Last updated 2026-07-20
Portfolio
1
in our dataset
Rounds participated
1
Rounds led
1
Rounds' value
$390.0M
total disclosed, rounds participated
Stages
Pre-Seed, Seed, Series A, Series B, Series C, Series D, Series E, Series F, Series G, Mature
About
UBS Israel is part of the global financial firm UBS Group AG, headquartered in Switzerland. It has been operating in Israel since 1996, offering wealth management, investment banking, brokerage, underwriting, and mergers and acquisitions services. UBS Wealth Management Israel Ltd. is an Investment Marketing licensee regulated by the Israel Securities Authority. In 2021, UBS announced the establishment of an R&D center in Israel, initially planning to employ up to 100 people, focusing on developing new tools and applications for investment banking and wealth management, particularly in the cybersecurity field. UBS also has a venture and innovation unit, UBS Next, which invests in Israeli compliance tech startups.
Portfolio · 1
Q&A
- What is UBS Israel's primary focus?
- UBS Israel primarily focuses on wealth management, investment banking, brokerage, underwriting, and M&A services for individuals, families, and institutions in Israel.
- When was UBS Israel established?
- UBS Israel was founded in 1996.
- Where is UBS Israel headquartered?
- UBS Israel is headquartered in Herzliya Pituach, Israel.
- What is UBS Israel's investment thesis?
- UBS Israel aims to be a prominent wealth management investment house in Israel, offering tailored solutions and actively scouting for technologies strategic to the organization.
- Which investment stages does UBS Israel participate in?
- UBS Israel participates in a wide range of investment stages, from Pre-Seed to Series G, and also mature companies.
- What geographies does UBS Israel prefer for investments?
- UBS Israel prefers to invest in companies located in Israel and worldwide.
- Who is the Country Head of UBS Israel?
- Hila Goldenberg serves as the Country Head of UBS Israel.
- What is the role of David Yeger at UBS Israel?
- David Yeger is the Head of Automation Services and Head of UBS Technology Israel.
Full data — links, identifiers, deals & radar signals (jobs, patents, research, more)
External links
| Website | ubs.com/il/en/wealth-management.html |
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Identifiers & details
| Legal name | UBS Wealth Management Israel Ltd. |
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| Founded | 1996 |
Radar intelligence
Web history (Wayback)
| Domain | ubs.com |
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