Offer you the best for you wealth
The Berry Plan: From $29 or ₪125 /month
Personalized Wealth Management, Redefined
The Berry Plan offers a fully customized asset allocation tailored to your financial goals, with a suite of premium services typically reserved for high-net-worth individuals. Whether you prefer to take control of your investments or entrust them to a dedicated portfolio manager, you’ll always have full transparency and the ability to monitor every move through our intuitive platform.
Accessible from just $29/month!
Our AUM-based pricing, once reserved for elite investors, now makes top-tier service available to anyone ready to elevate their financial strategy without the high cost.
Finberry Ltd is a licensed portfolio manager by the Israel Securities Authority, license #846.
Get Suitable & dynamic Asset Allocation
Finberry’s experts, backed by AI-driven algorithms, craft tailored asset allocation strategies to meet your unique needs. This approach guarantees a balanced, diversified portfolio that aligns with your risk tolerance, ESG values, and long-term goals. Our AI continuously monitors market conditions and portfolio performance, adapting your strategy as your financial situation evolves.
Financial & Estate Planning
Finberry provides tailored financial and estate planning services to help you achieve your long-term goals. Our expert team assesses your financial situation and aspirations to create a customized plan that includes investment strategies, retirement planning, and estate management. With our guidance, you can protect your wealth and ensure it is passed on according to your wishes, giving you peace of mind for the future.
Tax Planning & Compliance
Finberry offers strategic tax planning and compliance services to optimize your tax situation and ensure regulatory compliance. Our expert team identifies tax-saving opportunities and develops a customized strategy to minimize your tax burden.
Bespoke Accounting & Reporting
Finberry offers tailored accounting and reporting services to meet your specific financial needs. Our expert team provides accurate, timely financial statements and insights, helping you make informed decisions and streamline your accounting processes for greater efficiency.
Insurance & Risk Management
We focus on safeguarding your assets and financial future through our thorough insurance and risk management services. Our team evaluates your specific circumstances to pinpoint potential risks and craft customized solutions, ensuring you have the appropriate coverage and strategies for lasting peace of mind.
Fee Management
Finberry enhances your investment experience with strategic fee management. Our advanced tools regularly review your trading and banking fees, identifying savings opportunities and ensuring you pay only what’s fair. You can maximize returns, minimize expenses, and invest confidently with transparent pricing and tailored strategies.
