Big Shot

What Big Shot does

Matarot Financial Goals (מטרות פיננסיות) — surfaced under the input label "Big Shot" but described in detail across all source data — is an Israeli licensed financial advisory firm headquartered in Holon (HaRokmim 26, Arazim Complex). Founded approximately 30 years ago (c. 1995), the firm operates as a unified advisory platform that combines retirement planning with investment management under a single roof, executed by a team of 30+ licensed experts spanning pension planning, insurance, investments, real estate, and tax advisory. Its core operating framework is the proprietary "Economic Authority Method" (שיטת הסמכות הכלכלית), which explicitly connects pension planning, tax optimization, capital withdrawals, and investment management into one coordinated workflow; the firm positions this against the dominant Israeli model of siloed pension advisors, bank investment advisors, and accountants. The firm cites 14,000 families served over its history and approximately ₪3.5 billion in client assets managed across the group.

The firm offers three product lines: "מקסימום פרישה" (Maximum Retirement), a comprehensive retirement planning service for individuals aged 55+ that the firm claims can increase monthly retirement benefits by 15%–30% and save hundreds of thousands of shekels in taxes; "ליווי משקיעים" (Investor Accompaniment), an investment management service for savers with ₪50,000+ ILS sitting idle in bank deposits; and "המשקיע האולטימטיבי" (The Ultimate Investor), an educational academy founded by Head of Investments Ido Hadad that trains independent investors. There is no proprietary technology platform disclosed — service delivery is human-led, supported by a website, a knowledge center, YouTube testimonial content, and a client login portal (matarot.school). Go-to-market is direct-to-consumer, anchored by a free 20-minute introductory consultation with no commitment, targeting ages 55+ retirees, mid-sized retail investors, and self-directed investors in Israel only.

Matarot generates revenue through commissions received from Israeli insurance companies and investment houses for products placed with clients. As a licensed agency, it holds appointments with all major Israeli insurers (Clal, Harel, Migdal, Menora Mivtachim, Hachshara, Phoenix) and investment houses (Altshuler Shaham, Yalin Lapidot, Meitav Dash, Mor, Analyst, Ayalon), with no commitment to any single institution — supporting an "objective recommendation" positioning. Specific fees and pricing beyond the free introductory consultation are not publicly disclosed. The firm operates exclusively in Israel, has no disclosed external funding, no parent company, and no disclosed revenue figures.

Name

Big Shot

Legal name

מטרות פיננסיות

Website

https://bigshot-trade.com

Company type

Private

Founded year

1995

Operating status

Operating

Headcount range

11–50 employees

Short description

Matarot Financial Goals is an Israeli licensed financial advisory firm that combines retirement planning with investment management under a single roof, serving approximately 14,000 families and managing around ₪3.5 billion in client assets via a team of 30+ licensed experts.

Ownership category

akta.pro rank

Headquarters

HQ city

Tel Aviv

HQ country

Israel

HQ region

Middle East

Offices1 record

Markets served

GTM type

B2C

Offering type

Services

Cost components

Personnel, Operations, Marketing or Sales, Infrastructure, Others

Revenue model

1. Commission from Insurance Companies and Investment Houses: As a licensed financial agency in Israel, the company receives commissions from insurance companies and investment houses for products placed with clients. Works with all major institutions in the market including כלל, הראל, מגדל, מנורה מבטחים, איילון, הכשרה, אלטשולר שחם, ילין לפידות, הפניקס, מיטב דש, מור, and אנליסט. Not committed to any single institution, allowing objective product recommendations.

Pricing tiers

Go-to-market motion1 record

Distribution channels1 record

Marketing channels4 records

Core offering

Big Shot is an Israeli financial advisory firm that delivers three connected services under one roof: Maximum Retirement (comprehensive retirement planning for ages 55+), Investor Accompaniment (managed investment services), and The Ultimate Investor (an investment training academy). The firm operates through the proprietary Economic Authority Method, working with all major Israeli insurance companies and investment houses while serving 14,000 families and managing 3.5 billion ILS.

Product overview

Matarot (מטרות פיננסיות) is a unified financial advisory platform combining retirement planning and investment management under one roof. The company offers three core products: מקסימום פרישה (Maximum Retirement) for comprehensive retirement planning targeting 55+ individuals, ליווי משקיעים (Investor Accompaniment) for active investment management leveraging their 14,000-client network, and המשקיע האולטימטיבי (The Ultimate Investor) an academy for self-directed investors. The company operates through its 'Economic Authority Method' connecting pension planning with investment management.

Differentiator

Problem solved

Functional benefit

Brands

• Maximum Retirement (מקסימום פרישה): Comprehensive retirement planning service that increases monthly pension by 15%-30% and saves hundreds of thousands of shekels in taxes
• Investor Accompaniment (ליווי משקיעים)
• The Ultimate Investor (המשקיע האולטימטיבי)

Products and services

• Maximum Retirement (מקסימום פרישה) Comprehensive retirement planning service designed for individuals aged 55+. The service aims to increase monthly retirement benefits by 15%-30% and save tens to hundreds of thousands of shekels in taxes by coordinating pension, taxation, rights fixation, and capital withdrawals through a single dedicated retirement-planning team.
• Investor Accompaniment (ליווי משקיעים) Investment management service targeted at savers with 50,000+ ILS sitting in low-yielding bank accounts. The service turns idle bank funds into an actively managed investment portfolio, leveraging the collective buying power of the firm's 14,000 clients and offering exposure to Israeli and global capital markets through products placed with all major Israeli investment houses.
• The Ultimate Investor (המשקיע האולטימטיבי) Investment and trading academy founded by Ido Hadad that teaches independent investors to invest and trade with structured methodology rather than guesswork. Targets self-directed investors and emphasizes long-term portfolio construction, with thousands of students cited.

Quantifiable outcome

• Increases monthly retirement benefits by 15%-30%
• +2 more outcomes

Named customers5 records

Segments3 records

Ideal customer profiles3 records

Technology focussed No

API detail

Has API

No

API docs

API detail

Core technology

AI maturity

App detail

Feature1 record

Partnerships

Twelve partnerships are on record, tiered core.

• כלל (Clal)coreOthersMajor Israeli insurance company that the firm works with to distribute insurance and pension products to clients. As a licensed agency, they can recommend products from all major insurers.
• הראל (Harel)coreOthersMajor Israeli insurance group that the firm works with to distribute insurance and pension products to clients.
• מגדל (Migdal)coreOthersMajor Israeli insurance company that the firm works with to distribute insurance and pension products to clients.
• מנורה מבטחים (Menora Mivtachim)coreOthersMajor Israeli insurance and financial services company that the firm works with.
• איילון (Eliot)coreOthersIsraeli insurance company that the firm works with to distribute insurance products.
• הכשרה (Hachshara)coreOthersIsraeli insurance company that the firm works with to distribute insurance and pension products.
• אלטשולר שחם (Altshuler Shaham)coreOthersMajor Israeli investment house and mutual fund manager that the firm works with for investment management solutions.
• ילין לפידות (Yalin Lapidot)coreOthersMajor Israeli investment house that the firm works with for investment management and capital market solutions.
• הפניקס (Phoenix)coreOthersMajor Israeli insurance company that the firm works with to distribute insurance and pension products.
• מיטב דש (Meitav Dash)coreOthersMajor Israeli investment house and portfolio management company that the firm works with.
• מור (Mor)coreOthersIsraeli financial services company that the firm works with for investment and insurance products.
• אנליסט (Analyst)coreOthersIsraeli financial services company that the firm works with for investment products.

Scale indicators6 records

Recent moves2 records

Expansion highlights5 records

Broad incumbents

• Meitav Dash: Major Israeli investment house and portfolio manager with brokerage, mutual funds, and advisory services. Competes with Matarot in serving Israeli retail investors and retirees, and is one of Matarot's listed product partners.
• Psagot Investment House: Established Israeli investment house offering mutual funds, portfolio management, and financial advisory. Comparable to Matarot in targeting Israeli households for investment and retirement planning solutions.
• Yelin Lapidot: Large Israeli investment house managing mutual funds, managed portfolios, and pension assets. Competes directly with Matarot for Israeli household savings and retirement AUM, and appears in Matarot's partner list.
• Bank Hapoalim (Private Banking & Wealth): Israel's largest bank with a substantial private banking and wealth management division. Competes with Matarot for affluent and pre-retiree Israeli households, and represents the captive bank-advisor model Matarot explicitly positions against.
• Altshuler Shaham: One of Israel's largest investment houses and mutual fund managers, offering portfolio management, pension advisory, and wealth planning. Comparable to Matarot as a comprehensive Israeli wealth provider, but operates at significantly larger AUM scale and with proprietary investment products.
• Phoenix Holdings: One of Israel's largest insurance and financial groups, offering life insurance, pension, and investment products. Overlaps with Matarot in pension and retirement advisory, and is listed as a Matarot product partner.
• Harel Insurance Investments & Financial Services: Major Israeli insurance and financial group with pension, provident, and investment management. Competes with Matarot in retirement and long-term savings advisory, and is one of Matarot's listed partners.
• More Investment House: Israeli investment and financial services firm with mutual funds, managed portfolios, and pension products. Competes with Matarot for Israeli household AUM, and is listed as a Matarot distribution partner.
• Migdal Insurance and Financial Holdings: Leading Israeli insurance and asset management group offering pension, provident, and life insurance products. Overlaps with Matarot in retirement planning and insurance advisory, and is listed as a Matarot product partner.
• Excellence Investment House: Israeli investment house providing managed portfolios, mutual funds, and advisory services. Overlaps with Matarot in serving Israeli retail investors seeking capital-market exposure and retirement planning.

Market position

Strengths4 records

Weaknesses4 records

Competitive moat5 records

Key risks6 records

Key highlights6 records

Customer concentration

• Xx.com/bigshot_il
• Facebookfacebook.com/Bigshotisrael
• LinkedInlinkedin.com/company/bigshot-trade

Revenue estimate

Valuation estimate

Number of profiles

Profiles2 records

Funding overview

Funding rounds

Investors

Funding detail is available on the Subscription and Enterprise plan.Contact sales →

M&A

Investments

M&A and investment is available on the Subscription and Enterprise plan.Contact sales →

Frequently asked questions about Big Shot