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Invest Securely. Think Israel.

There are many reasons why Israel is an attractive investment destination - find out why
 

Why Invest

3 Easy Steps To Invest in Israel

  • 1
    Click 👆 to open your account
  • 2
    Sign & submit the online forms
  • 3
    Wire funds directly to brokerage and begin to invest!

Account Types

Accounts may be opened by Israelis and non-Israelis from inside or outside of Israel. We have accounts that suit every investor.
Choose from the account types below.

Premium Managed Account

Fully Managed Portfolio

Begins at $50,000 USD
Annual Management Fee
Personalized Client Service
Continual Account Monitoring

Portfolio Creation & Execution
Detailed Quarterly Reports
Ongoing Investment Advising
Tax Reporting

Learn More

Corporate or Organization Account

Fully Managed Portfolio

Begins at $50,000 USD
Annual Management Fee
Personalized Client Service
Continual Account Monitoring
Tax Reporting

Portfolio Creation & Execution
Detailed Quarterly Reports
Ongoing Investment Advising
Suitable for Corporations, Partnerships, LLCs,
Organizations, US trusts, Non-profits

Learn More

IRA Account

Fully Managed Portfolio

Begins at $50,000 USD
Annual Management Fee
Personalized Client Service
Continual Account Monitoring
Rollover Assistance
RMD Assistance

Portfolio Creation & Execution
Detailed Quarterly Reports
Ongoing Investment Advising
IRA rollover from: Traditional, Inherited, Roth, 401(k), SEP, SIMPLE IRA, 457(b), 403(B)

Learn More

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    Yields

    A good investment opportunity should produce good returns while keeping risk as low as possible. What you can expect your Israeli investment account to return?

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    Taxation

    Those residing outside of Israel do not have to pay taxes to the State of Israel on capital gains from their stock and bond investments, nor on bond interest

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    Securities

    Our capital market offers thousands of investment securities/financial assets in various sectors and security types: stocks, bonds, ETFs, mutual funds and more

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    Risk

    Israel's capital market is highly regulated, but risk is always a factor in any type of investment. Learn how you can control your risk to the maximum

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    About  Wise Money Israel

    Get to know us: what drives us, how we operate, who we are

    Vision & Mission

    Our vision is to be an exceptional and leading Israeli investment firm that aligns international investors with Israel while securely increasing client capital.
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    Core Values

    It is not only about what we do, but also about how we do it. Our daily business is affected by the values that guide us and allow us to turn our vision into a reality.
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    Philosophy

    We invest our client's capital under clear and set principles that guide us from beginning to end, in order to maximize return and mitigate risk.
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    Meet the Team

    Trust is paramount when it comes to investing. Find out more about the WMI team - we want you to feel comfortable with us right from the beginning.
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    Disclaimer

    Wise Money Israel Ltd is licensed by the Israel Securities Authority, and Wise Money Israel LLC is registered in the United States as a Registered Investment Advisor (RIA).
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