Central Office: 7 Gazith st, Petah Tikva
Northern Office: 15 Sirkin st, Haifa
Phone: 03-7512200
Email: info@profit-fs.com
We believe that Profit and its agents provide a level of service unmatched in the Israeli market-driven by the experience, professionalism, and unique holistic approach of our dedicated team of agents and planners.
We invite you to get in touch with your agent, or contact us directly if you're not yet a client. Our service is offered free of charge and with no obligation—come hear what we have to offer, and together we'll take care of your future!
Co-Founder & Owner
Together with Asaf Banai, Shlomi Elberg established A.Sh Profit Insurance Agency, which has become Israel's leading firm for the distribution of financial and pension products to both private clients and corporate employers. Today, Profit oversees client assets exceeding 80 billion NIS.
Co-Founder & Owner
Holding a degree in Business Administration and Finance, Asaf entered the insurance industry over two decades ago. A recognized expert in financial planning and capital markets decision-making, he co-founded Profit Financial Services with Shlomi Elberg in 2006. Under their joint leadership, Profit has grown into Israel’s most successful insurance agency.
Co-CEO
Daniel has held senior executive positions at Israel’s largest institutional organizations, including The Phoenix, Clal Insurance, and Migdal. At The Phoenix, he served as Deputy CEO and Head of Long-Term Savings & Life Risks, as well as Chairman of the Board of Phoenix Advanced Investments.
Chief Economist & Deputy CEO
Amir previously served as Chief Economist of The Phoenix Group, Chief Economist and Chief Strategist at Clal Finance, and as a lecturer in Economics at Ben-Gurion University. He is a member of the Bank of Israel’s Forecasters Forum and of the Public Committee on the Consumer Price Index of the Central Bureau of Statistics. At Profit, Amir is responsible for developing institutional investment strategies, optimizing savings-track selection for clients, and providing professional economic guidance to the firm’s financial planners.
Business Development, Deputy CEO
With over 30 years of experience in the insurance industry, Yaron holds a degree in Business Administration and International Relations. His previous senior roles include: Vice President at Phoenix, Deputy CEO at Menora, Head of the Senior Citizens Division at Migdal, CEO of Simhon Insurance, CEO of Accord Insurance Agency, and Vice President at Marsh. He is also one of the founders of the Arrangement Managers Forum.
Chief Investment Officer
Kfir brings two decades of experience in the capital markets and currently serves as CEO of Eitan Hedge Funds. His previous leadership positions include: Chief Investment Officer at Harel Finance Group, Head of Pension Investments at Clal Insurance, and Deputy Head of Proprietary Trading (Nostro) at Migdal Insurance. A former IDF officer, he continues to serve as a reserve company commander at the rank of Major.
Portfolio Manager, Pharma Fund
Previously Chief Investment Officer and Co-Founder of Nexthera (NYC), Ori also established and headed the Global Healthcare Research Department at Sphera. In addition, he co-founded and managed the Research Division at Leader Investments.
Head of Equity Investments
Eyal oversees investments in the Eitan Flexible Fund and brings more than 23 years of capital market experience. He formerly served as Head of Equities at Psagot Brokerage, and prior to that as Head of Israeli Equities at Clal and Migdal.
Head of Fixed Income Investments
Golan leads investments in the Eitan Opportunities Fund and brings 20 years of capital market expertise. He most recently managed the Tradable Debt Division at Clal Insurance and previously served as Head of the Bond Desk at Migdal Insurance.
Head of Real Estate Investments
Shlomo holds a BA in Business Administration from Middlesex University, London, and an MBA in Business & Economics from The University of Edinburgh. He began his career as a portfolio manager at Yelin Lapidot Investment House, and has since held senior positions in leading investment firms and venture capital. For over 15 years, he has specialized in international real estate investment.
CEO, Credit Fund
With a career spanning more than two decades, Maoz previously served as CEO of Discount Capital Markets (today Discount Capital). For nearly eight years, he also acted as Chairman, Director, and Investment Committee member at various leading companies and investment funds. Currently, he serves as CEO and shareholder in the general partners of two credit funds, as well as Director of their subsidiaries.
With over two decades of experience and more than ILS 80 billion in assets under management, Profit is a multidisciplinary team of financial experts committed to helping you build a secure financial future—tailored to your goals and ambitions.
Profit is home to top-tier talent from across the financial world—including around 300 certified financial and pension planners. Whatever the complexity, we have the expertise to meet your financial challenge head-on.
20 years of proven experience
Over 80 billion shekels in managed assets
127K Clients we proudly serve
300+ Financial planners operating nationwide
We leverage the latest technology to offer timely, effective financial solutions.
We identify emerging trends and adapt your financial plan to your evolving needs.
We believe in real conversations and long-term partnerships with every client.
Our team brings deep financial expertise and a genuine commitment to your future.
We work with Israel's top investment houses and insurance providers—always prioritizing your best interest.
Our team of professionals combines market insight, initiative, and a human-first
mindset to develop sharp financial strategies. Their goal? To ensure long-term security
and growth—for you and your future.
Co-Founder & Owner
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Co-Founder & Owner
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Co-CEO
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Chief Economist & Deputy CEO
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Business Development, Deputy CEO
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Chief Investment Officer
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Portfolio Manager, Pharma Fund
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Head of Equity Investments
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Head of Fixed Income Investments
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Head of Real Estate Investments
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CEO, Credit Fund
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We believe a strong financial future starts with understanding you. That’s why our personalized services are designed to evolve with you—from financial and pension planning, to retirement strategies and custom-fit insurance coverage.
It Starts with Listening
We begin by understanding your family's goals and financial aspirations. Then, with a holistic view and advanced tools, we analyze your full asset picture—investments, savings, pensions—and build a personal roadmap toward financial freedom. Our planners bring initiative, precision, and professionalism to ensure every decision is the right one for you.
Your Pension, Your Power
Your pension is one of your most important financial assets. Our licensed pension planners help you get the most out of it through detailed analysis of your track, fees, and risk alignment—so your plan works hard for your future.
Turning the Page with Confidence
Retirement is a new chapter—rich with potential. We map out your income streams, assets, and entitlements to build a custom cash flow plan that ensures peace of mind, stability, and freedom in the years ahead.
Be Ready for the Unexpected
A solid insurance plan starts with a clear view of your current coverage. We identify gaps, eliminate overlaps, and recalibrate your portfolio—so you’re covered for what matters, without overpaying. Our approach is personal, transparent, and designed to protect you when it counts most.
Driving Innovation. Leading Change. At Profit, exceptional service is built on expertise, empathy, and fresh thinking. Our community of financial planners and agents works with a holistic mindset and a deep commitment to clients-creating real impact in Israel's financial landscape.
