Company lists · Data refreshed November 2026

Top 25 Financial planning service providers based in Ireland

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

Compiled by the RevenueBase Data Team Data refreshed Nov 6, 2026 254 companies tracked

RevenueBase identified 254 company matches for financial planning service providers associated with Ireland as of November 2026 and tracks 1,313 professional contacts across them, including 632 with verified work emails. Dublin is the largest hub.

This list covers company matches for financial planning service providers 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 November 6, 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 Nov 6, 2026 How this list was built

254Companies

1,313Contacts tracked

632Verified emails

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The 25 largest financial planning service providers based in Ireland

Ranked by team size

Top 25 of 254 company matches for financial planning service providers based in Ireland, ordered by professional contacts tracked in RevenueBase, largest first. Recorded Nov 6, 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	Fusion Finance	Exact match	Cahir, IrelandHQ recorded Nov 6, 2026	n/a	47 contacts →
	Exact match “Fusion Finance operates with a nationwide team of highly qualified financial advisors.” Recorded in the RevenueBase company graph · Nov 6, 2026 · View company records in RevenueBase
2	Prosperous Financial	Exact match	Dublin 7, IrelandHQ recorded Nov 6, 2026	11-50	42 contacts →
	Exact match “At Prosperous Financial, we believe great financial advice is about more than numbers.” Recorded in the RevenueBase company graph · Nov 6, 2026 · View company records in RevenueBase
3	Metis Ireland	Exact match	Dublin 2, IrelandHQ recorded Nov 6, 2026	11-50	32 contacts →
	Exact match “Honest Experienced Financial Planning.” Recorded in the RevenueBase company graph · Nov 6, 2026 · View company records in RevenueBase
4	Mmpi Financial Services LTD	Exact match	Dublin 4, IrelandHQ recorded Nov 6, 2026	11-50	30 contacts →
	Exact match “MMPI is a financial advisory group providing professional advice to individuals and companies.” Recorded in the RevenueBase company graph · Nov 6, 2026 · View company records in RevenueBase
5	Walfrid Private	Exact match	Dublin, IrelandHQ recorded Nov 6, 2026	11-50	24 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 · Nov 6, 2026 · View company records in RevenueBase
6	Alpha Wealth	Exact match	Little Island, IrelandHQ recorded Nov 6, 2026	11-50	21 contacts →
	Exact match “Alpha Wealth, established a decade ago in Cork, is one of Ireland’s leading Financial Services Advisors.” Recorded in the RevenueBase company graph · Nov 6, 2026 · View company records in RevenueBase
7	Mason Wealth Management	Exact match	Dublin 2, IrelandHQ recorded Nov 6, 2026	1-10	19 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 · Nov 6, 2026 · View company records in RevenueBase
8	KDA	Exact match	Gorey, IrelandHQ recorded Nov 6, 2026	11-50	19 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 · Nov 6, 2026 · View company records in RevenueBase
9	Gallivan Financial	Exact match	Killarney, IrelandHQ recorded Nov 6, 2026	11-50	19 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 · Nov 6, 2026 · View company records in RevenueBase
10	DNG Financial Services	Exact match	Dublin, IrelandHQ recorded Nov 6, 2026	11-50	18 contacts →
	Exact match “At DNG Financial Services, we proudly deliver premier financial solutions tailored to the unique needs of individuals and businesses across Ireland.” Recorded in the RevenueBase company graph · Nov 6, 2026 · View company records in RevenueBase
11	Sparkswealth	Exact match	Dublin 2, IrelandHQ recorded Nov 6, 2026	1-10	17 contacts →
	Exact match “SparksWealth was set up in 2019 by Will Sparks.” Recorded in the RevenueBase company graph · Nov 6, 2026 · View company records in RevenueBase
12	Wealthwise Financial Planning	Exact match	Carrick On Shannon, IrelandHQ recorded Nov 6, 2026	1-10	17 contacts →
	Exact match “Wealthwise is an Award winning Financial Advisory firm with offices in Carrick on Shannon & Galway.” Recorded in the RevenueBase company graph · Nov 6, 2026 · View company records in RevenueBase
13	Sure Financial	Exact match	Blanchardstown, IrelandHQ recorded Nov 6, 2026	11-50	16 contacts →
	Exact match “Sure Financial is an Award Winning Financial Broker specialising in Financial Planning, Pensions, Investments, life insurance & income protection.” Recorded in the RevenueBase company graph · Nov 6, 2026 · View company records in RevenueBase
14	Cathedral Financial Consultants LTD	Exact match	Dundalk, IrelandHQ recorded Nov 6, 2026	11-50	15 contacts →
	Exact match “Looking for financial advise?” Recorded in the RevenueBase company graph · Nov 6, 2026 · View company records in RevenueBase
15	MCG Financial Services	Exact match	Bandon, IrelandHQ recorded Nov 6, 2026	11-50	15 contacts →
	Exact match “We provide expert financial planning and bespoke financial solutions to our highly valued personal, business and agri clients throughout Ireland.” Recorded in the RevenueBase company graph · Nov 6, 2026 · View company records in RevenueBase
16	Murray & Spelman Financial Services LTD	Exact match	Galway, IrelandHQ recorded Nov 6, 2026	11-50	15 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 · Nov 6, 2026 · View company records in RevenueBase
17	Carey Corbett Financial Solutions	Exact match	Ennis, IrelandHQ recorded Nov 6, 2026	11-50	14 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 · Nov 6, 2026 · View company records in RevenueBase
18	SMP Financial	Exact match	Dublin, IrelandHQ recorded Nov 6, 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 · Nov 6, 2026 · View company records in RevenueBase
19	Ambit Financial Services LTD	Exact match	Co Kildare, IrelandHQ recorded Nov 6, 2026	1-10	14 contacts →
	Exact match “Whenever you are looking for expert advice on financial planning, service and products you can trust in and depend on Ambit Financial Services Your confidence in Ambit can be…” Recorded in the RevenueBase company graph · Nov 6, 2026 · View company records in RevenueBase
20	Protection & Prosperity Financial Services Limited	Exact match	Dundalk, IrelandHQ recorded Nov 6, 2026	11-50	12 contacts →
	Exact match “At Protection & Prosperity Financial Services our focus is you, to put your needs and expectations first in everything we do.” Recorded in the RevenueBase company graph · Nov 6, 2026 · View company records in RevenueBase
21	LHW Financial Planning LTD	Exact match	Dublin 4., IrelandHQ recorded Nov 6, 2026	1-10	12 contacts →
	Exact match “LHW Financial Planning is a personal financial advisory firm based in Ballsbridge, Dublin 4.” Recorded in the RevenueBase company graph · Nov 6, 2026 · View company records in RevenueBase
22	Maven Financial Planning	Exact match	Galway, IrelandHQ recorded Nov 6, 2026	1-10	10 contacts →
	Exact match “Maven Financial Planning is one of Ireland’s leading financial planning and advisory firms.” Recorded in the RevenueBase company graph · Nov 6, 2026 · View company records in RevenueBase
23	Insight Private Clients Limited	Exact match	Douglas Road, IrelandHQ recorded Nov 6, 2026	1-10	10 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 · Nov 6, 2026 · View company records in RevenueBase
24	Contracting Plus Financial	Exact match	Cork, IrelandHQ recorded Nov 6, 2026	11-50	9 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 · Nov 6, 2026 · View company records in RevenueBase
25	Mcevoy Craig	Exact match	Drogheda, IrelandHQ recorded Nov 6, 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 · Nov 6, 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 service providers”. 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 254 financial planning service providers based in Ireland

See the full list, filter by size, metro and specialty, and access 632 tracked professional contacts with verified work emails. Direct dials are available where recorded.

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Financial planning service providers based in Ireland at a glance

As of Nov 6, 2026

48.1%Verified-email coverage

5.2Average contacts per company

1-10Median size (employees)

12.6%Largest-city concentration · Dublin

Nov 6, 2026Page data refreshed

Companies by employee count

1-10

208

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 254 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 service providers” 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 632 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 November 6, 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 service providers by metro

Financial planning service providers in Dublin32

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 service providers”; each Exact match badge shows search membership, not an individual similarity or quality score.

How many financial planning service providers are there based in Ireland?

RevenueBase identified 254 company matches for financial planning service providers associated with Ireland as of November 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?

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

Which city has the most financial planning service providers?

Dublin leads with 32 company records, followed by Cork (13) and Galway (12).

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 632 professional contacts with verified work emails tracked across these 254 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 November 6, 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.