Company lists · Data refreshed September 2026

Top 25 Financial planning platforms based in Ireland

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

Compiled by the RevenueBase Data Team Data refreshed Sep 28, 2026 82 companies tracked

RevenueBase identified 82 financial planning platforms headquartered in 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 financial planning 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 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

82Companies

427Contacts tracked

232Verified emails

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The 25 largest financial planning platforms based in Ireland

Ranked by team size

Top 25 of 82 financial planning platforms based in 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 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.
#	Company	RevenueBase Smart Search	Headquarters	Employees	Contacts
1	Prosperous Financial	Strong evidence	Dublin 7, IrelandHQ checked Sep 28, 2026	11-50	36 contacts →
	Strong evidence “At Prosperous Financial Planning we believe that sound financial advice changes lives.” Source: RevenueBase Database · checked Sep 28, 2026
2	Metis Ireland	Strong evidence	Dublin 2, IrelandHQ checked Sep 28, 2026	11-50	27 contacts →
	Strong evidence “Honest Experienced Financial Planning.” Source: RevenueBase Database · checked Sep 28, 2026
3	Walfrid Private	Indirect evidence	Dublin, IrelandHQ checked Sep 28, 2026	11-50	21 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 28, 2026
4	Mason Wealth Management	Strong evidence	Dublin 2, IrelandHQ checked Sep 28, 2026	1-10	18 contacts →
	Strong evidence “Mason Wealth Management is an innovative financial services company, providing independent financial planning in respect of mortgages, life assurance, pensions and investments and…” Source: RevenueBase Database · checked Sep 28, 2026
5	Gallivan Financial	Strong evidence	Killarney, IrelandHQ checked Sep 28, 2026	11-50	14 contacts →
	Strong evidence “Gallivan Financial provides independent impartial advice on essential financial planning and it is tailored to meet your particular needs and budgetary requirements.” Source: RevenueBase Database · checked Sep 28, 2026
6	moneycube.ie	Indirect evidence	Dublin 2, IrelandHQ checked Sep 28, 2026	11-50	13 contacts →
	Indirect evidence “Moneycube is Ireland’s digital home for your savings.” Source: RevenueBase Database · checked Sep 28, 2026
7	Omnium Investment Platform	Strong evidence	Sandyford, IrelandHQ checked Sep 28, 2026	11-50	11 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 28, 2026
8	Everlake	Partial evidence	Dun Laoghaire, IrelandHQ checked Sep 28, 2026	11-50	11 contacts →
	Partial evidence “Expert wealth planning advice, intelligent insights, personalised solutions, and a holistic perspective.” Source: RevenueBase Database · checked Sep 28, 2026
9	Modeliks	Strong evidence	Dublin, IrelandHQ checked Sep 28, 2026	11-50	10 contacts →
	Strong evidence “Modeliks is building the world’s best business and financial planning tool for SMEs and Startups.” Source: RevenueBase Database · checked Sep 28, 2026
10	Stratxai	Indirect evidence	Dublin, IrelandHQ checked Sep 28, 2026	1-10	9 contacts →
	Indirect 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 28, 2026
11	Insight Private Clients Limited	Strong evidence	Douglas Road, IrelandHQ checked Sep 28, 2026	1-10	9 contacts →
	Strong evidence “At Insight Private Clients, we believe that true financial planning starts with a conversation, not a product.” Source: RevenueBase Database · checked Sep 28, 2026
12	Contracting Plus Financial	Partial evidence	Cork, IrelandHQ checked Sep 28, 2026	11-50	8 contacts →
	Partial evidence “Fed up with one-size-fits-all financial advice that doesn’t understand the nuances of contracting life?” Source: RevenueBase Database · checked Sep 28, 2026
13	Citylife Galway	Strong evidence	Galway, IrelandHQ checked Sep 28, 2026	1-10	7 contacts →
	Strong evidence “CityLife Galway is a financial planning firm focused on providing advice tailored to your unique lifestyle and financial goals.” Source: RevenueBase Database · checked Sep 28, 2026
14	Moneycoach	Strong evidence	Dublin 2, IrelandHQ checked Sep 28, 2026	11-50	7 contacts →
	Strong evidence “MoneyCoach is the financial planning division of Irish Mortgage Corporation, one of Ireland’s longest established and leading mortgage brokers.” Source: RevenueBase Database · checked Sep 28, 2026
15	O'leary Financial Planning	Strong evidence	Galway, IrelandHQ checked Sep 28, 2026	1-10	7 contacts →
	Strong evidence “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…” Source: RevenueBase Database · checked Sep 28, 2026
16	Opes Wealth Trust	Indirect evidence	Dublin, IrelandHQ checked Sep 28, 2026	1-10	7 contacts →
	Indirect evidence “Opes Wealth Trust are Registered Tax Consultants and Authorised Advisors.” Source: RevenueBase Database · checked Sep 28, 2026
17	Compass Private Wealth	Strong evidence	Dublin, IrelandHQ checked Sep 28, 2026	1-10	7 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
18	Greenway Financial Advisors	Partial evidence	Dublin 3, IrelandHQ checked Sep 28, 2026	1-10	5 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 28, 2026
19	Priority Insurance & Finance Solutions	Partial evidence	Co Meath, IrelandHQ checked Sep 28, 2026	1-10	5 contacts →
	Partial evidence “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…” Source: RevenueBase Database · checked Sep 28, 2026
20	Wealth Alliance LTD	Strong evidence	Swords, IrelandHQ checked Sep 28, 2026	1-10	5 contacts →
	Strong evidence “At Wealth Alliance, our focus is on providing expert financial planning services that are tailored to your unique needs.” Source: RevenueBase Database · checked Sep 28, 2026
21	truewealth.ie	Partial evidence	Portlaoise, IrelandHQ checked Sep 28, 2026	11-50	5 contacts →
	Partial evidence “We believe everyone deserves access to expert financial advice, regardless of their current wealth or financial situation.” Source: RevenueBase Database · checked Sep 28, 2026
22	Financial Wellbeanz	Partial evidence	Dublin City, IrelandHQ checked Sep 28, 2026	1-10	5 contacts →
	Partial evidence “Bringing you the best financial solutions available in the market, because you have earned it!” Source: RevenueBase Database · checked Sep 28, 2026
23	Lynx Financial Services	Indirect evidence	Nutgrove Enterprise Park, IrelandHQ checked Sep 28, 2026	1-10	4 contacts →
	Indirect evidence “Here to help you save for today, tomorrow and for the unexpected.” Source: RevenueBase Database · checked Sep 28, 2026
24	John F. Loughrey Financial Services T A Fairstone Letterkenny	Indirect evidence	Co. Donegal, IrelandHQ checked Sep 28, 2026	11-50	4 contacts →
	Indirect evidence “John F.” Source: RevenueBase Database · checked Sep 28, 2026
25	Tara Financial	Strong evidence	Blanchardstown, IrelandHQ checked Sep 28, 2026	1-10	4 contacts →
	Strong evidence “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…” Source: RevenueBase Database · checked Sep 28, 2026

RevenueBase Smart Search

RevenueBase Smart Search assesses information from a company’s LinkedIn profile, information supplied directly by the company, its website, and other publicly available sources. It uses that information to rate how closely the company relates to this list’s category: financial planning platforms. Every row carries its rating and the description the rating was read from, so each one can be checked rather than taken on trust.

Strong evidence: The company's own public description of its business names financial planning platforms.
Partial evidence: Its own public description names part of financial planning platforms, so it works in or next to the category without describing itself that way.
Indirect evidence: The description shown does not name financial planning platforms. The match rests on the rest of the company's public profile rather than the one sentence quoted here, so this is the rating to check first.

RevenueBase Smart Search is how these lists are built: RevenueBase's data engine and AI assemble the companies that match a category defined in a user's own words, so a list can be about what companies actually do rather than about whichever industry code they were filed under.

Showing 25 of 82 financial planning platforms based in Ireland

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Financial planning platforms based in Ireland at a glance

As of Sep 28, 2026

54.3%Verified-email coverage

5.2Average contacts per company

1-10Median size (employees)

22.0%Largest-city concentration · Dublin

Sep 28, 2026Page data refreshed

Companies by employee count

1-10

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 82 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 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 “financial planning 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 financial planning 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 financial planning 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, 232 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 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 financial planning platforms are there based in Ireland?

RevenueBase identified 82 financial planning 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?

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

Which city has the most financial planning platforms?

Dublin leads with 18 headquartered companies, 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 the top results, verified emails and direct dials included. Upgrading unlocks all 232 verified decision-maker contacts tracked across these 82 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.

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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.