Company lists · Data refreshed September 2026

Top 25 Financial planning outsourcing companies based in Ireland

Name: Financial planning outsourcing companies based in Ireland
Creator: RevenueBase
License: https://creativecommons.org/licenses/by/4.0/

Compiled by the RevenueBase Data Team Data refreshed Sep 28, 2026 173 companies tracked

RevenueBase identified 173 company matches for financial planning outsourcing companies associated with Ireland as of September 2026 and tracks 847 professional contacts across them, including 428 with verified work emails. Dublin is the largest hub.

This list covers company matches for financial planning outsourcing companies associated with Ireland, found by RevenueBase SmartSearch using the meaning of business descriptions in its company graph at Exact. Ranked by professionals tracked, largest first. Rows show recorded descriptions where available, Exact search membership and the snapshot date. Data refreshed September 28, 2026.

Published by RevenueBase, a B2B data infrastructure company. This list was built with RevenueBase SmartSearch, 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 RevenueBase SmartSearch · Exact Recorded Sep 28, 2026 How this list was built

173Companies

847Contacts tracked

428Verified emails

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The 25 largest financial planning outsourcing companies based in Ireland

Ranked by team size

Top 25 of 173 company matches for financial planning outsourcing companies based in Ireland, ordered by professional contacts tracked in RevenueBase, largest first. Recorded Sep 28, 2026. The RevenueBase SmartSearch column shows Exact match membership in this saved search. Click a contact count to view that company's people. Totals use company locations recorded by RevenueBase; the displayed preview is a smaller selection.
#	Company	RevenueBase SmartSearch	Headquarters	Employees	Contacts
1	Prosperous Financial	Exact match	Dublin 7, IrelandHQ recorded Sep 28, 2026	11-50	36 contacts →
	Exact match “At Prosperous Financial Planning we believe that sound financial advice changes lives.” Recorded in the RevenueBase company graph · Sep 28, 2026 · View company records in RevenueBase
2	Metis Ireland	Exact match	Dublin 2, IrelandHQ recorded Sep 28, 2026	11-50	27 contacts →
	Exact match “Honest Experienced Financial Planning.” Recorded in the RevenueBase company graph · Sep 28, 2026 · View company records in RevenueBase
3	Walfrid Private	Exact match	Dublin, IrelandHQ recorded Sep 28, 2026	11-50	21 contacts →
	Exact match “Walfrid Private specialises in Wealth-Protection -Development -Retention Our success is based on advice that is; Simple, Client focused, Transparent, Holistic Advice is provided…” Recorded in the RevenueBase company graph · Sep 28, 2026 · View company records in RevenueBase
4	Mason Wealth Management	Exact match	Dublin 2, IrelandHQ recorded Sep 28, 2026	1-10	18 contacts →
	Exact match “Mason Wealth Management is an innovative financial services company, providing independent financial planning in respect of mortgages, life assurance, pensions and investments and…” Recorded in the RevenueBase company graph · Sep 28, 2026 · View company records in RevenueBase
5	Wealthwise Financial Planning	Exact match	Carrick On Shannon, IrelandHQ recorded Sep 28, 2026	1-10	16 contacts →
	Exact match “Wealthwise is an Award winning Financial Advisory firm with offices in Carrick on Shannon & Galway.” Recorded in the RevenueBase company graph · Sep 28, 2026 · View company records in RevenueBase
6	Murray & Spelman Financial Services LTD	Exact match	Galway, IrelandHQ recorded Sep 28, 2026	11-50	16 contacts →
	Exact match “More than 60 years offering Retirement planning, Mortgages and Financial planning for individuals, families and companies Galway Kildare” Recorded in the RevenueBase company graph · Sep 28, 2026 · View company records in RevenueBase
7	KDA	Exact match	Gorey, IrelandHQ recorded Sep 28, 2026	11-50	15 contacts →
	Exact match “KDA Doyle Kelly offer a locally based, complete financial solution for businesses and individuals in Gorey, Co.” Recorded in the RevenueBase company graph · Sep 28, 2026 · View company records in RevenueBase
8	Gallivan Financial	Exact match	Killarney, IrelandHQ recorded Sep 28, 2026	11-50	14 contacts →
	Exact match “Gallivan Financial provides independent impartial advice on essential financial planning and it is tailored to meet your particular needs and budgetary requirements.” Recorded in the RevenueBase company graph · Sep 28, 2026 · View company records in RevenueBase
9	SMP Financial	Exact match	Dublin, IrelandHQ recorded Sep 28, 2026	1-10	14 contacts →
	Exact match “At SMP Financial, we have been helping clients plan for their future since 2006.” Recorded in the RevenueBase company graph · Sep 28, 2026 · View company records in RevenueBase
10	Biograph Wealth Advisors	Exact match	Dublin, IrelandHQ recorded Sep 28, 2026	11-50	13 contacts →
	Exact match “Founded in 2009, Biograph is a leading, independently owned Irish wealth advisory firm.” Recorded in the RevenueBase company graph · Sep 28, 2026 · View company records in RevenueBase
11	Carey Corbett Financial Solutions	Exact match	Ennis, IrelandHQ recorded Sep 28, 2026	11-50	12 contacts →
	Exact match “Established in 2004, Carey Corbett Financial Solutions is a Clare-based Financial Services firm proudly serving both individual and corporate clients in all areas of Financial…” Recorded in the RevenueBase company graph · Sep 28, 2026 · View company records in RevenueBase
12	Money Maximising Advisors Limited	Exact match	Galway, IrelandHQ recorded Sep 28, 2026	1-10	12 contacts →
	Exact match “Money Maximising Advisors Ltd is a proactive, forward thinking Financial Services company based in Ireland.” Recorded in the RevenueBase company graph · Sep 28, 2026 · View company records in RevenueBase
13	Everlake	Exact match	Dun Laoghaire, IrelandHQ recorded Sep 28, 2026	11-50	11 contacts →
	Exact match “Expert wealth planning advice, intelligent insights, personalised solutions, and a holistic perspective.” Recorded in the RevenueBase company graph · Sep 28, 2026 · View company records in RevenueBase
14	Finance ONE LTD	Exact match	Dublin, IrelandHQ recorded Sep 28, 2026	11-50	10 contacts →
	Exact match “In 2024, Finance One became part of LHK Group, a leading financial services firm dedicated to innovation and comprehensive solutions.” Recorded in the RevenueBase company graph · Sep 28, 2026 · View company records in RevenueBase
15	Wellesley Investments & Pensions LTD	Exact match	Limerick, IrelandHQ recorded Sep 28, 2026	11-50	10 contacts →
	Exact match “Wellesley Investments & Pensions is an independent financial advisory firm specialising in the areas of investment portfolio management, investment risk management, and retirement…” Recorded in the RevenueBase company graph · Sep 28, 2026 · View company records in RevenueBase
16	Mcevoy Craig	Exact match	Drogheda, IrelandHQ recorded Sep 28, 2026	1-10	9 contacts →
	Exact match “At McEvoy Craig our focus is to offer clients the support and expert advice they need to manage and grow their business.” Recorded in the RevenueBase company graph · Sep 28, 2026 · View company records in RevenueBase
17	Maven Financial Planning	Exact match	Galway, IrelandHQ recorded Sep 28, 2026	1-10	9 contacts →
	Exact match “Maven Financial Planning is one of Ireland’s leading financial planning and advisory firms.” Recorded in the RevenueBase company graph · Sep 28, 2026 · View company records in RevenueBase
18	Paul Ryan Financial Advisors	Exact match	Dublin 6w, IrelandHQ recorded Sep 28, 2026	1-10	9 contacts →
	Exact match “At Paul Ryan Financial Advisors, we’re here to make financial planning simple and personal.” Recorded in the RevenueBase company graph · Sep 28, 2026 · View company records in RevenueBase
19	Insight Private Clients Limited	Exact match	Douglas Road, IrelandHQ recorded Sep 28, 2026	1-10	9 contacts →
	Exact match “At Insight Private Clients, we believe that true financial planning starts with a conversation, not a product.” Recorded in the RevenueBase company graph · Sep 28, 2026 · View company records in RevenueBase
20	Contracting Plus Financial	Exact match	Cork, IrelandHQ recorded Sep 28, 2026	11-50	8 contacts →
	Exact match “Fed up with one-size-fits-all financial advice that doesn’t understand the nuances of contracting life?” Recorded in the RevenueBase company graph · Sep 28, 2026 · View company records in RevenueBase
21	Hennelly Finance	Exact match	Barna, IrelandHQ recorded Sep 28, 2026	1-10	8 contacts →
	Exact match “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…” Recorded in the RevenueBase company graph · Sep 28, 2026 · View company records in RevenueBase
22	Symmetry Financial Management	Exact match	Dunboyne, IrelandHQ recorded Sep 28, 2026	11-50	8 contacts →
	Exact match “Our team are here to help you assess your financial goals and put a plan in place to achieve them.” Recorded in the RevenueBase company graph · Sep 28, 2026 · View company records in RevenueBase
23	Hedderman Financial Solutions LTD	Exact match	Dublin 18, IrelandHQ recorded Sep 28, 2026	1-10	8 contacts →
	Exact match “Hedderman Financial Solutions is a second generation family run business supporting individuals, families and businesses with their financial planning in Ireland and abroad.” Recorded in the RevenueBase company graph · Sep 28, 2026 · View company records in RevenueBase
24	Mlmg Financial Brokers	Exact match	Buncrana, IrelandHQ recorded Sep 28, 2026	1-10	8 contacts →
	Exact match “MLMG are Financial Advisors based in Buncrana, Co.” Recorded in the RevenueBase company graph · Sep 28, 2026 · View company records in RevenueBase
25	Citylife Galway	Exact match	Galway, IrelandHQ recorded Sep 28, 2026	1-10	7 contacts →
	Exact match “CityLife Galway is a financial planning firm focused on providing advice tailored to your unique lifestyle and financial goals.” Recorded in the RevenueBase company graph · Sep 28, 2026 · View company records in RevenueBase

RevenueBase SmartSearch

Describe a niche business in your own words. RevenueBase SmartSearch compares the meaning of your description with company business descriptions compiled in the RevenueBase company graph. Exact, Similar, Related and Broad control how closely companies must fit.

This list uses Exact for “financial planning outsourcing companies”. Each Exact match badge shows membership in that saved search; it is not an individual similarity score or a service-quality rating. Recorded descriptions are shown where available.

Showing 25 of 173 financial planning outsourcing companies based in Ireland

See the full list, filter by size, metro and specialty, and access 428 tracked professional contacts with verified work emails. Direct dials are available where recorded.

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Financial planning outsourcing companies based in Ireland at a glance

As of Sep 28, 2026

50.5%Verified-email coverage

4.9Average contacts per company

1-10Median size (employees)

14.5%Largest-city concentration · Dublin

Sep 28, 2026Page data refreshed

Companies by employee count

1-10

140

11-50

51-200

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 173 companies.

How this list was built

The recorded descriptions help you assess these company matches. Check a company’s website for its current services and locations.

Source: The RevenueBase company graph: 60 million companies and 398.9 million professional contacts resolved from primary sources, queried with RevenueBase SmartSearch, the natural-language company search available to every RevenueBase user.
What qualifies: Company records associated with Ireland whose business descriptions match “financial planning outsourcing companies” by meaning at the Exact setting. Descriptions are compiled in the RevenueBase company graph from public websites, profiles and company information where available; they are not guaranteed quotations from the company's website.
RevenueBase SmartSearch: Describe a niche company in your own words to find businesses by meaning. Exact, Similar, Related and Broad control the breadth of RevenueBase SmartSearch. This saved list uses Exact. Each row's Exact match badge shows inclusion in that search, not an individual score or a service-quality judgment.
Public preview: The public preview omits records without a verified work email. Where headquarters information is recorded, preview rows are also filtered to this page’s location. Dataset totals and geographic summaries describe the full matched records before these preview filters.
Match quality: RevenueBase's August 25, 2026 study assessed 4,198 description/company pairs across matching settings. The publisher reports 86% good or better at Exact. This evaluates the method across queries; it does not audit this individual list. Recorded company descriptions, where available, help you judge each match yourself. Read the full methodology: how the lists are built and what the study measures.
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 displayed company carries at least one verified work email. RevenueBase tracks 428 professional contacts with verified work emails across the full matched dataset. 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 28, 2026. Lists refresh periodically as the graph is re-checked.
Record context: Company records and descriptions can change. Check the company's website for its current services and locations.

Financial planning outsourcing companies by metro

Financial planning outsourcing companies in Dublin25

Frequently asked

What is RevenueBase SmartSearch?

RevenueBase SmartSearch finds niche companies by the meaning of their business descriptions in the RevenueBase company graph. Exact, Similar, Related and Broad control how closely companies must fit your description. This list uses Exact for “financial planning outsourcing companies”; each Exact match badge shows search membership, not an individual similarity or quality score.

How many financial planning outsourcing companies are there based in Ireland?

RevenueBase identified 173 company matches for financial planning outsourcing companies associated with Ireland as of September 2026, using the meaning of business descriptions at Exact. This is the recorded matched set in the RevenueBase company graph.

What is the largest company on this list?

Prosperous Financial tops the displayed preview by professional contacts tracked in RevenueBase. Recorded headquarters appear in the company rows.

Which city has the most financial planning outsourcing companies?

Dublin leads with 25 company records, followed by Cork (11) and Galway (11).

How do I get contact information for these companies?

A free RevenueBase account lets you run this exact search and work limited free results with 500 credits to start. Upgrading provides access to the 428 professional contacts with verified work emails tracked across these 173 companies; direct dials are available where recorded.

How current is this list?

The list refreshes periodically as the company graph is re-checked. This page's figures were pulled on September 28, 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 SmartSearch, 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.