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Agio
Agio is a financial consulting firm providing investment management, risk management, and family office services to individuals, organizations, and kibbutzim.
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Agio at a glance
Agio is a financial services company headquartered in Israel. It has raised at least $15.6M across the 3 funding rounds on record. Its most recent funding round, Venture Round, raised $6M in October 2025. Xcout tracks 11 named people at Agio, including Arik Shani (מנכ"ל משותף).
Agio leadership
- Arik Shaniמנכ"ל משותף
- Doron Olsvangerמנ''ל חברת אג'יו מודלים ופתרונות פיננסיים
- Hezi Gwiliמנכ"ל
- Ana De SousaFounder
- Gideon Ben-Nunיו"ר ומייסד
- Henry StottFounder
5 more named people on record for Agio, with roles, board committees and tenure — see the full roster →
Agio funding rounds
At least $15.6M raised across the 3 rounds on record. Every round on record:
| Date | Round | Amount | Investors |
|---|---|---|---|
| Venture Round | $6M | 7 named | |
| Pre-Seed | $4.6M | 2 named | |
| Seed | $5M | 6 named |
Who invested in each round, lead investors, valuations and the co-investor graph — open the full funding history →
Investors
Agio competitors
A few of Agio's closest competitors — see the full list of competitors and alternatives →
Altshuler Shaham is a leading Israeli investment house providing pension, provident funds, mutual funds, and portfolio management services.
Psagot Investment House is an Israeli financial-services firm that provides investment and savings products, including portfolio management, mutual funds, provident funds and related institutional asset-management services. It serves individual investors, businesses and institutional clients in Israel.
Sepio Capital is a multi-family office and institutional investment advisory firm that provides wealth management, family office services, and trust administration. The company serves a select group of families and institutions by managing financial details, portfolio alignments, and investment allocations.
CIO Group, LLC is an SEC-registered investment adviser that provides wealth management and investment advisory services to individuals and clients. The firm utilizes a combination of wealth management experience, proprietary artificial intelligence technology, and active asset allocation methodologies to manage portfolios and deliver financial insights.
Dimension Capital Management is an investment advisory firm that provides wealth management and customized global investment portfolios for U.S. and international investors. Since 1980, the company has connected clients with top-tier institutional money managers to help preserve wealth and meet financial goals.
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More on Agio in Xcout Intel
- 11 named people with titles, LinkedIn and board committees
- 3 funding rounds with the investors in each, and who they co-invest with
- The full competitor set, tracking, exports and API access