MIX Plan
MIX·PlanAI wealth plan by MIX Capital
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Alee Shapiro

Alee Shapiro

Financial advisor · Tel Aviv, Israel

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Take a financial checkup with Alee →Free, 10 minutes
10years in finance
30+clients
15countries

Figures include the advisor’s work outside the MIX Plan platform.

Specializations

Capital when relocatingCross-border wealthRetirement planningInsurance and family protectionGlobal marketsBonds and private creditVenture and pre-IPOLegacy, trusts and foundationsResidency and second citizenshipBusiness owners

Qualifications

Languages
Russian
English

How I work

  1. Free financial checkup10 minutes online: income, capital, goals and risks. Your plan and PDF right away.
  2. Personal wealth reviewWe go through the plan together and find the weak spots and priorities.Price on booking
  3. Action planConcrete steps and tools for your goals and risk profile.
  4. Ongoing supportYour “My capital” dashboard, portfolio reports and a quarterly checkup.
MIX Plan · financial checkup

Take a financial checkup with Alee

Free, 10 minutes. You will see your plan: capital, risks, retirement and three buckets for your risk profile. The request goes to the advisor, who will contact you.

Take a financial checkup with Alee →

The information on this page is not individual investment advice or an offer. Past performance does not guarantee future returns. You make your own investment decisions.