Company lists · Data refreshed September 2026

Top 16 Personalized investment platforms based in Tel Aviv, Israel

RevenueBase identified 28 personalized investment platforms headquartered in Tel Aviv, Israel as of September 2026 and tracks 154 professional contacts across them, including 53 with verified work emails. Across Israel, Tel Aviv is the largest hub for this category.

This list covers personalized investment platforms headquartered in Tel Aviv, 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.

How to read this list HQ checked on every row RevenueBase Smart Search rating on every row Refreshed Sep 29, 2026 86% judged on-target in blind review
28Companies
154Contacts tracked
53Verified emails
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The 16 largest personalized investment platforms based in Tel Aviv, Israel

Ranked by team size
Top 16 of 28 personalized investment platforms based in Tel Aviv, Israel, ranked by team size, largest first. Data refreshed Sep 29, 2026. RevenueBase Smart Search rates how each company's information relates to personalized investment platforms: 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
1Partial evidenceTel Aviv, IsraelHQ checked Sep 29, 202611-5027 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, 2026
2Partial evidenceTel Aviv, IsraelHQ checked Sep 29, 202611-5022 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, 2026
3Partial evidenceTel Aviv, IsraelHQ checked Sep 29, 20261-109 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, 2026
4Partial evidenceTel Aviv, IsraelHQ checked Sep 29, 202611-508 contacts →

Partial evidence

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

Source: RevenueBase Database · checked Sep 29, 2026
5Indirect evidenceTel Aviv, IsraelHQ checked Sep 29, 20261-106 contacts →

Indirect evidence

“Inside Out Finance is a boutique full-service financial firm.”

Source: RevenueBase Database · checked Sep 29, 2026
6Indirect evidenceTel Aviv, IsraelHQ checked Sep 29, 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 29, 2026
7Indirect evidenceTel Aviv, IsraelHQ checked Sep 29, 202611-505 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, 2026
8Partial evidenceTel Aviv, IsraelHQ checked Sep 29, 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 29, 2026
9Partial evidenceTel Aviv, IsraelHQ checked Sep 29, 202611-505 contacts →

Partial evidence

“Finance Differently is transforming the way investors and advisors access alternative investments.”

Source: RevenueBase Database · checked Sep 29, 2026
10Indirect evidenceTel Aviv, IsraelHQ checked Sep 29, 20261-104 contacts →

Indirect evidence

“פמילי אופיס הינו שירות ניהול פיננסי אישי עבור משפחות אמידות, כשאנו את האינטרסים שלכם בלבד :שירות הפמילי אופיס כולל ניהול אסטרטגי של כלל הנכסים הפיננסיים בארץ ובחו"ל- המלצות השקעה…”

Source: RevenueBase Database · checked Sep 29, 2026
11Indirect evidenceTel Aviv, IsraelHQ checked Sep 29, 20261-103 contacts →

Indirect evidence

“We embed financial products (Investing as a Service) into any trusted website and making the investing a part of their audience’s daily routine.”

Source: RevenueBase Database · checked Sep 29, 2026
12Indirect evidenceTel Aviv, IsraelHQ checked Sep 29, 20261-102 contacts →

Indirect evidence

“Saga Select Asset Management Ltd.("Saga Select"), formerly known as Mercantile-Goldhar Asset Management Ltd.”

Source: RevenueBase Database · checked Sep 29, 2026
13Indirect evidenceTel Aviv, IsraelHQ checked Sep 29, 20261-102 contacts →

Indirect evidence

“זניט פמילי אופיס מספק שירותים פיננסיים ומציע פתרונות מותאמים אישית ומקיפים עבור משפחות אמידות וליחידים.”

Source: RevenueBase Database · checked Sep 29, 2026
14Indirect evidenceTel Aviv, IsraelHQ checked Sep 29, 20261-102 contacts →

Indirect evidence

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

Source: RevenueBase Database · checked Sep 29, 2026
15Indirect evidenceTel Aviv, IsraelHQ checked Sep 29, 20261-101 contacts →

Indirect evidence

Source: RevenueBase Database · checked Sep 29, 2026
16Indirect evidenceTel Aviv, IsraelHQ checked Sep 29, 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 29, 2026

Showing 16 of 28 personalized investment platforms based in Tel Aviv, Israel

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Personalized investment platforms based in Tel Aviv, Israel at a glance

As of Sep 29, 2026
34.4%Verified-email coverage
5.5Average contacts per company
1-10Median size (employees)
Sep 29, 2026Page data refreshed

Companies by employee count

1-10
21
11-50
7

Email recency for this list is measured across the whole Israel list rather than for Tel Aviv, so it is reported there. Company counts and contact totals on this page are exact for Tel Aviv, over 28 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 Tel Aviv, 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 Tel Aviv 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, 53 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.

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 Tel Aviv, Israel?

RevenueBase identified 28 personalized investment platforms headquartered in Tel Aviv, 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?

Four Seasons Financial Planning IBI Group, headquartered in Tel Aviv, tops this list with the largest team on record.

Which city in Israel has the most personalized investment platforms?

Tel Aviv leads Israel 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 53 verified decision-maker contacts tracked across these 28 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.