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Founding year
iArgento
Jerusalem, Israel
B
1-10 Employees
1995
Key takeaway
iArgento provides a wealth management division that offers a variety of investment opportunities, including direct investments in high-yield startups and sustainable assets. With a focus on supporting growth and facilitating successful exits, iArgento enhances the investment experience for clients by aligning opportunities with their risk levels.
Reference
Core business
Making sustainable investing accessible to all.
Definitely Uncertain: The Private Wealth Podcast
Beit Shemesh, Israel
B
1-10 Employees
1998
Key takeaway
Goldrock Capital specializes in wealth management for high net worth families, offering family office services that address the unique needs of multi-generational wealth. Their expertise includes in-depth portfolio analysis and support for tax professionals, ensuring informed investment decisions and effective cash account oversight.
Reference
Core business
Advising high net worth families since 1998 - Goldrock Capital
Lucid Investments I Family Office & Wealth Management
Tel-Aviv, Israel
B
1-10 Employees
2017
Key takeaway
Lucid Investments specializes in Wealth Management and provides comprehensive services designed to help high net worth individuals and families preserve their wealth. Their transparent fee structure and commitment to acting in clients' best interests distinguish them from traditional private banking providers, ensuring a professional yet personal approach to investment solutions.
Reference
Core business
Lucid Investments Family Office | Israel | Karen Schwok Wealth Management
Your Family Office in Israel. Lucid Investments provides Wealth and Asset Management to entrepreneurs and wealthy families. Our approach is conservative and prudent yet implementing a very dynamic investment trategy.
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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 banks, insurance companies, financial brokers, and investment firms, including an online platform for selling financial products and a distributor management platform, which are essential for effective wealth management.
Reference
Product
Investment firms – iCapital
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SustainableStrategies
Raanana, Israel
B
1-10 Employees
2015
Key takeaway
MaimonWealth emphasizes its commitment to wealth management through SustainableStrategies, which align investment practices with personal and ecological values. Their focus on sustainability and holistic planning supports long-term financial balance, making it relevant for those interested in integrating their financial goals with responsible investing.
Reference
Core business
Home | Sustainable Strategies
Binder & Partners
Tel-Aviv, Israel
B
- Employees
1996
Key takeaway
Binder & Partners specializes in wealth management by supervising, controlling, and auditing financial assets for high-net-worth families. Their personalized approach and long-term investment philosophy ensure close monitoring and growth of clients' assets, supported by a network of legal experts.
Reference
Core business
Binder & Partners | Boutique Family Office
R.M.G Capital Investments
Ramat HaSharon, Israel
B
11-50 Employees
2013
Key takeaway
RMG Capital Group specializes in asset and investment management services for a diverse clientele, including high-net-worth individuals and institutions. Their commitment to high governance standards and a holistic approach to managing investments positions them as a key player in the wealth management sector.
Reference
Service
Services - RMG Capital Group
Investments & assets management The world of Investments created Opportunities; however, it has also created complexity. Successfully managing your assets and investments demands a holistic approach by learning the market situation with a time-tested process. RMG’s financial engineering and structured products encompass all aspects of your personal and business finances, ensuring everything works harmoniously. to … Services Read More »
KIMFO Family Office
Raanana, Israel
B
1-10 Employees
2005
Key takeaway
The company specializes in wealth management, focusing on preserving and increasing the value of assets for clients and future generations. Their comprehensive services include succession planning, risk management, tax planning, and investment strategies, backed by over 50 years of experience in managing global financial assets.
Reference
Service
Our Services – Kimfo
21M Capital
Tel-Aviv, Israel
B
1-10 Employees
2018
Key takeaway
21M Capital offers advisory services, which can be relevant for wealth management in the context of blockchain projects.
Reference
Product
Portfolio - 21MCapital
Imperial Trust Invest
Gedera, Israel
B
11-50 Employees
2019
Key takeaway
The IMPERIAL Banking Group specializes in investment management and offers a comprehensive range of banking services, making it a reliable partner for wealth management. Their extensive experience in project funding and asset underwriting, particularly with gold reserves, enhances their capability to support economic development across various sectors.
Reference
Core business
Home - Imperial Banking Group
Technologies which have been searched by others and may be interesting for you:
In Israel's wealth management industry, several key considerations shape the landscape for investors and firms alike. Regulatory frameworks are crucial, with the Israel Securities Authority overseeing compliance and investor protection, ensuring transparency and fair practices. Understanding the local tax environment is also important, as taxation on investments can significantly impact returns. The competitive landscape is marked by both established banks and emerging fintech companies, providing diverse options for asset management services. Opportunities abound in the growing sector of impact investing, where environmental, social, and governance (ESG) factors are becoming increasingly relevant to clients. As global markets evolve, Israeli wealth management firms must adapt to international trends and client expectations, particularly in digital services and personalized investment strategies. Challenges include navigating geopolitical uncertainties and economic fluctuations, which can affect investor confidence and market stability. Additionally, the demand for innovative technology solutions is rising, prompting firms to invest in digital transformation to enhance client engagement and operational efficiency. Understanding these dynamics will provide a solid foundation for anyone interested in exploring wealth management opportunities in Israel.
Some interesting numbers and facts about your company results for Wealth Management
| Country with most fitting companies | Israel |
| Amount of fitting manufacturers | 7 |
| Amount of suitable service providers | 16 |
| Average amount of employees | 1-10 |
| Oldest suiting company | 1995 |
| Youngest suiting company | 2019 |
Some interesting questions that has been asked about the results you have just received for Wealth Management
What are related technologies to Wealth Management?
Based on our calculations related technologies to Wealth Management are Education, Engineering Services, IT & Technology Services, Healthcare Services, Consulting
Which industries are mostly working on Wealth Management?
The most represented industries which are working in Wealth Management are Finance and Insurance, IT, Software and Services, Biotechnology, Real Estate
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