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Nummularii
Tel-Aviv, Israel
B
1-10 Employees
2013
Key takeaway
Nummularii offers an AI-based advisory platform that automates and personalizes investment advisory services for B2B clients. With a focus on enhancing the delivery of investment advice, Nummularii allows advisors to provide customized guidance across various asset types, making the investment process more accessible and efficient.
Reference
Core business
Nummularii
CFO Direct Ltd - Financial Directors
Raanana, Israel
B
11-50 Employees
2007
Key takeaway
CFO Direct specializes in financial advisory services, offering outsourced CFO solutions that create tailored operational accounting and financial models for companies. Their dedicated professionals provide essential financial expertise to enhance efficiency and optimize resources.
Reference
Core business
CFO Direct - Financial Directors
Inside Out Finance
Tel-Aviv, Israel
B
1-10 Employees
2020
Key takeaway
Inside Out Finance is a specialized financial firm that offers comprehensive financial advisory services tailored for high-tech companies, assisting them from incorporation to operational establishment in both Israel and the United States.
Reference
Product
Portfolio – Inside Out Finance
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iCapital Ltd.
Tel-Aviv, Israel
B
1-10 Employees
2016
Key takeaway
The company offers a range of automated solutions for financial institutions, including an online platform for selling financial products and a distributor management platform for vendors.
Reference
Product
Investment firms – iCapital
Coming soon
Lucid Investments I Family Office & Wealth Management
Tel-Aviv, Israel
B
1-10 Employees
2017
Key takeaway
Lucid Investments offers transparent financial advisory services, ensuring they act in their clients' best interests without conflicts of interest. Their commitment to objective advice and personalized service helps clients preserve wealth and access unique investment solutions.
Reference
Service
Services | Lucid Investments | Your Family Office in Israel
As independant advisors, we provide at Lucid Investments an professional and objective service without any conflict of interest. We are on your side and have no financial interest in selling particular financial products.
InFin Capital Ltd.
Nes Ziona, Israel
B
1-10 Employees
2015
Key takeaway
InFin Capital is a prominent underwriting and advisory firm with specialized expertise in managing debt and equity issuances in the Israeli capital market. They provide ongoing advisory services to multiple companies, highlighting their active role in the financial advisory landscape.
Reference
Core business
Home Page - Infin
ABOUT InFin Capital is a leading underwriting and advisory firm, with unique expertise in managing debt and equity issuances in the Israeli capital market InFin is considered as the most active rating advisory firms, providing ongoing advisory services for 18companies, including 5 companies with AA group rating InFin has been involved in over 120 issuances …
KIMFO Family Office
Raanana, Israel
B
1-10 Employees
2005
Key takeaway
The company specializes in financial advisory services, focusing on wealth preservation, asset protection, and succession planning. With over 50 years of experience in managing risks and global financial assets, they provide comprehensive strategies to enhance and protect clients' wealth for future generations.
Reference
Service
Our Services – Kimfo
Solomon Capital Group
Nes Ziona, Israel
B
11-50 Employees
2000
Key takeaway
Solomon Capital offers premium investment banking and business advisory services, including M&A advisory, financial restructuring, and business strategy consulting. With over 25 years of experience, they serve cross-border companies and financial institutions, providing tailored solutions to meet diverse business needs.
Reference
Core business
HOME | Solomon Capital
Definitely Uncertain: The Private Wealth Podcast
Beit Shemesh, Israel
B
1-10 Employees
1998
Key takeaway
Goldrock Capital specializes in financial advisory services for high net worth families, offering in-depth analysis of family portfolios and clear investment advice. With a focus on multi-generational wealth management, they provide guidance on various financial issues, supporting families in their long-term financial decision-making.
Reference
Core business
Advising high net worth families since 1998 - Goldrock Capital
Tradency
Rishon LeZion, Israel
B
51-100 Employees
2005
Key takeaway
Tradency is a leading financial technology provider that specializes in developing Robo-Advisors and Auto-Trading platforms, designed to help financial advisors enhance their business and attract new clients. Their TRobo tool specifically empowers independent financial advisors to modernize their offerings while maintaining their unique value proposition.
Reference
Core business
Tradency , Robo for Advisors
Tradency is a pioneering fin-tech company focusing on robo advisor products for financial advisors.
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When exploring the Financial Advisory industry in Israel, several key considerations come into play. Regulatory frameworks in Israel are stringent, governed by the Israeli Securities Authority and the Bank of Israel, which oversee compliance and protect investors. This regulatory environment can present both challenges and opportunities, as firms must navigate complex laws while also benefiting from a robust legal framework that supports innovation and financial stability. The competitive landscape is characterized by a mix of local and international firms, with a growing emphasis on fintech solutions that cater to evolving consumer needs. The rise of digital platforms has transformed traditional advisory services, creating opportunities for firms that can adapt quickly. Environmental concerns are increasingly relevant, as there is a noticeable shift toward sustainable investing, which is gaining traction among both investors and regulators. Additionally, Israel's position as a global tech hub enhances its relevance in the financial sector, attracting investors looking for innovative solutions. Understanding the local market dynamics, including cultural attitudes towards investment and risk, is essential for success. Overall, potential entrants into the financial advisory sector in Israel should focus on compliance, technological advancements, and market trends to effectively position themselves in this competitive industry.
Some interesting numbers and facts about your company results for Financial Advisory
| Country with most fitting companies | Israel |
| Amount of fitting manufacturers | 7 |
| Amount of suitable service providers | 24 |
| Average amount of employees | 1-10 |
| Oldest suiting company | 1998 |
| Youngest suiting company | 2020 |
Some interesting questions that has been asked about the results you have just received for Financial Advisory
What are related technologies to Financial Advisory?
Based on our calculations related technologies to Financial Advisory are Education, Engineering Services, IT & Technology Services, Healthcare Services, Consulting
Which industries are mostly working on Financial Advisory?
The most represented industries which are working in Financial Advisory are Finance and Insurance, IT, Software and Services, Consulting, Judiciary, Marketing Services
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