Company lists · Data refreshed September 2026

Top 25 Portfolio management firms based in Ireland

Name: Portfolio management firms based in Ireland
Creator: RevenueBase
License: https://creativecommons.org/licenses/by/4.0/

Compiled by the RevenueBase Data Team Data refreshed Sep 20, 2026 54 companies tracked

RevenueBase identified 54 portfolio management firms headquartered in Ireland as of September 2026 and tracks 448 professional contacts across them, including 246 with verified work emails. Dublin is the largest hub.

This list covers portfolio management firms 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

54Companies

448Contacts tracked

246Verified emails

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The 25 largest portfolio management firms based in Ireland

Ranked by team size

Top 25 of 54 portfolio management firms 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 portfolio management firms: 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	RBC Brewin Dolphin Ireland	Partial evidence	Dublin, IrelandHQ checked Sep 20, 2026	51-200	94 contacts →
	Partial 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 20, 2026
2	Fisher Investments Ireland	Strong evidence	Dublin, IrelandHQ checked Sep 20, 2026	1,001-5,000	59 contacts →
	Strong 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 20, 2026
3	Harvest Financial Services	Indirect evidence	Ballsbridge, IrelandHQ checked Sep 20, 2026	51-200	25 contacts →
	Indirect evidence “Harvest Financial Services Limited ("Harvest") is one of Ireland’s leading financial advisory firms.” Source: RevenueBase Database · checked Sep 20, 2026
4	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
5	Thomond Asset Management	Partial evidence	Limerick, IrelandHQ checked Sep 20, 2026	11-50	16 contacts →
	Partial 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 20, 2026
6	Kestrel Capital	Indirect evidence	Dublin 2, IrelandHQ checked Sep 20, 2026	11-50	10 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 20, 2026
7	Finance ONE LTD	Indirect evidence	Dublin, IrelandHQ checked Sep 20, 2026	11-50	10 contacts →
	Indirect 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
8	Wellesley Investments & Pensions LTD	Strong evidence	Limerick, IrelandHQ checked Sep 20, 2026	11-50	10 contacts →
	Strong 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 20, 2026
9	Kinsale Capital Management Limited	Indirect evidence	Dublin City, IrelandHQ checked Sep 20, 2026	11-50	9 contacts →
	Indirect evidence “http://twitter.com/KinsaleCapital” Source: RevenueBase Database · checked Sep 20, 2026
10	Insight Private Clients Limited	Indirect evidence	Douglas Road, IrelandHQ checked Sep 20, 2026	1-10	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 20, 2026
11	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
12	Compass Private Wealth	Partial evidence	Dublin, IrelandHQ checked Sep 20, 2026	1-10	7 contacts →
	Partial evidence “Compass Private Wealth specialises in delivering sophisticated Wealth Management and Financial Planning advice to Individuals and Families in Ireland.” Source: RevenueBase Database · checked Sep 20, 2026
13	Greenway Financial Advisors	Indirect evidence	Dublin 3, IrelandHQ checked Sep 20, 2026	1-10	5 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 20, 2026
14	Wealth Alliance LTD	Indirect evidence	Swords, IrelandHQ checked Sep 20, 2026	1-10	5 contacts →
	Indirect 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 20, 2026
15	truewealth.ie	Indirect evidence	Portlaoise, IrelandHQ checked Sep 20, 2026	11-50	5 contacts →
	Indirect evidence “We believe everyone deserves access to expert financial advice, regardless of their current wealth or financial situation.” Source: RevenueBase Database · checked Sep 20, 2026
16	Lynx Financial Services	Indirect evidence	Nutgrove Enterprise Park, IrelandHQ checked Sep 20, 2026	1-10	4 contacts →
	Indirect evidence “Here to help you save for today, tomorrow and for the unexpected.” Source: RevenueBase Database · checked Sep 20, 2026
17	Moore Wealth Management	Partial evidence	Waterford, IrelandHQ checked Sep 20, 2026	1-10	4 contacts →
	Partial 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 20, 2026
18	Trillium Capital LTD	Indirect evidence	Lucan, IrelandHQ checked Sep 20, 2026	1-10	3 contacts →
	Indirect evidence “Here at Trillium Capital, we believe that we have a strong identity behind everything we say and do.” Source: RevenueBase Database · checked Sep 20, 2026
19	FJ Hanly & Associates Financial Consultants Part Of Gallivan Financial	Partial evidence	Limerick, IrelandHQ checked Sep 20, 2026	1-10	3 contacts →
	Partial evidence “Retirement and Pension Planning, Wealth Management, Financial Planning, Estate Planning, Investment Management.” Source: RevenueBase Database · checked Sep 20, 2026
20	O'leary Financial Management	Indirect evidence	Wexford, IrelandHQ checked Sep 20, 2026	1-10	2 contacts →
	Indirect evidence “Most people put off thinking about their financial possibilities.” Source: RevenueBase Database · checked Sep 20, 2026
21	Distinct Wealth Management	Partial evidence	Dublin, IrelandHQ checked Sep 20, 2026	1-10	2 contacts →
	Partial evidence “Distinct Wealth Management provides comprehensive financial planning and wealth management services to private families and institutions in Ireland.” Source: RevenueBase Database · checked Sep 20, 2026
22	Foundation Stone Financial Planning Limited	Indirect evidence	Kilkenny, IrelandHQ checked Sep 20, 2026	1-10	2 contacts →
	Indirect evidence “Client Centered Financial Planning focusing on comprehensive analysis of clients financial current financial position, desired future lifestyle and providing solutions to help…” Source: RevenueBase Database · checked Sep 20, 2026
23	Evolution Financial Planning Ireland	Indirect evidence	Dublin 2, IrelandHQ checked Sep 20, 2026	1-10	2 contacts →
	Indirect evidence “At Evolution Financial Planning our goal is to help you live your best life and achieve your financial goals on your terms.” Source: RevenueBase Database · checked Sep 20, 2026
24	Allen Retirement & Finance	Indirect evidence	Dublin 6, IrelandHQ checked Sep 20, 2026	1-10	2 contacts →
	Indirect evidence “Financial Planning We help clients clarify their objectives We help them to establish where they are today We provide them with a roadmap to achieve the vision We act as navigator…” Source: RevenueBase Database · checked Sep 20, 2026
25	Power Wealth Management LTD	Partial evidence	Dublin 18, IrelandHQ checked Sep 20, 2026	11-50	2 contacts →
	Partial evidence “We provide advice on the creation & management of wealth and achieving above average returns on investments, for all clients.” 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: portfolio management firms. 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 portfolio management firms.
Partial evidence: Its own public description names part of portfolio management firms, so it works in or next to the category without describing itself that way.
Indirect evidence: The description shown does not name portfolio management firms. 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 54 portfolio management firms based in Ireland

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Portfolio management firms based in Ireland at a glance

As of Sep 20, 2026

54.9%Verified-email coverage

8.3Average contacts per company

1-10Median size (employees)

27.8%Largest-city concentration · Dublin

Sep 20, 2026Page data refreshed

Companies by employee count

1-10

11-50

51-200

201-500

501-1,000

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 54 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 portfolio management firms, 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 “portfolio management firms”. 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 portfolio management firms), 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 portfolio management firms, 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, 246 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 portfolio management firms, 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 portfolio management firms are there based in Ireland?

RevenueBase identified 54 portfolio management firms 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 portfolio management firms?

Dublin leads with 15 headquartered companies, followed by Limerick (3) and Cork (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 246 verified decision-maker contacts tracked across these 54 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.