Company lists · Data refreshed September 2026

Top 22 Minority-owned investment managers based in Israel

RevenueBase identified 44 minority-owned investment managers headquartered in Israel as of September 2026 and tracks 816 professional contacts across them, including 384 with verified work emails. Tel Aviv is the largest hub.

This list covers minority-owned investment managers 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 20, 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 20, 2026 86% judged on-target in blind review
44Companies
816Contacts tracked
384Verified emails
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The 22 largest minority-owned investment managers based in Israel

Ranked by team size
Top 22 of 44 minority-owned investment managers based in Israel, ranked by team size, largest first. Data refreshed Sep 20, 2026. RevenueBase Smart Search rates how each company's information relates to minority-owned investment managers: 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
1Indirect evidenceBnei Brak, IsraelHQ checked Sep 20, 2026201-500418 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 20, 2026
2Partial evidenceTel Aviv, IsraelHQ checked Sep 20, 202651-200213 contacts →

Partial 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 20, 2026
3Partial evidenceHerzliya, IsraelHQ checked Sep 20, 202651-20022 contacts →

Partial 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 20, 2026
4Strong evidenceTel Aviv, IsraelHQ checked Sep 20, 202611-5016 contacts →

Strong evidence

“Pasternak Shoham is an investment house that specializes in Mutual Funds and Portfolio management.”

Source: RevenueBase Database · checked Sep 20, 2026
5Partial evidencePetah Tikva, IsraelHQ checked Sep 20, 202611-5015 contacts →

Partial 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 20, 2026
6Indirect evidenceTel-aviv, IsraelHQ checked Sep 20, 202611-5015 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 20, 2026
7Indirect evidenceHaifa, IsraelHQ checked Sep 20, 202651-20013 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 20, 2026
8Partial evidenceTel Aviv, IsraelHQ checked Sep 20, 202611-508 contacts →

Partial evidence

“A boutique Investment house that provides a personal and exclusive service.”

Source: RevenueBase Database · checked Sep 20, 2026
9Strong evidenceBnei Brak, IsraelHQ checked Sep 20, 202611-508 contacts →

Strong evidence

“The Top Alpha investment house began its activity in 2007 and operates as a boutique for investment management.”

Source: RevenueBase Database · checked Sep 20, 2026
10Indirect evidenceTel Aviv, IsraelHQ checked Sep 20, 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 20, 2026
11Partial evidenceתל אביב, IsraelHQ checked Sep 20, 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 20, 2026
12Strong evidenceGiv'at Shmuel, IsraelHQ checked Sep 20, 20261-103 contacts →

Strong evidence

“Falcon Investment House provides Portfolio management & financial planning tailored made for private clients, public and private companies The portfolio is managed at the personal…”

Source: RevenueBase Database · checked Sep 20, 2026
13Indirect evidenceTel-aviv, IsraelHQ checked Sep 20, 20261-103 contacts →

Indirect evidence

“סוללים את הדרך עם ניסיון ומומחיות של שנים בהשקעות תיק השקעות אישי זו המומחיות שלנו אנחנו כאן כדי להשיג את המטרות הפיננסיות שלכם, בין אם אתם רק מתחילים במסע הפיננסי שלכם או שאתם…”

Source: RevenueBase Database · checked Sep 20, 2026
14Indirect evidenceTel Aviv, IsraelHQ checked Sep 20, 20261-103 contacts →

Indirect evidence

Source: RevenueBase Database · checked Sep 20, 2026
15Partial evidenceBnei Brak, IsraelHQ checked Sep 20, 20261-103 contacts →

Partial evidence

“Focus Investments House Ltd.”

Source: RevenueBase Database · checked Sep 20, 2026
16Strong evidenceIsraelHQ checked Sep 20, 202611-502 contacts →

Strong evidence

“Kivun Investment House - specialization in foreign investments and personal service KIvun Investment House is a unique investment house that emphasizes the quality of management…”

Source: RevenueBase Database · checked Sep 20, 2026
17Partial evidenceTel Aviv, IsraelHQ checked Sep 20, 20261-102 contacts →

Partial evidence

“Premia Capital is a leading asset management company, dealing exclusively with qualified investors.”

Source: RevenueBase Database · checked Sep 20, 2026
18Indirect evidenceתל אביב, IsraelHQ checked Sep 20, 20261-102 contacts →

Indirect evidence

“רביד מילניום בע"מ הינו בוטיק השקעות פרטי ללקוחות פרמיום הן פרטיים והן עסקיים, המתמחה בניהול וייעוץ השקעות במניות ואג"ח בארץ ובחו"ל, ניהול קופות גמל והשתלמות באופן אישי ותיקון 190.”

Source: RevenueBase Database · checked Sep 20, 2026
19Partial evidenceIsraelHQ checked Sep 20, 20261-102 contacts →

Partial evidence

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

Source: RevenueBase Database · checked Sep 20, 2026
20Strong evidenceRamat Gan, IsraelHQ checked Sep 20, 20261-101 contacts →

Strong evidence

“Company that deals with investment management of private clients and companies.”

Source: RevenueBase Database · checked Sep 20, 2026
21Indirect evidenceTel Aviv, IsraelHQ checked Sep 20, 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 20, 2026
22Strong evidenceTel Aviv-yafo, IsraelHQ checked Sep 20, 20261-101 contacts →

Strong 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 20, 2026

Showing 22 of 44 minority-owned investment managers based in Israel

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Minority-owned investment managers based in Israel at a glance

As of Sep 20, 2026
47.1%Verified-email coverage
18.5Average contacts per company
1-10Median size (employees)
22.7%Largest-city concentration · Tel Aviv
Sep 20, 2026Page data refreshed

Companies by employee count

1-10
28
11-50
11
51-200
4
201-500
1

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 minority-owned investment managers, 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 “minority-owned investment managers”. 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 minority-owned investment managers), 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 minority-owned investment managers, 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, 384 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 20, 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 minority-owned investment managers, 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 minority-owned investment managers are there based in Israel?

RevenueBase identified 44 minority-owned investment managers 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?

Phoenix Investment House, headquartered in Bnei Brak, tops this list with the largest team on record.

Which city has the most minority-owned investment managers?

Tel Aviv leads with 10 headquartered companies, followed by Bnei Brak (5) and Ramat Gan (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 384 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 20, 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.