Leadership
Co-Founder
Israel Azriel
Mr. Azriel brings over 15 years of experience in finance and capital markets, having held multiple senior roles throughout his career. Additionally, Mr. Azriel serves as a member of the Investment Committee at the Open University in Israel. Prior to these roles, he led operations for the Israeli market at a prominent fintech company and served as the head of the ultra-high-net-worth individuals unit at Israel’s largest bank, Bank Leumi. In these positions, he advised ultra-high-net-worth individuals and leading companies on their investment portfolios, both domestically and internationally. Mr. Azriel holds a B.A. in Business Administration and an MBA with a specialization in Finance from the Open University
Co-Founder
Itamar Nir
Mr. Itamar Nir has more than 15 years of extensive entrepreneurial experience in the financial sector in investment management, investment banking, structuring and wealth management. In addition, he served as a senior consultant to Meitav Dash leadership team, as a lecturer of Derivatives and Financial Instruments course at the College of Management Academic Studies in Israel, and as Managing Partner in various hedge funds.
Mr. Nir holds a B.A in Economics from The College of Management Academic Studies and an MBA (with honors) from Tel Aviv University
Co-Founder
Michael Kalman
Mr. Michael Kalman has more than 20 years of deep knowledge and experience in various roles of finance, investments and capital markets. He served as a team leader in the private banking division of the largest bank in Israel, Bank Leumi. As part of his role, Mr. Kalman, advised Ultra-High-Net-Worth individuals and leading companies on their investment portfolios in Israel and overseas.
Mr. Kalman, holds a B.A in economics from Hebrew University and an MBA (finance) from Ono Academic College
Co-Founder
Daniel Nir
Mr. Nir has many years of experience in entrepreneurship and real estate. Since 2016, Mr. Nir has led a large number of commercial and residential real estate transactions in Israel and abroad together with various entrepreneurial groups with an aggregate amount of over NIS 100 million. Mr. Nir specializes in transactions structures and real-estate partnerships. Mr. Nir has a bachelor's degree in economics and management from the College of Management Academic Studies.
Partner
Elad Weiss
Mr. Elad Weiss has more than 15 years of experience in capital markets and in global business management. Mr. Weiss served as a senior portfolio manager and head of the investment committee at U-net investment house, the biggest insurance agency in Israel. In addition, Mr. Weiss established and managed the relationship with leading enterprises across EMEA and APAC regions as part of his role at LivePerson, a global leader in the high-tech sector.
Mr. Weiss holds a B.A in Economics and Management from the College of Management Academic Studies.
Partner
Itamar Ben Harush
Mr. Ben Harush has more than 18 years of rich experience in finance and capital markets. Mr. Ben Harush joined KY Financial Group, a leading investment firm in Israel during 2023. He served as Director of Sales & Business Development at Pagaya, a leading Israeli fintech company and as a team leader in the private banking division of Bank Hapoalim. As part of his role, Mr. Ben Harush, advised High-Net-Worth individuals and leading companies on their investment portfolios in Israel and overseas. Mr. Ben Harush holds a B.A in Economics from the Haifa University of Israel and a LLM, Master of Laws from Bar Ilan University
Partner
Shmuel Karpf
Mr. Karpf has more than 18 years of experience in financial analysis, with expertise in global equities and equity derivatives.
For the past decade, Mr. Karpf worked at Bank Leumi, first as a Senior Global Equity Analyst, and later as the bank's Head of Research.
He is the author of two investment books, "How You Can Sell Options for a Living" (2014) and "How to Select Winning Stocks and Avoid Losers" (2017), both available on Amazon.
Mr. Karpf holds a BA in Law and Economics and an LLM in Commercial Law from the Hebrew University.
Partner
Shahar Fourman
Mr. Fourman has over 25 years of experience in the capital markets and the banking sector, during which he held several senior management positions. Prior to joining the group, he led UHNW teams in the private banking division of Bank Leumi across the Haifa, Herzliya, and Tel Aviv centers, and during his tenure in Tel Aviv, he also served as Deputy Head of the Private Banking Center. Mr. Fourman possesses extensive expertise in structuring complex transactions and developing advanced financial solutions for top-tier clients. He holds an MBA from the College of Management.
The Team
Investor Relations
Michael Shkolnik
Mr. Shkolnik served more than 3 years as a private banker in the private banking division of the largest bank in Israel, Bank Leumi.
As part of his role, Mr. Shkolnik managed and grew strong relationships with clients and was responsible for providing banking services to UHNW individuals and companies.
Mr. Shkolnik holds a B.A in Economics from the Moscow State University of Economics and Statistics
CPA
Ortal Adania
Ms. Ortal Adania has more than 10 years of professional experience as a Financial Controller at Union Investments and Development (One of Israel’s biggest single-family offices), Menora Mivtachim and a leading accounting firm focused on capital markets.
Ms. Adania holds a B.A in Accounting and Business from College of Management Academic Studies and MBA in Business and Finance from the Tel Aviv University
Data Analyst
Judit Gefen
Ms. Gefen holds more than 5 years of experience in the financial industry. Mrs. Gefen served as a Mortgage Adviser at Bank Leumi. At KY Financial Group, Mrs. Gefen serves as a financial data analyst.
Ms. Gefen holds a BA degree in Economics from the Open University and a Data Analysis certificate.
_edited.jpg)
Executive Concierge Services
Inna Zimkind
Inna has more than 5 years of experience in the field of administration and customer service.
Before joining the company, Inna served as an Account Manager and as an Office Manager in various financial companies.
Inna holds a bachelor's degree in business administration with a specialization in human resources from Ono Academic College
Investor Relations
Eva Sadovnik
Ms.Sadovnik has significant experience in business development, having served as a Business Development Manager at The First International Bank. In this role, she was responsible for client acquisition, marketing initiatives, and the ongoing management of client relationships. Ms.
Sadovnik holds a B.A. in Business Administration with a specialization in Finance from the Peres Academic Center.
Data Analyst
Zsuzsanna Toth
Ms. Toth is a finance and data professional with experience in financial reporting and data analysis within the fintech industry. Her work focuses on supporting organizational decision-making through the preparation of financial reports and the interpretation of complex data.
Ms. Toth holds a B.A. in Political Science, Sociology, and Anthropology from Bar-Ilan University, an MBA from the Open University, and a certificate in Data Analysis.