Company lists · Data refreshed October 2026
Top 17 Life insurance planning firms based in Israel
RevenueBase identified 60 company matches for life insurance planning firms associated with Israel as of October 2026 and tracks 121 professional contacts across them, including 28 with verified work emails. Tel Aviv is the largest hub.
This list covers company matches for life insurance planning firms 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 October 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.
The 17 largest life insurance planning firms based in Israel
Ranked by team size| # | Company | Contacts | |||
|---|---|---|---|---|---|
| 1 | 10 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 · Oct 17, 2026 · View company records in RevenueBase | |||||
| 2 | 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 · Oct 17, 2026 · View company records in RevenueBase | |||||
| 3 | 5 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 · Oct 17, 2026 · View company records in RevenueBase | |||||
| 4 | 4 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 · Oct 17, 2026 · View company records in RevenueBase | |||||
| 5 | 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 · Oct 17, 2026 · View company records in RevenueBase | |||||
| 6 | 3 contacts → | ||||
Exact match “אדר תכנון פיננסי מובילה מהפכה בתחום התכנון הפיננסי.” Recorded in the RevenueBase company graph · Oct 17, 2026 · View company records in RevenueBase | |||||
| 7 | 2 contacts → | ||||
Exact match “בריין גרופ בע"מ, סוכנות לביטוח ופיננסים נוסדה בשנת 2018 והינה תאגיד ביטוח בעל רישיון מורשה של רשות שוק ההון, ביטוח וחיסכון המשרת אלפי לקוחות פרטיים ועסקיים.” Recorded in the RevenueBase company graph · Oct 17, 2026 · View company records in RevenueBase | |||||
| 8 | 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 · Oct 17, 2026 · View company records in RevenueBase | |||||
| 9 | 2 contacts → | ||||
Exact match “Arbitrage is a financial education and training services company that specializes in pension finance, risk management, personal finance, capital market, insurance, and pension…” Recorded in the RevenueBase company graph · Oct 17, 2026 · View company records in RevenueBase | |||||
| 10 | 2 contacts → | ||||
Exact match “תכנון כלכלי אובייקטיבי והוליסטי נועד לאפשר השגת המטרות והיעדים האישיים והמשפחתיים.” Recorded in the RevenueBase company graph · Oct 17, 2026 · View company records in RevenueBase | |||||
| 11 | 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 · Oct 17, 2026 · View company records in RevenueBase | |||||
| 12 | 1 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 · Oct 17, 2026 · View company records in RevenueBase | |||||
| 13 | 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 · Oct 17, 2026 · View company records in RevenueBase | |||||
| 14 | 1 contacts → | ||||
Exact match “המייסד והמנכ"ל של חברת ביטוח און ליין, עוסק בתחום הביטוחים והפיננסים מעל 5 שנים ולא רק בארץ.” Recorded in the RevenueBase company graph · Oct 17, 2026 · View company records in RevenueBase | |||||
| 15 | 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 · Oct 17, 2026 · View company records in RevenueBase | |||||
| 16 | 1 contacts → | ||||
Exact match “Aaron Frolich is an experienced portfolio manager and Certified Financial Planner who helps individuals and families to actualize their dreams through goal-driven financial…” Recorded in the RevenueBase company graph · Oct 17, 2026 · View company records in RevenueBase | |||||
| 17 | 1 contacts → | ||||
Exact match “קריטי ביטוח והשקעות מבית שחם הנה סוכנות ביטוח המציעה מגוון שירותים והכוונה בתחומי הפיננסים והביטוח.” Recorded in the RevenueBase company graph · Oct 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 “life insurance planning firms”. 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 17 of 60 life insurance planning firms based in Israel
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Life insurance planning firms based in Israel at a glance
As of Oct 17, 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 60 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 “life insurance planning firms” 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 28 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 October 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 “life insurance planning firms”; each Exact match badge shows search membership, not an individual similarity or quality score.
How many life insurance planning firms are there based in Israel?
RevenueBase identified 60 company matches for life insurance planning firms associated with Israel as of October 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?
SBC Finance tops the displayed preview by professional contacts tracked in RevenueBase. Recorded headquarters appear in the company rows.
Which city has the most life insurance planning firms?
Tel Aviv leads with 13 company records, followed by Haifa (4) and Holon (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 28 professional contacts with verified work emails tracked across these 60 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 October 17, 2026.
Ready to reach these companies? Verified emails and direct dials for all 60 life insurance planning firms based in Israel. Start with a free account, no credit card.
Download this list →Related lists
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Browse the directory
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.
More company lists
- All company lists
- Lists by location
- Lists A-Z
- New lists
- Life insurance planning firms based in Buenos Aires, Argentina
- Life insurance planning firms based in Melbourne, Australia
- Life insurance planning firms based in Sydney, Australia
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Company intelligence · public preview
Top 17 life insurance planning firms based in Israel
Find companies in any niche.
Describe the businesses you want in your own words. RevenueBase SmartSearch matches company descriptions by meaning.
RevenueBase records 60 matching company records for life insurance planning firms based in Israel, with 121 tracked contacts and 28 verified work emails.
This public preview shows 17 selected records ordered by tracked contacts. RevenueBase SmartSearch finds company descriptions that match by meaning at Exact. Snapshot: October 17, 2026.
RevenueBase compiles business descriptions for niche-company discovery; each row shows a recorded excerpt where available. Adapt this search to find the companies and contacts you want.
Top 17 life insurance planning firms based in Israel
The public list shows selected company records with contact and verified-email coverage. Reported employee bands provide separate company-size context.
| # | Company | Headquarters on record | Reported employees | RevenueBase SmartSearch | Tracked contacts |
|---|---|---|---|---|---|
| 1 |  SBC Financefinancing.co.ilHQ: תל אביב, IsraelReported employees: 1-10 | תל אביב, Israel | 1-10 | Exact match | 10 contacts → |
“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 description excerpt · October 17, 2026Open company data in RevenueBase ↗Free signup required. | |||||
| 2 |  Public Private Wealthppw.co.ilHQ: תל אביב, IsraelReported employees: 1-10 | תל אביב, Israel | 1-10 | Exact match | 5 contacts → |
“Public private wealth specializes in providing holistic solutions in the financial, retirement, and risk management sectors.” Recorded description excerpt · October 17, 2026Open company data in RevenueBase ↗Free signup required. | |||||
| 3 |  Investika Finance LTDinvestika.co.ilHQ: Ramat Gan, IsraelReported employees: 11-50 | Ramat Gan, Israel | 11-50 | Exact match | 5 contacts → |
“Investika is a finance company that specializes in personal financial planning for private clients and companies.” Recorded description excerpt · October 17, 2026Open company data in RevenueBase ↗Free signup required. | |||||
| 4 |  Agenda Advanced Financial Solutionsagenda-fs.comHQ: Ramat Gan, IsraelReported employees: 11-50 | Ramat Gan, Israel | 11-50 | Exact match | 4 contacts → |
“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 description excerpt · October 17, 2026Open company data in RevenueBase ↗Free signup required. | |||||
| 5 | חושן סוכנות לביטוח, פיננסים ואשראיhoshenins.co.il HQ: IsraelReported employees: 11-50 | Israel | 11-50 | Exact match | 3 contacts → |
“חושן סוכנות לביטוח, פיננסים ואשראי, מציעה ללקוחותיה למעלה מ 18 שנה שירות מקצועי, אחראי, כולל ומקיף.” Recorded description excerpt · October 17, 2026Open company data in RevenueBase ↗Free signup required. | |||||
| 6 |  Adar-Financeadar-fin.co.ilHQ: Rishon Le Ẕiyyon, IsraelReported employees: 1-10 | Rishon Le Ẕiyyon, Israel | 1-10 | Exact match | 3 contacts → |
“אדר תכנון פיננסי מובילה מהפכה בתחום התכנון הפיננסי.” Recorded description excerpt · October 17, 2026Open company data in RevenueBase ↗Free signup required. | |||||
| 7 | Brain Groupbraingroup.co.il HQ: Petah Tikva, IsraelReported employees: 1-10 | Petah Tikva, Israel | 1-10 | Exact match | 2 contacts → |
“בריין גרופ בע"מ, סוכנות לביטוח ופיננסים נוסדה בשנת 2018 והינה תאגיד ביטוח בעל רישיון מורשה של רשות שוק ההון, ביטוח וחיסכון המשרת אלפי לקוחות פרטיים ועסקיים.” Recorded description excerpt · October 17, 2026Open company data in RevenueBase ↗Free signup required. | |||||
| 8 |  Complete Finance & Insurancecomplete-ins.co.ilHQ: Holon, IsraelReported employees: 11-50 | Holon, Israel | 11-50 | Exact match | 2 contacts → |
“Complete Group has dozens of licensed finance planners from the Ministry of Finance and has been assisting thousands of clients since 2013.” Recorded description excerpt · October 17, 2026Open company data in RevenueBase ↗Free signup required. | |||||
| 9 | Arbitrage Financear-fo.co.il HQ: Petach Tikvaa, IsraelReported employees: 11-50 | Petach Tikvaa, Israel | 11-50 | Exact match | 2 contacts → |
“Arbitrage is a financial education and training services company that specializes in pension finance, risk management, personal finance, capital market, insurance, and pension…” Recorded description excerpt · October 17, 2026Open company data in RevenueBase ↗Free signup required. | |||||
| 10 | איל פיק-ייעוץ ותכנון כלכליepy.co.il HQ: ראש העין, IsraelReported employees: 1-10 | ראש העין, Israel | 1-10 | Exact match | 2 contacts → |
“תכנון כלכלי אובייקטיבי והוליסטי נועד לאפשר השגת המטרות והיעדים האישיים והמשפחתיים.” Recorded description excerpt · October 17, 2026Open company data in RevenueBase ↗Free signup required. | |||||
| 11 |  Atir Finance LTDatir-finance.comHQ: Haifa, IsraelReported employees: 11-50 | Haifa, Israel | 11-50 | Exact match | 1 contacts → |
“עתיר פיננסים הינה חברה הנותנת שירות בכל תחומי הפיננסים והביטוח המשפחתיים: תכנון פיננסי, תכנון פנסיוני, תכנון פרישה, העברת הון בין-דורית והגנות ביטוחיות.” Recorded description excerpt · October 17, 2026Open company data in RevenueBase ↗Free signup required. | |||||
| 12 |  BEN AMI Insurance Agencybenami-ins.co.ilHQ: אזור, IsraelReported employees: 1-10 | אזור, Israel | 1-10 | Exact match | 1 contacts → |
“At our insurance agency, we pride ourselves on providing comprehensive coverage options for all types of insurance.” Recorded description excerpt · October 17, 2026Open company data in RevenueBase ↗Free signup required. | |||||
| 13 |  Financial Planning Centerfinance-center.co.ilHQ: Tel Aviv, IsraelReported employees: 1-10 | Tel Aviv, Israel | 1-10 | Exact match | 1 contacts → |
“we are committed to empowering our clients with state-of-the-art tools and training for optimal financial management.” Recorded description excerpt · October 17, 2026Open company data in RevenueBase ↗Free signup required. | |||||
| 14 | Omri Kaplan Insurancebituach-online.co.il HQ: תל אביב, IsraelReported employees: 1-10 | תל אביב, Israel | 1-10 | Exact match | 1 contacts → |
“המייסד והמנכ"ל של חברת ביטוח און ליין, עוסק בתחום הביטוחים והפיננסים מעל 5 שנים ולא רק בארץ.” Recorded description excerpt · October 17, 2026Open company data in RevenueBase ↗Free signup required. | |||||
| 15 | Wi-Wilczynski-ביטוח, פנסיה ופיננסיםwi-ins.co.il HQ: Petah Tiqva, IsraelReported employees: 1-10 | Petah Tiqva, Israel | 1-10 | Exact match | 1 contacts → |
“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 description excerpt · October 17, 2026Open company data in RevenueBase ↗Free signup required. | |||||
| 16 | Green Peak Advisors LTDgreenpeakadvisors.com HQ: Tzur Hadassah\beit Shemesh, IsraelReported employees: 1-10 | Tzur Hadassah\beit Shemesh, Israel | 1-10 | Exact match | 1 contacts → |
“Aaron Frolich is an experienced portfolio manager and Certified Financial Planner who helps individuals and families to actualize their dreams through goal-driven financial…” Recorded description excerpt · October 17, 2026Open company data in RevenueBase ↗Free signup required. | |||||
| 17 |  קריטי ביטוח והשקעותkarity.co.ilHQ: Holon, IsraelReported employees: 1-10 | Holon, Israel | 1-10 | Exact match | 1 contacts → |
“קריטי ביטוח והשקעות מבית שחם הנה סוכנות ביטוח המציעה מגוון שירותים והכוונה בתחומי הפיננסים והביטוח.” Recorded description excerpt · October 17, 2026Open company data in RevenueBase ↗Free signup required. | |||||
Showing 17 of 60 company matches
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Life insurance planning firms: dataset insights
October 17, 2026These summaries describe recorded coverage in this saved dataset. This page is derived from saved source records; per-contact mobile coverage and email-recency results are not established by this snapshot.
Reported company sizes
60 records in the displayed employee bands.
0 matching records are outside the displayed bands or do not have a displayed size. Bars show shares of the displayed bands.
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 60 companies.
How this company list was built
Describe a niche in your own words: companies installing commercial solar, or manufacturers of sustainable packaging. RevenueBase SmartSearch finds companies whose compiled business descriptions match by meaning. This list is one saved example to adapt.
Where the company descriptions come from
RevenueBase compiles company information from public sources, including company websites and public professional profiles such as LinkedIn, alongside information supplied by companies. The short recorded excerpt shown here is separate from the complete business description used for matching; individual source URLs and collection dates are not provided in this public snapshot.
RevenueBase SmartSearch matching settings
- Exact
- Closest fits to the business described.
- Similar
- Similar businesses with a wider range of fits.
- Related
- Related businesses in and around the category.
- Broad
- A broader set of businesses connected to the description.
RevenueBase SmartSearch · Exact match identifies inclusion in this search's closest semantic matching setting. It is not a per-company confidence score, a literal keyword match, or a quality endorsement.
Selection, ordering and scope
The public list shows selected company records with contact and verified-email coverage. Reported employee bands provide separate company-size context.
This page is derived from saved source records; per-contact mobile coverage and email-recency results are not established by this snapshot.
Recorded company descriptions support research; check company websites for current services. The selected preview is ordered by tracked contacts and is not a list of the best service providers.
Snapshot: October 17, 2026.
RevenueBase is a B2B data infrastructure company. Its September 3, 2026 published methodology describes a graph of 60 million companies and 398.9 million professional contacts; these platform figures differ from this page's totals. Published methodology ↗
Questions about this company list
What does Exact match mean for life insurance planning firms?
The separate RevenueBase SmartSearch column identifies inclusion at the closest semantic matching preset. It is not a literal keyword match, a per-company confidence score or a quality endorsement. Changing the search form opens a new search in RevenueBase; it does not reclassify these saved rows.
How many life insurance planning firms did RevenueBase find based in Israel?
The saved snapshot records 60 matching company records, 121 tracked contacts and 28 verified emails. The public preview displays 17 selected records.
Where do the company descriptions come from?
RevenueBase compiles company information from public sources, including company websites and public professional profiles such as LinkedIn, alongside information supplied by companies. The short recorded excerpt shown here is separate from the complete business description used for matching; individual source URLs and collection dates are not provided in this public snapshot.
How are the public companies ordered?
The selected public records are ordered by contacts tracked in RevenueBase, highest first. Contact coverage is a prospecting measure, not an assessment of the company's services or quality.
How can I get contact information?
Select a company's contact count to open its filtered contacts in RevenueBase. Free signup is required and includes 500 credits and limited free results. Verified emails, direct dials and mobile numbers depend on available coverage.
How current is this list?
Snapshot: October 17, 2026. Review each company's website for current services and locations. A recorded business description does not establish that every company offers every service named in the search.
What do headquarters and employee bands mean?
These are recorded company-level fields, rather than a map of every branch or a count of specialists. Missing headquarters or employee bands are labeled; older records may show a location separately from recorded headquarters.
Build your next target company list
Adapt this niche search and work with available contacts in RevenueBase.
Related lists
Life insurance planning firms by geography
- Life insurance planning firms based in Buenos Aires, Argentina
- Life insurance planning firms based in Melbourne, Australia
- Life insurance planning firms based in Sydney, Australia
- Life insurance planning firms based in Belo Horizonte, Brazil
- Life insurance planning firms based in Rio De Janeiro, Brazil
- Life insurance planning firms based in Sao Paulo, Brazil
- Life insurance planning firms based in Calgary, Canada
- Life insurance planning firms based in Edmonton, Canada
- Life insurance planning firms based in Mississauga, Canada
- Life insurance planning firms based in Montreal, Canada
- Life insurance planning firms based in Ottawa, Canada
- Life insurance planning firms based in Toronto, Canada
Browse the directory
Cite this list
RevenueBase Data Team. Top 17 life insurance planning firms based in Israel. Snapshot: October 17, 2026. https://revenuebase.ai/companies/life-insurance-planning-firms/israel.
This is a selected public preview of saved company records, rather than an independently verified census. Open the source page ↗
More company lists
- All company lists
- Lists by location
- Lists A-Z
- New lists
- Life insurance planning firms based in Buenos Aires, Argentina
- Life insurance planning firms based in Melbourne, Australia
- Life insurance planning firms based in Sydney, Australia
- Life insurance planning firms based in Belo Horizonte, Brazil
- Life insurance planning firms based in Rio De Janeiro, Brazil
- Life insurance planning firms based in Sao Paulo, Brazil
Company intelligence · public preview
Top 17 life insurance planning firms based in Israel
RevenueBase records 60 matching company records for life insurance planning firms based in Israel, with 121 tracked contacts and 28 verified work emails.
This public preview shows 17 selected records ordered by tracked contacts. RevenueBase SmartSearch finds company descriptions that match by meaning at Exact. Snapshot: October 17, 2026.
RevenueBase compiles business descriptions for niche-company discovery; each row shows a recorded excerpt where available. Adapt this search to find the companies and contacts you want.
Top 17 life insurance planning firms based in Israel
The public list shows selected company records with contact and verified-email coverage. Reported employee bands provide separate company-size context.
| # | Company | Headquarters on record | Reported employees | RevenueBase SmartSearch | Tracked contacts |
|---|---|---|---|---|---|
| 1 | SBC Financefinancing.co.il HQ: תל אביב, IsraelReported employees: 1-10 | תל אביב, Israel | 1-10 | Exact match | 10 contacts → |
“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 description excerpt · October 17, 2026Open company data in RevenueBase ↗Free signup required. | |||||
| 2 | Public Private Wealthppw.co.il HQ: תל אביב, IsraelReported employees: 1-10 | תל אביב, Israel | 1-10 | Exact match | 5 contacts → |
“Public private wealth specializes in providing holistic solutions in the financial, retirement, and risk management sectors.” Recorded description excerpt · October 17, 2026Open company data in RevenueBase ↗Free signup required. | |||||
| 3 | Investika Finance LTDinvestika.co.il HQ: Ramat Gan, IsraelReported employees: 11-50 | Ramat Gan, Israel | 11-50 | Exact match | 5 contacts → |
“Investika is a finance company that specializes in personal financial planning for private clients and companies.” Recorded description excerpt · October 17, 2026Open company data in RevenueBase ↗Free signup required. | |||||
| 4 | Agenda Advanced Financial Solutionsagenda-fs.com HQ: Ramat Gan, IsraelReported employees: 11-50 | Ramat Gan, Israel | 11-50 | Exact match | 4 contacts → |
“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 description excerpt · October 17, 2026Open company data in RevenueBase ↗Free signup required. | |||||
| 5 | חושן סוכנות לביטוח, פיננסים ואשראיhoshenins.co.il HQ: IsraelReported employees: 11-50 | Israel | 11-50 | Exact match | 3 contacts → |
“חושן סוכנות לביטוח, פיננסים ואשראי, מציעה ללקוחותיה למעלה מ 18 שנה שירות מקצועי, אחראי, כולל ומקיף.” Recorded description excerpt · October 17, 2026Open company data in RevenueBase ↗Free signup required. | |||||
| 6 | Adar-Financeadar-fin.co.il HQ: Rishon Le Ẕiyyon, IsraelReported employees: 1-10 | Rishon Le Ẕiyyon, Israel | 1-10 | Exact match | 3 contacts → |
“אדר תכנון פיננסי מובילה מהפכה בתחום התכנון הפיננסי.” Recorded description excerpt · October 17, 2026Open company data in RevenueBase ↗Free signup required. | |||||
| 7 | Brain Groupbraingroup.co.il HQ: Petah Tikva, IsraelReported employees: 1-10 | Petah Tikva, Israel | 1-10 | Exact match | 2 contacts → |
“בריין גרופ בע"מ, סוכנות לביטוח ופיננסים נוסדה בשנת 2018 והינה תאגיד ביטוח בעל רישיון מורשה של רשות שוק ההון, ביטוח וחיסכון המשרת אלפי לקוחות פרטיים ועסקיים.” Recorded description excerpt · October 17, 2026Open company data in RevenueBase ↗Free signup required. | |||||
| 8 | Complete Finance & Insurancecomplete-ins.co.il HQ: Holon, IsraelReported employees: 11-50 | Holon, Israel | 11-50 | Exact match | 2 contacts → |
“Complete Group has dozens of licensed finance planners from the Ministry of Finance and has been assisting thousands of clients since 2013.” Recorded description excerpt · October 17, 2026Open company data in RevenueBase ↗Free signup required. | |||||
| 9 | Arbitrage Financear-fo.co.il HQ: Petach Tikvaa, IsraelReported employees: 11-50 | Petach Tikvaa, Israel | 11-50 | Exact match | 2 contacts → |
“Arbitrage is a financial education and training services company that specializes in pension finance, risk management, personal finance, capital market, insurance, and pension…” Recorded description excerpt · October 17, 2026Open company data in RevenueBase ↗Free signup required. | |||||
| 10 | איל פיק-ייעוץ ותכנון כלכליepy.co.il HQ: ראש העין, IsraelReported employees: 1-10 | ראש העין, Israel | 1-10 | Exact match | 2 contacts → |
“תכנון כלכלי אובייקטיבי והוליסטי נועד לאפשר השגת המטרות והיעדים האישיים והמשפחתיים.” Recorded description excerpt · October 17, 2026Open company data in RevenueBase ↗Free signup required. | |||||
| 11 | Atir Finance LTDatir-finance.com HQ: Haifa, IsraelReported employees: 11-50 | Haifa, Israel | 11-50 | Exact match | 1 contacts → |
“עתיר פיננסים הינה חברה הנותנת שירות בכל תחומי הפיננסים והביטוח המשפחתיים: תכנון פיננסי, תכנון פנסיוני, תכנון פרישה, העברת הון בין-דורית והגנות ביטוחיות.” Recorded description excerpt · October 17, 2026Open company data in RevenueBase ↗Free signup required. | |||||
| 12 | BEN AMI Insurance Agencybenami-ins.co.il HQ: אזור, IsraelReported employees: 1-10 | אזור, Israel | 1-10 | Exact match | 1 contacts → |
“At our insurance agency, we pride ourselves on providing comprehensive coverage options for all types of insurance.” Recorded description excerpt · October 17, 2026Open company data in RevenueBase ↗Free signup required. | |||||
| 13 | Financial Planning Centerfinance-center.co.il HQ: Tel Aviv, IsraelReported employees: 1-10 | Tel Aviv, Israel | 1-10 | Exact match | 1 contacts → |
“we are committed to empowering our clients with state-of-the-art tools and training for optimal financial management.” Recorded description excerpt · October 17, 2026Open company data in RevenueBase ↗Free signup required. | |||||
| 14 | Omri Kaplan Insurancebituach-online.co.il HQ: תל אביב, IsraelReported employees: 1-10 | תל אביב, Israel | 1-10 | Exact match | 1 contacts → |
“המייסד והמנכ"ל של חברת ביטוח און ליין, עוסק בתחום הביטוחים והפיננסים מעל 5 שנים ולא רק בארץ.” Recorded description excerpt · October 17, 2026Open company data in RevenueBase ↗Free signup required. | |||||
| 15 | Wi-Wilczynski-ביטוח, פנסיה ופיננסיםwi-ins.co.il HQ: Petah Tiqva, IsraelReported employees: 1-10 | Petah Tiqva, Israel | 1-10 | Exact match | 1 contacts → |
“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 description excerpt · October 17, 2026Open company data in RevenueBase ↗Free signup required. | |||||
| 16 | Green Peak Advisors LTDgreenpeakadvisors.com HQ: Tzur Hadassah\beit Shemesh, IsraelReported employees: 1-10 | Tzur Hadassah\beit Shemesh, Israel | 1-10 | Exact match | 1 contacts → |
“Aaron Frolich is an experienced portfolio manager and Certified Financial Planner who helps individuals and families to actualize their dreams through goal-driven financial…” Recorded description excerpt · October 17, 2026Open company data in RevenueBase ↗Free signup required. | |||||
| 17 | קריטי ביטוח והשקעותkarity.co.il HQ: Holon, IsraelReported employees: 1-10 | Holon, Israel | 1-10 | Exact match | 1 contacts → |
“קריטי ביטוח והשקעות מבית שחם הנה סוכנות ביטוח המציעה מגוון שירותים והכוונה בתחומי הפיננסים והביטוח.” Recorded description excerpt · October 17, 2026Open company data in RevenueBase ↗Free signup required. | |||||
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Life insurance planning firms: dataset insights
October 17, 2026These summaries describe recorded coverage in this saved dataset. This page is derived from saved source records; per-contact mobile coverage and email-recency results are not established by this snapshot.
Reported company sizes
60 records in the displayed employee bands.
0 matching records are outside the displayed bands or do not have a displayed size. Bars show shares of the displayed bands.
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 60 companies.
How this company list was built
Describe a niche in your own words: companies installing commercial solar, or manufacturers of sustainable packaging. RevenueBase SmartSearch finds companies whose compiled business descriptions match by meaning. This list is one saved example to adapt.
Where the company descriptions come from
RevenueBase compiles company information from public sources, including company websites and public professional profiles such as LinkedIn, alongside information supplied by companies. The short recorded excerpt shown here is separate from the complete business description used for matching; individual source URLs and collection dates are not provided in this public snapshot.
RevenueBase SmartSearch matching settings
- Exact
- Closest fits to the business described.
- Similar
- Similar businesses with a wider range of fits.
- Related
- Related businesses in and around the category.
- Broad
- A broader set of businesses connected to the description.
RevenueBase SmartSearch · Exact match identifies inclusion in this search's closest semantic matching setting. It is not a per-company confidence score, a literal keyword match, or a quality endorsement.
Selection, ordering and scope
The public list shows selected company records with contact and verified-email coverage. Reported employee bands provide separate company-size context.
This page is derived from saved source records; per-contact mobile coverage and email-recency results are not established by this snapshot.
Recorded company descriptions support research; check company websites for current services. The selected preview is ordered by tracked contacts and is not a list of the best service providers.
Snapshot: October 17, 2026.
RevenueBase is a B2B data infrastructure company. Its September 3, 2026 published methodology describes a graph of 60 million companies and 398.9 million professional contacts; these platform figures differ from this page's totals. Published methodology ↗
Questions about this company list
What does Exact match mean for life insurance planning firms?
The separate RevenueBase SmartSearch column identifies inclusion at the closest semantic matching preset. It is not a literal keyword match, a per-company confidence score or a quality endorsement. Changing the search form opens a new search in RevenueBase; it does not reclassify these saved rows.
How many life insurance planning firms did RevenueBase find based in Israel?
The saved snapshot records 60 matching company records, 121 tracked contacts and 28 verified emails. The public preview displays 17 selected records.
Where do the company descriptions come from?
RevenueBase compiles company information from public sources, including company websites and public professional profiles such as LinkedIn, alongside information supplied by companies. The short recorded excerpt shown here is separate from the complete business description used for matching; individual source URLs and collection dates are not provided in this public snapshot.
How are the public companies ordered?
The selected public records are ordered by contacts tracked in RevenueBase, highest first. Contact coverage is a prospecting measure, not an assessment of the company's services or quality.
How can I get contact information?
Select a company's contact count to open its filtered contacts in RevenueBase. Free signup is required and includes 500 credits and limited free results. Verified emails, direct dials and mobile numbers depend on available coverage.
How current is this list?
Snapshot: October 17, 2026. Review each company's website for current services and locations. A recorded business description does not establish that every company offers every service named in the search.
What do headquarters and employee bands mean?
These are recorded company-level fields, rather than a map of every branch or a count of specialists. Missing headquarters or employee bands are labeled; older records may show a location separately from recorded headquarters.
Build your next target company list
Adapt this niche search and work with available contacts in RevenueBase.
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Cite this list
RevenueBase Data Team. Top 17 life insurance planning firms based in Israel. Snapshot: October 17, 2026. https://revenuebase.ai/companies/life-insurance-planning-firms/israel.
This is a selected public preview of saved company records, rather than an independently verified census. Open the source page ↗
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