Our Story, Your Financial Future

Since 2019, we've been transforming how people approach their financial goals - turning overwhelming financial planning into clear, achievable pathways to success.

How Lectyra Began

Back in 2019, our founder David was sitting across from yet another client who felt completely lost about their financial future. They had dreams - buying a home, securing retirement, funding their children's education - but no clear roadmap to get there.

That conversation sparked something. David realized that traditional financial planning was failing ordinary people. It was either too complex, too expensive, or too disconnected from real life. People needed something different.

The breakthrough moment: What if we could combine personal financial expertise with technology that actually makes sense? Not another budgeting app, but a true goal-setting platform that guides people step by step.

From our office in Herzliya, we started building what would become Lectyra - a platform where your financial dreams meet practical, achievable planning. We've helped over 2,800 individuals and families since then, and each success story reminds us why we started this journey.

Our Mission

We exist to democratize financial planning. Every person deserves access to clear, personalized guidance that turns their financial goals from wishful thinking into concrete reality. We bridge the gap between where you are financially and where you want to be.

Our Vision

A world where financial stress doesn't keep people awake at night. Where families feel confident about their future, where young adults start their careers with clear financial direction, and where retirement planning begins decades before retirement.

Goal-Focused

Every strategy we develop centers around your specific objectives, not generic financial advice.

Personal Touch

Technology enhances human connection - it doesn't replace the personal guidance you deserve.

Practical Progress

We measure success by the financial milestones you actually achieve, not complicated metrics.

Transparency

No hidden fees, no confusing jargon - just honest guidance you can understand and trust.

The People Behind Your Success

Our team combines decades of financial planning experience with a genuine passion for helping people achieve their goals. We're not just advisors - we're your partners in building a better financial future.

David Rosenbaum

Founder & Financial Planning Director

With 15 years in financial planning, David has guided over 1,200 families toward their financial goals. He holds certifications in personal financial planning and specializes in goal-based wealth building. David believes that everyone deserves a clear path to financial security, regardless of where they're starting from.

What Makes Us Different

We're not your typical financial services company. Our approach combines cutting-edge planning tools with old-school personal attention.

Client-First Approach

Your success is our success. We've structured our entire business around helping you achieve your specific financial objectives.

Continuous Learning

Financial markets evolve, and so do we. Our team regularly updates their knowledge to provide you with current, relevant guidance.

Technology Integration

We use advanced planning software and goal-tracking systems, but always with human oversight and personalized recommendations.

Community Impact

We regularly host free financial literacy workshops in Herzliya and surrounding areas, because financial education benefits everyone.

2,800+

Clients Served

₪47M

Goals Achieved

94%

Client Satisfaction

Years Experience