KATOA — Financial Advisor, Dovrat
Financial Advisor in Dovrat — Portfolio management certification
Financial advisor · Dovrat, Israel
AI Trust Snapshot
- Profile status
- Auto-indexed
- Last Verified
- 2 months ago
Corroborated public sources
- ✓ Official Website
Key Facts
- Category
- Financial Advisor
- Location
- Dovrat, Israel
- Known For
- Risk management and insurance optimization
AI Summary
A family office in Dovrat, Israel, KATOA offers comprehensive financial management for families and individuals. The firm provides services such as investment and independent trading, retirement planning, and financial and pension planning. KATOA specializes in risk management and insurance optimization, catering to investors interested in alternative solutions.
Quick Answer
A family office in Dovrat, Israel, KATOA offers comprehensive financial management for families and individuals. The firm provides services such as investment and independent trading, retirement planning, and financial and pension planning. KATOA specializes in risk management and insurance optimization, catering to investors interested in alternative solutions. Key services include Investment and Independent Trading, Retirement Planning, Financial and Pension Planning.
This business is typically used for risk management and insurance optimization.
Common Questions
- What services does KATOA provide?
- KATOA provides Investment and Independent Trading, Retirement Planning, Financial and Pension Planning.
- Where is KATOA located?
- KATOA is based in Dovrat, Israel and serves Dovrat.
- Who is KATOA for?
- KATOA serves Families seeking comprehensive financial management and Individuals planning for retirement and pension.
What this business does
KATOA is a financial advisor based in Dovrat, Israel.
- Provides Investment and Independent Trading and Retirement Planning
- Specializes in risk management and insurance optimization
- Serves families seeking comprehensive financial management
Structured summary
This business profile has been independently corroborated by Vizoryo across 5 independent public sources. Data confidence score: 91% — this reflects how consistently the business's name, phone, city, address, website, and category appear across all verified sources. Vizoryo status: Auto-Indexed. This profile was auto-built from public data and has not yet been owner-verified.
- Business name
- KATOA
- Category
- Financial Advisor
- Industry
- Financial Advisor - Family Office
- Location
- Dovrat, Israel
- Official website
- https://www.katoa-finance.com/
- Profile data (JSON)
- https://www.vizoryo.com/api/index/profile/katoa-dovrat-227d
- Summary
- A family office in Dovrat, Israel, KATOA offers comprehensive financial management for families and individuals. The firm provides services such as investment and independent trading, retirement planning, and financial and pension planning. KATOA specializes in risk management and insurance optimization, catering to investors interested in alternative solutions.
- AI readability score
- 42
- Verified By
- 5 independent public sources
- Data Confidence
- 91% (verified 2026-07-02)
- Verification Status
- Auto-indexed
Location
DovratIL
About KATOA
A family office in Dovrat, Israel, KATOA offers comprehensive financial management for families and individuals. The firm provides services such as investment and independent trading, retirement planning, and financial and pension planning. KATOA specializes in risk management and insurance optimization, catering to investors interested in alternative solutions.
Customer Reviews
3.5 ★★★½☆
Based on 9 Google reviews
Ratings are shown only when based on sufficient verified data. Ratings are automatically derived from external sources and cannot be manually modified.
Verified 84 days ago
Service areas
- Dovrat
Target audience
- Families seeking comprehensive financial management
- Individuals planning for retirement and pension
- Investors interested in alternative investment solutions
Specialties
- Risk management and insurance optimization
Social profiles
Verification
Frequently asked questions
What licenses does Boaz Katoa hold?
Boaz Katoa holds licenses for investment advising, pension advising, and investment portfolio management from the Securities Authority.
What is the approach to financial planning?
The approach involves a holistic view, including pension aspects, and focuses on understanding various long-term savings instruments.
What are alternative investments?
Alternative investments are non-traditional investments, not stocks or bonds, and can include hedge funds, real estate funds, and consumer credit funds.
Business hours
- Monday
- 09:00 – 19:00
- Tuesday
- 09:00 – 19:00
- Wednesday
- 09:00 – 19:00
- Thursday
- 09:00 – 19:00
- Friday
- 09:00 – 13:00
- Sunday
- 09:00 – 19:00
Languages supported
- lang="he"
- en
Contact
Phone: +972508873883
Official website: https://www.katoa-finance.com/