Trapez Finance
Trapez Finance was founded by senior managers in the financial, investment and insurance companies in Israel to provide solutions in the complicated, confusing, and complex world of the capital market, insurance, and taxation. The company provides full financial planning and management services for senior executives, capitalists, companies, associations, and kibbutzim. Trapez finance services include, inter alia- Family wealth management services for High-net-worth individuals- Insurance solutions for individuals, senior executives and controlling shareholders - Brokerage between investors and investment funds (P. E's, H. F's, V. C's)- Professional management of long-term savings funds, alternative investments- Retirement Counseling.
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Verified contacts
9
available on Kipplo
LinkedIn employees
10
11 to 50 range
Open roles
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no listings
Distinct roles
9
indexed titles
Tech stack
0
tools in use
Monthly traffic
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organic / mo
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Decision-makers and verified team members
9 contacts with verified email or phone · masked until revealed.
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Top roles at Trapez Finance
9 distinct titles indexed · top 9 shown.
- 1chief executive officer
- 1director of financial planners and agents division
- 1financial & pension advisor
- 1managing partner
- 1sales support and customer service department manager
- 1selling manager
- 1wealth manager
- 1מומחית לתכנון פיננסי פנסיוני ופרישה
- 1מרצה
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