A financial broker
with an analyst’s mind.
Ogen Insurance & Finance is a pension, financial, and insurance planning agency serving premium clients: tech professionals, executives, high earners, and families. We combine deep financial expertise with data analysis and digital tools, fine-tuning your portfolio through ongoing personal guidance, with no hard sell.
Our approach
Analytical thinking, technology, and personal familiarity combined, so every decision in your portfolio rests on data, not on a hunch.
Data-driven analysis
We approach every portfolio the way analysts do: reading the numbers, examining management fees, investment tracks, and long-term performance, and building the full picture before recommending a move.
Tools and technology
Digital systems and advanced comparison tools let us scan the entire market quickly, spot gaps, and keep your portfolio up to date, without giving up the human touch.
Comparison across all providers
We run a comprehensive comparison of investment tracks across all institutional providers (The Phoenix, Clal, Harel, Menora Mivtachim, and more) and tailor the solution to you, not to a single vendor.
Ongoing personal guidance
Beyond the initial plan, we stay at your side along the way, adjusting the portfolio as life, markets, and regulation change, and staying reachable when you need us.
What sets us apart
An analyst’s mind
We analyze rather than sell. Every recommendation rests on data and comparison, not on intuition or sales targets.
Premium focus
We specialize in tech employees, executives, and high earners, and build solutions that match the complexity of their portfolios.
Full transparency
We explain every move in clear, plain language, with no fine print: what we looked at, what we compared, and why we chose.
Real availability
A personal agent who knows your portfolio and answers when you need them, not a call center or a bot.
Always evolving
We adopt new tools and approaches so your edge stays relevant tomorrow, instead of resting on what worked yesterday.
The whole picture
We examine pension, insurance, and financial planning as one whole, because every move in one area shifts everything else.
The people behind Ogen
Two founders and an experienced team at your side day to day, available and precise.
Eden Mynzberg
Co-CEO & Co-founderLeads Ogen’s growth, development, and vision, connecting the world of finance with the world of technology.
- Financial planner, licensed pension professional
- BA in Economics and Business Administration, specializing in finance and the capital market
- MA in Financial Economics (honors track), specializing in data and analytics
Ehud Maor
Co-CEO & Co-founderMakes sure everything runs smoothly and in good order, from day-to-day operations to each client’s personal guidance. Behind every decision there’s structure and control.
- Financial planner, licensed pension professional
- BA in Economics and Entrepreneurship, specializing in data
- MA in Financial Economics (honors track), specializing in data and analytics
Eliran Yitzhak
Client Manager, Life, Health & Risk InsuranceFinancial planner, licensed pension professionalYour point of contact for the insurance layer: life, health, and risk.
Makes sure you’re covered where it matters, with no unnecessary overlaps.
Adi Hazut
Pension Client ManagerFinancial planner, licensed pension professionalGuides clients through everything pension-related, from initial mapping to ongoing adjustments.
Your steady, consistent point of contact along the way.
The values that guide us
Data first
No recommendation goes out before the numbers are checked and compared.
Transparency, all the way
Including how we’re compensated, with no fine print.
Owning the outcome
We stay with you after the signature and are measured over years.
Available
A person who knows your portfolio answers you, not a call center.
Always learning
Regulation, products, and tools keep changing, and we stay ahead of them for you.
OUR VISION
That every family we guide receives the level of analysis and care they’d expect from their own private investment team, in clear language and for the long run.
Let’s meet.
A short intro call is the best way to see whether we’re the right fit for you. No commitment, and the decisions stay yours.
Book an intro call