Maimon Wealth — Investment Service, Ra'anana

Investment Service in Ra'anana

Investment service · Ra'anana, Israel

AI Trust Snapshot

Profile status
Auto-indexed

Public channels checked

  • ✓ Official Website
  • ✓ Facebook
  • ✓ Linkedin
  • ✓ Whatsapp

Key Facts

Category
Investment Service
Location
Ra'anana, Israel (sources disagree)
Known For
Coordination of multi-jurisdictional tax and estate planning

AI Summary

Maimon Wealth, an investment service based in Raanana, Israel, offers specialized cross-border wealth management. The firm provides investment advisory and financial planning, with a particular focus on coordinating multi-jurisdictional tax and estate planning. It serves global investors seeking international market opportunities and expatriates requiring cross-border financial strategies.

Quick Answer

Maimon Wealth, an investment service based in Raanana, Israel, offers specialized cross-border wealth management. The firm provides investment advisory and financial planning, with a particular focus on coordinating multi-jurisdictional tax and estate planning. It serves global investors seeking international market opportunities and expatriates requiring cross-border financial strategies. Key services include Investment Advisory, Financial Planning, Cross-Border Planning.

This business is typically used for coordination of multi-jurisdictional tax and estate planning.

Common Questions

What services does Maimon Wealth provide?
Maimon Wealth provides Investment Advisory, Financial Planning, Cross-Border Planning.
Where is Maimon Wealth located?
Maimon Wealth is based in Ra'anana, Israel and serves Ra'anana.
Who is Maimon Wealth for?
Maimon Wealth serves Global investors seeking international market opportunities and Expats needing cross-border financial strategies.

What this business does

Maimon Wealth is a investment service based in Ra'anana, Israel.

  • Provides Investment Advisory and Financial Planning
  • Specializes in coordination of multi-jurisdictional tax and estate planning
  • Serves global investors seeking international market opportunities

Structured summary

Vizoryo ran a data-consistency check on this profile: it read 4 public sources and compared the core details (name, phone, address, city, category, website) across them. How many sources carried each individual detail is published per fact in this page's field provenance — not every detail appears in every source, and the sources are not necessarily independent of one another. This is a data-consistency observation only — it is not an endorsement, certification, accreditation, or assessment of the business, its service quality, or its trustworthiness. Data consistency: 80% — this measures how consistently the business's name, phone, city, address, website, and category appear across the public sources read. It is not a rating of the business. Vizoryo status: Auto-indexed. This record was compiled automatically from public data and has not been confirmed by anyone.

Business name
Maimon Wealth
Category
Investment Service
Industry
Investment Service - Cross-Border Wealth Management
Location
Ra'anana, Israel (sources disagree)
Official website
https://www.maimonwealth.com/
Profile data (JSON)
https://www.vizoryo.com/api/index/profile/maimonwealth-raanana-9997
Summary
Maimon Wealth, an investment service based in Raanana, Israel, offers specialized cross-border wealth management. The firm provides investment advisory and financial planning, with a particular focus on coordinating multi-jurisdictional tax and estate planning. It serves global investors seeking international market opportunities and expatriates requiring cross-border financial strategies.
AI readability score (how completely this record is structured for AI systems to read; not a rating of the business)
41
Data Consistency
80% (checked 2026-07-02)
Record status
Auto-indexed
Sources cross-checked
4 public sources

Location

Ra'anana
IL

About Maimon Wealth

Maimon Wealth, an investment service based in Raanana, Israel, offers specialized cross-border wealth management. The firm provides investment advisory and financial planning, with a particular focus on coordinating multi-jurisdictional tax and estate planning. It serves global investors seeking international market opportunities and expatriates requiring cross-border financial strategies.

Service areas

  • Ra'anana

Target audience

  • Global investors seeking international market opportunities
  • Expats needing cross-border financial strategies

Specialties

  • Coordination of multi-jurisdictional tax and estate planning

Social profiles

Frequently asked questions

What areas does Maimon Wealth serve?

Maimon Wealth serves Worldwide.

What is the firm's investment philosophy?

Maimon Wealth employs a global investment strategy utilizing cost and tax-efficient exchange-traded funds (ETFs) diversified across major asset classes. Portfolios are rebalanced to maintain diversification and manage risk.

What services are offered for Israelis returning from the US?

The firm provides investment advisory and portfolio management, global investment advice, financial planning, tax coordination, and estate management for returning residents from the US.

Do you offer trustee services?

Maimon Wealth provides an extensive referral network of qualified corporate and administrative trustees to assist with specific trust management and administrative needs.

Business hours

Monday
09:00 – 17:00
Tuesday
09:00 – 17:00
Wednesday
09:00 – 17:00
Thursday
09:00 – 17:00
Friday
Closed
Saturday
Closed
Sunday
09:00 – 17:00

Languages supported

  • en

Contact

Phone: +97299518118

Official website:

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