Company lists · Data refreshed September 2026
Top 25 Portfolio management firms based in Ireland
RevenueBase identified 54 company matches for portfolio management firms associated with 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 company matches for portfolio management firms 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 20, 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.
The 25 largest portfolio management firms based in Ireland
Ranked by team size| # | Company | Contacts | |||
|---|---|---|---|---|---|
| 1 | 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 20, 2026 · View company records in RevenueBase | |||||
| 2 | 59 contacts → | ||||
Exact match “Fisher Investments Ireland offers discretionary investment management services tailored to your long-term goals and outsources portfolio strategy decision-making to Fisher…” Recorded in the RevenueBase company graph · Sep 20, 2026 · View company records in RevenueBase | |||||
| 3 | 25 contacts → | ||||
Exact match “Harvest Financial Services Limited ("Harvest") is one of Ireland’s leading financial advisory firms.” Recorded in the RevenueBase company graph · Sep 20, 2026 · View company records in RevenueBase | |||||
| 4 | 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 20, 2026 · View company records in RevenueBase | |||||
| 5 | 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 20, 2026 · View company records in RevenueBase | |||||
| 6 | 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 20, 2026 · View company records in RevenueBase | |||||
| 7 | 10 contacts → | ||||
Exact match “In 2024, Finance One became part of LHK Group, a leading financial services firm dedicated to innovation and comprehensive solutions.” Recorded in the RevenueBase company graph · Sep 20, 2026 · View company records in RevenueBase | |||||
| 8 | 10 contacts → | ||||
Exact match “Wellesley Investments & Pensions is an independent financial advisory firm specialising in the areas of investment portfolio management, investment risk management, and retirement…” Recorded in the RevenueBase company graph · Sep 20, 2026 · View company records in RevenueBase | |||||
| 9 | 9 contacts → | ||||
Exact match “http://twitter.com/KinsaleCapital” Recorded in the RevenueBase company graph · Sep 20, 2026 · View company records in RevenueBase | |||||
| 10 | 9 contacts → | ||||
Exact match “At Insight Private Clients, we believe that true financial planning starts with a conversation, not a product.” Recorded in the RevenueBase company graph · Sep 20, 2026 · View company records in RevenueBase | |||||
| 11 | 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 20, 2026 · View company records in RevenueBase | |||||
| 12 | 7 contacts → | ||||
Exact match “Compass Private Wealth specialises in delivering sophisticated Wealth Management and Financial Planning advice to Individuals and Families in Ireland.” Recorded in the RevenueBase company graph · Sep 20, 2026 · View company records in RevenueBase | |||||
| 13 | 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 20, 2026 · View company records in RevenueBase | |||||
| 14 | 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 20, 2026 · View company records in RevenueBase | |||||
| 15 | 5 contacts → | ||||
Exact match “We believe everyone deserves access to expert financial advice, regardless of their current wealth or financial situation.” Recorded in the RevenueBase company graph · Sep 20, 2026 · View company records in RevenueBase | |||||
| 16 | 4 contacts → | ||||
Exact match “Here to help you save for today, tomorrow and for the unexpected.” Recorded in the RevenueBase company graph · Sep 20, 2026 · View company records in RevenueBase | |||||
| 17 | 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 20, 2026 · View company records in RevenueBase | |||||
| 18 | 3 contacts → | ||||
Exact match “Here at Trillium Capital, we believe that we have a strong identity behind everything we say and do.” Recorded in the RevenueBase company graph · Sep 20, 2026 · View company records in RevenueBase | |||||
| 19 | 3 contacts → | ||||
Exact match “Retirement and Pension Planning, Wealth Management, Financial Planning, Estate Planning, Investment Management.” Recorded in the RevenueBase company graph · Sep 20, 2026 · View company records in RevenueBase | |||||
| 20 | 2 contacts → | ||||
Exact match “Most people put off thinking about their financial possibilities.” Recorded in the RevenueBase company graph · Sep 20, 2026 · View company records in RevenueBase | |||||
| 21 | 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 20, 2026 · View company records in RevenueBase | |||||
| 22 | 2 contacts → | ||||
Exact match “Client Centered Financial Planning focusing on comprehensive analysis of clients financial current financial position, desired future lifestyle and providing solutions to help…” Recorded in the RevenueBase company graph · Sep 20, 2026 · View company records in RevenueBase | |||||
| 23 | 2 contacts → | ||||
Exact match “At Evolution Financial Planning our goal is to help you live your best life and achieve your financial goals on your terms.” Recorded in the RevenueBase company graph · Sep 20, 2026 · View company records in RevenueBase | |||||
| 24 | 2 contacts → | ||||
Exact match “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…” Recorded in the RevenueBase company graph · Sep 20, 2026 · View company records in RevenueBase | |||||
| 25 | 2 contacts → | ||||
Exact match “We provide advice on the creation & management of wealth and achieving above average returns on investments, for all clients.” Recorded in the RevenueBase company graph · Sep 20, 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 “portfolio management firms”. 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 25 of 54 portfolio management firms based in Ireland
See the full list, filter by size, metro and specialty, and access 246 tracked professional contacts with verified work emails. Direct dials are available where recorded.
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Portfolio management firms based in Ireland at a glance
As of Sep 20, 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 54 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 “portfolio management firms” 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 246 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 20, 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 “portfolio management firms”; each Exact match badge shows search membership, not an individual similarity or quality score.
How many portfolio management firms are there based in Ireland?
RevenueBase identified 54 company matches for portfolio management firms 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?
RBC Brewin Dolphin Ireland tops the displayed preview by professional contacts tracked in RevenueBase. Recorded headquarters appear in the company rows.
Which city has the most portfolio management firms?
Dublin leads with 15 company records, 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 limited free results with 500 credits to start. Upgrading provides access to the 246 professional contacts with verified work emails tracked across these 54 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 20, 2026.
Ready to reach these companies? Verified emails and direct dials for all 54 portfolio management firms based in Ireland. Start with a free account, no credit card.
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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.
More company lists
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- New lists
- Portfolio management firms based in Calgary, Canada
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Company intelligence · public preview
Top 25 portfolio management firms based in Ireland
Find companies in any niche.
Describe the businesses you want in your own words. RevenueBase SmartSearch matches company descriptions by meaning.
RevenueBase records 54 matching company records for portfolio management firms based in Ireland, with 448 tracked contacts and 246 verified work emails.
This public preview shows 25 selected records ordered by tracked contacts. RevenueBase SmartSearch finds company descriptions that match by meaning at Exact. Snapshot: September 20, 2026.
RevenueBase compiles business descriptions for niche-company discovery; each row shows a recorded excerpt where available. Adapt this search to find the companies and contacts you want.
Top 25 portfolio management firms based in Ireland
The public list shows selected company records with contact and verified-email coverage. Reported employee bands provide separate company-size context.
| # | Company | Headquarters on record | Reported employees | RevenueBase SmartSearch | Tracked contacts |
|---|---|---|---|---|---|
| 1 |  RBC Brewin Dolphin Irelandbrewin.ieHQ: Dublin, IrelandReported employees: 51-200 | Dublin, Ireland | 51-200 | Exact match | 94 contacts → |
“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 description excerpt · September 20, 2026Open company data in RevenueBase ↗Free signup required. | |||||
| 2 |  Fisher Investments Irelandfisherinvestments.comHQ: Dublin, IrelandReported employees: 1,001-5,000 | Dublin, Ireland | 1,001-5,000 | Exact match | 59 contacts → |
“Fisher Investments Ireland offers discretionary investment management services tailored to your long-term goals and outsources portfolio strategy decision-making to Fisher…” Recorded description excerpt · September 20, 2026Open company data in RevenueBase ↗Free signup required. | |||||
| 3 | Harvest Financial Servicesharvestfinancial.ie HQ: Ballsbridge, IrelandReported employees: 51-200 | Ballsbridge, Ireland | 51-200 | Exact match | 25 contacts → |
“Harvest Financial Services Limited ("Harvest") is one of Ireland’s leading financial advisory firms.” Recorded description excerpt · September 20, 2026Open company data in RevenueBase ↗Free signup required. | |||||
| 4 |  Walfrid Privatewalfridprivate.ieHQ: Dublin, IrelandReported employees: 11-50 | Dublin, Ireland | 11-50 | Exact match | 21 contacts → |
“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 description excerpt · September 20, 2026Open company data in RevenueBase ↗Free signup required. | |||||
| 5 |  Thomond Asset Managementthomondam.comHQ: Limerick, IrelandReported employees: 11-50 | Limerick, Ireland | 11-50 | Exact match | 16 contacts → |
“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 description excerpt · September 20, 2026Open company data in RevenueBase ↗Free signup required. | |||||
| 6 |  Kestrel Capitalkestrel.ieHQ: Dublin 2, IrelandReported employees: 11-50 | Dublin 2, Ireland | 11-50 | Exact match | 10 contacts → |
“Kestrel is an investment advisory firm where the client relationship is at the centre of our process.” Recorded description excerpt · September 20, 2026Open company data in RevenueBase ↗Free signup required. | |||||
| 7 |  Finance ONE LTDfinanceone.ieHQ: Dublin, IrelandReported employees: 11-50 | Dublin, Ireland | 11-50 | Exact match | 10 contacts → |
“In 2024, Finance One became part of LHK Group, a leading financial services firm dedicated to innovation and comprehensive solutions.” Recorded description excerpt · September 20, 2026Open company data in RevenueBase ↗Free signup required. | |||||
| 8 |  Wellesley Investments & Pensions LTDwellesley.ieHQ: Limerick, IrelandReported employees: 11-50 | Limerick, Ireland | 11-50 | Exact match | 10 contacts → |
“Wellesley Investments & Pensions is an independent financial advisory firm specialising in the areas of investment portfolio management, investment risk management, and retirement…” Recorded description excerpt · September 20, 2026Open company data in RevenueBase ↗Free signup required. | |||||
| 9 |  Kinsale Capital Management Limitedkinsale-capital.comHQ: Dublin City, IrelandReported employees: 11-50 | Dublin City, Ireland | 11-50 | Exact match | 9 contacts → |
“http://twitter.com/KinsaleCapital” Recorded description excerpt · September 20, 2026Open company data in RevenueBase ↗Free signup required. | |||||
| 10 |  Insight Private Clients Limitedinsightprivateclients.ieHQ: Douglas Road, IrelandReported employees: 1-10 | Douglas Road, Ireland | 1-10 | Exact match | 9 contacts → |
“At Insight Private Clients, we believe that true financial planning starts with a conversation, not a product.” Recorded description excerpt · September 20, 2026Open company data in RevenueBase ↗Free signup required. | |||||
| 11 |  Hennelly Financehennellyfinance.ieHQ: Barna, IrelandReported employees: 1-10 | Barna, Ireland | 1-10 | Exact match | 8 contacts → |
“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 description excerpt · September 20, 2026Open company data in RevenueBase ↗Free signup required. | |||||
| 12 |  Compass Private Wealthcompassprivatewealth.ieHQ: Dublin, IrelandReported employees: 1-10 | Dublin, Ireland | 1-10 | Exact match | 7 contacts → |
“Compass Private Wealth specialises in delivering sophisticated Wealth Management and Financial Planning advice to Individuals and Families in Ireland.” Recorded description excerpt · September 20, 2026Open company data in RevenueBase ↗Free signup required. | |||||
| 13 |  Greenway Financial Advisorsgreenwayfinancialadvisors.ieHQ: Dublin 3, IrelandReported employees: 1-10 | Dublin 3, Ireland | 1-10 | Exact match | 5 contacts → |
“At Greenway Financial Advisors, we help individuals, families, and business owners across Ireland make confident, informed financial decisions.” Recorded description excerpt · September 20, 2026Open company data in RevenueBase ↗Free signup required. | |||||
| 14 | Wealth Alliance LTDwealthalliance.ie HQ: Swords, IrelandReported employees: 1-10 | Swords, Ireland | 1-10 | Exact match | 5 contacts → |
“At Wealth Alliance, our focus is on providing expert financial planning services that are tailored to your unique needs.” Recorded description excerpt · September 20, 2026Open company data in RevenueBase ↗Free signup required. | |||||
| 15 |  truewealth.ietruewealth.ieHQ: Portlaoise, IrelandReported employees: 11-50 | Portlaoise, Ireland | 11-50 | Exact match | 5 contacts → |
“We believe everyone deserves access to expert financial advice, regardless of their current wealth or financial situation.” Recorded description excerpt · September 20, 2026Open company data in RevenueBase ↗Free signup required. | |||||
| 16 |  Lynx Financial Serviceslynxgroup.ieHQ: Nutgrove Enterprise Park, IrelandReported employees: 1-10 | Nutgrove Enterprise Park, Ireland | 1-10 | Exact match | 4 contacts → |
“Here to help you save for today, tomorrow and for the unexpected.” Recorded description excerpt · September 20, 2026Open company data in RevenueBase ↗Free signup required. | |||||
| 17 | Moore Wealth Managementmwm.ie HQ: Waterford, IrelandReported employees: 1-10 | Waterford, Ireland | 1-10 | Exact match | 4 contacts → |
“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 description excerpt · September 20, 2026Open company data in RevenueBase ↗Free signup required. | |||||
| 18 |  Trillium Capital LTDtrilliumcapital.ieHQ: Lucan, IrelandReported employees: 1-10 | Lucan, Ireland | 1-10 | Exact match | 3 contacts → |
“Here at Trillium Capital, we believe that we have a strong identity behind everything we say and do.” Recorded description excerpt · September 20, 2026Open company data in RevenueBase ↗Free signup required. | |||||
| 19 | HQ: Limerick, IrelandReported employees: 1-10 | Limerick, Ireland | 1-10 | Exact match | 3 contacts → |
“Retirement and Pension Planning, Wealth Management, Financial Planning, Estate Planning, Investment Management.” Recorded description excerpt · September 20, 2026Open company data in RevenueBase ↗Free signup required. | |||||
| 20 |  O'leary Financial Managementolearyfinancial.ieHQ: Wexford, IrelandReported employees: 1-10 | Wexford, Ireland | 1-10 | Exact match | 2 contacts → |
“Most people put off thinking about their financial possibilities.” Recorded description excerpt · September 20, 2026Open company data in RevenueBase ↗Free signup required. | |||||
| 21 |  Distinct Wealth Managementdistinctwealth.ieHQ: Dublin, IrelandReported employees: 1-10 | Dublin, Ireland | 1-10 | Exact match | 2 contacts → |
“Distinct Wealth Management provides comprehensive financial planning and wealth management services to private families and institutions in Ireland.” Recorded description excerpt · September 20, 2026Open company data in RevenueBase ↗Free signup required. | |||||
| 22 |  Foundation Stone Financial Planning Limitedfoundationstonefp.ieHQ: Kilkenny, IrelandReported employees: 1-10 | Kilkenny, Ireland | 1-10 | Exact match | 2 contacts → |
“Client Centered Financial Planning focusing on comprehensive analysis of clients financial current financial position, desired future lifestyle and providing solutions to help…” Recorded description excerpt · September 20, 2026Open company data in RevenueBase ↗Free signup required. | |||||
| 23 | Evolution Financial Planning Irelandevolutionfp.ie HQ: Dublin 2, IrelandReported employees: 1-10 | Dublin 2, Ireland | 1-10 | Exact match | 2 contacts → |
“At Evolution Financial Planning our goal is to help you live your best life and achieve your financial goals on your terms.” Recorded description excerpt · September 20, 2026Open company data in RevenueBase ↗Free signup required. | |||||
| 24 | Allen Retirement & Financearf-pensions.com HQ: Dublin 6, IrelandReported employees: 1-10 | Dublin 6, Ireland | 1-10 | Exact match | 2 contacts → |
“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…” Recorded description excerpt · September 20, 2026Open company data in RevenueBase ↗Free signup required. | |||||
| 25 |  Power Wealth Management LTDpowerwealth.ieHQ: Dublin 18, IrelandReported employees: 11-50 | Dublin 18, Ireland | 11-50 | Exact match | 2 contacts → |
“We provide advice on the creation & management of wealth and achieving above average returns on investments, for all clients.” Recorded description excerpt · September 20, 2026Open company data in RevenueBase ↗Free signup required. | |||||
Showing 25 of 54 company matches
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Portfolio management firms: dataset insights
September 20, 2026These summaries describe recorded coverage in this saved dataset. This page is derived from saved source records; per-contact mobile coverage and email-recency results are not established by this snapshot.
Reported company sizes
53 records in the displayed employee bands.
1 matching records are outside the displayed bands or do not have a displayed size. Bars show shares of the displayed bands.
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 company list was built
Describe a niche in your own words: companies installing commercial solar, or manufacturers of sustainable packaging. RevenueBase SmartSearch finds companies whose compiled business descriptions match by meaning. This list is one saved example to adapt.
Where the company descriptions come from
RevenueBase compiles company information from public sources, including company websites and public professional profiles such as LinkedIn, alongside information supplied by companies. The short recorded excerpt shown here is separate from the complete business description used for matching; individual source URLs and collection dates are not provided in this public snapshot.
RevenueBase SmartSearch matching settings
- Exact
- Closest fits to the business described.
- Similar
- Similar businesses with a wider range of fits.
- Related
- Related businesses in and around the category.
- Broad
- A broader set of businesses connected to the description.
RevenueBase SmartSearch · Exact match identifies inclusion in this search's closest semantic matching setting. It is not a per-company confidence score, a literal keyword match, or a quality endorsement.
Selection, ordering and scope
The public list shows selected company records with contact and verified-email coverage. Reported employee bands provide separate company-size context.
This page is derived from saved source records; per-contact mobile coverage and email-recency results are not established by this snapshot.
Recorded company descriptions support research; check company websites for current services. The selected preview is ordered by tracked contacts and is not a list of the best service providers.
Snapshot: September 20, 2026.
RevenueBase is a B2B data infrastructure company. Its September 3, 2026 published methodology describes a graph of 60 million companies and 398.9 million professional contacts; these platform figures differ from this page's totals. Published methodology ↗
Questions about this company list
What does Exact match mean for portfolio management firms?
The separate RevenueBase SmartSearch column identifies inclusion at the closest semantic matching preset. It is not a literal keyword match, a per-company confidence score or a quality endorsement. Changing the search form opens a new search in RevenueBase; it does not reclassify these saved rows.
How many portfolio management firms did RevenueBase find based in Ireland?
The saved snapshot records 54 matching company records, 448 tracked contacts and 246 verified emails. The public preview displays 25 selected records.
Where do the company descriptions come from?
RevenueBase compiles company information from public sources, including company websites and public professional profiles such as LinkedIn, alongside information supplied by companies. The short recorded excerpt shown here is separate from the complete business description used for matching; individual source URLs and collection dates are not provided in this public snapshot.
How are the public companies ordered?
The selected public records are ordered by contacts tracked in RevenueBase, highest first. Contact coverage is a prospecting measure, not an assessment of the company's services or quality.
How can I get contact information?
Select a company's contact count to open its filtered contacts in RevenueBase. Free signup is required and includes 500 credits and limited free results. Verified emails, direct dials and mobile numbers depend on available coverage.
How current is this list?
Snapshot: September 20, 2026. Review each company's website for current services and locations. A recorded business description does not establish that every company offers every service named in the search.
What do headquarters and employee bands mean?
These are recorded company-level fields, rather than a map of every branch or a count of specialists. Missing headquarters or employee bands are labeled; older records may show a location separately from recorded headquarters.
Build your next target company list
Adapt this niche search and work with available contacts in RevenueBase.
Related lists
Portfolio management firms by geography
- Portfolio management firms based in Calgary, Canada
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- Portfolio management firms based in Toronto, Canada
- Portfolio management firms based in Vancouver, Canada
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- Portfolio management firms based in Bangalore, India
- Portfolio management firms based in Chennai, India
- Portfolio management firms based in Hyderabad, India
- Portfolio management firms based in Kolkata, India
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Browse the directory
Cite this list
RevenueBase Data Team. Top 25 portfolio management firms based in Ireland. Snapshot: September 20, 2026. https://revenuebase.ai/companies/portfolio-management-firms/ireland.
This is a selected public preview of saved company records, rather than an independently verified census. Open the source page ↗
More company lists
- All company lists
- Lists by location
- Lists A-Z
- New lists
- Portfolio management firms based in Calgary, Canada
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Company intelligence · public preview
Top 25 portfolio management firms based in Ireland
RevenueBase records 54 matching company records for portfolio management firms based in Ireland, with 448 tracked contacts and 246 verified work emails.
This public preview shows 25 selected records ordered by tracked contacts. RevenueBase SmartSearch finds company descriptions that match by meaning at Exact. Snapshot: September 20, 2026.
RevenueBase compiles business descriptions for niche-company discovery; each row shows a recorded excerpt where available. Adapt this search to find the companies and contacts you want.
Top 25 portfolio management firms based in Ireland
The public list shows selected company records with contact and verified-email coverage. Reported employee bands provide separate company-size context.
| # | Company | Headquarters on record | Reported employees | RevenueBase SmartSearch | Tracked contacts |
|---|---|---|---|---|---|
| 1 | RBC Brewin Dolphin Irelandbrewin.ie HQ: Dublin, IrelandReported employees: 51-200 | Dublin, Ireland | 51-200 | Exact match | 94 contacts → |
“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 description excerpt · September 20, 2026Open company data in RevenueBase ↗Free signup required. | |||||
| 2 | Fisher Investments Irelandfisherinvestments.com HQ: Dublin, IrelandReported employees: 1,001-5,000 | Dublin, Ireland | 1,001-5,000 | Exact match | 59 contacts → |
“Fisher Investments Ireland offers discretionary investment management services tailored to your long-term goals and outsources portfolio strategy decision-making to Fisher…” Recorded description excerpt · September 20, 2026Open company data in RevenueBase ↗Free signup required. | |||||
| 3 | Harvest Financial Servicesharvestfinancial.ie HQ: Ballsbridge, IrelandReported employees: 51-200 | Ballsbridge, Ireland | 51-200 | Exact match | 25 contacts → |
“Harvest Financial Services Limited ("Harvest") is one of Ireland’s leading financial advisory firms.” Recorded description excerpt · September 20, 2026Open company data in RevenueBase ↗Free signup required. | |||||
| 4 | Walfrid Privatewalfridprivate.ie HQ: Dublin, IrelandReported employees: 11-50 | Dublin, Ireland | 11-50 | Exact match | 21 contacts → |
“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 description excerpt · September 20, 2026Open company data in RevenueBase ↗Free signup required. | |||||
| 5 | Thomond Asset Managementthomondam.com HQ: Limerick, IrelandReported employees: 11-50 | Limerick, Ireland | 11-50 | Exact match | 16 contacts → |
“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 description excerpt · September 20, 2026Open company data in RevenueBase ↗Free signup required. | |||||
| 6 | Kestrel Capitalkestrel.ie HQ: Dublin 2, IrelandReported employees: 11-50 | Dublin 2, Ireland | 11-50 | Exact match | 10 contacts → |
“Kestrel is an investment advisory firm where the client relationship is at the centre of our process.” Recorded description excerpt · September 20, 2026Open company data in RevenueBase ↗Free signup required. | |||||
| 7 | Finance ONE LTDfinanceone.ie HQ: Dublin, IrelandReported employees: 11-50 | Dublin, Ireland | 11-50 | Exact match | 10 contacts → |
“In 2024, Finance One became part of LHK Group, a leading financial services firm dedicated to innovation and comprehensive solutions.” Recorded description excerpt · September 20, 2026Open company data in RevenueBase ↗Free signup required. | |||||
| 8 | Wellesley Investments & Pensions LTDwellesley.ie HQ: Limerick, IrelandReported employees: 11-50 | Limerick, Ireland | 11-50 | Exact match | 10 contacts → |
“Wellesley Investments & Pensions is an independent financial advisory firm specialising in the areas of investment portfolio management, investment risk management, and retirement…” Recorded description excerpt · September 20, 2026Open company data in RevenueBase ↗Free signup required. | |||||
| 9 | Kinsale Capital Management Limitedkinsale-capital.com HQ: Dublin City, IrelandReported employees: 11-50 | Dublin City, Ireland | 11-50 | Exact match | 9 contacts → |
“http://twitter.com/KinsaleCapital” Recorded description excerpt · September 20, 2026Open company data in RevenueBase ↗Free signup required. | |||||
| 10 | Insight Private Clients Limitedinsightprivateclients.ie HQ: Douglas Road, IrelandReported employees: 1-10 | Douglas Road, Ireland | 1-10 | Exact match | 9 contacts → |
“At Insight Private Clients, we believe that true financial planning starts with a conversation, not a product.” Recorded description excerpt · September 20, 2026Open company data in RevenueBase ↗Free signup required. | |||||
| 11 | Hennelly Financehennellyfinance.ie HQ: Barna, IrelandReported employees: 1-10 | Barna, Ireland | 1-10 | Exact match | 8 contacts → |
“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 description excerpt · September 20, 2026Open company data in RevenueBase ↗Free signup required. | |||||
| 12 | Compass Private Wealthcompassprivatewealth.ie HQ: Dublin, IrelandReported employees: 1-10 | Dublin, Ireland | 1-10 | Exact match | 7 contacts → |
“Compass Private Wealth specialises in delivering sophisticated Wealth Management and Financial Planning advice to Individuals and Families in Ireland.” Recorded description excerpt · September 20, 2026Open company data in RevenueBase ↗Free signup required. | |||||
| 13 | Greenway Financial Advisorsgreenwayfinancialadvisors.ie HQ: Dublin 3, IrelandReported employees: 1-10 | Dublin 3, Ireland | 1-10 | Exact match | 5 contacts → |
“At Greenway Financial Advisors, we help individuals, families, and business owners across Ireland make confident, informed financial decisions.” Recorded description excerpt · September 20, 2026Open company data in RevenueBase ↗Free signup required. | |||||
| 14 | Wealth Alliance LTDwealthalliance.ie HQ: Swords, IrelandReported employees: 1-10 | Swords, Ireland | 1-10 | Exact match | 5 contacts → |
“At Wealth Alliance, our focus is on providing expert financial planning services that are tailored to your unique needs.” Recorded description excerpt · September 20, 2026Open company data in RevenueBase ↗Free signup required. | |||||
| 15 | truewealth.ietruewealth.ie HQ: Portlaoise, IrelandReported employees: 11-50 | Portlaoise, Ireland | 11-50 | Exact match | 5 contacts → |
“We believe everyone deserves access to expert financial advice, regardless of their current wealth or financial situation.” Recorded description excerpt · September 20, 2026Open company data in RevenueBase ↗Free signup required. | |||||
| 16 | Lynx Financial Serviceslynxgroup.ie HQ: Nutgrove Enterprise Park, IrelandReported employees: 1-10 | Nutgrove Enterprise Park, Ireland | 1-10 | Exact match | 4 contacts → |
“Here to help you save for today, tomorrow and for the unexpected.” Recorded description excerpt · September 20, 2026Open company data in RevenueBase ↗Free signup required. | |||||
| 17 | Moore Wealth Managementmwm.ie HQ: Waterford, IrelandReported employees: 1-10 | Waterford, Ireland | 1-10 | Exact match | 4 contacts → |
“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 description excerpt · September 20, 2026Open company data in RevenueBase ↗Free signup required. | |||||
| 18 | Trillium Capital LTDtrilliumcapital.ie HQ: Lucan, IrelandReported employees: 1-10 | Lucan, Ireland | 1-10 | Exact match | 3 contacts → |
“Here at Trillium Capital, we believe that we have a strong identity behind everything we say and do.” Recorded description excerpt · September 20, 2026Open company data in RevenueBase ↗Free signup required. | |||||
| 19 | HQ: Limerick, IrelandReported employees: 1-10 | Limerick, Ireland | 1-10 | Exact match | 3 contacts → |
“Retirement and Pension Planning, Wealth Management, Financial Planning, Estate Planning, Investment Management.” Recorded description excerpt · September 20, 2026Open company data in RevenueBase ↗Free signup required. | |||||
| 20 | O'leary Financial Managementolearyfinancial.ie HQ: Wexford, IrelandReported employees: 1-10 | Wexford, Ireland | 1-10 | Exact match | 2 contacts → |
“Most people put off thinking about their financial possibilities.” Recorded description excerpt · September 20, 2026Open company data in RevenueBase ↗Free signup required. | |||||
| 21 | Distinct Wealth Managementdistinctwealth.ie HQ: Dublin, IrelandReported employees: 1-10 | Dublin, Ireland | 1-10 | Exact match | 2 contacts → |
“Distinct Wealth Management provides comprehensive financial planning and wealth management services to private families and institutions in Ireland.” Recorded description excerpt · September 20, 2026Open company data in RevenueBase ↗Free signup required. | |||||
| 22 | Foundation Stone Financial Planning Limitedfoundationstonefp.ie HQ: Kilkenny, IrelandReported employees: 1-10 | Kilkenny, Ireland | 1-10 | Exact match | 2 contacts → |
“Client Centered Financial Planning focusing on comprehensive analysis of clients financial current financial position, desired future lifestyle and providing solutions to help…” Recorded description excerpt · September 20, 2026Open company data in RevenueBase ↗Free signup required. | |||||
| 23 | Evolution Financial Planning Irelandevolutionfp.ie HQ: Dublin 2, IrelandReported employees: 1-10 | Dublin 2, Ireland | 1-10 | Exact match | 2 contacts → |
“At Evolution Financial Planning our goal is to help you live your best life and achieve your financial goals on your terms.” Recorded description excerpt · September 20, 2026Open company data in RevenueBase ↗Free signup required. | |||||
| 24 | Allen Retirement & Financearf-pensions.com HQ: Dublin 6, IrelandReported employees: 1-10 | Dublin 6, Ireland | 1-10 | Exact match | 2 contacts → |
“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…” Recorded description excerpt · September 20, 2026Open company data in RevenueBase ↗Free signup required. | |||||
| 25 | Power Wealth Management LTDpowerwealth.ie HQ: Dublin 18, IrelandReported employees: 11-50 | Dublin 18, Ireland | 11-50 | Exact match | 2 contacts → |
“We provide advice on the creation & management of wealth and achieving above average returns on investments, for all clients.” Recorded description excerpt · September 20, 2026Open company data in RevenueBase ↗Free signup required. | |||||
Showing 25 of 54 company matches
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Portfolio management firms: dataset insights
September 20, 2026These summaries describe recorded coverage in this saved dataset. This page is derived from saved source records; per-contact mobile coverage and email-recency results are not established by this snapshot.
Reported company sizes
53 records in the displayed employee bands.
1 matching records are outside the displayed bands or do not have a displayed size. Bars show shares of the displayed bands.
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 company list was built
Describe a niche in your own words: companies installing commercial solar, or manufacturers of sustainable packaging. RevenueBase SmartSearch finds companies whose compiled business descriptions match by meaning. This list is one saved example to adapt.
Where the company descriptions come from
RevenueBase compiles company information from public sources, including company websites and public professional profiles such as LinkedIn, alongside information supplied by companies. The short recorded excerpt shown here is separate from the complete business description used for matching; individual source URLs and collection dates are not provided in this public snapshot.
RevenueBase SmartSearch matching settings
- Exact
- Closest fits to the business described.
- Similar
- Similar businesses with a wider range of fits.
- Related
- Related businesses in and around the category.
- Broad
- A broader set of businesses connected to the description.
RevenueBase SmartSearch · Exact match identifies inclusion in this search's closest semantic matching setting. It is not a per-company confidence score, a literal keyword match, or a quality endorsement.
Selection, ordering and scope
The public list shows selected company records with contact and verified-email coverage. Reported employee bands provide separate company-size context.
This page is derived from saved source records; per-contact mobile coverage and email-recency results are not established by this snapshot.
Recorded company descriptions support research; check company websites for current services. The selected preview is ordered by tracked contacts and is not a list of the best service providers.
Snapshot: September 20, 2026.
RevenueBase is a B2B data infrastructure company. Its September 3, 2026 published methodology describes a graph of 60 million companies and 398.9 million professional contacts; these platform figures differ from this page's totals. Published methodology ↗
Questions about this company list
What does Exact match mean for portfolio management firms?
The separate RevenueBase SmartSearch column identifies inclusion at the closest semantic matching preset. It is not a literal keyword match, a per-company confidence score or a quality endorsement. Changing the search form opens a new search in RevenueBase; it does not reclassify these saved rows.
How many portfolio management firms did RevenueBase find based in Ireland?
The saved snapshot records 54 matching company records, 448 tracked contacts and 246 verified emails. The public preview displays 25 selected records.
Where do the company descriptions come from?
RevenueBase compiles company information from public sources, including company websites and public professional profiles such as LinkedIn, alongside information supplied by companies. The short recorded excerpt shown here is separate from the complete business description used for matching; individual source URLs and collection dates are not provided in this public snapshot.
How are the public companies ordered?
The selected public records are ordered by contacts tracked in RevenueBase, highest first. Contact coverage is a prospecting measure, not an assessment of the company's services or quality.
How can I get contact information?
Select a company's contact count to open its filtered contacts in RevenueBase. Free signup is required and includes 500 credits and limited free results. Verified emails, direct dials and mobile numbers depend on available coverage.
How current is this list?
Snapshot: September 20, 2026. Review each company's website for current services and locations. A recorded business description does not establish that every company offers every service named in the search.
What do headquarters and employee bands mean?
These are recorded company-level fields, rather than a map of every branch or a count of specialists. Missing headquarters or employee bands are labeled; older records may show a location separately from recorded headquarters.
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Cite this list
RevenueBase Data Team. Top 25 portfolio management firms based in Ireland. Snapshot: September 20, 2026. https://revenuebase.ai/companies/portfolio-management-firms/ireland.
This is a selected public preview of saved company records, rather than an independently verified census. Open the source page ↗
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