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Finberry: שחקן חדש ונועז בשוק ניהול ההשקעות בישראל
September 16, 2024 – Finberry Webinar in Hebrew
May 27, 2024 – War fails to keep Israeli startups from VivaTech
May 26, 2024 – Experience the customer journey with Finberry!
May 22, 2024 – Finberry was selected to be part of the Israeli delegation at Vivatech Paris 2024
November 2023 – Certomo and Finberry Join Forces to Pioneer Next-Gen Financial Technology Solutions
September 21, 2023 – Wealth Management, Redefined.
September 14, 2023 – Exploring Financial Innovation with David Lahmi: Productivity and Beyond
Let's get to know you.
Tell us a little about yourself so we can connect you with the perfect advisor.
What's your first name?
How old are you?
Under 35
35 to 44
45 to 54
55 to 59
60 to 65
Over 65
What are you mainly looking for help with?
Growing my wealth
Planning for retirement
Managing a liquidity event
Investing for my children
Other:
Approximately how much do you plan to invest or manage?
Less than $500K
$500K – $1M
$1M – $5M
Over $5M
What's your preferred investment horizon?
Short-term (0–3 years)
Mid-term (3–7 years)
Long-term (7+ years)
How would you describe your investment experience?
Beginner
Some experience
Experienced investor
Professional
When it comes to investing, are you...
Conservative
Moderate
Aggressive
Where should we send your personalized matches?
Anything special you'd like us to know?
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