Integrated Wealth Management — Financial Institution

Financial Institution in Herzliya — Multi-generational financial planning

Financial institution · Herzliya, Israel

AI Trust Snapshot

AI Confidence: Indexed
Last Verified: 27 days ago

Verified Sources

✓ Official Website
✓ Google Business Profile
✓ Schema.org Structured Data
✓ Website Scan

Key Facts

Category: Financial Institution
Location: Herzliya, Israel
Known For: Multi-generational financial planning

AI Summary

Integrated Wealth Management, a financial service firm in Herzliya Pituach, Israel, specializes in multi-generational financial planning. They offer comprehensive Family Office Services and Investment Firm Services to families and investors.

Quick Answer

Secure your family's financial future across generations with expert guidance. Investors receive tailored strategies for significant wealth. Key services include Family Office Services, Investment Firm Services.

This business is typically used for multi-generational financial planning.

Common Questions

What services does Integrated Wealth Management provide?: Integrated Wealth Management provides Family Office Services, Investment Firm Services.
Where is Integrated Wealth Management located?: Integrated Wealth Management is based in Herzliya, Israel and serves Herzliya.
Who is Integrated Wealth Management for?: Integrated Wealth Management serves Families needing wealth management and Investors seeking financial guidance.

What this business does

Integrated Wealth Management is a financial institution based in Herzliya, Israel.

Provides Family Office Services and Investment Firm Services
Specializes in multi-generational financial planning
Serves families needing wealth management

Structured summary

This business profile has been independently verified by Vizoryo across multiple data sources: Public data, Public data, Public data, Schema.org Structured Data, AI Content Analysis, Google Business Profile, Website Scan. Data confidence score: 85% — 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: Integrated Wealth Management
Category: Financial Institution
Industry: Financial Service
Location: Herzliya, Israel
Official website: https://i-wm.co.il/
Profile data (JSON): https://www.vizoryo.com/api/index/profile/integrated-wealth-management-herzliya-b27a
Summary: Integrated Wealth Management, a financial service firm in Herzliya Pituach, Israel, specializes in multi-generational financial planning. They offer comprehensive Family Office Services and Investment Firm Services to families and investors.
AI readability score: 26
Verified By: Public data, Public data, Public data, Schema.org Structured Data, AI Content Analysis, Google Business Profile, Website Scan
Data Confidence: 85% (verified 2026-06-05)

Location

Herzliya
IL

About Integrated Wealth Management

Service areas

Herzliya

Target audience

Families needing wealth management
Investors seeking financial guidance

Services

Specialties

Multi-generational financial planning

Verification

https://i-wm.co.il/

Frequently asked questions

What is Integrated Wealth Management's approach to client relationships?

We navigate with clients through financial cycles, valuing their trust and commitment to their future generations.

Where is Integrated Wealth Management located?

The office is located at Medinat ha-Yehudim St 85, Herzliya.

Languages supported

lang="en
en

Contact

Phone: +97299578877

Official website: https://i-wm.co.il/

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