Company lists · Data refreshed September 2026
Top 25 Personalized investment platforms based in Israel
RevenueBase identified 117 personalized investment platforms headquartered in Israel as of September 2026 and tracks 895 professional contacts across them, including 312 with verified work emails. Tel Aviv is the largest hub.
This list covers personalized investment platforms 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 29, 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.
The 25 largest personalized investment platforms based in Israel
Ranked by team size| # | Company | Contacts | |||
|---|---|---|---|---|---|
| 1 | 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 29, 2026Thanks. The Data Team will review it. | |||||
| 2 | 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 29, 2026Thanks. The Data Team will review it. | |||||
| 3 | 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 29, 2026Thanks. The Data Team will review it. | |||||
| 4 | 53 contacts → | ||||
Indirect evidence “ברוכים הבאים לקבוצת קלי!” Source: RevenueBase Database · checked Sep 29, 2026Thanks. The Data Team will review it. | |||||
| 5 | 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 29, 2026Thanks. The Data Team will review it. | |||||
| 6 | 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 29, 2026Thanks. The Data Team will review it. | |||||
| 7 | 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 29, 2026Thanks. The Data Team will review it. | |||||
| 8 | 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 29, 2026Thanks. The Data Team will review it. | |||||
| 9 | 16 contacts → | ||||
Partial evidence “Pasternak Shoham is an investment house that specializes in Mutual Funds and Portfolio management.” Source: RevenueBase Database · checked Sep 29, 2026Thanks. The Data Team will review it. | |||||
| 10 | 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 29, 2026Thanks. The Data Team will review it. | |||||
| 11 | 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 29, 2026Thanks. The Data Team will review it. | |||||
| 12 | 13 contacts → | ||||
Partial 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 29, 2026Thanks. The Data Team will review it. | |||||
| 13 | 12 contacts → | ||||
Indirect evidence “Agio is a veteran and experienced private company.” Source: RevenueBase Database · checked Sep 29, 2026Thanks. The Data Team will review it. | |||||
| 14 | 9 contacts → | ||||
Partial evidence “Finnovest is at the forefront of a transformative shift in the retail investment landscape, empowering brokerage firms to move beyond price-based competition and offer a truly…” Source: RevenueBase Database · checked Sep 29, 2026Thanks. The Data Team will review it. | |||||
| 15 | 8 contacts → | ||||
Partial evidence “A boutique Investment house that provides a personal and exclusive service.” Source: RevenueBase Database · checked Sep 29, 2026Thanks. The Data Team will review it. | |||||
| 16 | 8 contacts → | ||||
Partial evidence “IKGAI Trust is a Family Office and an investment firm that provides solutions in three investing spheres: alternative investments, real estate, and capital markets.” Source: RevenueBase Database · checked Sep 29, 2026Thanks. The Data Team will review it. | |||||
| 17 | 8 contacts → | ||||
Indirect evidence “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…” Source: RevenueBase Database · checked Sep 29, 2026Thanks. The Data Team will review it. | |||||
| 18 | 8 contacts → | ||||
Partial evidence “The Top Alpha investment house began its activity in 2007 and operates as a boutique for investment management.” Source: RevenueBase Database · checked Sep 29, 2026Thanks. The Data Team will review it. | |||||
| 19 | 7 contacts → | ||||
Indirect evidence “אנחנו מתמחים בבניית תיקי השקעות בלתי סחירים למשקיעות ומשקיעים כשירים ובאלוקציה חכמה בהתאמה אישית לצרכי הלקוח.” Source: RevenueBase Database · checked Sep 29, 2026Thanks. The Data Team will review it. | |||||
| 20 | 6 contacts → | ||||
Indirect evidence “Inside Out Finance is a boutique full-service financial firm.” Source: RevenueBase Database · checked Sep 29, 2026Thanks. The Data Team will review it. | |||||
| 21 | 6 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 29, 2026Thanks. The Data Team will review it. | |||||
| 22 | 5 contacts → | ||||
Indirect evidence “Public private wealth specializes in providing holistic solutions in the financial, retirement, and risk management sectors.” Source: RevenueBase Database · checked Sep 29, 2026Thanks. The Data Team will review it. | |||||
| 23 | 5 contacts → | ||||
Indirect evidence Source: RevenueBase Database · checked Sep 29, 2026Thanks. The Data Team will review it. | |||||
| 24 | 5 contacts → | ||||
Indirect evidence “נעים להכיר, אנחנו פרוקסיביט, בית ההשקעות היחיד בישראל שמציע תיק השקעות במטבעות דיגיטליים בעזרת מסלולים (מנוהלים ומותאמים אישית) וזה שמציע את היצע המטבעות הגדול בישראל.” Source: RevenueBase Database · checked Sep 29, 2026Thanks. The Data Team will review it. | |||||
| 25 | 5 contacts → | ||||
Indirect evidence “אנחנו בברק בית השקעות מאמינים כי ניהול השקעות מקצועי מתחיל מהבנת סביבת המאקרו : ריבית חזויה, אינפלציה, נתוני צמיחה מקומים וגלובלים, שער חליפין והערכת לגבי רווחיות החברות ורק לאחר…” Source: RevenueBase Database · checked Sep 29, 2026Thanks. The Data Team will review it. | |||||
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: personalized investment platforms. 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 personalized investment platforms.
- Partial evidence
- Its own public description names part of personalized investment platforms, so it works in or next to the category without describing itself that way.
- Indirect evidence
- The description shown does not name personalized investment platforms. 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 117 personalized investment platforms based in Israel
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Personalized investment platforms based in Israel at a glance
As of Sep 29, 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 117 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 personalized investment platforms, 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 “personalized investment platforms”. 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 personalized investment platforms), 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 personalized investment platforms, 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, 312 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 29, 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.
Personalized investment platforms by metro
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 personalized investment platforms, 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 personalized investment platforms are there based in Israel?
RevenueBase identified 117 personalized investment platforms 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?
Psagot Investment House, headquartered in Israel, tops this list with the largest team on record.
Which city has the most personalized investment platforms?
Tel Aviv leads with 28 headquartered companies, followed by Tel-Aviv (6) and Petah Tikva (5).
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 312 verified decision-maker contacts tracked across these 117 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 29, 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.
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