Agenda
Agenda is an Israeli licensed pension and insurance advisory agency, founded 2016 in Ramat Gan, distributing financial products from 15+ Israeli insurers and investment houses to individuals and businesses via licensed field agents.
- Company typePrivate
- Founded2016
- HeadquartersRamat Gan, Israel
- Headcount11–50
- GTM typeB2C
- OfferingServices
What Agenda does
Agenda (אג'נדה) is a privately-held Israeli insurance agency and pension advisory firm headquartered in Ramat Gan, Israel, founded in 2016. The company operates under a pension agency license from the Israeli Ministry of Finance and distributes a full suite of financial and insurance products on behalf of leading Israeli insurers, pension funds, and investment houses — including disability insurance, life insurance, private health insurance, pension funds, managers' insurance, study funds, investment-linked provident funds (קופת גמל להשקעה), self-managed IRA accounts (קופת גמל בניהול אישי), Amendment 190 deposits, and savings policies. Agenda distributes these through formal partnership/distribution agreements with at least 15 providers including Menora, Phoenix, Migdal, Clal, Harel, Altshuler Shaham, Psagot, Meitav Dash, Ayalon, PassportCard, Analyst, Excellence, Hachshara, IBI, and More Gemel.
The firm's core technology is essentially human-capital intensive advisory services rather than proprietary software; no platform, API, SDK, or proprietary product technology is disclosed. Operations are delivered by a team of licensed pension planners and a CFP-designated financial planner, conducting personalized in-person and video advisory sessions, simulating retirement scenarios, optimizing insurance portfolios, and handling insurance claims on behalf of clients.
Revenue is generated via commission-based compensation from the insurance and investment product providers under the distribution agreements, supplemented by advisory fees from retirement, pension, and financial planning engagements. Go-to-market is sales-led through licensed field agents targeting both private individuals and corporate clients (B2B and B2C), supported by a content marketing apparatus — blog guides, webinars, corporate lectures, and an active presence on Facebook, YouTube, and Instagram. Customer testimonials and 648 verified Google reviews (4.9/5 rating) drive bottom-of-funnel conversion. Operations and revenue are entirely domestic to Israel.
Agenda firmographics
Firmographics- Name
- Agenda
- Legal name
- אג'נדה סוכנות לביטוח פנסיוני (2016) בע"מ
- Website
- https://agenda-fs.com
- Company type
- Private
- Founded year
- 2016
- Operating status
- Operating
- Headcount range
- 11–50 employees
- Short description
- Agenda is an Israeli licensed pension and insurance advisory agency, founded 2016 in Ramat Gan, distributing financial products from 15+ Israeli insurers and investment houses to individuals and businesses via licensed field agents.
- Ownership category
- akta.pro rank
Agenda industry classification
Industry- Product category
- Insurance Agency & Pension Advisory
- NAICS
- Insurance and Employee Benefit Funds (5251), Pension Funds (525110), Other Insurance Funds (52519)
- SIC
- Insurance Agents, Brokers & Service (6411), Investment Advice (6282), Life Insurance (6311)
- akta.pro primary industry
- Retirement & Pension Planning (401(k)/IRA) (FSAEAAAD)
- akta.pro secondary industries
- Comprehensive Financial Planning (FSAEAAAA), Annuity & Insurance-Based Retirement Solutions Advisory (FSAEABAH), Employer Retirement Plan Advisory (401(k)/Pension) (FSAEABAE)
Keywords
Where Agenda is headquartered
LocationHeadquarters
- HQ city
- Ramat Gan
- HQ country
- Israel
- HQ region
- Middle East
Offices1 record
Markets served
Agenda business model
Business model- GTM type
- B2C
- Offering type
- Services
- Cost components
- Personnel, Marketing or Sales, Operations, Infrastructure
Revenue model
- Insurance Agency Commissions: Revenue generated through commission-based compensation from distribution agreements with insurance companies, pension funds, and investment houses. The company acts as an insurance agency holding a pension license from the Ministry of Finance, distributing financial and insurance products to clients.
Pricing tiers
| Model | Billing | Price |
|---|---|---|
| Other | Other | Personalized advisory and planning services — pricing individualized per client |
Go-to-market motion1 record
Distribution channels1 record
Marketing channels7 records
Agenda product offering
Product offeringCore offering
Agenda is a licensed Israeli insurance agency that distributes pension, insurance, and savings products from leading Israeli insurers and investment houses, and provides personalized financial advisory services including retirement planning, pension planning, risk management, and insurance claims handling to private individuals and corporate clients.
Product overview
Agenda is a financial advisory firm offering a comprehensive portfolio of pension, insurance, and savings products alongside professional advisory services. Its product suite includes disability insurance, life insurance, private health insurance, pension funds, managers insurance, study funds, investment provident funds, self-managed IRA accounts (קופת גמל בניהול אישי IRA), Amendment 190 provident fund deposits, and savings policies. These are complemented by advisory services including retirement planning, pension planning, financial planning, risk management (insurance portfolio optimization), claims handling, corporate lectures, and webinars. The company operates under a pension agency license from the Ministry of Finance and distributes products through agreements with major Israeli insurance and investment companies including Menora, Phoenix, Migdal, Harel, Clal, and others.
Differentiator
Problem solved
Functional benefit
Products and services
- Disability Insurance (ביטוח אובדן כושר עבודה)
Quantifiable outcome
- High client satisfaction evidenced by 4.9/5 rating from 648 verified Google reviews
Companies that use Agenda
Customer profileNamed customers5 records
Segments1 record
Ideal customer profiles2 records
Agenda technology and API
TechnologyTechnology focussed No
API detail
- Has API
- No
- API docs
- API detail
Core technology
AI maturity
App detail
Agenda partnerships and signals
Strategic signalPartnerships
15 partnerships are on record, tiered core and minor.
- Menora (מנורה)coreDistribution agreement for pension and insurance products, enabling Agenda to offer Menora's financial products to its client base.
- Phoenix (הפניקס)coreDistribution agreement for financial and insurance products, providing access to Phoenix's range of pension and savings products.
- Migdal (מגדל)coreDistribution agreement for pension and insurance products offered by Migdal.
- Clal (כלל)coreDistribution agreement enabling access to Clal's comprehensive insurance and pension product portfolio.
- Harel (הראל)coreDistribution agreement for Harel's insurance and pension products.
- Ayalon (איילון)minorDistribution agreement for Ayalon insurance and financial products.
- PassportCard (פספורטקארד)minorDistribution agreement for PassportCard travel and health insurance products.
- Altshuler Shaham (אלטשולר שחם)coreDistribution agreement for investment house products including pension savings, IRAs, and investment accounts.
- Psagot (פסגות)coreDistribution agreement for Psagot's pension and savings products.
- Meitav Dash (מיטב דש)coreDistribution agreement for Meitav Dash's investment and savings products.
- Analyst (אנליסט)minorDistribution agreement for Analyst investment house products.
- Excellence (אקסלנס)minorDistribution agreement for Excellence investment house products.
- Hachshara (הכשרה)minorDistribution agreement for Hachshara insurance products.
- IBI Investment HouseminorDistribution agreement for IBI's investment and savings products.
- More Gemel (מור גמל)minorDistribution agreement for More Gemel's pension and savings products.
Scale indicators2 records
Recent moves6 records
Expansion highlights4 records
Agenda competitors and assessment
Company assessmentEmerging players
- Empower Retirement: US-based digital retirement plan administrator and personal wealth advisor, formed from the merger of Personal Capital and Empower. Comparable in function to Agenda as a tech-enabled retirement/pension advisory, but at vastly larger scale and with a digital-first delivery model that contrasts with Agenda's human-led advisory.
Direct peers
- IBI Investment House: Israeli investment house providing pension, savings, and retirement products with both proprietary management and licensed advisory distribution. Operates in the same retail financial advisory niche as Agenda and is one of its distribution partners.
- Excellence Investments: Israeli investment house offering pension, provident, and study fund products through licensed advisors. Comparable mid-tier player in the same retail pension advisory market as Agenda and one of its distribution partners.
- Analyst Investment House: Israeli investment house with pension, provident fund, and study fund products distributed through licensed advisors. Closely comparable mid-size player in the retail pension advisory space Agenda serves, and one of its distribution partners.
Broad incumbents
- Fisher Investments: Global private investment advisor focused on retirement and wealth planning for high-net-worth and individual investors. Functions as a broad incumbent in retirement-focused financial advisory, paralleling Agenda's positioning but at much larger scale and globally rather than domestically focused.
- Altshuler Shaham: One of Israel's largest investment houses with both proprietary investment management and a retail distribution/advisory arm. Comparable to Agenda as a similarly positioned retail-facing advisory distributing pensions and savings products, but with materially broader scale and product ownership.
- Psagot Investment House: Major Israeli investment house offering pension, provident fund, and savings products with an in-house advisory arm. Operates in the same retail pension/retirement advisory space as Agenda and is one of Agenda's distribution partners, but functions at significantly larger scale.
- Migdal Insurance: Major Israeli insurance and pension group with both institutional and retail advisory arms. Operates in the same retail pension and insurance market as Agenda, also functioning as one of Agenda's primary distribution partners.
- Meitav Dash: Israeli investment house with both institutional asset management and a retail advisory/distribution business covering pension, savings, and study funds. Direct overlap with Agenda in pension advisory and also one of Agenda's distribution partners.
- Harel Group: One of Israel's largest insurance and financial groups, offering life, health, pension, and savings products through both proprietary and agency distribution. Functions as a broad incumbent in the same retail insurance/pension distribution value chain where Agenda operates, and also serves as one of Agenda's key distribution partners.
Market position
Strengths4 records
Weaknesses4 records
Competitive moat4 records
Key risks5 records
Key highlights6 records
Customer concentration
Agenda social profiles
Digital presenceAgenda financial estimates
Financial estimateRevenue estimate
Valuation estimate
Agenda leadership team
Management profileNumber of profiles
Profiles5 records
Agenda funding detail
Funding detailFunding overview
Funding rounds
Investors
Funding detail is available on the Subscription and Enterprise plan.Contact sales →
Agenda M&A and investment
M&A and investmentM&A
Investments
M&A and investment is available on the Subscription and Enterprise plan.Contact sales →
Frequently asked questions about Agenda
What does Agenda do?
Agenda is a licensed Israeli insurance agency that distributes pension, insurance, and savings products from leading Israeli insurers and investment houses, and provides personalized financial advisory services including retirement planning, pension planning, risk management, and insurance claims handling to private individuals and corporate clients.
Is Agenda a public or private company?
Agenda is a private company. It is classified as founder individual operated bootstrapped and is currently operating.
When was Agenda founded?
Agenda was founded in 2016. It employs 11 to 50 people.
Where is Agenda based?
Agenda is headquartered in Ramat Gan, Israel, in the Middle East region.
How does Agenda make money?
One revenue line is on record: insurance Agency Commissions.
Who are Agenda's main competitors?
Empower Retirement is listed as an emerging player. Direct peers are IBI Investment House, Excellence Investments and Analyst Investment House. Broad incumbents are Fisher Investments, Altshuler Shaham, Psagot Investment House, Migdal Insurance, Meitav Dash and Harel Group.
Does Agenda have an API?
No public API is recorded for Agenda.
What industry is Agenda in?
Agenda's product category is Insurance Agency & Pension Advisory. Its primary akta.pro industry code is FSAEAAAD, Retirement & Pension Planning (401(k)/IRA), with a secondary code of FSAEAAAA, Comprehensive Financial Planning. Its NAICS code is 5251 and its SIC code is 6411.