Company lists · Data refreshed September 2026

Top 23 Insurance brokers for wealth planning based in Israel

RevenueBase identified 66 insurance brokers for wealth planning headquartered in 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 insurance brokers for wealth planning 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 17, 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 17, 2026 86% judged on-target in blind review
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 insurance brokers for wealth planning based in Israel, ranked by team size, largest first. Data refreshed Sep 17, 2026. RevenueBase Smart Search rates how each company's information relates to insurance brokers for wealth planning: 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.
#CompanyRevenueBase Smart SearchHeadquartersEmployeesContacts
1Strong evidenceTel Aviv, IsraelHQ checked Sep 17, 2026201-500140 contacts →

Strong evidence

“Madanes Insurance Agency Ltd is a leading Israeli insurance brokerage, headquartered in Tel Aviv, with additional offices in Europe and South America.”

Source: RevenueBase Database · checked Sep 17, 2026
2Strong evidenceHerzliya Pituach, IsraelHQ checked Sep 17, 202651-20075 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 17, 2026
3Indirect evidenceHolon, IsraelHQ checked Sep 17, 202651-20053 contacts →

Indirect evidence

“ברוכים הבאים לקבוצת קלי!”

Source: RevenueBase Database · checked Sep 17, 2026
4Strong evidenceHerzliya, IsraelHQ checked Sep 17, 202651-20022 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 17, 2026
5Indirect evidencePetach Tikva, IsraelHQ checked Sep 17, 2026201-50015 contacts →

Indirect evidence

“מאז 1988, שגיא-יוגב סוכנויות ביטוח מבית מגדל מובילה את שוק הביטוח והפיננסים בישראל.”

Source: RevenueBase Database · checked Sep 17, 2026
6Partial evidenceHaifa, IsraelHQ checked Sep 17, 202651-20013 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 17, 2026
7Strong evidenceHamerkaz, IsraelHQ checked Sep 17, 202611-506 contacts →

Strong evidence

“Advice Financial Planning is an insurance and pension brokerage company specialize in the Hi-Tech industry.”

Source: RevenueBase Database · checked Sep 17, 2026
8Partial evidenceתל אביב, IsraelHQ checked Sep 17, 20261-105 contacts →

Partial evidence

“Public private wealth specializes in providing holistic solutions in the financial, retirement, and risk management sectors.”

Source: RevenueBase Database · checked Sep 17, 2026
9Indirect evidenceRamat Gan, IsraelHQ checked Sep 17, 20261-105 contacts →

Indirect evidence

Source: RevenueBase Database · checked Sep 17, 2026
10Indirect evidenceTel Aviv, IsraelHQ checked Sep 17, 20261-105 contacts →

Indirect 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 17, 2026
11Indirect evidenceHaifa, IsraelHQ checked Sep 17, 20261-104 contacts →

Indirect evidence

“פרום-הוניג מתמחה בתכנון פיננסי אסטרטגי ובניהול הון והשקעות למשפחות ויחידים.”

Source: RevenueBase Database · checked Sep 17, 2026
12Indirect evidenceTel-aviv, IsraelHQ checked Sep 17, 20261-104 contacts →

Indirect evidence

“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…”

Source: RevenueBase Database · checked Sep 17, 2026
13Partial evidenceHod Hasharon, IsraelHQ checked Sep 17, 202611-504 contacts →

Partial evidence

“Family office that provides financial, pension and insurance services”

Source: RevenueBase Database · checked Sep 17, 2026
14Partial evidenceKfar Sava, IsraelHQ checked Sep 17, 202611-504 contacts →

Partial evidence

“Shaldan is an insurance agency based in Kfar saba”

Source: RevenueBase Database · checked Sep 17, 2026
15Strong evidenceJerusalem, IsraelHQ checked Sep 17, 202651-2003 contacts →

Strong evidence

“Rechasim Insurance and Finance is one of the leading and largest independent insurance and finance brokerage firms in Israel.”

Source: RevenueBase Database · checked Sep 17, 2026
16Partial evidenceHaifa, IsraelHQ checked Sep 17, 202611-503 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 17, 2026
17Indirect evidenceRishon Le Ẕiyyon, IsraelHQ checked Sep 17, 20261-103 contacts →

Indirect evidence

“אדר תכנון פיננסי מובילה מהפכה בתחום התכנון הפיננסי.”

Source: RevenueBase Database · checked Sep 17, 2026
18Indirect evidenceHolon, IsraelHQ checked Sep 17, 202611-502 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 17, 2026
19Indirect evidenceHaifa, IsraelHQ checked Sep 17, 202611-501 contacts →

Indirect evidence

“עתיר פיננסים הינה חברה הנותנת שירות בכל תחומי הפיננסים והביטוח המשפחתיים: תכנון פיננסי, תכנון פנסיוני, תכנון פרישה, העברת הון בין-דורית והגנות ביטוחיות.”

Source: RevenueBase Database · checked Sep 17, 2026
20Indirect evidenceיבנה, IsraelHQ checked Sep 17, 20261-101 contacts →

Indirect evidence

“סוכנות חיבור נוסדה ע"י מעיין ומשה מלה אהרון, כשלנגד עיניהם החזון להעניק שקט נפשי לכם ולבני ביתכם.”

Source: RevenueBase Database · checked Sep 17, 2026
21Partial evidenceNetanya, IsraelHQ checked Sep 17, 20261-101 contacts →

Partial evidence

“EZFin provides Personal Financial Planning for high end individuals.”

Source: RevenueBase Database · checked Sep 17, 2026
22Indirect evidenceTel Aviv, IsraelHQ checked Sep 17, 20261-101 contacts →

Indirect evidence

“At TAYLOR, we provide exclusive access to advanced financial tools previously reserved for only ultra-high-net-worth clients.”

Source: RevenueBase Database · checked Sep 17, 2026
23Partial evidencePetah Tiqva, IsraelHQ checked Sep 17, 20261-101 contacts →

Partial evidence

“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.”

Source: RevenueBase Database · checked Sep 17, 2026

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
42
11-50
15
51-200
7
201-500
2

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

Company categories are rarely black and white. RevenueBase reads each company's own description of its business to decide whether it belongs among insurance brokers for wealth planning, 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 “insurance brokers for wealth planning”. 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 insurance brokers for wealth planning), 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 insurance brokers for wealth planning, 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, 211 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 17, 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 insurance brokers for wealth planning, 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 insurance brokers for wealth planning are there based in Israel?

RevenueBase identified 66 insurance brokers for wealth planning 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?

Madanes Insurance Agency, headquartered in Israel, tops this list with the largest team on record.

Which city has the most insurance brokers for wealth planning?

Tel Aviv leads with 11 headquartered companies, 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 the top results, verified emails and direct dials included. Upgrading unlocks all 211 verified decision-maker contacts tracked across these 66 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 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 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.