Company lists · Data refreshed September 2026

Top 18 Wealth management software firms based in Israel

RevenueBase identified 40 wealth management software firms headquartered in Israel as of September 2026 and tracks 291 professional contacts across them, including 122 with verified work emails. Tel Aviv is the largest hub.

This list covers wealth management software firms 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.

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
40Companies
291Contacts tracked
122Verified emails
Explore this list → Free signup · no credit card · 500 free credits

The 18 largest wealth management software firms based in Israel

Ranked by team size
Top 18 of 40 wealth management software firms based in Israel, ranked by team size, largest first. Data refreshed Sep 29, 2026. RevenueBase Smart Search rates how each company's information relates to wealth management software firms: 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 29, 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 29, 2026
2Strong evidenceHerzliya, IsraelHQ checked Sep 29, 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 29, 2026
3Strong evidenceTel Aviv, IsraelHQ checked Sep 29, 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 29, 2026
4Strong evidenceHerzliya Pituach, IsraelHQ checked Sep 29, 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 29, 2026
5Indirect evidenceTel Aviv, IsraelHQ checked Sep 29, 20261-109 contacts →

Indirect 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
6Indirect evidenceRamat Gan, IsraelHQ checked Sep 29, 20261-109 contacts →

Indirect evidence

“סנפיר הינו בית תכנה עם ותק של 25 שנה, מומחה בהקמת מערכות תפורות לפי דרישה.(ERP) נסיון רב במערכות.”

Source: RevenueBase Database · checked Sep 29, 2026
7Strong evidenceTel Aviv, IsraelHQ checked Sep 29, 202611-509 contacts →

Strong evidence

“Alfa Algorithms is a B2B technology group delivering AI-powered fintech solutions for brokers, wealth management companies, family offices, and other financial businesses.”

Source: RevenueBase Database · checked Sep 29, 2026
8Indirect 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
9Strong evidenceתל אביב, IsraelHQ checked Sep 29, 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 29, 2026
10Indirect evidencePetach Tikva, IsraelHQ checked Sep 29, 202611-505 contacts →

Indirect evidence

“TFI Ltd.”

Source: RevenueBase Database · checked Sep 29, 2026
11Indirect evidenceHerzliya, IsraelHQ checked Sep 29, 20261-105 contacts →

Indirect evidence

“החברה הוקמה בשנת 2019 במטרה לאפשר לשחקנים הפיננסים בשוק להעניק שירות תכנון פיננסי איכותי ומתקדם באמצעות תוכנות ופלטפורמות דיגיטליות.”

Source: RevenueBase Database · checked Sep 29, 2026
12Partial 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
13Indirect evidenceKfar Saba, IsraelHQ checked Sep 29, 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 29, 2026
14Strong evidenceRa'anana, IsraelHQ checked Sep 29, 20261-103 contacts →

Strong evidence

“Maimon Wealth is an independent firm providing global investment and wealth management services.”

Source: RevenueBase Database · checked Sep 29, 2026
15Indirect evidencePetah Tikva, IsraelHQ checked Sep 29, 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 29, 2026
16Indirect evidenceHolon, IsraelHQ checked Sep 29, 202611-502 contacts →

Indirect evidence

“Complete Group has dozens of licensed finance planners from the Ministry of Finance and has been assisting thousands of clients since 2013.”

Source: RevenueBase Database · checked Sep 29, 2026
17Strong evidenceIsraelHQ checked Sep 29, 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 29, 2026
18Indirect 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 18 of 40 wealth management software firms based in Israel

See the full list, filter by size, metro and specialty, and get verified emails and direct dials for all 122 reachable decision-makers.

Free signup · no credit card

View the full list →

Wealth management software firms based in Israel at a glance

As of Sep 29, 2026
41.9%Verified-email coverage
7.3Average contacts per company
1-10Median size (employees)
32.5%Largest-city concentration · Tel Aviv
Sep 29, 2026Page data refreshed

Companies by employee count

1-10
26
11-50
11
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 40 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 wealth management software firms, 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 “wealth management software firms”. 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 wealth management software firms), 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 wealth management software firms, 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, 122 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 wealth management software firms, 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 wealth management software firms are there based in Israel?

RevenueBase identified 40 wealth management software firms 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 wealth management software firms?

Tel Aviv leads with 13 headquartered companies, followed by Herzliya (3) and Petah Tikva (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 122 verified decision-maker contacts tracked across these 40 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.

Ready to reach these companies? Verified emails and direct dials for all 40 wealth management software firms based in Israel. Start with a free account, no credit card.

Download this list →

Related lists

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.