We lead you with confidence
through every milestone.

The
Company

‘The Service’ group leads Israel’s Wealth Management services growing industry. Our most important task is leading our clients in fulfilling their life goals and dreams.

We do so by working with professional and multidisciplinary Wealth Managers entrusted with managing our clients’ family wealth over time.

Today, after a decade of activity, ‘The Service’ is the largest wealth manager in Israel, with over ILS 12 billion in managed assets for hundreds of wealthy families.

The
Services

We enable our clients to enjoy a variety of services that provide a complete and holistic solution for their needs and aspirations:

Family office services, financial planning, asset management, cash flow construction and management, tax planning, risk management, intergenerational wealth planning and transfer, retirement planning, and more.

The
Model

Achieving wealth is one thing, managing wealth is another! from our vast experience, High Net-Worth families generate high revenues, assets, and property, and yet find it challenging to achieve a sense of control, security, and peace of mind in their financial future.

We help our clients gain control and security in their future by focusing on four essential elements:

  • Revenues
  • Expenses
  • Assets
  • Liabilities

We actively adapt these to the goals and objectives we have set with our clients priorly.

The
Technology

Our proprietary management platform, which we have developed and perfected over the years, is the core of conduct with our clients.

This platform was built while assimilating the vast knowledge we accumulated over the years.

The up-to-date interface allows each client to see the entire household assets, risks, and liabilities as well as all the actions taken, all in one place.

The
Team

Omer Getanyo

Omer Gattenio

CFP ® - Founding Partner, CEO

Elad Abrahami

Founding Partner, CTO

Adv. Eran Blatman

CFP ® - Founding Partner,
Deputy CEO

Shay Penso

CFP ® - Partner, Director

‘The Service’ group leads Israel’s Wealth Management services growing industry. Our most important task is leading our clients in fulfilling their life goals and dreams.
We do so by working with professional and multidisciplinary Wealth Managers entrusted with managing our clients’ family wealth over time.

Today, after a decade of activity, ‘The Service’ is the largest wealth manager in Israel, with over ILS 12 billion in managed assets for hundreds of wealthy families.

We enable our clients to enjoy a variety of services that provide a complete and holistic solution for their needs and aspirations:

Family Office services, financial planning, asset management, cash flow construction and management, tax planning, risk management, intergenerational wealth planning and transfer, retirement planning, and more.

Achieving wealth is one thing, managing wealth is another! from our vast experience, High Net-Worth families generate high revenues, assets, and property, and yet find it challenging to achieve a sense of control, security, and peace of mind in their financial future.

We help our clients gain control and security in their future by focusing on four essential elements:

  • Revenues
  • Expenses
  • Assets
  • Liabilities

We actively adapt these to the goals and objectives we have set with our clients, priorly.

Our proprietary management platform, which we have developed and perfected over the years, is the core of conduct with our clients. This platform was built while assimilating the vast knowledge we accumulated over the years.

The up-to-date interface allows each client to see the entire household assets, risks, and liabilities as well as all the actions taken, all in one place.

The
Team

Omer Getanyo

Omer Getanyo

CFP® - Founding Partner, CEO

Elad Abrahami

Founding Partner, CTO

Adv. Eran Beltman

CFP® - Founding Partner, Deputy CEO

Shay Penso

CFP® - Partner, Director

Come and meet with us:

Omer-Gattenio_new

Omer Getanyo

CFP® - Founding Partner and CEO

Omer gained over 20 years of experience in the capital market in Israel. Before founding The Service, Omer held key positions in the “Psagot” Group, including VP of Financial Markets and CEO of Pension Funds.

As part of understanding the importance of the financial planner profession, Omer was a partner in the establishment of the Association of Financial Planners in Israel and served as chairman of the association.

Elad-Abrahami

Elad Abrahami

Founding Partner, Chief Technology Officer

Elad is an expert in hardware and communication systems for large organizations, and for the past 25 years, has owned “Com Media”, which provides advanced IT services and integration to global organizations, which mainly deal with high-tech and financial services. Elad is a graduate of the School of Computer Science at IDC Herzliya and an entrepreneur at heart.

Eran-Blatman

Adv. Eran Beltman

CFP® - Founding Partner, VP

Eran has rich and varied experience of over 25 years in the Israeli capital market. Eran is a founding partner and has served as the group’s wealth manager and VP since its establishment. Before the group’s establishment, Eran held senior positions in the capital market, including Platinum Client Portfolio Manager at the “Pe’ilim” portfolio management and Marketing and Sales Manager at “Psagot” Investment House.
Eran holds an LLB degree in law and a master’s degree in business administration

shay penso

Shay Penso

CFP® - Partner, Director

Shay has been in the capital market for over 25 years and owns several companies in the financial field.
In 2015, Shay joined “The Service” as a partner and director, and he serves in a variety of active positions in the company.