S.F.P. – Smart Financial Planning Revenue
Financial Services • 
Haifa, Haifa District, Israel • 1-10 Employees
S.F.P. – Smart Financial Planning revenue & valuation
| Annual revenue | $171,110 |
| Revenue per employee | $86,000 |
| Estimated valuation?This valuation is estimated based on industry average for the Financial Services industry and current estimated revenues | $547,552 |
| Total funding | No funding |
Key Contact at S.F.P. – Smart Financial Planning
Vitaly Plotinsky
CEO and Co-Founder
Company overview
| Headquarters | Haifa, Haifa District, Israel |
| Phone number | +972526205745 |
| Website | |
| NAICS | 52 |
| Keywords | Pensions, Family Office, Retirement Planning, Financial Planner, Insurance, Financial Planning, Alternative Investments, Investment Management, Investment Strategy, Financial Stability, Tax Optimization, Investment Portfolio Optimization, Wealth Growth, Exclusive Investments, Secured Retirement, Capital Tax Gain, Financial Lectures, Insurance Portfolio Analysis, Stable Income |
| Founded | 2022 |
| Employees | 1-10 |
S.F.P. – Smart Financial Planning Email Formats
S.F.P. – Smart Financial Planning uses 1 email format. The most common is {first initial}{last name} (e.g., jdoe@sfp.org.il), used 100% of the time.
| Format | Example | Percentage |
|---|---|---|
{first initial}{last name} | jdoe@sfp.org.il | 100% |
About S.F.P. – Smart Financial Planning
Smart Financial Planning (S.F.P) | Founder‑led financial planning & family‑office firm | Israel Smart Financial Planning (S.F.P, legal name ספיר קדוש סוכנות לביטוח פנסיוני (2021) בע"מ) is one of Israel’s leading providers of holistic financial planning and advanced Family Office services. Founded by Vitaly Plotinsky, CFP, and Sapir Kadosh, CFP‑licensed financial planners and pension insurance agents with academic honors, the firm supports high‑net‑worth families and qualified clients with a full suite of financial services Our Approach We specialise in creating long‑term wealth growth strategies through bespoke planning, exclusive institutional investment opportunities, rigorous tax advisory, and tailored insurance and risk‑management solutions. Clients benefit from holistic processes, regular optimisation reviews, and deeply human, transparent service What We Offer Family wealth & capital management: personalised investment strategies for families, aligning savings and dreams with disciplined planning Alternative investments: access to international investment vehicles such as Blackstone, Millennium and Partners Group, usually reserved for institutional clients Insurance & risk management: customised pension insurance solutions and coverage tailored to each household’s profile Holistic financial planning, including retirement design, tax efficiency and life milestones planning—always with INR‑licensed oversight Why Choose S.F.P? Over 15 years of experience in wealth planning Access to exclusive institutional-grade investment vehicles Service model that is free to the client, with advisors compensated via institutional partners—ensuring objectivity and trust
Employees by Management Level
Total employees: 1-10
Seniority
Employees
Employees by Department
S.F.P. – Smart Financial Planning has 1 employees across 1 departments.
Departments
Number of employees
Funding Data
S.F.P. – Smart Financial Planning has never raised funding before.
S.F.P. – Smart Financial Planning Tech Stack
Discover the technologies and tools that power S.F.P. – Smart Financial Planning's digital infrastructure, from frameworks to analytics platforms.
JavaScript libraries
JavaScript libraries
Ecommerce
Page builders
JavaScript libraries
CDN
Analytics
JavaScript libraries
Web servers
Miscellaneous
Programming languages
Blogs
United States
Ireland
Spain
Frequently asked questions
4.8
40,000 users
