LIQD Investments
Lifetime Investing with Quality advice and Dedication to you
4 employees · Scottsdale, United States
Phoenix Financial
Israeli financial services group with broad insurance, investment, asset management, credit, and distribution activities
815 employees · est. 1950 · Israel
Phoenix Financial is the larger of the two.
Side-by-Side Comparison
| Metric | LIQD Investments | Phoenix Financial |
|---|---|---|
| Founded | ||
| Founded | Not tracked yet | 1950 |
| Headquarters | ||
| Headquarters | Scottsdale, United States | Israel |
| Employees | ||
| Employees | 4 | 815 larger |
| Industry | ||
| Industry | Finance, Financial Services, Fintech | Financial Services, Insurance |
| Funding Stage | ||
| Funding Stage | Not tracked yet | Post Ipo Secondary |
| Total Funding | ||
| Total Funding | Not tracked yet | $446.00M |
| Funding Rounds | ||
| Funding Rounds | Not tracked yet | 1 |
| Services | ||
| Services | Not tracked yet | Not tracked yet |
| Target Customers | ||
| Target Customers | Not tracked yet | Not tracked yet |
| Taxonomy | ||
| Taxonomy | Investment Advisory, Financial Planning, Retirement Planning, Investment Management, Digital Wealth Management, Private Equity, Venture Capital, Real Estate Funds, High-net-worth Clients, Institutional Investors, Financial Education | Asset Management, Investment, Financial Services, Israeli Economy, Wealth Management, Business Services, Client Loyalty, Innovation, Distribution, Financial Products, Risk Management, Investment Portfolio, Strategic Partnerships, Corporate Finance |
| Website | ||
| Website | liqdaz.com | investor-relations.fnx.co.il |
About LIQD Investments
LIQD Investments is a family wealth management firm offering retirement planning and investment management with a focus on simplicity and personalized advice. They prioritize understanding clients' biases around spending, saving, and planning to create a holistic financial plan. With over twenty-plu...
About Phoenix Financial
Phoenix Holdings קבות הפניקס is a dynamic leader in Israeli financial services, offering a broad range of insurance, investment, asset management, credit, and distribution activities. Founded in 1950, the company has over 70 years of experience and manages a substantial $100 billion in assets, posit...
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Funding, hiring, leadership and stack changes at LIQD Investments and Phoenix Financial — by email.
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Compiled from the BounceWatch company index. We last looked at LIQD Investments on 13 Sep 2024, and Phoenix Financial on 12 Sep 2024. Where a field is blank here, it means we have not recorded it — not that the answer is zero. How we source and date this.