Company lists · Data refreshed September 2026

Top 23 Millennial wealth management companies based in Ireland

Name: Millennial wealth management companies based in Ireland
Creator: RevenueBase
License: https://creativecommons.org/licenses/by/4.0/

Compiled by the RevenueBase Data Team Data refreshed Sep 17, 2026 39 companies tracked

RevenueBase identified 39 company matches for millennial wealth management companies associated with 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 company matches for millennial wealth management companies 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 17, 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 Sep 17, 2026 How this list was built

39Companies

519Contacts tracked

224Verified emails

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The 23 largest millennial wealth management companies based in Ireland

Ranked by team size

Top 23 of 39 company matches for millennial wealth management companies based in Ireland, ordered by professional contacts tracked in RevenueBase, largest first. Recorded Sep 17, 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	FNZ Ireland Ipsi	Exact match	Dublin, IrelandHQ recorded Sep 17, 2026	1,001-5,000	178 contacts →
	Exact match “Dublin Ireland” Recorded in the RevenueBase company graph · Sep 17, 2026 · View company records in RevenueBase
2	RBC Brewin Dolphin Ireland	Exact match	Dublin, IrelandHQ recorded Sep 17, 2026	51-200	94 contacts →
	Exact match “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…” Recorded in the RevenueBase company graph · Sep 17, 2026 · View company records in RevenueBase
3	Walfrid Private	Exact match	Dublin, IrelandHQ recorded Sep 17, 2026	11-50	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 17, 2026 · View company records in RevenueBase
4	Thomond Asset Management	Exact match	Limerick, IrelandHQ recorded Sep 17, 2026	11-50	16 contacts →
	Exact match “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.” Recorded in the RevenueBase company graph · Sep 17, 2026 · View company records in RevenueBase
5	Fordel	Exact match	Dublin, IrelandHQ recorded Sep 17, 2026	11-50	14 contacts →
	Exact match “Worth More.” Recorded in the RevenueBase company graph · Sep 17, 2026 · View company records in RevenueBase
6	Biograph Wealth Advisors	Exact match	Dublin, IrelandHQ recorded Sep 17, 2026	11-50	13 contacts →
	Exact match “Founded in 2009, Biograph is a leading, independently owned Irish wealth advisory firm.” Recorded in the RevenueBase company graph · Sep 17, 2026 · View company records in RevenueBase
7	Everlake	Exact match	Dun Laoghaire, IrelandHQ recorded Sep 17, 2026	11-50	11 contacts →
	Exact match “Expert wealth planning advice, intelligent insights, personalised solutions, and a holistic perspective.” Recorded in the RevenueBase company graph · Sep 17, 2026 · View company records in RevenueBase
8	Kestrel Capital	Exact match	Dublin 2, IrelandHQ recorded Sep 17, 2026	11-50	10 contacts →
	Exact match “Kestrel is an investment advisory firm where the client relationship is at the centre of our process.” Recorded in the RevenueBase company graph · Sep 17, 2026 · View company records in RevenueBase
9	Hennelly Finance	Exact match	Barna, IrelandHQ recorded Sep 17, 2026	1-10	8 contacts →
	Exact match “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…” Recorded in the RevenueBase company graph · Sep 17, 2026 · View company records in RevenueBase
10	Greenway Financial Advisors	Exact match	Dublin 3, IrelandHQ recorded Sep 17, 2026	1-10	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 17, 2026 · View company records in RevenueBase
11	Wealth Alliance LTD	Exact match	Swords, IrelandHQ recorded Sep 17, 2026	1-10	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 17, 2026 · View company records in RevenueBase
12	Lynx Financial Services	Exact match	Nutgrove Enterprise Park, IrelandHQ recorded Sep 17, 2026	1-10	4 contacts →
	Exact match “Here to help you save for today, tomorrow and for the unexpected.” Recorded in the RevenueBase company graph · Sep 17, 2026 · View company records in RevenueBase
13	Moore Wealth Management	Exact match	Waterford, IrelandHQ recorded Sep 17, 2026	1-10	4 contacts →
	Exact match “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…” Recorded in the RevenueBase company graph · Sep 17, 2026 · View company records in RevenueBase
14	Growth Investments LTD	Exact match	Dublin, IrelandHQ recorded Sep 17, 2026	1-10	4 contacts →
	Exact match “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…” Recorded in the RevenueBase company graph · Sep 17, 2026 · View company records in RevenueBase
15	Fitzgerald Brennan Asset Management	Exact match	Dublin, IrelandHQ recorded Sep 17, 2026	11-50	3 contacts →
	Exact match “Here at FBAM, we focus on protecting, growing and empowering wealth for families, high-value clients & institutions.” Recorded in the RevenueBase company graph · Sep 17, 2026 · View company records in RevenueBase
16	Garrison Financial Planning	Exact match	Dublin 2, IrelandHQ recorded Sep 17, 2026	1-10	3 contacts →
	Exact match “Garrison Financial Planning is a leading wealth management and advisory services firm.” Recorded in the RevenueBase company graph · Sep 17, 2026 · View company records in RevenueBase
17	Scroope Wealth Management	Exact match	Nenagh, IrelandHQ recorded Sep 17, 2026	1-10	3 contacts →
	Exact match “Scroope Wealth Management specialises in providing Financial Planning & Wealth Management services to clients looking to achieve their personal & financial goals.” Recorded in the RevenueBase company graph · Sep 17, 2026 · View company records in RevenueBase
18	Distinct Wealth Management	Exact match	Dublin, IrelandHQ recorded Sep 17, 2026	1-10	2 contacts →
	Exact match “Distinct Wealth Management provides comprehensive financial planning and wealth management services to private families and institutions in Ireland.” Recorded in the RevenueBase company graph · Sep 17, 2026 · View company records in RevenueBase
19	Pure Finance LTD	Exact match	Co. Dublin, IrelandHQ recorded Sep 17, 2026	1-10	2 contacts →
	Exact match “Helping business owners and working professionals between 30-50 manage their money more effectively with retirement planning, investment advice, and financial planning.” Recorded in the RevenueBase company graph · Sep 17, 2026 · View company records in RevenueBase
20	Munster Wealth Management	Exact match	Tralee, IrelandHQ recorded Sep 17, 2026	1-10	2 contacts →
	Exact match “Welcome to Munster Wealth Management, your trusted partner in retirement and financial planning.” Recorded in the RevenueBase company graph · Sep 17, 2026 · View company records in RevenueBase
21	Baseplan LTD	Exact match	Donnybrook, IrelandHQ recorded Sep 17, 2026	1-10	1 contacts →
	Exact match “Baseplan Ltd has been providing client-led financial and retirement planning and wealth management advisory services to clients for the last 30 years.” Recorded in the RevenueBase company graph · Sep 17, 2026 · View company records in RevenueBase
22	Dwyer Barry	Exact match	Cork, IrelandHQ recorded Sep 17, 2026	1-10	1 contacts →
	Exact match “Dwyer Barry is a boutique wealth management firm, advising investors, professionals and business owners, pre and post retirement.” Recorded in the RevenueBase company graph · Sep 17, 2026 · View company records in RevenueBase
23	Heritage Wealth Management LTD	Exact match	Clarke's Bridge, IrelandHQ recorded Sep 17, 2026	1-10	1 contacts →
	Exact match “HERITAGE WEALTH MANAGEMENT LIMITED is a financial planning firm based in Ireland.” Recorded in the RevenueBase company graph · Sep 17, 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 “millennial wealth management companies”. 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 23 of 39 millennial wealth management companies based in Ireland

See the full list, filter by size, metro and specialty, and access 224 tracked professional contacts with verified work emails. Direct dials are available where recorded.

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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

11-50

51-200

201-500

1,001-5,000

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

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 “millennial wealth management companies” 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 224 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 17, 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 “millennial wealth management companies”; each Exact match badge shows search membership, not an individual similarity or quality score.

How many millennial wealth management companies are there based in Ireland?

RevenueBase identified 39 company matches for millennial wealth management companies 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?

FNZ Ireland Ipsi tops the displayed preview by professional contacts tracked in RevenueBase. Recorded headquarters appear in the company rows.

Which city has the most millennial wealth management companies?

Dublin leads with 8 company records, 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 limited free results with 500 credits to start. Upgrading provides access to the 224 professional contacts with verified work emails tracked across these 39 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 17, 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.