Company lists · Data refreshed September 2026

Top 12 Financial planning outsourcing companies based in Dublin, Ireland

RevenueBase identified 25 financial planning outsourcing companies headquartered in Dublin, Ireland as of September 2026 and tracks 139 professional contacts across them, including 62 with verified work emails. Across Ireland, Dublin is the largest hub for this category.

This list covers financial planning outsourcing companies headquartered in Dublin, 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 28, 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 28, 2026 86% judged on-target in blind review
25Companies
139Contacts tracked
62Verified emails
Explore this list → Free signup · no credit card · 500 free credits

The 12 largest financial planning outsourcing companies based in Dublin, Ireland

Ranked by team size
Top 12 of 25 financial planning outsourcing companies based in Dublin, Ireland, ranked by team size, largest first. Data refreshed Sep 28, 2026. RevenueBase Smart Search rates how each company's information relates to financial planning outsourcing companies: 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 evidenceDublin, IrelandHQ checked Sep 28, 20261-1014 contacts →

Partial evidence

“At SMP Financial, we have been helping clients plan for their future since 2006.”

Source: RevenueBase Database · checked Sep 28, 2026
2Partial evidenceDublin, IrelandHQ checked Sep 28, 202611-5010 contacts →

Partial evidence

“In 2024, Finance One became part of LHK Group, a leading financial services firm dedicated to innovation and comprehensive solutions.”

Source: RevenueBase Database · checked Sep 28, 2026
3Strong evidenceDublin, IrelandHQ checked Sep 28, 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 28, 2026
4Partial evidenceDublin, IrelandHQ checked Sep 28, 20261-106 contacts →

Partial evidence

“At Smart Choice Financial Brokers our key focus is providing you with truly independent financial advice and products that cater to your individual investment and insurance needs.”

Source: RevenueBase Database · checked Sep 28, 2026
5Partial evidenceDublin, IrelandHQ checked Sep 28, 20261-105 contacts →

Partial evidence

“Exit Strategies, Estate Planning, Risk Management, Tax Structures for High Net Worth Individuals and Company Directors.”

Source: RevenueBase Database · checked Sep 28, 2026
6Strong evidenceDublin, IrelandHQ checked Sep 28, 20261-104 contacts →

Strong evidence

“Based in the heart of Dublin city, Growth Investments Limited has been providing personalised and valued financial and retirement planning advice to companies and individuals for…”

Source: RevenueBase Database · checked Sep 28, 2026
7Partial evidenceDublin, IrelandHQ checked Sep 28, 20261-102 contacts →

Partial evidence

“Our promise at Lifespan Financial Services is that we will always be here for you.”

Source: RevenueBase Database · checked Sep 28, 2026
8Strong evidenceDublin, IrelandHQ checked Sep 28, 20261-101 contacts →

Strong evidence

“Personal Financial Planning Advice for Families and Business Owners”

Source: RevenueBase Database · checked Sep 28, 2026
9Strong evidenceDublin, IrelandHQ checked Sep 28, 20261-101 contacts →

Strong evidence

“Financial Planning, Retirement Planning, Investment, Life Cover, Property Investment”

Source: RevenueBase Database · checked Sep 28, 2026
10Partial evidenceDublin, IrelandHQ checked Sep 28, 20261-101 contacts →

Partial evidence

“Looking for financial advice, support or simply have a question you want answered?”

Source: RevenueBase Database · checked Sep 28, 2026
11Strong evidenceDublin, IrelandHQ checked Sep 28, 20261-101 contacts →

Strong evidence

“Agathos Financial Planning is one of Ireland’s leading financial brokerage houses.”

Source: RevenueBase Database · checked Sep 28, 2026
12Strong evidenceDublin, IrelandHQ checked Sep 28, 20261-101 contacts →

Strong evidence

“Peak Financial is a financial planning and wealth management firm.”

Source: RevenueBase Database · checked Sep 28, 2026

Showing 12 of 25 financial planning outsourcing companies based in Dublin, Ireland

See the full list, filter by size, metro and specialty, and get verified emails and direct dials for all 62 reachable decision-makers.

Free signup · no credit card

View the full list →

Financial planning outsourcing companies based in Dublin, Ireland at a glance

As of Sep 28, 2026
44.6%Verified-email coverage
5.6Average contacts per company
1-10Median size (employees)
Sep 28, 2026Page data refreshed

Companies by employee count

1-10
22
11-50
3

Email recency for this list is measured across the whole Ireland list rather than for Dublin, so it is reported there. Company counts and contact totals on this page are exact for Dublin, over 25 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 financial planning outsourcing companies, 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 Dublin, Ireland whose own description of what they do matches “financial planning outsourcing companies”. 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 financial planning outsourcing companies), 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 financial planning outsourcing companies, and records with no verified work email. Companies headquartered outside Dublin 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, 62 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 28, 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 financial planning outsourcing companies, 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 financial planning outsourcing companies are there based in Dublin, Ireland?

RevenueBase identified 25 financial planning outsourcing companies headquartered in Dublin, 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?

SMP Financial, headquartered in Dublin, tops this list with the largest team on record.

Which city in Ireland has the most financial planning outsourcing companies?

Dublin leads Ireland with 25 headquartered companies, 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 the top results, verified emails and direct dials included. Upgrading unlocks all 62 verified decision-maker contacts tracked across these 25 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 28, 2026.

Ready to reach these companies? Verified emails and direct dials for all 25 financial planning outsourcing companies based in Dublin, Ireland. Start with a free account, no credit card.

Download this list →

Related lists

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.