Company lists · Data refreshed September 2026

Top 25 Insurance planning advisors based in Israel

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

Compiled by the RevenueBase Data Team Data refreshed Sep 17, 2026 73 companies tracked

RevenueBase identified 73 company matches for insurance planning advisors associated with Israel as of September 2026 and tracks 257 professional contacts across them, including 67 with verified work emails. Tel Aviv is the largest hub.

This list covers company matches for insurance planning advisors 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

73Companies

257Contacts tracked

67Verified emails

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The 25 largest insurance planning advisors based in Israel

Ranked by team size

Top 25 of 73 company matches for insurance planning advisors 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	Neto Finance נטו תכנון פיננסי	Exact match	Haifa, IsraelHQ recorded Sep 17, 2026	201-500	56 contacts →
	Exact match “Neto Finance, Israel’s largest private finance group, began operating in 1993 with the goal of being a multidisciplinary financial center for its clients.” Recorded in the RevenueBase company graph · Sep 17, 2026 · View company records in RevenueBase
2	Four Seasons Financial Planning IBI Group	Exact match	Tel Aviv, IsraelHQ recorded Sep 17, 2026	11-50	27 contacts →
	Exact match “Four Seasons Financial Planning (FSFP), a subsidiary of IBI Investment House, provides comprehensive financial planning services for individuals, families, and businesses.” Recorded in the RevenueBase company graph · Sep 17, 2026 · View company records in RevenueBase
3	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
4	Ainvest	Exact match	Tel Aviv, IsraelHQ recorded Sep 17, 2026	11-50	8 contacts →
	Exact match “private company specializing in investment management, financial planning and insurance” Recorded in the RevenueBase company graph · Sep 17, 2026 · View company records in RevenueBase
5	SBC Finance	Exact match	תל אביב, IsraelHQ recorded Sep 17, 2026	1-10	8 contacts →
	Exact match “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…” Recorded in the RevenueBase company graph · Sep 17, 2026 · View company records in RevenueBase
6	FFLA	Exact match	Tel Aviv, IsraelHQ recorded Sep 17, 2026	11-50	7 contacts →
	Exact match “FFLA is a leading insurance advisory firm specializing in providing comprehensive insurance consulting services to large and mid-sized companies and to complex, large-scale…” Recorded in the RevenueBase company graph · Sep 17, 2026 · View company records in RevenueBase
7	URI Orland Risk Management Consultants LTD	Exact match	תל אביב, IsraelHQ recorded Sep 17, 2026	11-50	7 contacts →
	Exact match “אורי אורלנד משרד יועצים לניהול סיכונים בע"מ - ייעוץ בתחום ניהול הסיכונים והביטוח” Recorded in the RevenueBase company graph · Sep 17, 2026 · View company records in RevenueBase
8	Investika Finance LTD	Exact match	Ramat Gan, IsraelHQ recorded Sep 17, 2026	11-50	6 contacts →
	Exact match “Investika is a finance company that specializes in personal financial planning for private clients and companies.” Recorded in the RevenueBase company graph · Sep 17, 2026 · View company records in RevenueBase
9	Agenda Advanced Financial Solutions	Exact match	Ramat Gan, IsraelHQ recorded Sep 17, 2026	11-50	6 contacts →
	Exact match “Agenda Advanced Financial Solutions is a pension and insurance firm licensed by the Ministry of Finance, specializing in pension planning, risk management, and long-term savings.” Recorded in the RevenueBase company graph · Sep 17, 2026 · View company records in RevenueBase
10	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
11	Future Financial Planning	Exact match	Tel Aviv, IsraelHQ recorded Sep 17, 2026	1-10	5 contacts →
	Exact match “Financial planning and consulting services.” Recorded in the RevenueBase company graph · Sep 17, 2026 · View company records in RevenueBase
12	עד הפסגה-מעטפת פיננסים וביטוח	Exact match	Tel Aviv, IsraelHQ recorded Sep 17, 2026	1-10	5 contacts →
	Exact match “Our company gives a full 360-degree envelope to the employer and employee in a variety of areas: Full pension portfolio analysis.” Recorded in the RevenueBase company graph · Sep 17, 2026 · View company records in RevenueBase
13	דן-גור ביטוחים, ניהול הסדרים פנסיוניים	Exact match	תל אביב, IsraelHQ recorded Sep 17, 2026	1-10	4 contacts →
	Exact match “סוכנות דן-גור ביטוחים מספקת מגוון של שירותי ביטוח וניהול הסדרים ללקוחות עסקיים.” 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	חושן סוכנות לביטוח, פיננסים ואשראי	Exact match	IsraelHQ recorded Sep 17, 2026	11-50	3 contacts →
	Exact match “חושן סוכנות לביטוח, פיננסים ואשראי, מציעה ללקוחותיה למעלה מ 18 שנה שירות מקצועי, אחראי, כולל ומקיף.” Recorded in the RevenueBase company graph · Sep 17, 2026 · View company records in RevenueBase
16	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
17	Misgav Insurance Pension Finances משגב	Exact match	Petach Tikva, IsraelHQ recorded Sep 17, 2026	11-50	2 contacts →
	Exact match “At Misgav, we understand that finding the right insurance coverage can be overwhelming.” 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	Sharon	Exact match	Benei -atarot, IsraelHQ recorded Sep 17, 2026	1-10	2 contacts →
	Exact match “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…” Recorded in the RevenueBase company graph · Sep 17, 2026 · View company records in RevenueBase
20	BEN AMI Insurance Agency	Exact match	אזור, IsraelHQ recorded Sep 17, 2026	1-10	2 contacts →
	Exact match “At our insurance agency, we pride ourselves on providing comprehensive coverage options for all types of insurance.” Recorded in the RevenueBase company graph · Sep 17, 2026 · View company records in RevenueBase
21	איל פיק-ייעוץ ותכנון כלכלי	Exact match	ראש העין, IsraelHQ recorded Sep 17, 2026	1-10	2 contacts →
	Exact match “תכנון כלכלי אובייקטיבי והוליסטי נועד לאפשר השגת המטרות והיעדים האישיים והמשפחתיים.” Recorded in the RevenueBase company graph · Sep 17, 2026 · View company records in RevenueBase
22	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
23	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
24	Financial Planning Center	Exact match	Tel Aviv, IsraelHQ recorded Sep 17, 2026	1-10	1 contacts →
	Exact match “we are committed to empowering our clients with state-of-the-art tools and training for optimal financial management.” Recorded in the RevenueBase company graph · Sep 17, 2026 · View company records in RevenueBase
25	FINKA	Exact match	Petach Tikva, IsraelHQ recorded Sep 17, 2026	1-10	1 contacts →
	Exact match “FINKA is a dynamic financial services company catering to a diverse clientele including businesses, self-employed individuals, employed professionals, and retirees.” 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 planning advisors”. 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 25 of 73 insurance planning advisors based in Israel

See the full list, filter by size, metro and specialty, and access 67 tracked professional contacts with verified work emails. Direct dials are available where recorded.

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Insurance planning advisors based in Israel at a glance

As of Sep 17, 2026

26.1%Verified-email coverage

3.5Average contacts per company

1-10Median size (employees)

23.3%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 73 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 planning advisors” 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 67 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 planning advisors”; each Exact match badge shows search membership, not an individual similarity or quality score.

How many insurance planning advisors are there based in Israel?

RevenueBase identified 73 company matches for insurance planning advisors 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?

Neto Finance נטו תכנון פיננסי tops the displayed preview by professional contacts tracked in RevenueBase. Recorded headquarters appear in the company rows.

Which city has the most insurance planning advisors?

Tel Aviv leads with 17 company records, followed by Haifa (3) and Petah Tikva (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 67 professional contacts with verified work emails tracked across these 73 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.