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FinancialGap

Democratizing access to Family Office Services for all Americans.

  • Stage Product In Development
  • Industry Financial Services
  • Location Ilan's, Ibn Gabirol, Tel Aviv, Israel
  • Currency USD
  • Founded March 2013
  • Employees 5

Company Summary

FinancialGap is a NYC technology based online wealth management firm. We combine world-class financial expertise with powerful technology and real advisors to provide sophisticated investment management and personal financial advice — long been available only to multi-millionaires through private wealth management firms such as Goldman Sachs — at prices affordable for everyone. Essentially democratizing family office services for all Americans.

Team

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    Roy Nesher
    Vice President of R&D

    Mr. Nesher has over 20 years experience in various High Tech R&D positions. Recently he was R&D manager at TranSwitch. Prior to TranSwitch, Mr. Nesher worked at PMC Sierra as a project manager and in Ceragon as a director of SW. Mr. Nesher holds a B.Cs degree from the Technion and an MBA from Kellogg Graduate School of Business Management, Northwestern University.

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    Yaniv Brobstein
    CEO

    Mr. Bronstein has been leading software technology products for more than 15 years at places including Mercury (acquired by HP), ILogix (Acquired by IBM), Check-Point and Shunra. Mr. Bronstein holds an MBA from Kellogg Graduate School of Business Management, Northwestern University, and an M.Sc in computer science.

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    Lacy Edwards
    Executive Chairman and Chief Operating Officer

    Mr. Edwards has been leading high technology businesses for more than 35 years, with over 20 years as CEO of companies such as Indicative Software, Evoke Software, Unison Software, Servio Corporation, and XA Systems Corporation. Edwards' recognitions include Insider Magazine "CEO of the Year," Harvard Business School Club of New York "Entrepreneur of The Year," Honeywell Division "Manager of the Year," and twice placing companies in the Inc. maga

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    Professor Aharon Ofer
    Co-Founder and Chief Investment Officer

    Professor Ofer has more than 25 years of experience successfully managing billions of dollars for individuals and large institutions as chairman and member of investment committees. He is a Professor of Finance, Recanati Graduate School of Business of Tel Aviv University and Kellogg Graduate School of Business Management, Northwestern University, Evanston Illinois.

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    Gigi Levy
    Executive Board member

    Mr. Levy was formerly the CEO of 888 Holdings (LSE: 888.L), one of the world's leading online gaming entertainment companies in the world. Before entering the business world, Gigi served as a pilot in the Israeli Air Force. Gigi holds an MBA from the Kellogg school of management in the Northwestern University.

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    Adi Soffer Teeni
    Executive board member

    Mrs. Adi Soffer Teeni started her career at the Kidum Group and served as CEO of Wall Street Institute School from 1998 to 2001. In 2002 she become the CEO of Kidum Group, position she held until 2007. Between 2008 - 2011, Mrs. Adi Soffer Teeni was the Managing Director of 888 Holdings (LSE: 888.L). Mrs. Adi Soffer Teeni holds an MBA from Kellogg Graduate School of Business Management, Northwestern University, Evanston Illinois.

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    Matthew Rubin
    Vice President of Sales

    Mr. Rubin has been in financial services for over a decade with the majority of that time spent at Merrill Lynch as a Vice President in their wealth management division headquarters. During his tenure Matthew built and managed his own wealth management team earning Club Recognition each year in production, including the prestigious Merrill Lynch Chairman's Club.

Advisors

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    Meitar (http://meitar.com)
    Lawyer
    Unconfirmed
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    Ernst & Young
    Accountant
    Unconfirmed

Previous Investors

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    Elevator fund (http://www.elevatorfund.com)
    Unconfirmed