Company lists · Data refreshed September 2026

Top 23 Insurance brokers for wealth planning based in Israel

Name: Insurance brokers for wealth planning based in Israel
Creator: RevenueBase
License: https://creativecommons.org/licenses/by/4.0/

Compiled by the RevenueBase Data Team Data refreshed Sep 17, 2026 66 companies tracked

RevenueBase identified 66 company matches for insurance brokers for wealth planning associated with Israel as of September 2026 and tracks 504 professional contacts across them, including 211 with verified work emails. Tel Aviv is the largest hub.

This list covers company matches for insurance brokers for wealth planning 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 17, 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 17, 2026 How this list was built

66Companies

504Contacts tracked

211Verified emails

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The 23 largest insurance brokers for wealth planning based in Israel

Ranked by team size

Top 23 of 66 company matches for insurance brokers for wealth planning based in Israel, ordered by professional contacts tracked in RevenueBase, largest first. Recorded Sep 17, 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	Madanes Insurance Agency	Exact match	Tel Aviv, IsraelHQ recorded Sep 17, 2026	201-500	140 contacts →
	Exact match “Madanes Insurance Agency Ltd is a leading Israeli insurance brokerage, headquartered in Tel Aviv, with additional offices in Europe and South America.” Recorded in the RevenueBase company graph · Sep 17, 2026 · View company records in RevenueBase
2	Pioneer Wealth Management	Exact match	Herzliya Pituach, IsraelHQ recorded Sep 17, 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 17, 2026 · View company records in RevenueBase
3	Kali Group - קבוצת קלי	Exact match	Holon, IsraelHQ recorded Sep 17, 2026	51-200	53 contacts →
	Exact match “ברוכים הבאים לקבוצת קלי!” Recorded in the RevenueBase company graph · Sep 17, 2026 · View company records in RevenueBase
4	The Service Wealth Management	Exact match	Herzliya, IsraelHQ recorded Sep 17, 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 17, 2026 · View company records in RevenueBase
5	שגיא-יוגב סוכנויות ביטוח 1988 בע מ	Exact match	Petach Tikva, IsraelHQ recorded Sep 17, 2026	201-500	15 contacts →
	Exact match “מאז 1988, שגיא-יוגב סוכנויות ביטוח מבית מגדל מובילה את שוק הביטוח והפיננסים בישראל.” Recorded in the RevenueBase company graph · Sep 17, 2026 · View company records in RevenueBase
6	Poria Finance	Exact match	Haifa, IsraelHQ recorded Sep 17, 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 17, 2026 · View company records in RevenueBase
7	Advice Financial Planning	Exact match	Hamerkaz, IsraelHQ recorded Sep 17, 2026	11-50	6 contacts →
	Exact match “Advice Financial Planning is an insurance and pension brokerage company specialize in the Hi-Tech industry.” Recorded in the RevenueBase company graph · Sep 17, 2026 · View company records in RevenueBase
8	Public Private Wealth	Exact match	תל אביב, IsraelHQ recorded Sep 17, 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 17, 2026 · View company records in RevenueBase
9	Atai Wealth Management	Exact match	Ramat Gan, IsraelHQ recorded Sep 17, 2026	1-10	5 contacts →
	Exact match Recorded description not available. Recorded in the RevenueBase company graph · Sep 17, 2026 · View company records in RevenueBase
10	Bloom Investments	Exact match	Tel Aviv, IsraelHQ recorded Sep 17, 2026	1-10	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 17, 2026 · View company records in RevenueBase
11	From-Honig	Exact match	Haifa, IsraelHQ recorded Sep 17, 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 17, 2026 · View company records in RevenueBase
12	Benjamin Berros Insurance Agency LTD	Exact match	Tel-aviv, IsraelHQ recorded Sep 17, 2026	1-10	4 contacts →
	Exact match “Notre cabinet de courtage propose un service personnalisé pour les contrats d'assurance santé, vie et prévoyance d'une part, ainsi que pour les plans retraite et placements…” Recorded in the RevenueBase company graph · Sep 17, 2026 · View company records in RevenueBase
13	Afikim Finance	Exact match	Hod Hasharon, IsraelHQ recorded Sep 17, 2026	11-50	4 contacts →
	Exact match “Family office that provides financial, pension and insurance services” Recorded in the RevenueBase company graph · Sep 17, 2026 · View company records in RevenueBase
14	Shaldan	Exact match	Kfar Sava, IsraelHQ recorded Sep 17, 2026	11-50	4 contacts →
	Exact match “Shaldan is an insurance agency based in Kfar saba” Recorded in the RevenueBase company graph · Sep 17, 2026 · View company records in RevenueBase
15	Rechasim	Exact match	Jerusalem, IsraelHQ recorded Sep 17, 2026	51-200	3 contacts →
	Exact match “Rechasim Insurance and Finance is one of the leading and largest independent insurance and finance brokerage firms in Israel.” Recorded in the RevenueBase company graph · Sep 17, 2026 · View company records in RevenueBase
16	S.F.P. Smart Financial Planning	Exact match	Haifa, IsraelHQ recorded Sep 17, 2026	11-50	3 contacts →
	Exact match “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)…” Recorded in the RevenueBase company graph · Sep 17, 2026 · View company records in RevenueBase
17	Adar-Finance	Exact match	Rishon Le Ẕiyyon, IsraelHQ recorded Sep 17, 2026	1-10	3 contacts →
	Exact match “אדר תכנון פיננסי מובילה מהפכה בתחום התכנון הפיננסי.” Recorded in the RevenueBase company graph · Sep 17, 2026 · View company records in RevenueBase
18	Complete Finance & Insurance	Exact match	Holon, IsraelHQ recorded Sep 17, 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 17, 2026 · View company records in RevenueBase
19	Atir Finance LTD	Exact match	Haifa, IsraelHQ recorded Sep 17, 2026	11-50	1 contacts →
	Exact match “עתיר פיננסים הינה חברה הנותנת שירות בכל תחומי הפיננסים והביטוח המשפחתיים: תכנון פיננסי, תכנון פנסיוני, תכנון פרישה, העברת הון בין-דורית והגנות ביטוחיות.” Recorded in the RevenueBase company graph · Sep 17, 2026 · View company records in RevenueBase
20	חיבור סוכנות לביטוח	Exact match	יבנה, IsraelHQ recorded Sep 17, 2026	1-10	1 contacts →
	Exact match “סוכנות חיבור נוסדה ע"י מעיין ומשה מלה אהרון, כשלנגד עיניהם החזון להעניק שקט נפשי לכם ולבני ביתכם.” Recorded in the RevenueBase company graph · Sep 17, 2026 · View company records in RevenueBase
21	EZFIN	Exact match	Netanya, IsraelHQ recorded Sep 17, 2026	1-10	1 contacts →
	Exact match “EZFin provides Personal Financial Planning for high end individuals.” Recorded in the RevenueBase company graph · Sep 17, 2026 · View company records in RevenueBase
22	Taylor Wealth Office	Exact match	Tel Aviv, IsraelHQ recorded Sep 17, 2026	1-10	1 contacts →
	Exact match “At TAYLOR, we provide exclusive access to advanced financial tools previously reserved for only ultra-high-net-worth clients.” Recorded in the RevenueBase company graph · Sep 17, 2026 · View company records in RevenueBase
23	Wi-Wilczynski-ביטוח, פנסיה ופיננסים	Exact match	Petah Tiqva, IsraelHQ recorded Sep 17, 2026	1-10	1 contacts →
	Exact match “Wi-WiLCZYNSKi- ביטוח, פנסיה ופיננסים was established in 2014 and specializes in finding creative and good solutions in all areas of insurance for various clients.” Recorded in the RevenueBase company graph · Sep 17, 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 “insurance brokers for wealth planning”. 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 23 of 66 insurance brokers for wealth planning based in Israel

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Insurance brokers for wealth planning based in Israel at a glance

As of Sep 17, 2026

41.9%Verified-email coverage

7.6Average contacts per company

1-10Median size (employees)

16.7%Largest-city concentration · Tel Aviv

Sep 17, 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 66 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 “insurance brokers for wealth planning” 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 211 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 17, 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 “insurance brokers for wealth planning”; each Exact match badge shows search membership, not an individual similarity or quality score.

How many insurance brokers for wealth planning are there based in Israel?

RevenueBase identified 66 company matches for insurance brokers for wealth planning 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?

Madanes Insurance Agency tops the displayed preview by professional contacts tracked in RevenueBase. Recorded headquarters appear in the company rows.

Which city has the most insurance brokers for wealth planning?

Tel Aviv leads with 11 company records, followed by Haifa (5) and Bnei Brak (2).

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 211 professional contacts with verified work emails tracked across these 66 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 17, 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.