Finberry
Empowering Advisors, Freeing Investors.
Finberry is the all-in-one wealth platform empowering advisors with modern tools and giving clients a smart, free app to track their wealth and connect with trusted professionals.
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Days to go
88% of funding target
Retail Investment: ₪126,224
Angel Investment: ₪420,000
Highlights
Highlights
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Empower Advisors. Free Investors.
Overview
Finberry is redefining how people build wealth. We empower advisors with scalable, AI-powered tools, and offer clients a clear and intuitive investment experience.
One platform. Two sides of the same opportunity.
Market Opportunity
Big pain. Bigger shift. Huge opportunity.
In Israel, thousands of financial advisors serve 1.5 million clients and manage $150B, yet most are held back by outdated tools and rising compliance burdens.
Globally, 750,000 advisors manage $170T, while 150M mass-affluent individuals hold $280T, and remain largely underserved.
With PSD2 (Open Banking) and AI transforming expectations, clients now demand personalized, digital-first experiences — and advisors need modern infrastructure to deliver.
Finberry meets both needs.
Dozens of Israeli advisors and family offices have already joined our waitlist and participated in our survey, validating the urgency for a better way.
Investment Highlights
We’re not just building another wealthtech app — we’re reshaping the foundation of how advisors serve and clients succeed.
Finberry combines regulatory credibility, advanced AI, and real-world traction to meet the market’s most pressing needs:
Advisors need better tools.
Clients demand better experiences.
The industry is overdue for a smarter, scalable solution.
Here’s what sets Finberry apart:
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B2B-first platform with a growing user base: We focus on equipping financial professionals first, creating a strong distribution network that also enables scale on the client side.
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End-to-end infrastructure: From digital onboarding to portfolio management, compliance, and engagement, everything advisors need is unified in one place.
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AI-driven intelligence: Our platform integrates native AI to personalize portfolios, streamline advisor workflows, and boost client engagement.
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Licensed and compliant: As a licensed Portfolio Manager (ISA #846), Finberry knows what advisors need. We're fully GDPR and nLDP compliant, with plans to add an AIS license to support future growth.
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Strategic partnerships: We integrate with leaders like IBKR, SaltEdge, Certomo, and FA Solutions to power a broad, compliant, multi-asset experience.
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Recognized innovation: Selected to present at Vivatech Paris 2024, highlighting our global potential.
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Real traction: Live pilots are underway with over 200 end-users aggregating hundreds of millions of shekels, supported by a waiting list of advisors and a validated B2B2C business case.
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Brand Protection: The company has taken significant steps to protect its brand and intellectual property globally. The Finberry brand is officially registered and protected in key international markets, including Israel, Switzerland, the European Union, the United States, Brazil, and the United Kingdom.
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Experienced Leadership with Expertise in Finance, Technology, and Regulation: Finberry's leadership team combines expertise in finance, technology, and regulation, setting the company apart from fintechs that focus solely on technical solutions. The co-founders' deep knowledge of financial markets and regulatory compliance enables Finberry to meet current demands and anticipate future trends.
- The offer is not subject to the securities laws and corporate laws applicable to a company offering securities to the public. The Israel Securities Authority has not approved the publication of this offer document and has not reviewed it. Following the completion of the offer, the company will not be subject to disclosure requirements and corporate governance provisions designed to protect its investors and provide oversight by the Israel Securities Authority.
Pitch
Pitch
The Need
Advisors are overwhelmed. Clients are underserved. And the current system isn’t working for either side.
Today’s financial advisors are buried in admin, juggling disconnected tools, and struggling to grow. They spend more time on compliance than client care — and it shows. Performance suffers. Client trust erodes. And entire market segments are left behind.
Meanwhile, clients are stuck. Stuck between cold robo-advisors and high-cost private banks. Stuck without visibility, without personalization, and often — without anyone to turn to.
The pain is real — and widespread:
High Costs
Traditional advisory services come with hefty fees, making them inaccessible for millions. Smaller investors are priced out — and many advisors simply can’t afford to serve them.
Complexity & Lack of Clarity
Clients often have no idea what’s being done with their money. Limited transparency and confusing reporting undermine confidence and trust in the advisor relationship.
Exclusivity
Wealth management still caters to the top tier. Most professionals focus only on high-net-worth clients — leaving mass-affluent individuals without real advice or support.
Inaccessibility
Digital access to qualified, regulated advisors is still rare. The average user can’t easily onboard, connect, or engage with a professional through a seamless, modern interface.
Lack of Personalization
Personalized service is hard to scale. For most advisors, it’s simply too expensive and time-consuming to tailor strategies for more than a few high-end clients.
Finberry solves all three dimensions of the problem:
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Advisor inefficiency — by replacing fragmented tools with a unified, AI-powered platform that automates admin and improves performance.
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Client dissatisfaction — by delivering transparency, simplicity, and personalized experiences through a modern, user-friendly app.
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Missed opportunities — by enabling advisors to scale beyond the ultra-wealthy and finally serve the mass-affluent segment at scale.
The Solution
Finberry is the all-in-one platform that solves the structural challenges in modern wealth management — for both advisors and clients.
With built-in automation and Gen AI, it becomes possible to deliver personalized advice at scale — something that was once reserved only for the ultra-wealthy.
At the same time, clients benefit from a free, intuitive app that gives them real visibility into their finances. They can track their wealth, receive insights, and connect with licensed professionals through the Finberry Community — all within one streamlined experience.
A Smarter Gateway to Wealth
Advisor efficiency is unlocked through simplicity and integration. Finberry gives professionals everything they need — in one place — to save time, streamline operations, and perform at their best.
Client trust is built through clarity and transparency. The Finberry app empowers users with a modern, intuitive experience — offering real-time insights, control, and access to personalized financial guidance.
New growth opportunities emerge through scale. With more capacity and smarter tools, advisors can confidently expand their reach, serve the mass-affluent segment, and deliver personalized value at every level.
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What’s in It for Them?
Advisors gain the tools to scale. Clients get the clarity to grow.
Finberry bridges the gap between professional advice and modern digital expectations, making wealth management smarter, more inclusive, and built for the future.
1. For Financial Advisors
Efficiency, growth, and impact — all in one platform.
Boost Productivity
Streamline the entire workflow and reclaim valuable time.
AI & Automation
Supercharge investment management with intelligent tools.
Expand Reach
Grow your business without compromising quality.
Unlock Revenue Potential
Turn efficiency into long-term business growth.
2. For Clients
Clarity, access, and control — from day one.
Full Financial Visibility
Get a complete picture of your wealth — all in one place.
Personalized Guidance
Receive expert support tailored to your life and values.
Smart Investment Access
Make better financial decisions with modern tools and smart support.
A Better Experience
Feel in control from your very first login.
The Technology
Finberry's platform is fully digital, combining cutting-edge AI and expert-driven insights to give financial advisors everything they need to grow — from smarter workflows to better client engagement and data-driven portfolio management. Our key features include:
Asset & Liability Aggregation: Seamlessly aggregate accounts, investments, mortgages, and real assets across the EU and Israel, providing a full view of your financial life.
Professional-Grade Analytics: Access advanced tools to analyze total wealth, portfolio performance, and risks, offering insights once available only to high-net-worth individuals.
Real-Time Data: Stay updated with live data for both investments and accounts, allowing timely and informed decisions.
Client Profiling: Sophisticated risk and ESG profiling alongside financial knowledge assessments enables customized advice and strategies.
Financial Learning Center: Empower users through educational content, including a self-certification system to validate financial expertise.
Tailored Asset Allocation: Receive bespoke investment strategies aligned with risk tolerance, ESG preferences, and financial understanding.
Fully Digital Onboarding: Seamless onboarding from KYC and contract signing to risk profiling and advisor consultations — all in one place.
Trading Portal: Access over 40,000 financial instruments, including equities, bonds, ETFs, mutual funds, futures, and options — all at competitive rates.
Multilingual Support: Available in English, Hebrew, and French, making Finberry accessible to a broader audience.
Media Coverage
Team
Team
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"Finberry was born from one truth: you can’t serve a digital generation with yesterday’s systems. We didn’t just build tech to streamline — we built it to unlock opportunities the market isn’t even seeing yet."
Franklin Meimoun is a seasoned professional with over 20 years of experience in Capital Markets, Treasury, and Asset Liability Management (ALM). He has held significant roles in leading financial institutions, including Global Head of Balance Sheet Management Analytics at HSBC Private Bank Suisse and Head of Global Treasury & ALM at Union Bancaire Priv?e (UBP).
Franklin is the Founding Partner of TALMIS Sarl, a successful venture where he leverages his extensive financial background to provide consulting and advisory services to leading financial institutions in Capital Markets, Treasury, ALM, Risk, and Finance.
Building on his extensive career, Franklin established Finberry, where he continues to drive innovation and excellence in the Wealth Management sector.
Franklin’s deep understanding of financial markets and client needs allows him to deliver optimal financial outcomes and foster strategic growth.
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