Company lists · Data refreshed September 2026

Top 25 Personalized investment platforms based in Ireland

RevenueBase identified 123 personalized investment platforms headquartered in Ireland as of September 2026 and tracks 882 professional contacts across them, including 487 with verified work emails. Dublin is the largest hub.

This list covers personalized investment 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 29, 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 29, 2026 86% judged on-target in blind review
123Companies
882Contacts tracked
487Verified emails
Explore this list → Free signup · no credit card · 500 free credits

The 25 largest personalized investment platforms based in Ireland

Ranked by team size
Top 25 of 123 personalized investment platforms based in Ireland, ranked by team size, largest first. Data refreshed Sep 29, 2026. RevenueBase Smart Search rates how each company's information relates to personalized investment 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.
#CompanyRevenueBase Smart SearchHeadquartersEmployeesContacts
1Indirect evidenceDublin, IrelandHQ checked Sep 29, 202651-20094 contacts →

Indirect 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 29, 2026
2Indirect evidenceNenagh, IrelandHQ checked Sep 29, 202651-20065 contacts →

Indirect evidence

“Founded in 2015, SYS Financial is an award-winning financial advisory firm and one of Ireland’s leading providers of tailored financial solutions for employers, individuals…”

Source: RevenueBase Database · checked Sep 29, 2026
3Partial evidenceDublin, IrelandHQ checked Sep 29, 20261,001-5,00059 contacts →

Partial evidence

“Fisher Investments Ireland offers discretionary investment management services tailored to your long-term goals and outsources portfolio strategy decision-making to Fisher…”

Source: RevenueBase Database · checked Sep 29, 2026
4Indirect evidenceDublin 7, IrelandHQ checked Sep 29, 202611-5036 contacts →

Indirect evidence

“At Prosperous Financial Planning we believe that sound financial advice changes lives.”

Source: RevenueBase Database · checked Sep 29, 2026
5Indirect evidenceDublin 2, IrelandHQ checked Sep 29, 202611-5027 contacts →

Indirect evidence

“Honest Experienced Financial Planning.”

Source: RevenueBase Database · checked Sep 29, 2026
6Indirect evidenceDublin, IrelandHQ checked Sep 29, 202611-5021 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 29, 2026
7Indirect evidenceDublin 1, IrelandHQ checked Sep 29, 202611-5021 contacts →

Indirect evidence

“Conexim is a member of the Great-West LifeCo Inc group of companies who are one of the world’s leading life assurance organisations.”

Source: RevenueBase Database · checked Sep 29, 2026
8Indirect evidenceLimerick, IrelandHQ checked Sep 29, 202611-5016 contacts →

Indirect 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 29, 2026
9Indirect evidenceDublin 2, IrelandHQ checked Sep 29, 20261-1016 contacts →

Indirect evidence

“SparksWealth was set up in 2019 by Will Sparks.”

Source: RevenueBase Database · checked Sep 29, 2026
10Indirect evidenceDublin, IrelandHQ checked Sep 29, 202611-5014 contacts →

Indirect evidence

“Worth More.”

Source: RevenueBase Database · checked Sep 29, 2026
11Indirect evidenceDublin 2, IrelandHQ checked Sep 29, 202611-5013 contacts →

Indirect evidence

“Moneycube is Ireland’s digital home for your savings.”

Source: RevenueBase Database · checked Sep 29, 2026
12Indirect evidenceDublin, IrelandHQ checked Sep 29, 202611-5013 contacts →

Indirect evidence

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

Source: RevenueBase Database · checked Sep 29, 2026
13Indirect evidenceDublin 7, IrelandHQ checked Sep 29, 202611-5012 contacts →

Indirect evidence

“Your roadmap, your future, your security, your comfort, and your trust.”

Source: RevenueBase Database · checked Sep 29, 2026
14Strong evidenceSandyford, IrelandHQ checked Sep 29, 202611-5011 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 29, 2026
15Indirect evidenceDun Laoghaire, IrelandHQ checked Sep 29, 202611-5011 contacts →

Indirect evidence

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

Source: RevenueBase Database · checked Sep 29, 2026
16Partial evidenceDublin 2, IrelandHQ checked Sep 29, 202611-5010 contacts →

Partial evidence

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

Source: RevenueBase Database · checked Sep 29, 2026
17Partial evidenceLimerick, IrelandHQ checked Sep 29, 202611-5010 contacts →

Partial evidence

“Wellesley Investments & Pensions is an independent financial advisory firm specialising in the areas of investment portfolio management, investment risk management, and retirement…”

Source: RevenueBase Database · checked Sep 29, 2026
18Indirect evidenceDublin City, IrelandHQ checked Sep 29, 202611-509 contacts →

Indirect evidence

“http://twitter.com/KinsaleCapital”

Source: RevenueBase Database · checked Sep 29, 2026
19Indirect evidenceDublin 6w, IrelandHQ checked Sep 29, 20261-109 contacts →

Indirect evidence

“At Paul Ryan Financial Advisors, we’re here to make financial planning simple and personal.”

Source: RevenueBase Database · checked Sep 29, 2026
20Indirect evidenceDublin, IrelandHQ checked Sep 29, 20261-109 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 29, 2026
21Indirect evidenceDouglas Road, IrelandHQ checked Sep 29, 20261-109 contacts →

Indirect evidence

“At Insight Private Clients, we believe that true financial planning starts with a conversation, not a product.”

Source: RevenueBase Database · checked Sep 29, 2026
22Indirect evidenceBarna, IrelandHQ checked Sep 29, 20261-108 contacts →

Indirect 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 29, 2026
23Indirect evidenceDunboyne, IrelandHQ checked Sep 29, 202611-508 contacts →

Indirect 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 29, 2026
24Indirect evidenceDublin 18, IrelandHQ checked Sep 29, 20261-108 contacts →

Indirect evidence

“Hedderman Financial Solutions is a second generation family run business supporting individuals, families and businesses with their financial planning in Ireland and abroad.”

Source: RevenueBase Database · checked Sep 29, 2026
25Indirect evidenceGalway, IrelandHQ checked Sep 29, 20261-107 contacts →

Indirect 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 29, 2026

Showing 25 of 123 personalized investment platforms based in Ireland

See the full list, filter by size, metro and specialty, and get verified emails and direct dials for all 487 reachable decision-makers.

Free signup · no credit card

View the full list →

Personalized investment platforms based in Ireland at a glance

As of Sep 29, 2026
55.2%Verified-email coverage
7.2Average contacts per company
1-10Median size (employees)
17.9%Largest-city concentration · Dublin
Sep 29, 2026Page data refreshed

Companies by employee count

1-10
90
11-50
27
51-200
2
201-500
1
501-1,000
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 123 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 personalized investment 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 “personalized investment 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 personalized investment 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 personalized investment 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, 487 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 29, 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 personalized investment 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 personalized investment platforms are there based in Ireland?

RevenueBase identified 123 personalized investment 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?

RBC Brewin Dolphin Ireland, headquartered in Clonskeagh, tops this list with the largest team on record.

Which city has the most personalized investment platforms?

Dublin leads with 22 headquartered companies, followed by Cork (8) and Limerick (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 487 verified decision-maker contacts tracked across these 123 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 29, 2026.

Ready to reach these companies? Verified emails and direct dials for all 123 personalized investment platforms 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.