Company lists · Data refreshed September 2026

Top 23 Millennial wealth management companies based in Ireland

RevenueBase identified 39 millennial wealth management companies headquartered in Ireland as of September 2026 and tracks 519 professional contacts across them, including 224 with verified work emails. Dublin is the largest hub.

This list covers millennial wealth management companies 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 17, 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 17, 2026 86% judged on-target in blind review
39Companies
519Contacts tracked
224Verified emails
Explore this list → Free signup · no credit card · 500 free credits

The 23 largest millennial wealth management companies based in Ireland

Ranked by team size
Top 23 of 39 millennial wealth management companies based in Ireland, ranked by team size, largest first. Data refreshed Sep 17, 2026. RevenueBase Smart Search rates how each company's information relates to millennial wealth management 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
1Indirect evidenceDublin, IrelandHQ checked Sep 17, 20261,001-5,000178 contacts →

Indirect evidence

“Dublin Ireland”

Source: RevenueBase Database · checked Sep 17, 2026
2Strong evidenceDublin, IrelandHQ checked Sep 17, 202651-20094 contacts →

Strong evidence

“One of Ireland’s leading wealth managers, we are now also one of the largest, with the acquisition of Investec’s Irish wealth management business making us the third largest in…”

Source: RevenueBase Database · checked Sep 17, 2026
3Partial evidenceDublin, IrelandHQ checked Sep 17, 202611-5021 contacts →

Partial 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 17, 2026
4Strong evidenceLimerick, IrelandHQ checked Sep 17, 202611-5016 contacts →

Strong evidence

“Thomond Asset Management was founded in 2009 by Neal Kelly, Tom Fitzgerald and David O’Neill with the aim of providing distinctively high quality wealth management.”

Source: RevenueBase Database · checked Sep 17, 2026
5Indirect evidenceDublin, IrelandHQ checked Sep 17, 202611-5014 contacts →

Indirect evidence

“Worth More.”

Source: RevenueBase Database · checked Sep 17, 2026
6Partial evidenceDublin, IrelandHQ checked Sep 17, 202611-5013 contacts →

Partial evidence

“Founded in 2009, Biograph is a leading, independently owned Irish wealth advisory firm.”

Source: RevenueBase Database · checked Sep 17, 2026
7Partial evidenceDun Laoghaire, IrelandHQ checked Sep 17, 202611-5011 contacts →

Partial evidence

“Expert wealth planning advice, intelligent insights, personalised solutions, and a holistic perspective.”

Source: RevenueBase Database · checked Sep 17, 2026
8Indirect evidenceDublin 2, IrelandHQ checked Sep 17, 202611-5010 contacts →

Indirect evidence

“Kestrel is an investment advisory firm where the client relationship is at the centre of our process.”

Source: RevenueBase Database · checked Sep 17, 2026
9Strong evidenceBarna, IrelandHQ checked Sep 17, 20261-108 contacts →

Strong evidence

“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…”

Source: RevenueBase Database · checked Sep 17, 2026
10Indirect evidenceDublin 3, IrelandHQ checked Sep 17, 20261-105 contacts →

Indirect evidence

“At Greenway Financial Advisors, we help individuals, families, and business owners across Ireland make confident, informed financial decisions.”

Source: RevenueBase Database · checked Sep 17, 2026
11Partial evidenceSwords, IrelandHQ checked Sep 17, 20261-105 contacts →

Partial 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 17, 2026
12Indirect evidenceNutgrove Enterprise Park, IrelandHQ checked Sep 17, 20261-104 contacts →

Indirect evidence

“Here to help you save for today, tomorrow and for the unexpected.”

Source: RevenueBase Database · checked Sep 17, 2026
13Strong evidenceWaterford, IrelandHQ checked Sep 17, 20261-104 contacts →

Strong evidence

“Our goal is to provide superior personalized wealth management services to our clients by partnering with them to build long term advice based relationships to help them achieve…”

Source: RevenueBase Database · checked Sep 17, 2026
14Indirect evidenceDublin, IrelandHQ checked Sep 17, 20261-104 contacts →

Indirect 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 17, 2026
15Partial evidenceDublin, IrelandHQ checked Sep 17, 202611-503 contacts →

Partial evidence

“Here at FBAM, we focus on protecting, growing and empowering wealth for families, high-value clients & institutions.”

Source: RevenueBase Database · checked Sep 17, 2026
16Strong evidenceDublin 2, IrelandHQ checked Sep 17, 20261-103 contacts →

Strong evidence

“Garrison Financial Planning is a leading wealth management and advisory services firm.”

Source: RevenueBase Database · checked Sep 17, 2026
17Strong evidenceNenagh, IrelandHQ checked Sep 17, 20261-103 contacts →

Strong evidence

“Scroope Wealth Management specialises in providing Financial Planning & Wealth Management services to clients looking to achieve their personal & financial goals.”

Source: RevenueBase Database · checked Sep 17, 2026
18Strong evidenceDublin, IrelandHQ checked Sep 17, 20261-102 contacts →

Strong evidence

“Distinct Wealth Management provides comprehensive financial planning and wealth management services to private families and institutions in Ireland.”

Source: RevenueBase Database · checked Sep 17, 2026
19Indirect evidenceCo. Dublin, IrelandHQ checked Sep 17, 20261-102 contacts →

Indirect evidence

“Helping business owners and working professionals between 30-50 manage their money more effectively with retirement planning, investment advice, and financial planning.”

Source: RevenueBase Database · checked Sep 17, 2026
20Strong evidenceTralee, IrelandHQ checked Sep 17, 20261-102 contacts →

Strong evidence

“Welcome to Munster Wealth Management, your trusted partner in retirement and financial planning.”

Source: RevenueBase Database · checked Sep 17, 2026
21Strong evidenceDonnybrook, IrelandHQ checked Sep 17, 20261-101 contacts →

Strong evidence

“Baseplan Ltd has been providing client-led financial and retirement planning and wealth management advisory services to clients for the last 30 years.”

Source: RevenueBase Database · checked Sep 17, 2026
22Strong evidenceCork, IrelandHQ checked Sep 17, 20261-101 contacts →

Strong evidence

“Dwyer Barry is a boutique wealth management firm, advising investors, professionals and business owners, pre and post retirement.”

Source: RevenueBase Database · checked Sep 17, 2026
23Strong evidenceClarke's Bridge, IrelandHQ checked Sep 17, 20261-101 contacts →

Strong evidence

“HERITAGE WEALTH MANAGEMENT LIMITED is a financial planning firm based in Ireland.”

Source: RevenueBase Database · checked Sep 17, 2026

Showing 23 of 39 millennial wealth management companies based in Ireland

See the full list, filter by size, metro and specialty, and get verified emails and direct dials for all 224 reachable decision-makers.

Free signup · no credit card

View the full list →

Millennial wealth management companies based in Ireland at a glance

As of Sep 17, 2026
43.2%Verified-email coverage
13.3Average contacts per company
1-10Median size (employees)
20.5%Largest-city concentration · Dublin
Sep 17, 2026Page data refreshed

Companies by employee count

1-10
25
11-50
11
51-200
1
201-500
1
1,001-5,000
1

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 39 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 millennial wealth management 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 Ireland whose own description of what they do matches “millennial wealth management 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 millennial wealth management 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 millennial wealth management companies, 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, 224 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 17, 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 millennial wealth management 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 millennial wealth management companies are there based in Ireland?

RevenueBase identified 39 millennial wealth management companies 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?

FNZ Ireland Ipsi, headquartered in Dublin, tops this list with the largest team on record.

Which city has the most millennial wealth management companies?

Dublin leads with 8 headquartered companies, followed by Cork (3) and Dun Laoghaire (2).

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 224 verified decision-maker contacts tracked across these 39 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 17, 2026.

Ready to reach these companies? Verified emails and direct dials for all 39 millennial wealth management companies based in 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.