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.
The 25 largest personalized investment platforms based in Ireland
Ranked by team size| # | Company | Contacts | |||
|---|---|---|---|---|---|
| 1 | 94 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, 2026Thanks. The Data Team will review it. | |||||
| 2 | 65 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, 2026Thanks. The Data Team will review it. | |||||
| 3 | 59 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, 2026Thanks. The Data Team will review it. | |||||
| 4 | 36 contacts → | ||||
Indirect evidence “At Prosperous Financial Planning we believe that sound financial advice changes lives.” Source: RevenueBase Database · checked Sep 29, 2026Thanks. The Data Team will review it. | |||||
| 5 | 27 contacts → | ||||
Indirect evidence “Honest Experienced Financial Planning.” Source: RevenueBase Database · checked Sep 29, 2026Thanks. The Data Team will review it. | |||||
| 6 | 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 29, 2026Thanks. The Data Team will review it. | |||||
| 7 | 21 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, 2026Thanks. The Data Team will review it. | |||||
| 8 | 16 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, 2026Thanks. The Data Team will review it. | |||||
| 9 | 16 contacts → | ||||
Indirect evidence “SparksWealth was set up in 2019 by Will Sparks.” Source: RevenueBase Database · checked Sep 29, 2026Thanks. The Data Team will review it. | |||||
| 10 | 14 contacts → | ||||
Indirect evidence “Worth More.” Source: RevenueBase Database · checked Sep 29, 2026Thanks. The Data Team will review it. | |||||
| 11 | 13 contacts → | ||||
Indirect evidence “Moneycube is Ireland’s digital home for your savings.” Source: RevenueBase Database · checked Sep 29, 2026Thanks. The Data Team will review it. | |||||
| 12 | 13 contacts → | ||||
Indirect evidence “Founded in 2009, Biograph is a leading, independently owned Irish wealth advisory firm.” Source: RevenueBase Database · checked Sep 29, 2026Thanks. The Data Team will review it. | |||||
| 13 | 12 contacts → | ||||
Indirect evidence “Your roadmap, your future, your security, your comfort, and your trust.” Source: RevenueBase Database · checked Sep 29, 2026Thanks. The Data Team will review it. | |||||
| 14 | 11 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, 2026Thanks. The Data Team will review it. | |||||
| 15 | 11 contacts → | ||||
Indirect evidence “Expert wealth planning advice, intelligent insights, personalised solutions, and a holistic perspective.” Source: RevenueBase Database · checked Sep 29, 2026Thanks. The Data Team will review it. | |||||
| 16 | 10 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, 2026Thanks. The Data Team will review it. | |||||
| 17 | 10 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, 2026Thanks. The Data Team will review it. | |||||
| 18 | 9 contacts → | ||||
Indirect evidence “http://twitter.com/KinsaleCapital” Source: RevenueBase Database · checked Sep 29, 2026Thanks. The Data Team will review it. | |||||
| 19 | 9 contacts → | ||||
Indirect evidence “At Paul Ryan Financial Advisors, we’re here to make financial planning simple and personal.” Source: RevenueBase Database · checked Sep 29, 2026Thanks. The Data Team will review it. | |||||
| 20 | 9 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, 2026Thanks. The Data Team will review it. | |||||
| 21 | 9 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, 2026Thanks. The Data Team will review it. | |||||
| 22 | 8 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, 2026Thanks. The Data Team will review it. | |||||
| 23 | 8 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, 2026Thanks. The Data Team will review it. | |||||
| 24 | 8 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, 2026Thanks. The Data Team will review it. | |||||
| 25 | 7 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, 2026Thanks. The Data Team will review it. | |||||
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: personalized investment platforms. 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 personalized investment platforms.
- Partial evidence
- Its own public description names part of personalized investment platforms, so it works in or next to the category without describing itself that way.
- Indirect evidence
- The description shown does not name personalized investment platforms. 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 123 personalized investment platforms based in Ireland
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Personalized investment platforms based in Ireland at a glance
As of Sep 29, 2026Companies by employee count
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.
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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.
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