Company lists · Data refreshed September 2026

Top 25 Personal finance consultants based in Ireland

Name: Personal finance consultants based in Ireland
Creator: RevenueBase
License: https://creativecommons.org/licenses/by/4.0/

Compiled by the RevenueBase Data Team Data refreshed Sep 20, 2026 138 companies tracked

RevenueBase identified 138 personal finance consultants headquartered in Ireland as of September 2026 and tracks 595 professional contacts across them, including 340 with verified work emails. Dublin is the largest hub.

This list covers personal finance consultants 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 20, 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 20, 2026 86% judged on-target in blind review

138Companies

595Contacts tracked

340Verified emails

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The 25 largest personal finance consultants based in Ireland

Ranked by team size

Top 25 of 138 personal finance consultants based in Ireland, ranked by team size, largest first. Data refreshed Sep 20, 2026. RevenueBase Smart Search rates how each company's information relates to personal finance consultants: 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	Partial evidence	Dublin 7, IrelandHQ checked Sep 20, 2026	11-50	36 contacts →
	Partial evidence “At Prosperous Financial Planning we believe that sound financial advice changes lives.” Source: RevenueBase Database · checked Sep 20, 2026
2	Metis Ireland	Partial evidence	Dublin 2, IrelandHQ checked Sep 20, 2026	11-50	27 contacts →
	Partial evidence “Honest Experienced Financial Planning.” Source: RevenueBase Database · checked Sep 20, 2026
3	Walfrid Private	Indirect evidence	Dublin, IrelandHQ checked Sep 20, 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 20, 2026
4	Mason Wealth Management	Partial evidence	Dublin 2, IrelandHQ checked Sep 20, 2026	1-10	18 contacts →
	Partial 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 20, 2026
5	Wealthwise Financial Planning	Partial evidence	Carrick On Shannon, IrelandHQ checked Sep 20, 2026	1-10	16 contacts →
	Partial evidence “Wealthwise is an Award winning Financial Advisory firm with offices in Carrick on Shannon & Galway.” Source: RevenueBase Database · checked Sep 20, 2026
6	Carey Corbett Financial Solutions	Partial evidence	Ennis, IrelandHQ checked Sep 20, 2026	11-50	12 contacts →
	Partial evidence “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…” Source: RevenueBase Database · checked Sep 20, 2026
7	PENCO	Indirect evidence	Dublin 7, IrelandHQ checked Sep 20, 2026	11-50	12 contacts →
	Indirect evidence “Your roadmap, your future, your security, your comfort, and your trust.” Source: RevenueBase Database · checked Sep 20, 2026
8	Everlake	Partial evidence	Dun Laoghaire, IrelandHQ checked Sep 20, 2026	11-50	11 contacts →
	Partial evidence “Expert wealth planning advice, intelligent insights, personalised solutions, and a holistic perspective.” Source: RevenueBase Database · checked Sep 20, 2026
9	Finance ONE LTD	Partial evidence	Dublin, IrelandHQ checked Sep 20, 2026	11-50	10 contacts →
	Partial evidence “In 2024, Finance One became part of LHK Group, a leading financial services firm dedicated to innovation and comprehensive solutions.” Source: RevenueBase Database · checked Sep 20, 2026
10	Maven Financial Planning	Partial evidence	Galway, IrelandHQ checked Sep 20, 2026	1-10	9 contacts →
	Partial evidence “Maven Financial Planning is one of Ireland’s leading financial planning and advisory firms.” Source: RevenueBase Database · checked Sep 20, 2026
11	Paul Ryan Financial Advisors	Strong evidence	Dublin 6w, IrelandHQ checked Sep 20, 2026	1-10	9 contacts →
	Strong evidence “At Paul Ryan Financial Advisors, we’re here to make financial planning simple and personal.” Source: RevenueBase Database · checked Sep 20, 2026
12	Insight Private Clients Limited	Partial evidence	Douglas Road, IrelandHQ checked Sep 20, 2026	1-10	9 contacts →
	Partial evidence “At Insight Private Clients, we believe that true financial planning starts with a conversation, not a product.” Source: RevenueBase Database · checked Sep 20, 2026
13	Hennelly Finance	Partial evidence	Barna, IrelandHQ checked Sep 20, 2026	1-10	8 contacts →
	Partial 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 20, 2026
14	Symmetry Financial Management	Partial evidence	Dunboyne, IrelandHQ checked Sep 20, 2026	11-50	8 contacts →
	Partial evidence “Our team are here to help you assess your financial goals and put a plan in place to achieve them.” Source: RevenueBase Database · checked Sep 20, 2026
15	Mlmg Financial Brokers	Partial evidence	Buncrana, IrelandHQ checked Sep 20, 2026	1-10	8 contacts →
	Partial evidence “MLMG are Financial Advisors based in Buncrana, Co.” Source: RevenueBase Database · checked Sep 20, 2026
16	Citylife Galway	Partial evidence	Galway, IrelandHQ checked Sep 20, 2026	1-10	7 contacts →
	Partial 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 20, 2026
17	Future Plan Ireland	Indirect evidence	Dublin 17, IrelandHQ checked Sep 20, 2026	1-10	7 contacts →
	Indirect evidence “Our purpose is to understand your needs and recommend a suitable solution in a clear and transparent way.” Source: RevenueBase Database · checked Sep 20, 2026
18	Moneycoach	Partial evidence	Dublin 2, IrelandHQ checked Sep 20, 2026	11-50	7 contacts →
	Partial 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 20, 2026
19	Elevate Financial Planning	Strong evidence	Wexford, IrelandHQ checked Sep 20, 2026	1-10	7 contacts →
	Strong evidence “At Elevate Financial Planning, we help individuals and families take control of their financial future with clear, personalised advice.” Source: RevenueBase Database · checked Sep 20, 2026
20	O'leary Financial Planning	Partial evidence	Galway, IrelandHQ checked Sep 20, 2026	1-10	7 contacts →
	Partial 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 20, 2026
21	Opes Wealth Trust	Partial evidence	Dublin, IrelandHQ checked Sep 20, 2026	1-10	7 contacts →
	Partial evidence “Opes Wealth Trust are Registered Tax Consultants and Authorised Advisors.” Source: RevenueBase Database · checked Sep 20, 2026
22	Imperius Wealth	Indirect evidence	Dublin 2, IrelandHQ checked Sep 20, 2026	1-10	7 contacts →
	Indirect evidence “Whether your journey is just beginning, or you’re a seasoned expert looking for solutions, our team of internationally qualified advisers can offer a service that’s perfectly…” Source: RevenueBase Database · checked Sep 20, 2026
23	Fenrir Financial	Partial evidence	Dublin, IrelandHQ checked Sep 20, 2026	1-10	6 contacts →
	Partial evidence “At Fenrir Financial, we believe in empowering you to take charge of your finances.” Source: RevenueBase Database · checked Sep 20, 2026
24	Apollo Financial Services Limited	Strong evidence	Ashbourne, IrelandHQ checked Sep 20, 2026	1-10	6 contacts →
	Strong evidence “Apollo Financial Services delivers the best personal and business financial advice.” Source: RevenueBase Database · checked Sep 20, 2026
25	CML Financial Advisors	Partial evidence	Sligo, IrelandHQ checked Sep 20, 2026	1-10	6 contacts →
	Partial evidence “At CML Financial, we guide our clients along their financial pathway, designing plans that help them reach their major financial milestones and all the steps in between.” Source: RevenueBase Database · checked Sep 20, 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: personal finance consultants. 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 personal finance consultants.
Partial evidence: Its own public description names part of personal finance consultants, so it works in or next to the category without describing itself that way.
Indirect evidence: The description shown does not name personal finance consultants. 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 138 personal finance consultants based in Ireland

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Personal finance consultants based in Ireland at a glance

As of Sep 20, 2026

57.1%Verified-email coverage

4.3Average contacts per company

1-10Median size (employees)

14.5%Largest-city concentration · Dublin

Sep 20, 2026Page data refreshed

Companies by employee count

1-10

115

11-50

51-200

501-1,000

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 138 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 personal finance consultants, 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 “personal finance consultants”. 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 personal finance consultants), 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 personal finance consultants, 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, 340 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 20, 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 personal finance consultants, 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 personal finance consultants are there based in Ireland?

RevenueBase identified 138 personal finance consultants 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 personal finance consultants?

Dublin leads with 20 headquartered companies, followed by Cork (7) and Galway (7).

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 340 verified decision-maker contacts tracked across these 138 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 20, 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.