Company lists · Data refreshed September 2026

Top 18 Millennial wealth management companies based in Israel

RevenueBase identified 44 millennial wealth management companies headquartered in Israel as of September 2026 and tracks 258 professional contacts across them, including 112 with verified work emails. Tel Aviv is the largest hub.

This list covers millennial wealth management companies 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
44Companies
258Contacts tracked
112Verified emails
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The 18 largest millennial wealth management companies based in Israel

Ranked by team size
Top 18 of 44 millennial wealth management companies 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 millennial wealth management companies: 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 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
2Strong 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
3Strong evidenceTel Aviv, IsraelHQ checked Sep 17, 202611-5022 contacts →

Strong evidence

“Profound is an investment house specializing in global asset and wealth management services for high net worth individuals.”

Source: RevenueBase Database · checked Sep 17, 2026
4Strong evidenceHerzliya Pituach, IsraelHQ checked Sep 17, 202611-5019 contacts →

Strong 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 17, 2026
5Indirect evidenceHerzliya, IsraelHQ checked Sep 17, 202611-506 contacts →

Indirect evidence

“חזון: פמילי אופיס לא לעשיר בלבד - על מנת להבטיח הגשמת חלומות ורצונות בכל שלבי החיים התמחות: פורשי כוחות הביטחון ועובדי ארגונים גדולים ומשפחותיהם אשר מבקשים להבטיח את ההון המשפחתי…”

Source: RevenueBase Database · checked Sep 17, 2026
6Indirect evidenceTel Aviv, IsraelHQ checked Sep 17, 20261-106 contacts →

Indirect evidence

“עם ניסיון מוכח בניהול של 12 מיליארד שקלים, קבוצת גילאון-גורדון, מתמחה בניהול עושר של לקוחות אמידים תוך כדי קביעת סטנדרטים גבוהים בהשקעות, בשירות ובשקיפות.”

Source: RevenueBase Database · checked Sep 17, 2026
7Strong evidenceתל אביב, IsraelHQ checked Sep 17, 20261-105 contacts →

Strong evidence

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

Source: RevenueBase Database · checked Sep 17, 2026
8Indirect evidenceRamat Gan, IsraelHQ checked Sep 17, 20261-105 contacts →

Indirect evidence

Source: RevenueBase Database · checked Sep 17, 2026
9Strong evidenceTel Aviv, IsraelHQ checked Sep 17, 20261-105 contacts →

Strong evidence

“Wise Capital believes in a different approach to wealth management.”

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

Partial 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 evidenceKfar Saba, IsraelHQ checked Sep 17, 20261-104 contacts →

Indirect evidence

“We believe our customers deserve a service that broadly views their full range of financial needs.”

Source: RevenueBase Database · checked Sep 17, 2026
13Indirect evidencePetah Tikva, IsraelHQ checked Sep 17, 202611-503 contacts →

Indirect evidence

“BitApp is a digital tool for managing money and investments, giving time-crunched professionals more control over their financial lives.”

Source: RevenueBase Database · checked Sep 17, 2026
14Strong evidenceHerzliya, IsraelHQ checked Sep 17, 20261-103 contacts →

Strong evidence

“The GClub is an exclusive wealth management community designed specifically for successful tech entrepreneurs.”

Source: RevenueBase Database · checked Sep 17, 2026
15Strong evidenceIsraelHQ checked Sep 17, 20261-102 contacts →

Strong evidence

“Talent Capital is a boutique company which Offers a wide spectrum of private wealth management services.”

Source: RevenueBase Database · checked Sep 17, 2026
16Indirect evidenceTel Aviv, IsraelHQ checked Sep 17, 20261-101 contacts →

Indirect evidence

“Lucid Investments is an independent multi-family office based in Tel Aviv, supporting families, entrepreneurs, and trustees in navigating complex financial decisions across Israel…”

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

Partial evidence

“Kasher Group | אסף כשר | תכנון פיננסי וניהול העושר is an investment management company based out at Tel Aviv-Yafo, Israel.”

Source: RevenueBase Database · checked Sep 17, 2026
18Partial evidenceTel Aviv-yafo, IsraelHQ checked Sep 17, 20261-101 contacts →

Partial evidence

“Olympico Asset Management LTD is an investment management company based out of 10 HaNehoshet St, Tel Aviv-Yafo, Israel.”

Source: RevenueBase Database · checked Sep 17, 2026

Showing 18 of 44 millennial wealth management companies based in Israel

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Millennial wealth management companies based in Israel at a glance

As of Sep 17, 2026
43.4%Verified-email coverage
5.9Average contacts per company
1-10Median size (employees)
20.5%Largest-city concentration · Tel Aviv
Sep 17, 2026Page data refreshed

Companies by employee count

1-10
32
11-50
9
51-200
3

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 44 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 millennial wealth management companies, 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 “millennial wealth management companies”. 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 millennial wealth management companies), 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 millennial wealth management companies, 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, 112 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 millennial wealth management companies, 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 millennial wealth management companies are there based in Israel?

RevenueBase identified 44 millennial wealth management companies 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?

Pioneer Wealth Management, headquartered in Israel, tops this list with the largest team on record.

Which city has the most millennial wealth management companies?

Tel Aviv leads with 9 headquartered companies, followed by Herzliya (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 the top results, verified emails and direct dials included. Upgrading unlocks all 112 verified decision-maker contacts tracked across these 44 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.