Company lists · Data refreshed September 2026

Top 21 Digital portfolio advisors based in Ireland

RevenueBase identified 30 digital portfolio advisors headquartered in Ireland as of September 2026 and tracks 188 professional contacts across them, including 103 with verified work emails. Dublin is the largest hub.

This list covers digital portfolio advisors 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 19, 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 19, 2026 86% judged on-target in blind review
30Companies
188Contacts tracked
103Verified emails
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The 21 largest digital portfolio advisors based in Ireland

Ranked by team size
Top 21 of 30 digital portfolio advisors based in Ireland, ranked by team size, largest first. Data refreshed Sep 19, 2026. RevenueBase Smart Search rates how each company's information relates to digital portfolio advisors: 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
1Partial evidenceBallsbridge, IrelandHQ checked Sep 19, 202651-20025 contacts →

Partial evidence

“Harvest Financial Services Limited ("Harvest") is one of Ireland’s leading financial advisory firms.”

Source: RevenueBase Database · checked Sep 19, 2026
2Indirect evidenceDublin, IrelandHQ checked Sep 19, 202611-5021 contacts →

Indirect evidence

“Walfrid Private specialises in Wealth-Protection -Development -Retention Our success is based on advice that is; Simple, Client focused, Transparent, Holistic Advice is provided…”

Source: RevenueBase Database · checked Sep 19, 2026
3Indirect evidenceLimerick, IrelandHQ checked Sep 19, 202611-5016 contacts →

Indirect 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 19, 2026
4Indirect evidenceDublin 2, IrelandHQ checked Sep 19, 20261-1016 contacts →

Indirect evidence

“SparksWealth was set up in 2019 by Will Sparks.”

Source: RevenueBase Database · checked Sep 19, 2026
5Partial evidenceDublin 2, IrelandHQ checked Sep 19, 202611-5010 contacts →

Partial evidence

“Kestrel is an investment advisory firm where the client relationship is at the centre of our process.”

Source: RevenueBase Database · checked Sep 19, 2026
6Strong evidenceLimerick, IrelandHQ checked Sep 19, 202611-5010 contacts →

Strong evidence

“Wellesley Investments & Pensions is an independent financial advisory firm specialising in the areas of investment portfolio management, investment risk management, and retirement…”

Source: RevenueBase Database · checked Sep 19, 2026
7Indirect evidenceDouglas Road, IrelandHQ checked Sep 19, 20261-109 contacts →

Indirect evidence

“At Insight Private Clients, we believe that true financial planning starts with a conversation, not a product.”

Source: RevenueBase Database · checked Sep 19, 2026
8Partial evidenceBarna, IrelandHQ checked Sep 19, 20261-108 contacts →

Partial evidence

“Hennelly Finance is one of the West of Ireland’s leading wealth management and financial advisory firms, trusted by individuals, families, business owners and organisations to…”

Source: RevenueBase Database · checked Sep 19, 2026
9Indirect evidenceDublin, IrelandHQ checked Sep 19, 20261-107 contacts →

Indirect 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 19, 2026
10Indirect evidenceDublin 2, IrelandHQ checked Sep 19, 20261-107 contacts →

Indirect evidence

“Whether your journey is just beginning, or you’re a seasoned expert looking for solutions, our team of internationally qualified advisers can offer a service that’s perfectly…”

Source: RevenueBase Database · checked Sep 19, 2026
11Partial evidenceDublin 3, IrelandHQ checked Sep 19, 20261-105 contacts →

Partial evidence

“At Greenway Financial Advisors, we help individuals, families, and business owners across Ireland make confident, informed financial decisions.”

Source: RevenueBase Database · checked Sep 19, 2026
12Indirect evidenceNutgrove Enterprise Park, IrelandHQ checked Sep 19, 20261-104 contacts →

Indirect evidence

“Here to help you save for today, tomorrow and for the unexpected.”

Source: RevenueBase Database · checked Sep 19, 2026
13Indirect evidenceCo. Donegal, IrelandHQ checked Sep 19, 202611-504 contacts →

Indirect evidence

“John F.”

Source: RevenueBase Database · checked Sep 19, 2026
14Indirect evidenceDublin 18, IrelandHQ checked Sep 19, 20261-104 contacts →

Indirect evidence

“We provide direct, hassle-free and cost-effective financial advice and solutions to our clients on a one-to-one basis.”

Source: RevenueBase Database · checked Sep 19, 2026
15Indirect evidenceDublin 8, IrelandHQ checked Sep 19, 20261-103 contacts →

Indirect evidence

“At Progressive Financial Services we have only one focus, our clients best interest, because our clients are what keep us in business.”

Source: RevenueBase Database · checked Sep 19, 2026
16Indirect evidenceDublin, IrelandHQ checked Sep 19, 20261-103 contacts →

Indirect evidence

“We offer our clients the best financial advice – we help them grow their wealth more efficiently, whilst also living their lives.”

Source: RevenueBase Database · checked Sep 19, 2026
17Indirect evidenceDublin 18, IrelandHQ checked Sep 19, 202611-502 contacts →

Indirect evidence

“We provide advice on the creation & management of wealth and achieving above average returns on investments, for all clients.”

Source: RevenueBase Database · checked Sep 19, 2026
18Indirect evidenceTralee, IrelandHQ checked Sep 19, 20261-102 contacts →

Indirect evidence

“At Fairstone Tralee (Formerly Premier Financial), we understand People are busy today, and finding time to plan their investments in a structured way is difficult.”

Source: RevenueBase Database · checked Sep 19, 2026
19Indirect evidenceDublin, IrelandHQ checked Sep 19, 20261-101 contacts →

Indirect evidence

“A Dublin based investment firm.”

Source: RevenueBase Database · checked Sep 19, 2026
20Partial evidenceDonnybrook, IrelandHQ checked Sep 19, 20261-101 contacts →

Partial 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 19, 2026
21Partial evidenceDublin, IrelandHQ checked Sep 19, 2026n/a1 contacts →

Partial evidence

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

Source: RevenueBase Database · checked Sep 19, 2026

Showing 21 of 30 digital portfolio advisors based in Ireland

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Digital portfolio advisors based in Ireland at a glance

As of Sep 19, 2026
54.8%Verified-email coverage
6.3Average contacts per company
1-10Median size (employees)
26.7%Largest-city concentration · Dublin
Sep 19, 2026Page data refreshed

Companies by employee count

1-10
19
11-50
7
51-200
1
501-1,000
1
5,001-10,000
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 digital portfolio advisors, 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 “digital portfolio advisors”. 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 digital portfolio advisors), 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 digital portfolio advisors, 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, 103 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 19, 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 digital portfolio advisors, 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 digital portfolio advisors are there based in Ireland?

RevenueBase identified 30 digital portfolio advisors 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?

Harvest Financial Services, headquartered in Ballsbridge, tops this list with the largest team on record.

Which city has the most digital portfolio advisors?

Dublin leads with 8 headquartered companies, followed by Limerick (2) and Ballsbridge (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 103 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 19, 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.