Company lists · Data refreshed September 2026

Top 21 Wealth transfer specialists based in Israel

RevenueBase identified 35 wealth transfer specialists headquartered in Israel as of September 2026 and tracks 237 professional contacts across them, including 110 with verified work emails. Tel Aviv is the largest hub.

This list covers wealth transfer specialists 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 22, 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 22, 2026 86% judged on-target in blind review
35Companies
237Contacts tracked
110Verified emails
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The 21 largest wealth transfer specialists based in Israel

Ranked by team size
Top 21 of 35 wealth transfer specialists based in Israel, ranked by team size, largest first. Data refreshed Sep 22, 2026. RevenueBase Smart Search rates how each company's information relates to wealth transfer specialists: 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 evidenceNetanya, IsraelHQ checked Sep 22, 202611-5028 contacts →

Indirect evidence

“We are an independent international MULTI-FAMILY OFFICE.”

Source: RevenueBase Database · checked Sep 22, 2026
2Indirect evidenceרמת גן, IsraelHQ checked Sep 22, 202611-5024 contacts →

Indirect evidence

“קרני פמילי אופיס הוקמה בשנת 2008 עם נכסים מנוהלים של כ-7 מיליארד ₪.”

Source: RevenueBase Database · checked Sep 22, 2026
3Partial evidenceHerzliya, IsraelHQ checked Sep 22, 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 22, 2026
4Partial evidenceHerzliya Pituach, IsraelHQ checked Sep 22, 202611-5019 contacts →

Partial 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 22, 2026
5Indirect evidenceHertzelia, IsraelHQ checked Sep 22, 202611-5017 contacts →

Indirect evidence

“Michael Shine & Partners is one of the leading and most well-established law firms in Israel, in the Private Client field, specializing in international tax planning, the…”

Source: RevenueBase Database · checked Sep 22, 2026
6Indirect evidenceHaifa, IsraelHQ checked Sep 22, 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 22, 2026
7Indirect evidenceRa'anana, IsraelHQ checked Sep 22, 20261-106 contacts →

Indirect evidence

“TWO GENERATIONS DEDICATED TO PROFESSIONAL SERVICE: KIMFO brings together two generations of the Kimche Family, David and his son Aviad.”

Source: RevenueBase Database · checked Sep 22, 2026
8Indirect evidenceTel Aviv, IsraelHQ checked Sep 22, 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 22, 2026
9Indirect evidenceRamat Gan, IsraelHQ checked Sep 22, 20261-105 contacts →

Indirect evidence

Source: RevenueBase Database · checked Sep 22, 2026
10Indirect evidenceTel Aviv, IsraelHQ checked Sep 22, 20261-105 contacts →

Indirect 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 22, 2026
11Indirect evidenceHaifa, IsraelHQ checked Sep 22, 20261-104 contacts →

Indirect evidence

“פרום-הוניג מתמחה בתכנון פיננסי אסטרטגי ובניהול הון והשקעות למשפחות ויחידים.”

Source: RevenueBase Database · checked Sep 22, 2026
12Indirect evidenceKfar Saba, IsraelHQ checked Sep 22, 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 22, 2026
13Indirect evidenceHod Hasharon, IsraelHQ checked Sep 22, 202611-504 contacts →

Indirect evidence

“Family office that provides financial, pension and insurance services”

Source: RevenueBase Database · checked Sep 22, 2026
14Indirect evidenceTel Aviv, IsraelHQ checked Sep 22, 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 22, 2026
15Partial evidenceTel Aviv, IsraelHQ checked Sep 22, 20261-104 contacts →

Partial evidence

“Sakura Partners (SKP) is a consulting firm providing a range of strategic international tax, financial and wealth advisory services for global corporations, high &…”

Source: RevenueBase Database · checked Sep 22, 2026
16Indirect evidenceHaifa, IsraelHQ checked Sep 22, 202611-503 contacts →

Indirect evidence

“Smart Financial Planning (S.F.P)| Founder‑led financial planning & family‑office firm | Israel Smart Financial Planning (S.F.P, legal name ספיר קדוש סוכנות לביטוח פנסיוני (2021)…”

Source: RevenueBase Database · checked Sep 22, 2026
17Indirect evidenceTel Aviv, IsraelHQ checked Sep 22, 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 22, 2026
18Indirect evidenceHolon, IsraelHQ checked Sep 22, 20261-102 contacts →

Indirect evidence

“יובלים פמילי אופיס is a management consulting company based out of 5885849 הרוקמים 26, Holon, Israel.”

Source: RevenueBase Database · checked Sep 22, 2026
19Indirect evidenceNetanya, IsraelHQ checked Sep 22, 20261-101 contacts →

Indirect evidence

“EZFin provides Personal Financial Planning for high end individuals.”

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

Indirect evidence

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

Indirect 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 22, 2026

Showing 21 of 35 wealth transfer specialists based in Israel

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Wealth transfer specialists based in Israel at a glance

As of Sep 22, 2026
46.4%Verified-email coverage
6.8Average contacts per company
1-10Median size (employees)
28.6%Largest-city concentration · Tel Aviv
Sep 22, 2026Page data refreshed

Companies by employee count

1-10
19
11-50
13
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 35 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 transfer specialists, 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 transfer specialists”. 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 transfer specialists), 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 transfer specialists, 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, 110 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 22, 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 transfer specialists, 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 transfer specialists are there based in Israel?

RevenueBase identified 35 wealth transfer specialists 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?

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

Which city has the most wealth transfer specialists?

Tel Aviv leads with 10 headquartered companies, followed by Haifa (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 110 verified decision-maker contacts tracked across these 35 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 22, 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.