Top Wealth Management Startups in Israel (2025 Update)
Explore the best Wealth Management companies in Israel. Discover high-growth startups and investment opportunities in our 2025 updated list.
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Explore Top Wealth Management Startups in Israel featuring 10 Companies
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Capitalise.ai | - | A trading experience like never before, amplifying brokerage firms’ performance | Capitalise is the innovative way that lets you use natural language to make your... | - |
Israel
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- | Israel (HQ) | 2015 | Finance, Financial Services +2 | [email protected] |
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Low
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16
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86.9K (-27%) | 6 years ago | Undisclosed | 1 | 10.0M | 2377 | 6 months ago | |
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FINQ | - | The AI-powered platform simplifies investing and helps self-directed investors b... | FINQ is an AI-powered investment platform for self-directed investors. With Stoc... | - |
Israel
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- | Israel (HQ) + 1 | 2021 | Finance, Financial Services +3 | [email protected] |
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Low
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33
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20.6K (-85%) | 2 years ago | Series A | 3 | 10.4M | 5313 | 5 months ago | |
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Finance Differently Ltd | - | Transforming conventional alternative investments markets from sell-side to buy-... | Transforming conventional alternative investments markets from sell-side to buy-... | - |
Israel
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- | Israel (HQ) | 2017 | Wealth Management | - |
1
Low
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3
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242 | - | - | - | - | 69466 | 10 OUU I53 | |
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investor360 | - | אינווסטור 360 הינה הפירמה הצומחת והמובילה בישראל לתכנון פיננסי וניהול עושר |
פירמת אינווסטור 360 הינה מהמובילות במתן פתרונות מיוחדים בתחומים הפיננסים והפנסיו... |
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Israel
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- | Israel (HQ) | - | Financial Services, Real Estate +1 | [email protected] |
1
Low
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15
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12.4K (28%) | - | - | - | - | 943 | 5 months ago | |
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PJWeil Ltd. | - | - | P.J.Weil is a Multi-Family Office that joins a number of select Families of Weal... | - |
Israel
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- | Israel (HQ) + 1 | 2001 | Financial Services, Wealth Management | - |
1
Low
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7
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879 | - | - | - | - | 76 | 1 year ago | |
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WM - Integrated Wealth Ma... | - | Private Wealth Management firm. | WM is a family office and investment firm, serves ultra-high net-worth families... | - |
Israel
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- | Israel (HQ) | 1996 | Financial Services, Wealth Management | - |
1
Low
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10
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283 | - | - | - | - | 84917 | 6 mN1 U0l | |
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PROFOUND Investment House... | - | Wealth management for high net-worth individuals | Profound is an investment house specializing in global asset and wealth manageme... | - |
Israel
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- | Israel (HQ) | 2005 | Finance, Financial Services +1 | [email protected] |
1
Low
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24
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432 (-14%) | - | - | - | - | 900 | 5 months ago | |
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4F Investment Partners | - | Unique Investment Solutions | 4F Investment Partners is a leading Israeli consulting and third party marketing... | - |
Israel
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- | Israel (HQ) | 2016 | Finance, Wealth Management | - |
1
Low
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4
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226 (-77%) | - | - | - | - | 56633 | 9 GWU 83g | |
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Rosetta Investments Ltd. | - | We manage families' private capital and maximize their wealth protection | Rosetta Investments, an independent Multi-Family Office established in 2008 and... | - |
Israel
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- | Israel (HQ) + 1 | 2008 | Finance, Financial Services +1 | [email protected] |
1
Low
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2
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63 | - | - | - | - | 718 | 9 pVI EoU | |
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Finphil | - | Wealth Advisory Made Relevant | Finphil is a customer profiling platform that enables Banks and Wealth Managemen... | - |
Israel
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- | Israel (HQ) | 2020 | Financial Services, Fintech +2 | [email protected] |
1
Low
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887
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90576 | - | - | - | - | 87483 | 3 BEC BlL |