The Service Wealth Management Revenue
Financial Services • 
Herzliya, Tel-Aviv District, Israel • 11-20 Employees
The Service Wealth Management revenue & valuation
| Annual revenue | $3,500,000 |
| Revenue per employee | $195,000 |
| Estimated valuation?This valuation is estimated based on industry average for the Financial Services industry and current estimated revenues | $11,200,000 |
| Total funding | No funding |
Key Contacts at The Service Wealth Management
Eran Blatman
Founder And Deputy Ceo Of The Company
Gil Korn
Chief Executive Officer
Lia Ben Avi
Deputy Director Of Operations
Company overview
| Headquarters | Herzliya, Tel-Aviv District, Israel |
| Phone number | +97239707070 |
| Website | |
| NAICS | 52 |
| SIC | 594 |
| Employees | 11-20 |
The Service Wealth Management Email Formats
The Service Wealth Management uses 5 email formats. The most common is {first initial} (e.g., j@tswm.co.il), used 63% of the time.
| Format | Example | Percentage |
|---|---|---|
{first initial} | j@tswm.co.il | 63% |
{first initial}{last name} | jdoe@tswm.co.il | 18.5% |
{first name} | john@tswm.co.il | 11.1% |
{first name}{last name} | johndoe@tswm.co.il | 7.4% |
About The Service Wealth Management
The Service aims to be the leading company in Israel in the fields of wealth management and financial planning. The group helps its clients to achieve their goals over time, through professional and multidisciplinary wealth managers, who are entrusted with managing all of our clients' financial areas. After almost a decade of activity, The Service is the leading company in Israel, managing a volume of assets of more than NIS 10 billion for hundreds of wealthy families. Our services include family asset management, construction and cash flow management, tax planning, risk management, intergenerational planning and transfer of wealth, retirement planning, and more. in addition to our wealth management services, The Service Group has 3 main subdivisions: Plan-T | IMPACT | FPI • About PLAN-T: Plan-T is a unique propriety financial assets management platform designed for the financial professional (whether: investment houses, financial planning companies, wealth managers, family offices, independent financial planners, pension agents, and investment advisers.) Its uniqueness is based on the ability to see your clients' whole financial information in a simple way and in one place. The platform is intended for investment houses, financial planning companies, wealth managers, family offices, independent financial planners, pension agents, and investment advisers. Link: https://www.plan-t.org.il/ • About FPI: FPI is the first company in Israel in the field of financial planning and wealth management and provides a wide range of solutions from Israel to hundreds of customers with the financial capital of NIS 3 million or more. Link: https://www.fpi.org.il/ • About IMPACT Fund of Funds: IMPACT brings to the Israeli investment world an innovative concept in everything related to the selection, execution, and management of alternative investments. Link: https://impactcapital.co.il/
Employees by Management Level
Total employees: 11-20
Seniority
Employees
Employees by Department
The Service Wealth Management has 16 employees across 4 departments.
Departments
Number of employees
Funding Data
The Service Wealth Management has never raised funding before.
The Service Wealth Management Tech Stack
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