Company lists · Data refreshed September 2026
Top 25 Financial planning platforms based in Ireland
RevenueBase identified 82 company matches for financial planning platforms associated with Ireland as of September 2026 and tracks 427 professional contacts across them, including 232 with verified work emails. Dublin is the largest hub.
This list covers company matches for financial planning platforms 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.
The 25 largest financial planning platforms based in Ireland
Ranked by team size| # | Company | Contacts | |||
|---|---|---|---|---|---|
| 1 | 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 | 27 contacts → | ||||
Exact match “Honest Experienced Financial Planning.” Recorded in the RevenueBase company graph · Sep 28, 2026 · View company records in RevenueBase | |||||
| 3 | 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 | 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 | 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 | |||||
| 6 | 13 contacts → | ||||
Exact match “Moneycube is Ireland’s digital home for your savings.” Recorded in the RevenueBase company graph · Sep 28, 2026 · View company records in RevenueBase | |||||
| 7 | 11 contacts → | ||||
Exact match “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…” Recorded in the RevenueBase company graph · Sep 28, 2026 · View company records in RevenueBase | |||||
| 8 | 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 | |||||
| 9 | 10 contacts → | ||||
Exact match “Modeliks is building the world’s best business and financial planning tool for SMEs and Startups.” Recorded in the RevenueBase company graph · Sep 28, 2026 · View company records in RevenueBase | |||||
| 10 | 9 contacts → | ||||
Exact match “STRATxAI serves as the core infrastructure powering model management and portfolio customization for enterprise RIAs, advisor networks, and TAMPs.” Recorded in the RevenueBase company graph · Sep 28, 2026 · View company records in RevenueBase | |||||
| 11 | 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 | |||||
| 12 | 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 | |||||
| 13 | 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 | |||||
| 14 | 7 contacts → | ||||
Exact match “MoneyCoach is the financial planning division of Irish Mortgage Corporation, one of Ireland’s longest established and leading mortgage brokers.” Recorded in the RevenueBase company graph · Sep 28, 2026 · View company records in RevenueBase | |||||
| 15 | 7 contacts → | ||||
Exact match “O'Leary Life and Pensions (Galway) Ltd T/A O’Leary Financial Planning has been helping people manage their finances, grow their wealth, and protect what's important to them for…” Recorded in the RevenueBase company graph · Sep 28, 2026 · View company records in RevenueBase | |||||
| 16 | 7 contacts → | ||||
Exact match “Opes Wealth Trust are Registered Tax Consultants and Authorised Advisors.” Recorded in the RevenueBase company graph · Sep 28, 2026 · View company records in RevenueBase | |||||
| 17 | 7 contacts → | ||||
Exact match “Compass Private Wealth specialises in delivering sophisticated Wealth Management and Financial Planning advice to Individuals and Families in Ireland.” Recorded in the RevenueBase company graph · Sep 28, 2026 · View company records in RevenueBase | |||||
| 18 | 5 contacts → | ||||
Exact match “At Greenway Financial Advisors, we help individuals, families, and business owners across Ireland make confident, informed financial decisions.” Recorded in the RevenueBase company graph · Sep 28, 2026 · View company records in RevenueBase | |||||
| 19 | 5 contacts → | ||||
Exact match “Independent financial advice is essential for anyone considering how to maintain their current lifestyle upon retirement or protect it in the event of an illness, injury or…” Recorded in the RevenueBase company graph · Sep 28, 2026 · View company records in RevenueBase | |||||
| 20 | 5 contacts → | ||||
Exact match “At Wealth Alliance, our focus is on providing expert financial planning services that are tailored to your unique needs.” Recorded in the RevenueBase company graph · Sep 28, 2026 · View company records in RevenueBase | |||||
| 21 | 5 contacts → | ||||
Exact match “We believe everyone deserves access to expert financial advice, regardless of their current wealth or financial situation.” Recorded in the RevenueBase company graph · Sep 28, 2026 · View company records in RevenueBase | |||||
| 22 | 5 contacts → | ||||
Exact match “Bringing you the best financial solutions available in the market, because you have earned it!” Recorded in the RevenueBase company graph · Sep 28, 2026 · View company records in RevenueBase | |||||
| 23 | 4 contacts → | ||||
Exact match “Here to help you save for today, tomorrow and for the unexpected.” Recorded in the RevenueBase company graph · Sep 28, 2026 · View company records in RevenueBase | |||||
| 24 | 4 contacts → | ||||
Exact match “John F.” Recorded in the RevenueBase company graph · Sep 28, 2026 · View company records in RevenueBase | |||||
| 25 | 4 contacts → | ||||
Exact match “Tara Financial is a passionate financial planning firm who focus on understanding your ‘why’ and what drives you to protect, invest and grow your hard-earned wealth so that we can…” 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 platforms”. 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 82 financial planning platforms based in Ireland
See the full list, filter by size, metro and specialty, and access 232 tracked professional contacts with verified work emails. Direct dials are available where recorded.
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Financial planning platforms based in Ireland at a glance
As of Sep 28, 2026Companies by employee count
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 82 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 platforms” 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 232 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.
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 platforms”; each Exact match badge shows search membership, not an individual similarity or quality score.
How many financial planning platforms are there based in Ireland?
RevenueBase identified 82 company matches for financial planning platforms 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 platforms?
Dublin leads with 18 company records, followed by Cork (5) and Galway (3).
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 232 professional contacts with verified work emails tracked across these 82 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.
Ready to reach these companies? Verified emails and direct dials for all 82 financial planning platforms based in Ireland. Start with a free account, no credit card.
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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.
More company lists
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Company intelligence · public preview
Top 25 financial planning platforms based in Ireland
Find companies in any niche.
Describe the businesses you want in your own words. RevenueBase SmartSearch matches company descriptions by meaning.
RevenueBase records 82 matching company records for financial planning platforms based in Ireland, with 427 tracked contacts and 232 verified work emails.
This public preview shows 25 selected records ordered by tracked contacts. RevenueBase SmartSearch finds company descriptions that match by meaning at Exact. Snapshot: September 28, 2026.
RevenueBase compiles business descriptions for niche-company discovery; each row shows a recorded excerpt where available. Adapt this search to find the companies and contacts you want.
Top 25 financial planning platforms based in Ireland
The public list shows selected company records with contact and verified-email coverage. Reported employee bands provide separate company-size context.
| # | Company | Headquarters on record | Reported employees | RevenueBase SmartSearch | Tracked contacts |
|---|---|---|---|---|---|
| 1 |  Prosperous Financialprosperous.ieHQ: Dublin 7, IrelandReported employees: 11-50 | Dublin 7, Ireland | 11-50 | Exact match | 36 contacts → |
“At Prosperous Financial Planning we believe that sound financial advice changes lives.” Recorded description excerpt · September 28, 2026Open company data in RevenueBase ↗Free signup required. | |||||
| 2 |  Metis Irelandmetisireland.ieHQ: Dublin 2, IrelandReported employees: 11-50 | Dublin 2, Ireland | 11-50 | Exact match | 27 contacts → |
“Honest Experienced Financial Planning.” Recorded description excerpt · September 28, 2026Open company data in RevenueBase ↗Free signup required. | |||||
| 3 |  Walfrid Privatewalfridprivate.ieHQ: Dublin, IrelandReported employees: 11-50 | Dublin, Ireland | 11-50 | Exact match | 21 contacts → |
“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 description excerpt · September 28, 2026Open company data in RevenueBase ↗Free signup required. | |||||
| 4 |  Mason Wealth Managementmasonwealth.ieHQ: Dublin 2, IrelandReported employees: 1-10 | Dublin 2, Ireland | 1-10 | Exact match | 18 contacts → |
“Mason Wealth Management is an innovative financial services company, providing independent financial planning in respect of mortgages, life assurance, pensions and investments and…” Recorded description excerpt · September 28, 2026Open company data in RevenueBase ↗Free signup required. | |||||
| 5 | Gallivan Financialgallivanfinancial.ie HQ: Killarney, IrelandReported employees: 11-50 | Killarney, Ireland | 11-50 | Exact match | 14 contacts → |
“Gallivan Financial provides independent impartial advice on essential financial planning and it is tailored to meet your particular needs and budgetary requirements.” Recorded description excerpt · September 28, 2026Open company data in RevenueBase ↗Free signup required. | |||||
| 6 |  moneycube.iemoneycube.ieHQ: Dublin 2, IrelandReported employees: 11-50 | Dublin 2, Ireland | 11-50 | Exact match | 13 contacts → |
“Moneycube is Ireland’s digital home for your savings.” Recorded description excerpt · September 28, 2026Open company data in RevenueBase ↗Free signup required. | |||||
| 7 |  Omnium Investment Platformomniumplatform.comHQ: Sandyford, IrelandReported employees: 11-50 | Sandyford, Ireland | 11-50 | Exact match | 11 contacts → |
“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…” Recorded description excerpt · September 28, 2026Open company data in RevenueBase ↗Free signup required. | |||||
| 8 | Everlakeeverlake.ie HQ: Dun Laoghaire, IrelandReported employees: 11-50 | Dun Laoghaire, Ireland | 11-50 | Exact match | 11 contacts → |
“Expert wealth planning advice, intelligent insights, personalised solutions, and a holistic perspective.” Recorded description excerpt · September 28, 2026Open company data in RevenueBase ↗Free signup required. | |||||
| 9 | Modeliksmodeliks.com HQ: Dublin, IrelandReported employees: 11-50 | Dublin, Ireland | 11-50 | Exact match | 10 contacts → |
“Modeliks is building the world’s best business and financial planning tool for SMEs and Startups.” Recorded description excerpt · September 28, 2026Open company data in RevenueBase ↗Free signup required. | |||||
| 10 |  Stratxaistratxai.comHQ: Dublin, IrelandReported employees: 1-10 | Dublin, Ireland | 1-10 | Exact match | 9 contacts → |
“STRATxAI serves as the core infrastructure powering model management and portfolio customization for enterprise RIAs, advisor networks, and TAMPs.” Recorded description excerpt · September 28, 2026Open company data in RevenueBase ↗Free signup required. | |||||
| 11 |  Insight Private Clients Limitedinsightprivateclients.ieHQ: Douglas Road, IrelandReported employees: 1-10 | Douglas Road, Ireland | 1-10 | Exact match | 9 contacts → |
“At Insight Private Clients, we believe that true financial planning starts with a conversation, not a product.” Recorded description excerpt · September 28, 2026Open company data in RevenueBase ↗Free signup required. | |||||
| 12 | Contracting Plus Financialcplusfinancial.ie HQ: Cork, IrelandReported employees: 11-50 | Cork, Ireland | 11-50 | Exact match | 8 contacts → |
“Fed up with one-size-fits-all financial advice that doesn’t understand the nuances of contracting life?” Recorded description excerpt · September 28, 2026Open company data in RevenueBase ↗Free signup required. | |||||
| 13 |  Citylife Galwaycitylifegalway.ieHQ: Galway, IrelandReported employees: 1-10 | Galway, Ireland | 1-10 | Exact match | 7 contacts → |
“CityLife Galway is a financial planning firm focused on providing advice tailored to your unique lifestyle and financial goals.” Recorded description excerpt · September 28, 2026Open company data in RevenueBase ↗Free signup required. | |||||
| 14 | Moneycoachmoneycoach.ie HQ: Dublin 2, IrelandReported employees: 11-50 | Dublin 2, Ireland | 11-50 | Exact match | 7 contacts → |
“MoneyCoach is the financial planning division of Irish Mortgage Corporation, one of Ireland’s longest established and leading mortgage brokers.” Recorded description excerpt · September 28, 2026Open company data in RevenueBase ↗Free signup required. | |||||
| 15 | O'leary Financial Planningolearys.ie HQ: Galway, IrelandReported employees: 1-10 | Galway, Ireland | 1-10 | Exact match | 7 contacts → |
“O'Leary Life and Pensions (Galway) Ltd T/A O’Leary Financial Planning has been helping people manage their finances, grow their wealth, and protect what's important to them for…” Recorded description excerpt · September 28, 2026Open company data in RevenueBase ↗Free signup required. | |||||
| 16 |  Opes Wealth Trustopeswealthtrust.ieHQ: Dublin, IrelandReported employees: 1-10 | Dublin, Ireland | 1-10 | Exact match | 7 contacts → |
“Opes Wealth Trust are Registered Tax Consultants and Authorised Advisors.” Recorded description excerpt · September 28, 2026Open company data in RevenueBase ↗Free signup required. | |||||
| 17 |  Compass Private Wealthcompassprivatewealth.ieHQ: Dublin, IrelandReported employees: 1-10 | Dublin, Ireland | 1-10 | Exact match | 7 contacts → |
“Compass Private Wealth specialises in delivering sophisticated Wealth Management and Financial Planning advice to Individuals and Families in Ireland.” Recorded description excerpt · September 28, 2026Open company data in RevenueBase ↗Free signup required. | |||||
| 18 |  Greenway Financial Advisorsgreenwayfinancialadvisors.ieHQ: Dublin 3, IrelandReported employees: 1-10 | Dublin 3, Ireland | 1-10 | Exact match | 5 contacts → |
“At Greenway Financial Advisors, we help individuals, families, and business owners across Ireland make confident, informed financial decisions.” Recorded description excerpt · September 28, 2026Open company data in RevenueBase ↗Free signup required. | |||||
| 19 | HQ: Co Meath, IrelandReported employees: 1-10 | Co Meath, Ireland | 1-10 | Exact match | 5 contacts → |
“Independent financial advice is essential for anyone considering how to maintain their current lifestyle upon retirement or protect it in the event of an illness, injury or…” Recorded description excerpt · September 28, 2026Open company data in RevenueBase ↗Free signup required. | |||||
| 20 | Wealth Alliance LTDwealthalliance.ie HQ: Swords, IrelandReported employees: 1-10 | Swords, Ireland | 1-10 | Exact match | 5 contacts → |
“At Wealth Alliance, our focus is on providing expert financial planning services that are tailored to your unique needs.” Recorded description excerpt · September 28, 2026Open company data in RevenueBase ↗Free signup required. | |||||
| 21 |  truewealth.ietruewealth.ieHQ: Portlaoise, IrelandReported employees: 11-50 | Portlaoise, Ireland | 11-50 | Exact match | 5 contacts → |
“We believe everyone deserves access to expert financial advice, regardless of their current wealth or financial situation.” Recorded description excerpt · September 28, 2026Open company data in RevenueBase ↗Free signup required. | |||||
| 22 |  Financial Wellbeanzfinancialwellbeanz.ieHQ: Dublin City, IrelandReported employees: 1-10 | Dublin City, Ireland | 1-10 | Exact match | 5 contacts → |
“Bringing you the best financial solutions available in the market, because you have earned it!” Recorded description excerpt · September 28, 2026Open company data in RevenueBase ↗Free signup required. | |||||
| 23 |  Lynx Financial Serviceslynxgroup.ieHQ: Nutgrove Enterprise Park, IrelandReported employees: 1-10 | Nutgrove Enterprise Park, Ireland | 1-10 | Exact match | 4 contacts → |
“Here to help you save for today, tomorrow and for the unexpected.” Recorded description excerpt · September 28, 2026Open company data in RevenueBase ↗Free signup required. | |||||
| 24 | HQ: Co. Donegal, IrelandReported employees: 11-50 | Co. Donegal, Ireland | 11-50 | Exact match | 4 contacts → |
“John F.” Recorded description excerpt · September 28, 2026Open company data in RevenueBase ↗Free signup required. | |||||
| 25 | Tara Financialtarafinancial.ie HQ: Blanchardstown, IrelandReported employees: 1-10 | Blanchardstown, Ireland | 1-10 | Exact match | 4 contacts → |
“Tara Financial is a passionate financial planning firm who focus on understanding your ‘why’ and what drives you to protect, invest and grow your hard-earned wealth so that we can…” Recorded description excerpt · September 28, 2026Open company data in RevenueBase ↗Free signup required. | |||||
Showing 25 of 82 company matches
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Financial planning platforms: dataset insights
September 28, 2026These summaries describe recorded coverage in this saved dataset. This page is derived from saved source records; per-contact mobile coverage and email-recency results are not established by this snapshot.
Reported company sizes
81 records in the displayed employee bands.
1 matching records are outside the displayed bands or do not have a displayed size. Bars show shares of the displayed bands.
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 82 companies.
How this company list was built
Describe a niche in your own words: companies installing commercial solar, or manufacturers of sustainable packaging. RevenueBase SmartSearch finds companies whose compiled business descriptions match by meaning. This list is one saved example to adapt.
Where the company descriptions come from
RevenueBase compiles company information from public sources, including company websites and public professional profiles such as LinkedIn, alongside information supplied by companies. The short recorded excerpt shown here is separate from the complete business description used for matching; individual source URLs and collection dates are not provided in this public snapshot.
RevenueBase SmartSearch matching settings
- Exact
- Closest fits to the business described.
- Similar
- Similar businesses with a wider range of fits.
- Related
- Related businesses in and around the category.
- Broad
- A broader set of businesses connected to the description.
RevenueBase SmartSearch · Exact match identifies inclusion in this search's closest semantic matching setting. It is not a per-company confidence score, a literal keyword match, or a quality endorsement.
Selection, ordering and scope
The public list shows selected company records with contact and verified-email coverage. Reported employee bands provide separate company-size context.
This page is derived from saved source records; per-contact mobile coverage and email-recency results are not established by this snapshot.
Recorded company descriptions support research; check company websites for current services. The selected preview is ordered by tracked contacts and is not a list of the best service providers.
Snapshot: September 28, 2026.
RevenueBase is a B2B data infrastructure company. Its September 3, 2026 published methodology describes a graph of 60 million companies and 398.9 million professional contacts; these platform figures differ from this page's totals. Published methodology ↗
Questions about this company list
What does Exact match mean for financial planning platforms?
The separate RevenueBase SmartSearch column identifies inclusion at the closest semantic matching preset. It is not a literal keyword match, a per-company confidence score or a quality endorsement. Changing the search form opens a new search in RevenueBase; it does not reclassify these saved rows.
How many financial planning platforms did RevenueBase find based in Ireland?
The saved snapshot records 82 matching company records, 427 tracked contacts and 232 verified emails. The public preview displays 25 selected records.
Where do the company descriptions come from?
RevenueBase compiles company information from public sources, including company websites and public professional profiles such as LinkedIn, alongside information supplied by companies. The short recorded excerpt shown here is separate from the complete business description used for matching; individual source URLs and collection dates are not provided in this public snapshot.
How are the public companies ordered?
The selected public records are ordered by contacts tracked in RevenueBase, highest first. Contact coverage is a prospecting measure, not an assessment of the company's services or quality.
How can I get contact information?
Select a company's contact count to open its filtered contacts in RevenueBase. Free signup is required and includes 500 credits and limited free results. Verified emails, direct dials and mobile numbers depend on available coverage.
How current is this list?
Snapshot: September 28, 2026. Review each company's website for current services and locations. A recorded business description does not establish that every company offers every service named in the search.
What do headquarters and employee bands mean?
These are recorded company-level fields, rather than a map of every branch or a count of specialists. Missing headquarters or employee bands are labeled; older records may show a location separately from recorded headquarters.
Build your next target company list
Adapt this niche search and work with available contacts in RevenueBase.
Related lists
Financial planning platforms by geography
- Financial planning platforms based in Melbourne, Australia
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- Financial planning platforms based in Toronto, Canada
- Financial planning platforms based in Vancouver, Canada
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- Financial planning platforms based in Bangalore, India
- Financial planning platforms based in Hyderabad, India
- Financial planning platforms based in Mumbai, India
- Financial planning platforms based in Pune, India
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Browse the directory
Cite this list
RevenueBase Data Team. Top 25 financial planning platforms based in Ireland. Snapshot: September 28, 2026. https://revenuebase.ai/companies/financial-planning-platforms/ireland.
This is a selected public preview of saved company records, rather than an independently verified census. Open the source page ↗
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Company intelligence · public preview
Top 25 financial planning platforms based in Ireland
RevenueBase records 82 matching company records for financial planning platforms based in Ireland, with 427 tracked contacts and 232 verified work emails.
This public preview shows 25 selected records ordered by tracked contacts. RevenueBase SmartSearch finds company descriptions that match by meaning at Exact. Snapshot: September 28, 2026.
RevenueBase compiles business descriptions for niche-company discovery; each row shows a recorded excerpt where available. Adapt this search to find the companies and contacts you want.
Top 25 financial planning platforms based in Ireland
The public list shows selected company records with contact and verified-email coverage. Reported employee bands provide separate company-size context.
| # | Company | Headquarters on record | Reported employees | RevenueBase SmartSearch | Tracked contacts |
|---|---|---|---|---|---|
| 1 | Prosperous Financialprosperous.ie HQ: Dublin 7, IrelandReported employees: 11-50 | Dublin 7, Ireland | 11-50 | Exact match | 36 contacts → |
“At Prosperous Financial Planning we believe that sound financial advice changes lives.” Recorded description excerpt · September 28, 2026Open company data in RevenueBase ↗Free signup required. | |||||
| 2 | Metis Irelandmetisireland.ie HQ: Dublin 2, IrelandReported employees: 11-50 | Dublin 2, Ireland | 11-50 | Exact match | 27 contacts → |
“Honest Experienced Financial Planning.” Recorded description excerpt · September 28, 2026Open company data in RevenueBase ↗Free signup required. | |||||
| 3 | Walfrid Privatewalfridprivate.ie HQ: Dublin, IrelandReported employees: 11-50 | Dublin, Ireland | 11-50 | Exact match | 21 contacts → |
“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 description excerpt · September 28, 2026Open company data in RevenueBase ↗Free signup required. | |||||
| 4 | Mason Wealth Managementmasonwealth.ie HQ: Dublin 2, IrelandReported employees: 1-10 | Dublin 2, Ireland | 1-10 | Exact match | 18 contacts → |
“Mason Wealth Management is an innovative financial services company, providing independent financial planning in respect of mortgages, life assurance, pensions and investments and…” Recorded description excerpt · September 28, 2026Open company data in RevenueBase ↗Free signup required. | |||||
| 5 | Gallivan Financialgallivanfinancial.ie HQ: Killarney, IrelandReported employees: 11-50 | Killarney, Ireland | 11-50 | Exact match | 14 contacts → |
“Gallivan Financial provides independent impartial advice on essential financial planning and it is tailored to meet your particular needs and budgetary requirements.” Recorded description excerpt · September 28, 2026Open company data in RevenueBase ↗Free signup required. | |||||
| 6 | moneycube.iemoneycube.ie HQ: Dublin 2, IrelandReported employees: 11-50 | Dublin 2, Ireland | 11-50 | Exact match | 13 contacts → |
“Moneycube is Ireland’s digital home for your savings.” Recorded description excerpt · September 28, 2026Open company data in RevenueBase ↗Free signup required. | |||||
| 7 | Omnium Investment Platformomniumplatform.com HQ: Sandyford, IrelandReported employees: 11-50 | Sandyford, Ireland | 11-50 | Exact match | 11 contacts → |
“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…” Recorded description excerpt · September 28, 2026Open company data in RevenueBase ↗Free signup required. | |||||
| 8 | Everlakeeverlake.ie HQ: Dun Laoghaire, IrelandReported employees: 11-50 | Dun Laoghaire, Ireland | 11-50 | Exact match | 11 contacts → |
“Expert wealth planning advice, intelligent insights, personalised solutions, and a holistic perspective.” Recorded description excerpt · September 28, 2026Open company data in RevenueBase ↗Free signup required. | |||||
| 9 | Modeliksmodeliks.com HQ: Dublin, IrelandReported employees: 11-50 | Dublin, Ireland | 11-50 | Exact match | 10 contacts → |
“Modeliks is building the world’s best business and financial planning tool for SMEs and Startups.” Recorded description excerpt · September 28, 2026Open company data in RevenueBase ↗Free signup required. | |||||
| 10 | Stratxaistratxai.com HQ: Dublin, IrelandReported employees: 1-10 | Dublin, Ireland | 1-10 | Exact match | 9 contacts → |
“STRATxAI serves as the core infrastructure powering model management and portfolio customization for enterprise RIAs, advisor networks, and TAMPs.” Recorded description excerpt · September 28, 2026Open company data in RevenueBase ↗Free signup required. | |||||
| 11 | Insight Private Clients Limitedinsightprivateclients.ie HQ: Douglas Road, IrelandReported employees: 1-10 | Douglas Road, Ireland | 1-10 | Exact match | 9 contacts → |
“At Insight Private Clients, we believe that true financial planning starts with a conversation, not a product.” Recorded description excerpt · September 28, 2026Open company data in RevenueBase ↗Free signup required. | |||||
| 12 | Contracting Plus Financialcplusfinancial.ie HQ: Cork, IrelandReported employees: 11-50 | Cork, Ireland | 11-50 | Exact match | 8 contacts → |
“Fed up with one-size-fits-all financial advice that doesn’t understand the nuances of contracting life?” Recorded description excerpt · September 28, 2026Open company data in RevenueBase ↗Free signup required. | |||||
| 13 | Citylife Galwaycitylifegalway.ie HQ: Galway, IrelandReported employees: 1-10 | Galway, Ireland | 1-10 | Exact match | 7 contacts → |
“CityLife Galway is a financial planning firm focused on providing advice tailored to your unique lifestyle and financial goals.” Recorded description excerpt · September 28, 2026Open company data in RevenueBase ↗Free signup required. | |||||
| 14 | Moneycoachmoneycoach.ie HQ: Dublin 2, IrelandReported employees: 11-50 | Dublin 2, Ireland | 11-50 | Exact match | 7 contacts → |
“MoneyCoach is the financial planning division of Irish Mortgage Corporation, one of Ireland’s longest established and leading mortgage brokers.” Recorded description excerpt · September 28, 2026Open company data in RevenueBase ↗Free signup required. | |||||
| 15 | O'leary Financial Planningolearys.ie HQ: Galway, IrelandReported employees: 1-10 | Galway, Ireland | 1-10 | Exact match | 7 contacts → |
“O'Leary Life and Pensions (Galway) Ltd T/A O’Leary Financial Planning has been helping people manage their finances, grow their wealth, and protect what's important to them for…” Recorded description excerpt · September 28, 2026Open company data in RevenueBase ↗Free signup required. | |||||
| 16 | Opes Wealth Trustopeswealthtrust.ie HQ: Dublin, IrelandReported employees: 1-10 | Dublin, Ireland | 1-10 | Exact match | 7 contacts → |
“Opes Wealth Trust are Registered Tax Consultants and Authorised Advisors.” Recorded description excerpt · September 28, 2026Open company data in RevenueBase ↗Free signup required. | |||||
| 17 | Compass Private Wealthcompassprivatewealth.ie HQ: Dublin, IrelandReported employees: 1-10 | Dublin, Ireland | 1-10 | Exact match | 7 contacts → |
“Compass Private Wealth specialises in delivering sophisticated Wealth Management and Financial Planning advice to Individuals and Families in Ireland.” Recorded description excerpt · September 28, 2026Open company data in RevenueBase ↗Free signup required. | |||||
| 18 | Greenway Financial Advisorsgreenwayfinancialadvisors.ie HQ: Dublin 3, IrelandReported employees: 1-10 | Dublin 3, Ireland | 1-10 | Exact match | 5 contacts → |
“At Greenway Financial Advisors, we help individuals, families, and business owners across Ireland make confident, informed financial decisions.” Recorded description excerpt · September 28, 2026Open company data in RevenueBase ↗Free signup required. | |||||
| 19 | HQ: Co Meath, IrelandReported employees: 1-10 | Co Meath, Ireland | 1-10 | Exact match | 5 contacts → |
“Independent financial advice is essential for anyone considering how to maintain their current lifestyle upon retirement or protect it in the event of an illness, injury or…” Recorded description excerpt · September 28, 2026Open company data in RevenueBase ↗Free signup required. | |||||
| 20 | Wealth Alliance LTDwealthalliance.ie HQ: Swords, IrelandReported employees: 1-10 | Swords, Ireland | 1-10 | Exact match | 5 contacts → |
“At Wealth Alliance, our focus is on providing expert financial planning services that are tailored to your unique needs.” Recorded description excerpt · September 28, 2026Open company data in RevenueBase ↗Free signup required. | |||||
| 21 | truewealth.ietruewealth.ie HQ: Portlaoise, IrelandReported employees: 11-50 | Portlaoise, Ireland | 11-50 | Exact match | 5 contacts → |
“We believe everyone deserves access to expert financial advice, regardless of their current wealth or financial situation.” Recorded description excerpt · September 28, 2026Open company data in RevenueBase ↗Free signup required. | |||||
| 22 | Financial Wellbeanzfinancialwellbeanz.ie HQ: Dublin City, IrelandReported employees: 1-10 | Dublin City, Ireland | 1-10 | Exact match | 5 contacts → |
“Bringing you the best financial solutions available in the market, because you have earned it!” Recorded description excerpt · September 28, 2026Open company data in RevenueBase ↗Free signup required. | |||||
| 23 | Lynx Financial Serviceslynxgroup.ie HQ: Nutgrove Enterprise Park, IrelandReported employees: 1-10 | Nutgrove Enterprise Park, Ireland | 1-10 | Exact match | 4 contacts → |
“Here to help you save for today, tomorrow and for the unexpected.” Recorded description excerpt · September 28, 2026Open company data in RevenueBase ↗Free signup required. | |||||
| 24 | HQ: Co. Donegal, IrelandReported employees: 11-50 | Co. Donegal, Ireland | 11-50 | Exact match | 4 contacts → |
“John F.” Recorded description excerpt · September 28, 2026Open company data in RevenueBase ↗Free signup required. | |||||
| 25 | Tara Financialtarafinancial.ie HQ: Blanchardstown, IrelandReported employees: 1-10 | Blanchardstown, Ireland | 1-10 | Exact match | 4 contacts → |
“Tara Financial is a passionate financial planning firm who focus on understanding your ‘why’ and what drives you to protect, invest and grow your hard-earned wealth so that we can…” Recorded description excerpt · September 28, 2026Open company data in RevenueBase ↗Free signup required. | |||||
Showing 25 of 82 company matches
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Financial planning platforms: dataset insights
September 28, 2026These summaries describe recorded coverage in this saved dataset. This page is derived from saved source records; per-contact mobile coverage and email-recency results are not established by this snapshot.
Reported company sizes
81 records in the displayed employee bands.
1 matching records are outside the displayed bands or do not have a displayed size. Bars show shares of the displayed bands.
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 82 companies.
How this company list was built
Describe a niche in your own words: companies installing commercial solar, or manufacturers of sustainable packaging. RevenueBase SmartSearch finds companies whose compiled business descriptions match by meaning. This list is one saved example to adapt.
Where the company descriptions come from
RevenueBase compiles company information from public sources, including company websites and public professional profiles such as LinkedIn, alongside information supplied by companies. The short recorded excerpt shown here is separate from the complete business description used for matching; individual source URLs and collection dates are not provided in this public snapshot.
RevenueBase SmartSearch matching settings
- Exact
- Closest fits to the business described.
- Similar
- Similar businesses with a wider range of fits.
- Related
- Related businesses in and around the category.
- Broad
- A broader set of businesses connected to the description.
RevenueBase SmartSearch · Exact match identifies inclusion in this search's closest semantic matching setting. It is not a per-company confidence score, a literal keyword match, or a quality endorsement.
Selection, ordering and scope
The public list shows selected company records with contact and verified-email coverage. Reported employee bands provide separate company-size context.
This page is derived from saved source records; per-contact mobile coverage and email-recency results are not established by this snapshot.
Recorded company descriptions support research; check company websites for current services. The selected preview is ordered by tracked contacts and is not a list of the best service providers.
Snapshot: September 28, 2026.
RevenueBase is a B2B data infrastructure company. Its September 3, 2026 published methodology describes a graph of 60 million companies and 398.9 million professional contacts; these platform figures differ from this page's totals. Published methodology ↗
Questions about this company list
What does Exact match mean for financial planning platforms?
The separate RevenueBase SmartSearch column identifies inclusion at the closest semantic matching preset. It is not a literal keyword match, a per-company confidence score or a quality endorsement. Changing the search form opens a new search in RevenueBase; it does not reclassify these saved rows.
How many financial planning platforms did RevenueBase find based in Ireland?
The saved snapshot records 82 matching company records, 427 tracked contacts and 232 verified emails. The public preview displays 25 selected records.
Where do the company descriptions come from?
RevenueBase compiles company information from public sources, including company websites and public professional profiles such as LinkedIn, alongside information supplied by companies. The short recorded excerpt shown here is separate from the complete business description used for matching; individual source URLs and collection dates are not provided in this public snapshot.
How are the public companies ordered?
The selected public records are ordered by contacts tracked in RevenueBase, highest first. Contact coverage is a prospecting measure, not an assessment of the company's services or quality.
How can I get contact information?
Select a company's contact count to open its filtered contacts in RevenueBase. Free signup is required and includes 500 credits and limited free results. Verified emails, direct dials and mobile numbers depend on available coverage.
How current is this list?
Snapshot: September 28, 2026. Review each company's website for current services and locations. A recorded business description does not establish that every company offers every service named in the search.
What do headquarters and employee bands mean?
These are recorded company-level fields, rather than a map of every branch or a count of specialists. Missing headquarters or employee bands are labeled; older records may show a location separately from recorded headquarters.
Build your next target company list
Adapt this niche search and work with available contacts in RevenueBase.
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Cite this list
RevenueBase Data Team. Top 25 financial planning platforms based in Ireland. Snapshot: September 28, 2026. https://revenuebase.ai/companies/financial-planning-platforms/ireland.
This is a selected public preview of saved company records, rather than an independently verified census. Open the source page ↗
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