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Agio competitors & alternatives
The 12 closest competitors and alternatives to Agio among financial services companies — ranked by similarity to what Agio actually does, not by market-cap band.
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About Agio
Agio is a financial consulting firm providing investment management, risk management, and family office services to individuals, organizations, and kibbutzim.
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 →
Top 12 Agio competitors
Ranked by semantic similarity — how close each company is to Agio by what it does, using Xcout's live company graph. Click any company for its full profile, or its competitor set.
Similar financial services company
Altshuler Shaham is a leading Israeli investment house providing pension, provident funds, mutual funds, and portfolio management services.
Similar financial services company
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.
Similar financial services company
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.
Similar financial services company
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.
Similar financial services company
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.
Similar financial services company
Amitim is the operational union managing eight veteran pension funds in Israel, serving as one of the largest institutional investment bodies in the country.
Similar financial services company
Proficio Capital Partners is a wealth management and multi-family office firm that provides holistic financial services to high-net-worth families. The company offers customized investment management, wealth transfer and estate planning, philanthropic initiatives, tax planning, risk management, and administrative services.
Similar financial services company
Meitav Investment House is a leading Israeli financial institution providing investment management, pension, provident funds, and trading services.
Similar financial services company
Infinity Investment House is an Israeli financial institution offering investment management, pension funds, provident funds, and advanced training funds.
Similar financial services company
Azimut is an independent global asset management group that provides investment, wealth management, corporate investment banking, and fintech services. It serves private clients and businesses by offering public and private market solutions, insurance products, and portfolio management.
Similar financial services company
OK KLIENT provides financial consulting, insurance, and investment services, along with software and administrative support for financial advisors.
Similar financial services company
Canterbury Consulting is an independent investment advisory firm that provides institutional advisory, outsourced discretionary management, and wealth management services. The firm serves institutional clients such as colleges, universities, healthcare organizations, and foundations, as well as individuals and family offices.
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