Organization · Family Office

SMARTGEN WEALTH MANAGEMENT

SMARTGEN Wealth Management is an independent multi-family office based in Netanya, Israel, specializing in wealth management for high-net-worth and ultra-high-net-worth individuals. Established in 2017, it operates in over 15 countries and manages more than $950 million in assets.

Family OfficeFunder

Overview

What SMARTGEN WEALTH MANAGEMENT does

What SMARTGEN WEALTH MANAGEMENT is

SMARTGEN Wealth Management is an independent multi-family office based in Netanya, Israel, specializing in wealth management for high-net-worth and ultra-high-net-worth individuals. Established in 2017, it operates in over 15 countries and manages more than $950 million in assets.

How it participates in the startup ecosystem

The current public profile supports funder capabilities. Each capability below is shown separately so organization identity and role-specific information do not get conflated.

Operational profile

Organization status and context

Organization status describes the entity itself. Funding and program availability appear within the relevant capability profile.

Operational status
Active
Organization type
Family Office
Founded
Founded in 2017
Approximate age
About 9 years
Structured capabilities
Funder
Last reviewed
March 28, 2026

Official channels

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Open the official website or a supported primary organization account.

Capability profile

SMARTGEN WEALTH MANAGEMENT as a funder

Investment thesis

SMARTGEN Wealth Management focuses on providing tailored wealth management solutions for high-net-worth individuals and their families, emphasizing growth and succession planning across international borders.

Focus narrative

SMARTGEN offers a comprehensive range of services including international banking, wealth strategic planning, exclusive investments, real estate, legal structuring, tax optimization, business relocation, and lifestyle and succession planning. The organization operates in over 15 countries and manages more than $950 million in assets.

Value beyond capital

SMARTGEN adds value to its portfolio by offering personalized wealth management strategies, access to exclusive investment opportunities, and expert guidance in navigating complex financial landscapes.

Focus and fit

Regions
Global

Availability

Currently deploying
Not published

Portfolio and track record

Recorded portfolio count
300

Portfolio context

Since its inception, SMARTGEN has served over 300 families, providing them with various wealth management services tailored to their unique needs.

Connected ecosystem

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Common questions

What to know about SMARTGEN WEALTH MANAGEMENT

Upseed classifies SMARTGEN WEALTH MANAGEMENT under the Family Office organization type. Its current public profile includes funder capabilities.

Next step

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Source and update disclosure

Know what this page is based on

Source basis

Public organization and program material, official websites, and structured Upseed records.

Last reviewed

March 28, 2026

Known limits

Capability profiles appear only when a structured public profile also contains decision-useful role evidence. Terms and availability can change.

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