑office firm | Israel Smart Financial Planning (S.F.P, legal name ספיר קדוש סוכנות לביטוח פנסיוני (2021)…” Source: RevenueBase Database · checked Sep 20, 2026Thanks. The Data Team will review it. | |||||
| 24 | 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 20, 2026Thanks. The Data Team will review it. | |||||
| 25 | 3 contacts → | ||||
Indirect evidence “אדר תכנון פיננסי מובילה מהפכה בתחום התכנון הפיננסי.” Source: RevenueBase Database · checked Sep 20, 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: holistic financial 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 holistic financial advisors.
- Partial evidence
- Its own public description names part of holistic financial advisors, so it works in or next to the category without describing itself that way.
- Indirect evidence
- The description shown does not name holistic financial 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 25 of 91 holistic financial advisors based in Israel
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Holistic financial advisors based in Israel at a glance
As of Sep 20, 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 91 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 holistic financial 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 “holistic financial 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 holistic financial 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 holistic financial 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, 199 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 20, 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.
Holistic financial advisors by metro
- Holistic financial advisors 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 holistic financial 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 holistic financial advisors are there based in Israel?
RevenueBase identified 91 holistic financial 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?
Pioneer Wealth Management, headquartered in Israel, tops this list with the largest team on record.
Which city has the most holistic financial advisors?
Tel Aviv leads with 26 headquartered companies, followed by Haifa (5) and Petah Tikva (5).
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 199 verified decision-maker contacts tracked across these 91 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 20, 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.
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