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Clarity

David Lahmi

Tel Aviv, Israel

Founder & CEO of Finberry | Head of Business Development at Shine Family Office

20+ years in wealth management and capital markets. I help entrepreneurs, investors, and family offices with fundraising, financial strategy, and cross-border wealth solutions.

$2.50/min

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Fundraising Early-stage Startups Wealth Management Wealth Management Services

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Fundraising Strategy

As CEO & co-founder of Finberry and Head of Business Development at Shine Family Office, I’ve led and supported complex fundraising campaigns across private equity, venture capital, and crowdfunding. I understand both sides of the table — founders seeking capital and investors seeking transparency.

On our call, you’ll gain actionable strategies to refine your pitch, engage the right investors, and structure your fundraising for long-term success.

Financial Technology (WealthTech)

I specialize in bridging finance and technology. As co-founder of Finberry, I’ve built digital solutions that help advisors and investors consolidate wealth, automate reporting, and unlock smarter investment decisions. With experience in open banking, compliance, and cross-border integration, I can help you navigate the evolving world of WealthTech.

On our call, you’ll gain clarity on tools, platforms, and digital strategies to streamline your financial operations and deliver more value to clients or investors.

Wealth Management

I bring 20+ years of experience in wealth management, private banking, and family office advisory across Israel, Switzerland, and the US. I’ve helped high-net-worth individuals and family offices structure portfolios, manage cross-border assets, and align investment strategies with long-term goals.

On our call, you’ll gain clear, practical insights to simplify complex financial decisions, protect your wealth, and identify opportunities for sustainable growth.

Family Office Advisory

With hands-on experience as Head of Business Development at Shine Family Office, I’ve worked closely with high-net-worth families to manage multi-jurisdictional assets, set up investment structures, and align wealth with legacy planning.

On our call, you’ll gain practical guidance on structuring a family office, optimizing relationships with banks and asset managers, and implementing long-term strategies for wealth preservation.

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Member since August 2025