Address : 8 הסדנאות, Herzliya, Tel Aviv District 46728, Israel
Phone Number : +972 9-961-1300
Industries : Financial Services
Website : piowealth.com
Company Description
Since 1986, Pioneer Wealth Management - an independent and private company - has been providing expert financial services, such as Holistic Financial Planning, Portfolio & Wealth Management and Family Office services, to high-net worth businessmen and ultra high-net worth families in Israel and around the world.When you partner with Pioneer you access multiple layers of expertise you can rely on, to provide you with a highly customized service. The essence lies in our conflict-free, fee-based model – we only get paid by our clients, so we always have your best interests in mind.WHAT MAKES US DIFFERENT?✔ We are independent & objective – our sole focus is our clients' needs.✔ Pioneer does not have any proprietary funds or products.✔ Our clients always retain control of their assets.✔ We honor absolute client confidentiality.✔ Our long-term relationships with financial institutions worldwide and negotiation power mean lower fees to our clients.You are welcome to contact us and weI'll be happy to assist you with any question you may have.Visit Our Website: http://www.piowealth.com/Call: ☎ +972-9-9611-300Email: ✉ info@piowealth.com
Specialities
- Holistic Financial Planning
- Portfolio Management
- Global Amp Local Investments
- Global Local Investments
- Wealth Management Services
- Financial Services
- Risk Management
- Asset Management
- Pension Planning
- Multi Family Office
- Capital Market
Financial
Employees Total : 82
Miscellaneous
Founded in : 1986
Youtube : user/piowealthgroup/featured
Facebook : piowealth
Linkedin : pioneer-international-group
Customer Relationship Management : Salesforce
Email Providers : Outlook
Social Login : Facebook Login (Connect)
Advertising Networks : Linkedin Marketing Solutions
Load Balancers : Nginx
Widgets : Facebook Widget
Last Updated : 2023-12-05
Employees
- Shmulik Ben Arie ( CIO - Israeli Market )
- Jonathan Adler ( Independent Wealth Planner )
- Debbie Radley ( Operations Manager )
- Chaim Behrman ( Senior Financial Planner )
- Nir Moshkovitz ( Head Of Fixed Income )
- Yogev Schwartz ( Global Portfolio Manager )
- Tejas Shah ( enthrepunuere )
- Rafael Porras ( Senior Portfolio Manager )
Alumni
- Neha Mehra ( Relationship Manager )
- Damian Szwarc ( Portfolio Manager )
- Lauren Lever ( Operations Manager )
- Lolanda Romburgh ( Wealth Manager )
- Eddie Shapiro ( Founder, Director )
- Jake Amell ( Registered Administrative Representative )
- Amit Anand ( Relationship Manager )
- Yashna Uchil ( Client Support Executive )
Competitors
 | Capital Wealth Advisors financial services 7.8M yearly revenue |
 | HT Partners LLC financial services 1.4M yearly revenue |
 | TrustPlutus financial services 1.7M yearly revenue |
 | Clarity Capital Partners financial services 12 employees |
 | Fiscal Engineers Ltd financial services 4.6M yearly revenue |
 | Cervus Private Wealth financial services 5 employees |
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