Company lists · Data refreshed September 2026

Top 13 AI wealth management platforms based in Ireland

RevenueBase identified 30 AI wealth management platforms headquartered in Ireland as of September 2026 and tracks 489 professional contacts across them, including 188 with verified work emails. Dublin is the largest hub.

This list covers AI wealth management platforms headquartered in Ireland, matched on what each company actually does as described in its own words. Ranked by team size, largest first. Every row shows the company's own description, its RevenueBase Smart Search rating, and when it was last checked. Data refreshed September 27, 2026.

Published by RevenueBase, a B2B data infrastructure company. This list was built with RevenueBase Smart Search, the natural-language company search RevenueBase customers use to build their own targeted lists and unlock verified emails and direct dials at the companies on them. How these lists are built and judged.

How to read this list HQ checked on every row RevenueBase Smart Search rating on every row Refreshed Sep 27, 2026 86% judged on-target in blind review
30Companies
489Contacts tracked
188Verified emails
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The 13 largest AI wealth management platforms based in Ireland

Ranked by team size
Top 13 of 30 AI wealth management platforms based in Ireland, ranked by team size, largest first. Data refreshed Sep 27, 2026. RevenueBase Smart Search rates how each company's information relates to AI wealth management platforms: strong evidence (its own description names it), partial (names part of it), indirect (matched on the rest of its profile rather than the description shown). Click a contact count to view that company's people.
#CompanyRevenueBase Smart SearchHeadquartersEmployeesContacts
1Indirect evidenceDublin, IrelandHQ checked Sep 27, 20261,001-5,000178 contacts →

Indirect evidence

“Dublin Ireland”

Source: RevenueBase Database · checked Sep 27, 2026
2Strong evidenceDublin, IrelandHQ checked Sep 27, 202651-20094 contacts →

Strong evidence

“One of Ireland’s leading wealth managers, we are now also one of the largest, with the acquisition of Investec’s Irish wealth management business making us the third largest in…”

Source: RevenueBase Database · checked Sep 27, 2026
3Indirect evidenceDublin 1, IrelandHQ checked Sep 27, 202611-5021 contacts →

Indirect evidence

“Conexim is a member of the Great-West LifeCo Inc group of companies who are one of the world’s leading life assurance organisations.”

Source: RevenueBase Database · checked Sep 27, 2026
4Partial evidenceDublin, IrelandHQ checked Sep 27, 202611-5021 contacts →

Partial evidence

“Quantmatix is a Dublin-based fintech at the forefront of AI-driven investment research.”

Source: RevenueBase Database · checked Sep 27, 2026
5Strong evidenceLimerick, IrelandHQ checked Sep 27, 202611-5016 contacts →

Strong evidence

“Thomond Asset Management was founded in 2009 by Neal Kelly, Tom Fitzgerald and David O’Neill with the aim of providing distinctively high quality wealth management.”

Source: RevenueBase Database · checked Sep 27, 2026
6Strong evidenceSandyford, IrelandHQ checked Sep 27, 202611-5011 contacts →

Strong evidence

“Omnium Investment Platform was established in 2014 with a view to supporting independent financial advisors and wealth managers create better client experiences for their clients…”

Source: RevenueBase Database · checked Sep 27, 2026
7Partial evidenceDublin, IrelandHQ checked Sep 27, 20261-109 contacts →

Partial evidence

“STRATxAI serves as the core infrastructure powering model management and portfolio customization for enterprise RIAs, advisor networks, and TAMPs.”

Source: RevenueBase Database · checked Sep 27, 2026
8Indirect evidenceSandyford, IrelandHQ checked Sep 27, 20261-108 contacts →

Indirect evidence

“At Nazaré Point, we harness the synergy of our people and cutting-edge technology to deliver exceptional returns for our clients.”

Source: RevenueBase Database · checked Sep 27, 2026
9Strong evidenceDublin, IrelandHQ checked Sep 27, 20261-107 contacts →

Strong evidence

“Compass Private Wealth specialises in delivering sophisticated Wealth Management and Financial Planning advice to Individuals and Families in Ireland.”

Source: RevenueBase Database · checked Sep 27, 2026
10Strong evidenceDublin 2, IrelandHQ checked Sep 27, 20261-103 contacts →

Strong evidence

“Seaspray Financial is a client centred investment advisor offering bespoke customised wealth management, protection, mortgage broking and savings & investment services.”

Source: RevenueBase Database · checked Sep 27, 2026
11Strong evidenceDonnybrook, IrelandHQ checked Sep 27, 20261-101 contacts →

Strong evidence

“Baseplan Ltd has been providing client-led financial and retirement planning and wealth management advisory services to clients for the last 30 years.”

Source: RevenueBase Database · checked Sep 27, 2026
12Strong evidenceClarke's Bridge, IrelandHQ checked Sep 27, 20261-101 contacts →

Strong evidence

“HERITAGE WEALTH MANAGEMENT LIMITED is a financial planning firm based in Ireland.”

Source: RevenueBase Database · checked Sep 27, 2026
13Indirect evidenceDublin, IrelandHQ checked Sep 27, 2026n/a1 contacts →

Indirect evidence

“GillenMarkets is one of Ireland's leading investment advisory firms.”

Source: RevenueBase Database · checked Sep 27, 2026

Showing 13 of 30 AI wealth management platforms based in Ireland

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AI wealth management platforms based in Ireland at a glance

As of Sep 27, 2026
38.4%Verified-email coverage
16.3Average contacts per company
1-10Median size (employees)
33.3%Largest-city concentration · Dublin
Sep 27, 2026Page data refreshed

Companies by employee count

1-10
18
11-50
7
51-200
2
201-500
1
1,001-5,000
1

Email recency for this list is measured worldwide rather than for Ireland, so it is reported there. Company counts and contact totals on this page are exact for Ireland, over 30 companies.

How this list was built

Company categories are rarely black and white. RevenueBase reads each company's own description of its business to decide whether it belongs among AI wealth management platforms, so some rows will be adjacent to the category rather than pure plays. The description and RevenueBase Smart Search rating on every row are there so you can check each match yourself.

Source
The RevenueBase company graph: 60 million companies and 398.9 million professional contacts resolved from primary sources, queried with RevenueBase Smart Search, the natural-language company search available to every RevenueBase user.
What qualifies
Companies headquartered in Ireland whose own description of what they do matches “AI wealth management platforms”. Matching reads each company's description, not its industry code or its name.
RevenueBase Smart Search
RevenueBase Smart Search is how this list is assembled and how each row is rated. RevenueBase's data engine and AI assess a company's LinkedIn profile, information supplied directly by the company, its website and other publicly available information, then relate it to a category defined in a user's own words. Each row is rated strong evidence (its own description names AI wealth management platforms), partial evidence (it names part of the category) or indirect evidence (the description shown names none of it and the match rests on the rest of the company's profile). The description supporting each rating is quoted on the row.
What we exclude
Companies whose own description does not clearly place them among AI wealth management platforms, and records with no verified work email. Companies headquartered outside Ireland are excluded even when they keep an office there.
Match quality
In blind human judging of this matching method, 86% of matched companies were on target. Expect roughly 1 in 7 rows to be adjacent to the category rather than a pure play. Every row shows the company's own description and its RevenueBase Smart Search rating so you can judge each match yourself. Read the full methodology: how the lists are built, how the judging worked, and what the figure means.
Ranking
Team size, largest first: companies are ordered by the number of professionals RevenueBase tracks at each one. Employee ranges shown are reported bands, for context.
Verification
Every listed company carries at least one verified work email, 188 across the full list. Contacts re-verify on a rolling cadence, and each contact's own verification date is shown inside RevenueBase.
Refresh
This page's figures were pulled from the company graph on September 27, 2026. Lists refresh periodically as the graph is re-checked.
Corrections
Wrong category, wrong headquarters, or a company that has closed? Use “Report an issue” on any row. Reports go to the RevenueBase Data Team and feed back into the company graph.

Frequently asked

What is RevenueBase Smart Search?

RevenueBase Smart Search is how RevenueBase decides which companies belong on this list and how strongly each one fits. Its data engine and AI assess a company's LinkedIn profile, information supplied directly by the company, its website and other publicly available information, then relate it to the category the list is about. Each row is rated strong evidence when the company's own description names AI wealth management platforms, partial evidence when it names part of the category, and indirect evidence when the description shown names none of it and the match rests on the rest of the company's profile.

How many AI wealth management platforms are there based in Ireland?

RevenueBase identified 30 AI wealth management platforms headquartered in Ireland as of September 2026, matched on each company's own description of what it does rather than its industry code.

What is the largest company on this list?

FNZ Ireland Ipsi, headquartered in Dublin, tops this list with the largest team on record.

Which city has the most AI wealth management platforms?

Dublin leads with 10 headquartered companies, followed by Cork (2) and Clonskeagh (1).

How do I get contact information for these companies?

A free RevenueBase account lets you run this exact search and work the top results, verified emails and direct dials included. Upgrading unlocks all 188 verified decision-maker contacts tracked across these 30 companies.

How current is this list?

The list refreshes periodically as the company graph is re-checked. This page's figures were pulled on September 27, 2026.

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About this data

RevenueBase is a B2B data infrastructure company. Its company graph covers 60 million companies and 398.9 million professional contacts, with emails verified on a rolling cadence rather than scraped once and left to decay. These company lists are generated directly from that graph with RevenueBase Smart Search, the same natural-language company search every RevenueBase user has: describe a market in plain words, get the companies that match, and add verified emails and direct dials for the people at them. It is the same data that powers RevenueBase's B2B data products, and a free account includes 500 credits to start. How these lists are built and judged.