Company lists · Data refreshed September 2026

Top 25 Investment consulting firms based in Israel

Name: Investment consulting firms based in Israel
Creator: RevenueBase
License: https://creativecommons.org/licenses/by/4.0/

Compiled by the RevenueBase Data Team Data refreshed Sep 26, 2026 185 companies tracked

RevenueBase identified 185 investment consulting firms headquartered in Israel as of September 2026 and tracks 2,329 professional contacts across them, including 919 with verified work emails and 100 with mobile numbers. Tel Aviv is the largest hub.

This list covers investment consulting firms 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 26, 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 26, 2026 86% judged on-target in blind review

185Companies

2,329Contacts tracked

919Verified emails

100Mobile numbers

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The 25 largest investment consulting firms based in Israel

Ranked by team size

Top 25 of 185 investment consulting firms based in Israel, ranked by team size, largest first. Data refreshed Sep 26, 2026. RevenueBase Smart Search rates how each company's information relates to investment consulting firms: 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.
#	Company	RevenueBase Smart Search	Headquarters	Employees	Contacts
1	IBI Investment House	Partial evidence	Tel Aviv, IsraelHQ checked Sep 26, 2026	501-1,000	496 contacts →
	Partial evidence “IBI Investment House is one of Israel's leading financial institutions in the non-banking sector.” Source: RevenueBase Database · checked Sep 26, 2026
2	Phoenix Investment House	Indirect evidence	Bnei Brak, IsraelHQ checked Sep 26, 2026	201-500	418 contacts →
	Indirect evidence “הפניקס בית השקעות (לשעבר אקסלנס) מהווה בית אחד למגוון הרחב בישראל של פתרונות השקעה, חיסכון ופיננסים בשוק ההון, המאגד בתוכו את הפעילות של מספר חברות בנות.” Source: RevenueBase Database · checked Sep 26, 2026
3	Migdal Capital Markets	Indirect evidence	Tel Aviv, IsraelHQ checked Sep 26, 2026	51-200	213 contacts →
	Indirect evidence “Established in 1965, Migdal Capital Markets, a wholly-owned subsidiary of Migdal Holdings Group, has in the five decades since its inception gained a leading position in Israel's…” Source: RevenueBase Database · checked Sep 26, 2026
4	Psagot Investment House	Indirect evidence	תל אביב, IsraelHQ checked Sep 26, 2026	51-200	193 contacts →
	Indirect evidence “אודותינו פסגות הוא גוף פיננסי מוביל, בית ההשקעות הוותיק בישראל וחבר בורסה, המוחזק בידי קבוצת משקיעים פרטיים בראשות "כרמל קרדיט" בבעלות עוזי דנינו, לשעבר מנכ"ל אקסלנס, ורונן טורם…” Source: RevenueBase Database · checked Sep 26, 2026
5	Pioneer Wealth Management	Indirect evidence	Herzliya Pituach, IsraelHQ checked Sep 26, 2026	51-200	75 contacts →
	Indirect 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 26, 2026
6	Giza Singer Even גיזה זינגר אבן	Partial evidence	Ramat-gan, IsraelHQ checked Sep 26, 2026	51-200	69 contacts →
	Partial evidence “Giza Singer Even is Israel's largest financial advisory and investment banking firm.” Source: RevenueBase Database · checked Sep 26, 2026
7	Neto Finance נטו תכנון פיננסי	Indirect evidence	Haifa, IsraelHQ checked Sep 26, 2026	201-500	56 contacts →
	Indirect 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 26, 2026
8	Beta Finance	Partial evidence	Tel Aviv, IsraelHQ checked Sep 26, 2026	11-50	54 contacts →
	Partial evidence “Beta Finance Is leading financial consulting firm in Israel.” Source: RevenueBase Database · checked Sep 26, 2026
9	Kali Group - קבוצת קלי	Indirect evidence	Holon, IsraelHQ checked Sep 26, 2026	51-200	53 contacts →
	Indirect evidence “ברוכים הבאים לקבוצת קלי!” Source: RevenueBase Database · checked Sep 26, 2026
10	Four Seasons Financial Planning IBI Group	Partial evidence	Tel Aviv, IsraelHQ checked Sep 26, 2026	11-50	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 26, 2026
11	Karni Family Office	Indirect evidence	רמת גן, IsraelHQ checked Sep 26, 2026	11-50	24 contacts →
	Indirect evidence “קרני פמילי אופיס הוקמה בשנת 2008 עם נכסים מנוהלים של כ-7 מיליארד ₪.” Source: RevenueBase Database · checked Sep 26, 2026
12	The Service Wealth Management	Indirect evidence	Herzliya, IsraelHQ checked Sep 26, 2026	51-200	22 contacts →
	Indirect 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 26, 2026
13	Profound Investment House	Partial evidence	Tel Aviv, IsraelHQ checked Sep 26, 2026	11-50	22 contacts →
	Partial evidence “Profound is an investment house specializing in global asset and wealth management services for high net worth individuals.” Source: RevenueBase Database · checked Sep 26, 2026
14	Fidelis Family Office	Indirect evidence	Herzliya Pituach, IsraelHQ checked Sep 26, 2026	11-50	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 26, 2026
15	Pasternak Shoham Investment House	Partial evidence	Tel Aviv, IsraelHQ checked Sep 26, 2026	11-50	16 contacts →
	Partial evidence “Pasternak Shoham is an investment house that specializes in Mutual Funds and Portfolio management.” Source: RevenueBase Database · checked Sep 26, 2026
16	Global Asset Management	Indirect evidence	Petah Tikva, IsraelHQ checked Sep 26, 2026	11-50	15 contacts →
	Indirect 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 26, 2026
17	Proxima Investment House	Indirect evidence	Tel-aviv, IsraelHQ checked Sep 26, 2026	11-50	15 contacts →
	Indirect evidence “פרוקסימה ניהול השקעות בע"מ מתמחה בניהול תיקי השקעות למגוון לקוחות בארץ ובחו"ל, מתן שרותי מסחר עצמאי, גיוס כספים לסטארטפים וליווי מקצועי.” Source: RevenueBase Database · checked Sep 26, 2026
18	Value Base - ווליו בייס	Indirect evidence	Tel-aviv, IsraelHQ checked Sep 26, 2026	11-50	15 contacts →
	Indirect evidence “Value Base provides a wide range of financial advisory services for private and public companies through a dedicated team of professionals with a vast experience in the financial…” Source: RevenueBase Database · checked Sep 26, 2026
19	Poria Finance	Indirect evidence	Haifa, IsraelHQ checked Sep 26, 2026	51-200	13 contacts →
	Indirect 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 26, 2026
20	Agio Risk Management And Financial Decisions LTD	Indirect evidence	Petach Tikva, IsraelHQ checked Sep 26, 2026	11-50	12 contacts →
	Indirect evidence “Agio is a veteran and experienced private company.” Source: RevenueBase Database · checked Sep 26, 2026
21	C-Value	Partial evidence	רמת גן, IsraelHQ checked Sep 26, 2026	11-50	11 contacts →
	Partial evidence “CValue Business Consulting מספקת ייעוץ הערכות שווי וחוות דעת מומחה כלכליות בתחומים עסקיים כלכליים, למטרת סיוע כלכלי בשוק ההון ובבתי משפט.” Source: RevenueBase Database · checked Sep 26, 2026
22	ALT Group	Partial evidence	Tel Aviv, IsraelHQ checked Sep 26, 2026	1-10	9 contacts →
	Partial evidence “Alt Group provides investors with access to high-quality alternative investments, usually granted only to large institutional investors.” Source: RevenueBase Database · checked Sep 26, 2026
23	Moore Financial Consulting	Partial evidence	Bnei Brak, IsraelHQ checked Sep 26, 2026	11-50	9 contacts →
	Partial evidence “We are a leading Israeli Corporate Financial Consulting firm.” Source: RevenueBase Database · checked Sep 26, 2026
24	Cognum Financial Consulting	Partial evidence	Tel Aviv, IsraelHQ checked Sep 26, 2026	11-50	8 contacts →
	Partial evidence “Cognum Financial Consulting Ltd.("Cognum"), formerly "Itzhak Swary Ltd.", is one of Israel's most prominent financial consulting firms.” Source: RevenueBase Database · checked Sep 26, 2026
25	Investable Solutions	Indirect evidence	Herzliya, IsraelHQ checked Sep 26, 2026	11-50	8 contacts →
	Indirect evidence “A boutique corporate development advisory firm helping technology meet funding.” Source: RevenueBase Database · checked Sep 26, 2026

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: investment consulting firms. 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 investment consulting firms.
Partial evidence: Its own public description names part of investment consulting firms, so it works in or next to the category without describing itself that way.
Indirect evidence: The description shown does not name investment consulting firms. 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 185 investment consulting firms based in Israel

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Investment consulting firms based in Israel at a glance

As of Sep 26, 2026

39.5%Verified-email coverage

4.3%Mobile-number coverage

12.6Average contacts per company

1-10Median size (employees)

28.6%Largest-city concentration · Tel Aviv

Sep 26, 2026Page data refreshed

Companies by employee count

1-10

126

11-50

51-200

201-500

501-1,000

Freshness & accuracy

How recently the business emails were verified and the company information checked

Email last verified

Median 28.0d

6000–30

28631–60

3161–90

190–180

1180+

Company record updated

Median 92.0d

00–30

18131–60

91461–90

1,12890–180

106180+

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 investment consulting firms, 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 “investment consulting firms”. 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 investment consulting firms), 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 investment consulting firms, 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, 919 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 26, 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 investment consulting firms, 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 investment consulting firms are there based in Israel?

RevenueBase identified 185 investment consulting firms 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?

IBI Investment House, headquartered in Tel Aviv, tops this list with the largest team on record.

Which city has the most investment consulting firms?

Tel Aviv leads with 53 headquartered companies, followed by Herzliya (8) and Tel-Aviv (8).

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 919 verified decision-maker contacts tracked across these 185 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 26, 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.