Your Investment Services Gateway
Personalized. Accessible. Secured.
The future of wealth management is digital, intelligent, and tailored for you. Finberry harnesses cutting- edge AI and expert insights to deliver a seamless, personalized investment experience-empowering you to take control and achieve your financial goals.
Finberry Ltd is a licensed portfolio manager by the Israel Securities Authority, license #846.
For too long, wealth management has been defined by exclusivity, high fees, and complex processes that intimidated many aspiring investors.
FINBERRY IS CHANGING THE GAME!
Our platform breaks down these barriers, making investing simpler, more affordable, and accessible to everyone. By cutting through the complexity and slashing the costs of traditional wealth management, we’re democratizing the industry – ensuring that professional investment guidance is within reach for all.
The Solution
Finberry‘s platform is simple and intuitive, empowering anyone to grow their wealth.
Accessible to All
At Finberry, we believe everyone deserves access to wealth-building. We’re breaking down investment barriers so you can take control and pursue your financial dreams.
Simplified Investment Process
Finberry simplifies investing, removing the complexities of traditional wealth management. Anyone can start their journey with confidence, guided toward their financial goals.
Empowering Financial Independence
Finberry puts wealth-building in your hands. Using advanced analytics, AI, and seamless financial integrations, we deliver a fully personalized investment experience tailored to your needs.
Affordable and Transparent
By cutting high investment management costs, we’re democratizing the industry. Our transparent, affordable pricing—from Freemium to competitive plans—makes professional guidance accessible to all.
A Personalized Investment Services Gateway
WELCOME TO FINBERRY
A transformative platform revolutionizing wealth management. With flexible pricing, including a freemium model, our services are accessible to all.
Powered by advanced analytics, AI, and seamless financial integrations, we offer personalized investment solutions tailored to your goals—empowering you to achieve your dreams and secure your financial future.
Analyze
Unlock the Future of Wealth Management
Discover Finberry’s advanced platform, powered by Open Banking and Open Finance. Securely connect financial data from multiple European and Israeli institutions with a few clicks—no more manual entry or juggling accounts. Manage your money effortlessly, freeing up time for what really matters.
A Complete View of Your Wealth
Finberry goes further, unifying all your assets—investments, real estate, vehicles—alongside liabilities like mortgages, loans, and credit cards. Enjoy a clear, real-time picture of your finances in one intuitive platform. Make confident decisions and move toward your financial goals with ease.
Three Powerful Layers of Analytics for Deeper Insights
Once your wealth is fully consolidated, you gain access to three layers of analytics that provide deeper insights into your financial situation, enabling you to make informed decisions with confidence.
Your financial information is displayed in an intuitive, real-time dashboard. This first layer provides a clear snapshot of your overall financial standing, allowing you to quickly assess key metrics. It’s a fast and straightforward way to keep track of your financial health and stay on top of the big picture.
Dive deeper with a comprehensive balance sheet that clearly separates short-term assets from long-term investments. Understand your wealth’s liquidity at a glance, enabling you to make informed decisions and optimize your financial strategy.
Unlock your investments’ full potential with advanced portfolio performance and risk analytics. Evaluate assets, identify risks, measure against benchmarks, and uncover opportunities for growth. Align your portfolio with your long-term goals and watch your wealth thrive.
Actionable Insights for Smarter Financial Decisions
With our cutting-edge analytics, you gain valuable insights into your financial landscape, uncovering opportunities for optimization and informed decision-making. Whether you’re looking to enhance portfolio performance, adjust asset allocations, or rethink your liability strategies, you now have the tools to take control of your wealth like never before. Empower yourself to make smarter financial choices and elevate your financial future!
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Seek Advice
Comprehensive Wealth Management and Deep Financial Insight
After seamlessly aggregating your wealth portfolio across all accounts, we provide a real-time view of your financial landscape. Leveraging advanced data analysis, we offer deep insights into your assets and liabilities, enabling tailored financial strategies. By consolidating everything in one place, we eliminate the complexity of managing wealth, giving you a streamlined and transparent financial overview.
Dynamic Risk Profiling and Personalized ESG Preferences
Next, we help you define your risk profile through an engaging, gamified process. Easily express your risk tolerance-whether conservative, balanced, or aggressive-and specify your ESG preferences to align investments with your values. By assessing your financial knowledge, we tailor the complexity of strategies to your comfort level, ensuring all recommendations fit your unique objectives.
Tailored Financial Strategies Backed by AI and Expertise
Understanding your financial needs and life goals is essential for crafting an effective strategy. With your profile in place, our expert advisors, supported by AI algorithms, develop a custom asset allocation plan tailored to your needs. Our AI continuously analyzes market conditions and portfolio performance, adapting your strategy as your financial situation evolves.
Invest
Unparalleled Access to a World of Investment Opportunities
Our Product Marketplace grants you direct access to our Trading Portal, offering over 40,000 securities. From equities, bonds, ETFs, and mutual funds to options and futures, you’ll find abundant opportunities. Go further with structured products, managed certificates, private debt, and private equity, empowering you to diversify your portfolio like never before.
Flexibility to Invest Independently or with Expert Support
Our platform offers unparalleled flexibility. You can manage your investments and execute trades independently or, if you prefer a hands-off approach, delegate your investment strategy to a professional. A dedicated portfolio manager will expertly execute your strategy, ensuring it aligns with your financial goals. This personalized service provides peace of mind, knowing your wealth is managed by a qualified expert.
Real-Time Transparency and Control
When you delegate investment management, you still maintain complete transparency and control over your portfolio. Our platform allows you to track every action in real-time, 24/7, providing full visibility into your investments. Monitor performance, view trade updates, and receive timely reports to stay informed. This transparency instills confidence, knowing your wealth is actively managed in alignment with your objectives while keeping you in the loop at all times.
Users’ Satisfaction
Commitment to Security
At Finberry, your data security is our top priority. As a fully licensed portfolio management company under the Israeli Securities Authority, we adhere to strict data privacy regulations, including GDPR and nLDP [link to data privacy]. Our platform uses AES-256-CBC encryption, a global standard for safeguarding data in transit and at rest, ensuring your information remains private and secure. We never sell your data to third parties, reinforcing our commitment to privacy. Supported by ROSCH Law, we stay ahead of regulatory changes to maintain the highest security standards and protect your sensitive information.
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F.A.Q.
FREQUENTLY ASKED QUESTIONS
Will I be able to access multiple accounts from Finberry?
Of course! Finberry is for the most beginner amateur to the most advanced financial consultant. We make it simple for you to access your entire portfolio in one place and track your investments as closely as you want.
Is my financial data safe with Finberry?
Yes, your financial data could not be in safer hands. First, we act as a licensed portfolio management firm (License #846, Israel Securities Authority). In addition, we strictly adhere to GDPR regulations to secure all client private information. Protecting our clients’ private financial details is our top priority.
What are the benefits of being part of the Finberry ecosystem?
As a Finberry client, you benefit from our full-service wealth management platform. In addition to professional portfolio management and investment guidance, our ecosystem offers features such as consolidated financial reporting, educational resources, and access to a trading platform – all aimed at helping our clients grow and protect their wealth over the long term. By partnering with Finberry, you gain access to a suite of digital tools and expertise to simplify your financial life.
I have not invested much before, can I still use Finberry?
Yes, absolutely. Finberry is suitable for both experienced and novice investors alike. Our portfolio management and financial tools are designed to make the investment process simple and straightforward for everyone. If you’re just getting started with investing, The Harvest, our educational resources and guidance can help you learn the basics at your own pace. And with our portfolio management services handling the day-to-day decisions, you can feel confident participating in the markets even without a lot of prior experience.
How do I set up an account with Finberry?
Setting up an account with Finberry is simple and straightforward. Just follow these steps:
Visit our website at https://app.finberry.ai/ and click “New User”. Accept the terms and conditions of our client agreement.
Verify your identity by uploading IDs like a passport or driver’s license.
Your account will then be reviewed and approved within minutes!
Connect your bank accounts, crypto wallets and other assets to your Dashboard
You’re ready to go!
Our new account specialists are available to guide you through the process from start to finish. Let us know if you need any assistance opening your Finberry account.
What are the minimum investment amounts required?
There are no minimum investment amounts required to open or maintain an account with Finberry.
Our goal is to provide accessible wealth management services regardless of a client’s current portfolio size. The only criteria for becoming a Finberry client is a commitment to long-term investment goals. We aim to serve investors at all stages of their financial journey, from first-time savers to seasoned portfolio holders.
What fees does Finberry charge?
Finberry offers flexible and affordable pricing options, including a freemium model and highly competitive plans, making professional investment guidance accessible to everyone.
Finberry offers a range of pricing plans to suit various financial needs:
Seed (Free): Access essential features at no cost, allowing you to explore our platform risk-free.
Vine Plan: Priced at $5.90 or ₪19 per month, this plan enables you to aggregate an unlimited number of bank accounts and provides access to advanced analytics, risk and ESG profiling, and a Learning Center with self-certification. You’ll also receive personalized product recommendations tailored to your needs.
Berry Plan: Starting at $29 or ₪125 per month, this comprehensive plan offers personalized wealth management services, including tailored asset allocation, financial and estate planning, tax planning and compliance, bespoke accounting and reporting, insurance and risk management, and fee management.
Our platform includes a suite of wealth management tools, such as a personal financial dashboard, account aggregation across all your holdings, automated rebalancing, and consolidated reporting.
There are no minimum balances, account fees, subscription lock-ins, or hidden charges—just transparent and affordable pricing for our professional services.
We aim to make financial wellness affordable and accessible. Contact us today to learn more or sign up to start taking control of your wealth.