Braude Wealth
Braude Wealth is a Jerusalem-based, ISA-licensed financial consulting firm founded in 2001 by Philip Braude, providing wealth management, financial consulting, and property advisory services to English-speaking international Jewish families across Israel, the UK, the US, and South Africa.
- Company typePrivate
- Founded2001
- HeadquartersJerusalem, Israel
- Headcount1–10
- GTM typeB2C
- OfferingServices
What Braude Wealth does
Braude Wealth is a privately held financial consulting firm founded in 2001 by Philip Braude and headquartered at 19 King David Street, Jerusalem, Israel. The firm provides wealth management, financial consulting, and property advisory services to English-speaking international Jewish families and their relatives across Israel, the UK, the US, and South Africa. Philip Braude has held an Investment Marketer license from the Israel Securities Authority since 2002, which authorizes the firm to deliver regulated wealth management services to Israeli-resident clients; the firm's ISA License was most recently documented in an ISA Notice dated January 2023. The firm also operates a wholly-owned subsidiary, Anglo Capital Limited, which delivers related financial consulting services.
The firm's core offerings comprise three service lines: (1) Wealth Management for international Jewish families, Israeli citizens, Olim Chadashim (new immigrants), Americans living in Israel, and trusts/foundations with Israeli connections; (2) Financial Consulting covering estate and succession planning, trust advisory, corporate structuring, and pre-Aliyah advice; and (3) Property Advisory, including turn-key property purchase assistance, mortgage facilitation, and property syndicate investments. Revenue is generated through professional services engagements on a quote-based, bespoke pricing model, with no standardized fees disclosed publicly. Distribution is conducted through direct advisory engagements (video conference and in-person consultations), supported by a content marketing engine comprising free downloadable tax and regulatory guides, an email newsletter on Constant Contact, organic social presence, and recurring in-person seminars and partner-led webinars.
Braude Wealth maintains a partner ecosystem of international financial institutions (including Capital, Hansard, RL360, Old Mutual, Friends Provident, Maseco), Israeli banks (Bank Leumi), investment banks (Canaccord Genuity), asset managers (GAM), international law firms (Withers), and a portfolio and technology platform (Praemium) that enables the firm to offer a broader product shelf without internal build-out. With 1–10 employees, no disclosed external funding, and founder-led ownership, the business operates as a boutique single-licensed-advisor practice with deep domain specialization in multi-jurisdictional wealth structuring for the English-speaking Israeli and expatriate Jewish community.
Braude Wealth firmographics
Firmographics- Name
- Braude Wealth
- Legal name
- Braude Wealth
- Website
- https://braudewealth.com
- Company type
- Private
- Founded year
- 2001
- Operating status
- Operating
- Headcount range
- 1–10 employees
- Short description
- Braude Wealth is a Jerusalem-based, ISA-licensed financial consulting firm founded in 2001 by Philip Braude, providing wealth management, financial consulting, and property advisory services to English-speaking international Jewish families across Israel, the UK, the US, and South Africa.
- Ownership category
- akta.pro rank
Braude Wealth industry classification
Industry- Product category
- Wealth Management
- NAICS
- Portfolio Management and Investment Advice (523940), Trust, Fiduciary, and Custody Activities (523991)
- SIC
- Investment Advice (6282)
- akta.pro primary industry
- Registered Investment Advisor (RIA) Wealth Management (FSAEABAA)
- akta.pro secondary industries
- Estate Planning & Trust Structuring Advisory (FSAEAKAC), Philanthropy & Foundations Advisory (Donor-Advised Funds, Endowments) (FSAAABAH), Estate, Gift & Trust Valuation (BPAHANAL)
Keywords
Where Braude Wealth is headquartered
LocationHeadquarters
- HQ city
- Jerusalem
- HQ country
- Israel
- HQ region
- Middle East
Offices2 records
Markets served
Braude Wealth business model
Business model- GTM type
- B2C
- Offering type
- Services
- Cost components
- Personnel, Operations, Marketing or Sales, Others, Technology or R&D
Revenue model
- Wealth Management Services: Investment marketing and wealth management services for Israeli-resident clients, provided by Philip Braude as a licensed Investment Marketer under Israel Securities Authority supervision.
- Financial Consulting: Financial, estate and succession planning, corporate structuring and trust advisory services for international families, trusts, foundations and corporations.
- Property Advisory Services: Israel property advisory and turn-key property services including property acquisition assistance, mortgage facilitation, and property management support.
Go-to-market motion1 record
Distribution channels1 record
Marketing channels5 records
Braude Wealth product offering
Product offeringCore offering
Braude Wealth provides wealth structuring, financial consulting, and property advisory services to international Jewish families and English-speaking residents of Israel. The firm delivers Wealth Management as a licensed Investment Marketer under the Israel Securities Authority, alongside Financial Consulting covering estate planning, trust advisory, corporate structuring, and Aliya/returning Israeli advice, and Property Advisory including turn-key property purchases and property syndicate investments. Engagements are tailored, quote-based advisory mandates delivered by Philip Braude and a small team.
Product overview
Braude Wealth is a financial consulting firm providing specialist wealth management and advisory services for international Jewish families, with particular expertise serving English-speaking residents of Israel and their relatives worldwide. The core offerings comprise Wealth Management (delivered by ISA-licensed Investment Marketer Philip Braude), Financial Consulting (covering estate planning, trust advisory, corporate structuring, and Aliya advice), and Property Advisory services (including turn-key property purchase assistance and property syndicate investments). The company distributes educational content through webinars and seminars, and offers a portfolio of downloadable tax and regulatory compliance guides covering Israel, the UK, the US, and South Africa.
Differentiator
Problem solved
Functional benefit
Brands
- Anglo Capital Limited: Part of the Braude Wealth group, provides financial consulting services for international families, specializing in helping English-speaking residents of Israel and their relatives around the world.
Products and services
- Wealth Management Wealth structuring and management services for international Jewish families, Israeli citizens, Olim Chadashim, Americans living in Israel, trusts, foundations and corporations. Delivered by Philip Braude as a licensed Investment Marketer under the Israel Securities Authority, covering investment management for clients with worldwide income and cross-border holdings.
- Financial Consulting Financial consulting for individuals, families, trusts, foundations and corporations, covering estate and succession planning, corporate structuring, trust advisory, Aliya advice and returning Israeli services. Built for English-speaking international families with multi-jurisdictional needs.
- Property Advisory (Property Syndicate) Israeli property advisory and turn-key property services, including property acquisition assistance, mortgage facilitation through bank partners such as Bank Leumi, property syndicate investments, and property management support. Targets English-speaking international families purchasing or investing in Israeli real estate.
Companies that use Braude Wealth
Customer profileSegments6 records
Ideal customer profiles6 records
Braude Wealth technology and API
TechnologyTechnology focussed No
API detail
- Has API
- No
- API docs
- API detail
Core technology
AI maturity
App detail
Braude Wealth partnerships and signals
Strategic signalPartnerships
Four partnerships are on record, tiered core.
- WitherscoreInternational law firm partnership for trust and estate planning. Justine Markovitz, partner and joint CEO of Withers' private client and tax division, co-presented at seminars on UK tax law changes and trust restructuring.
- ProfimexcoreStrategic partner for hosting joint seminars on investment opportunities and estate planning for multi-national families with Israeli resident members. Co-hosted seminars with Elchanan Rosenheim, Managing Director of Profimex.
- GAMcoreAsset management partner for webinar content. Hosted joint webinars including GAM Credit Opportunities (with Patrick Smouha from Atlanticomnium) and GAM Managed Fund Solutions (with Charles Hepworth from GAM UK).
- Canaccord GenuitycoreInvestment banking partner for webinar content. Co-hosted webinar with Mark Piper from Canaccord Genuity.
Scale indicators3 records
Recent moves6 records
Expansion highlights5 records
Braude Wealth competitors and assessment
Company assessmentBroad incumbents
- Old Mutual International: International wealth and investment provider serving expatriate and offshore clients. Comparable as a distribution partner and as a competitor in the cross-border investment product space for international families.
- Investec Private Banking: International private bank offering wealth management to HNW clients across UK, South Africa and Israel (where Philip Braude previously led international private banking). Comparable in serving multi-jurisdictional high-net-worth clients with cross-border needs.
Direct peers
- Blevins Franks: Long-established international financial adviser serving expatriates across southern Europe and beyond. Highly comparable niche — cross-border tax planning, estate structuring and investment advice for English-speaking expatriates, with similar reliance on localized content and seminars.
- Holborn Assets: Independent financial adviser serving expatriate and international clients across multiple jurisdictions. Closely comparable in offering investment advice, estate planning and tax-efficient structuring to globally mobile families.
- MASECO Private Wealth: London-based wealth manager focused on US-connected clients and expatriates. Directly comparable in multi-jurisdictional advisory, US/UK tax-aware investing, and serving globally mobile families.
- Withers: International law firm specializing in private client, trust and estate planning. Comparable in serving the same HNW international Jewish client base and co-presenting educational content on UK trust restructuring and tax.
- Friends Provident International: Provider of international investment and savings products tailored to expatriates. Comparable as a partner/counterparty serving the same English-speaking expat client base with international investment solutions.
- Chase Buchanan: Expat-focused financial advisory firm providing wealth management, tax planning and pension advice to international residents. Directly comparable in targeting English-speaking expatriates with multi-jurisdictional wealth needs.
- RL360: International life and investment company focused on expatriate clients in Asia, Middle East and elsewhere. Highly comparable target market and product overlap (international investment wrappers, advisory content for expats).
Others
- Praemium: Wealth platform providing portfolio management, reporting and administration technology. Comparable as Braude's technology partner enabling outsourced portfolio administration for advisory firms like Braude.
Market position
Strengths4 records
Weaknesses4 records
Competitive moat5 records
Key risks6 records
Key highlights6 records
Customer concentration
Braude Wealth social profiles
Digital presenceBraude Wealth financial estimates
Financial estimateRevenue estimate
Valuation estimate
Braude Wealth leadership team
Management profileNumber of profiles
Profiles3 records
Braude Wealth subsidiaries and ownership
Company hierarchySubsidiaries1 record
Braude Wealth funding detail
Funding detailFunding overview
Funding rounds
Investors
Funding detail is available on the Subscription and Enterprise plan.Contact sales →
Braude Wealth 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 Braude Wealth
What does Braude Wealth do?
Braude Wealth provides wealth structuring, financial consulting, and property advisory services to international Jewish families and English-speaking residents of Israel. The firm delivers Wealth Management as a licensed Investment Marketer under the Israel Securities Authority, alongside Financial Consulting covering estate planning, trust advisory, corporate structuring, and Aliya/returning Israeli advice, and Property Advisory including turn-key property purchases and property syndicate investments. Engagements are tailored, quote-based advisory mandates delivered by Philip Braude and a small team.
Is Braude Wealth a public or private company?
Braude Wealth is a private company. It is classified as founder individual operated bootstrapped and is currently operating.
When was Braude Wealth founded?
Braude Wealth was founded in 2001. It employs 1 to 10 people.
Where is Braude Wealth based?
Braude Wealth is headquartered in Jerusalem, Israel, in the Middle East region.
How does Braude Wealth make money?
Three revenue lines are on record. Wealth Management Services are the primary driver. The others are financial Consulting and property Advisory Services.
Who are Braude Wealth's main competitors?
Broad incumbents on record are Old Mutual International and Investec Private Banking. Direct peers are Blevins Franks, Holborn Assets, MASECO Private Wealth, Withers, Friends Provident International, Chase Buchanan and RL360. Praemium is listed as an others.
Does Braude Wealth have an API?
No public API is recorded for Braude Wealth.
What industry is Braude Wealth in?
Braude Wealth's product category is Wealth Management. Its primary akta.pro industry code is FSAEABAA, Registered Investment Advisor (RIA) Wealth Management, with a secondary code of FSAEAKAC, Estate Planning & Trust Structuring Advisory. Its NAICS code is 523940 and its SIC code is 6282.