Company lists · Data refreshed October 2026
Top 25 Wealth management all-in-one advisor desktop platform companies based in Ireland
RevenueBase identified 43 company matches for wealth management all-in-one advisor desktop platform companies associated with Ireland as of October 2026 and tracks 636 professional contacts across them, including 263 with verified work emails. Dublin is the largest hub.
This list covers company matches for wealth management all-in-one advisor desktop platform companies 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 October 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 wealth management all-in-one advisor desktop platform companies based in Ireland
Ranked by team size| # | Company | Contacts | |||
|---|---|---|---|---|---|
| 1 | 187 contacts → | ||||
Exact match “Dublin Ireland” Recorded in the RevenueBase company graph · Oct 20, 2026 · View company records in RevenueBase | |||||
| 2 | 103 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 · Oct 20, 2026 · View company records in RevenueBase | |||||
| 3 | 41 contacts → | ||||
Exact match “TraderEvolution Global provides dedicated multi-asset trading infrastructure for banks, brokers, prop firms, and neo-brokers worldwide.” Recorded in the RevenueBase company graph · Oct 20, 2026 · View company records in RevenueBase | |||||
| 4 | 23 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 · Oct 20, 2026 · View company records in RevenueBase | |||||
| 5 | 22 contacts → | ||||
Exact match “Conexim is a member of the Great-West LifeCo Inc group of companies who are one of the world’s leading life assurance organisations.” Recorded in the RevenueBase company graph · Oct 20, 2026 · View company records in RevenueBase | |||||
| 6 | 19 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 · Oct 20, 2026 · View company records in RevenueBase | |||||
| 7 | 18 contacts → | ||||
Exact match “Worth More.” Recorded in the RevenueBase company graph · Oct 20, 2026 · View company records in RevenueBase | |||||
| 8 | 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 · Oct 20, 2026 · View company records in RevenueBase | |||||
| 9 | 15 contacts → | ||||
Exact match “Founded in 2009, Biograph is a leading, independently owned Irish wealth advisory firm.” Recorded in the RevenueBase company graph · Oct 20, 2026 · View company records in RevenueBase | |||||
| 10 | 11 contacts → | ||||
Exact match “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…” Recorded in the RevenueBase company graph · Oct 20, 2026 · View company records in RevenueBase | |||||
| 11 | 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 · Oct 20, 2026 · View company records in RevenueBase | |||||
| 12 | 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 · Oct 20, 2026 · View company records in RevenueBase | |||||
| 13 | 8 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 · Oct 20, 2026 · View company records in RevenueBase | |||||
| 14 | 7 contacts → | ||||
Exact match “STRATxAI serves as the core infrastructure powering model management and portfolio customization for enterprise RIAs, advisor networks, and TAMPs.” Recorded in the RevenueBase company graph · Oct 20, 2026 · View company records in RevenueBase | |||||
| 15 | 7 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 · Oct 20, 2026 · View company records in RevenueBase | |||||
| 16 | 5 contacts → | ||||
Exact match “Expert wealth planning advice, intelligent insights, personalised solutions, and a holistic perspective.” Recorded in the RevenueBase company graph · Oct 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 · Oct 20, 2026 · View company records in RevenueBase | |||||
| 18 | 4 contacts → | ||||
Exact match “Seaspray Financial is a client centred investment advisor offering bespoke customised wealth management, protection, mortgage broking and savings & investment services.” Recorded in the RevenueBase company graph · Oct 20, 2026 · View company records in RevenueBase | |||||
| 19 | 3 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 · Oct 20, 2026 · View company records in RevenueBase | |||||
| 20 | 2 contacts → | ||||
Exact match “Clan Wealth Management is an exclusive wealth management and personalised financial planning company.” Recorded in the RevenueBase company graph · Oct 20, 2026 · View company records in RevenueBase | |||||
| 21 | 2 contacts → | ||||
Exact match “Baseplan Ltd has been providing client-led financial and retirement planning and wealth management advisory services to clients for the last 30 years.” Recorded in the RevenueBase company graph · Oct 20, 2026 · View company records in RevenueBase | |||||
| 22 | 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 · Oct 20, 2026 · View company records in RevenueBase | |||||
| 23 | 1 contacts → | ||||
Exact match “HERITAGE WEALTH MANAGEMENT LIMITED is a financial planning firm based in Ireland.” Recorded in the RevenueBase company graph · Oct 20, 2026 · View company records in RevenueBase | |||||
| 24 | 1 contacts → | ||||
Exact match “DLS Capital Management Limited is a Financial Planning, Investment and Wealth Management Company, located at 25 Merrion Square, Dublin 2.” Recorded in the RevenueBase company graph · Oct 20, 2026 · View company records in RevenueBase | |||||
| 25 | 1 contacts → | ||||
Exact match “GillenMarkets is one of Ireland's leading investment advisory firms.” Recorded in the RevenueBase company graph · Oct 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 “wealth management all-in-one advisor desktop platform companies”. 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 43 wealth management all-in-one advisor desktop platform companies based in Ireland
See the full list, filter by size, metro and specialty, and access 263 tracked professional contacts with verified work emails. Direct dials are available where recorded.
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Wealth management all-in-one advisor desktop platform companies based in Ireland at a glance
As of Oct 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 43 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 “wealth management all-in-one advisor desktop platform companies” 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 263 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 October 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 “wealth management all-in-one advisor desktop platform companies”; each Exact match badge shows search membership, not an individual similarity or quality score.
How many wealth management all-in-one advisor desktop platform companies are there based in Ireland?
RevenueBase identified 43 company matches for wealth management all-in-one advisor desktop platform companies associated with Ireland as of October 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?
FNZ Ireland Ipsi tops the displayed preview by professional contacts tracked in RevenueBase. Recorded headquarters appear in the company rows.
Which city has the most wealth management all-in-one advisor desktop platform companies?
Dublin leads with 12 company records, followed by Cork (3) and Limerick (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 263 professional contacts with verified work emails tracked across these 43 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 October 20, 2026.
Ready to reach these companies? Verified emails and direct dials for all 43 wealth management all-in-one advisor desktop platform companies based in Ireland. Start with a free account, no credit card.
Download this list →Related lists
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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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Company intelligence · public preview
Top 25 wealth management all-in-one advisor desktop platform companies 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 43 matching company records for wealth management all-in-one advisor desktop platform companies based in Ireland, with 636 tracked contacts and 263 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: October 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 wealth management all-in-one advisor desktop platform companies 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 |  FNZ Ireland Ipsifnz.comHQ: Dublin, IrelandReported employees: 1,001-5,000 | Dublin, Ireland | 1,001-5,000 | Exact match | 187 contacts → |
“Dublin Ireland” Recorded description excerpt · October 20, 2026Open company data in RevenueBase ↗Free signup required. | |||||
| 2 |  RBC Brewin Dolphin Irelandbrewin.ieHQ: Dublin, IrelandReported employees: 51-200 | Dublin, Ireland | 51-200 | Exact match | 103 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 · October 20, 2026Open company data in RevenueBase ↗Free signup required. | |||||
| 3 |  Traderevolution Global LTDtraderevolution.comHQ: Mounttown, IrelandReported employees: 51-200 | Mounttown, Ireland | 51-200 | Exact match | 41 contacts → |
“TraderEvolution Global provides dedicated multi-asset trading infrastructure for banks, brokers, prop firms, and neo-brokers worldwide.” Recorded description excerpt · October 20, 2026Open company data in RevenueBase ↗Free signup required. | |||||
| 4 |  Walfrid Privatewalfridprivate.ieHQ: Dublin, IrelandReported employees: 11-50 | Dublin, Ireland | 11-50 | Exact match | 23 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 · October 20, 2026Open company data in RevenueBase ↗Free signup required. | |||||
| 5 |  Coneximconexim.ieHQ: Dublin 1, IrelandReported employees: 11-50 | Dublin 1, Ireland | 11-50 | Exact match | 22 contacts → |
“Conexim is a member of the Great-West LifeCo Inc group of companies who are one of the world’s leading life assurance organisations.” Recorded description excerpt · October 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 | 19 contacts → |
“Kestrel is an investment advisory firm where the client relationship is at the centre of our process.” Recorded description excerpt · October 20, 2026Open company data in RevenueBase ↗Free signup required. | |||||
| 7 |  Fordelfordel.ieHQ: Dublin, IrelandReported employees: 11-50 | Dublin, Ireland | 11-50 | Exact match | 18 contacts → |
“Worth More.” Recorded description excerpt · October 20, 2026Open company data in RevenueBase ↗Free signup required. | |||||
| 8 |  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 · October 20, 2026Open company data in RevenueBase ↗Free signup required. | |||||
| 9 |  Biograph Wealth Advisorsbiograph.ieHQ: Dublin, IrelandReported employees: 11-50 | Dublin, Ireland | 11-50 | Exact match | 15 contacts → |
“Founded in 2009, Biograph is a leading, independently owned Irish wealth advisory firm.” Recorded description excerpt · October 20, 2026Open company data in RevenueBase ↗Free signup required. | |||||
| 10 |  Omnium Investment Platformomniumplatform.comHQ: Sandyford, IrelandReported employees: 11-50 | Sandyford, Ireland | 11-50 | Exact match | 11 contacts → |
“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…” Recorded description excerpt · October 20, 2026Open company data in RevenueBase ↗Free signup required. | |||||
| 11 |  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 · October 20, 2026Open company data in RevenueBase ↗Free signup required. | |||||
| 12 |  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 · October 20, 2026Open company data in RevenueBase ↗Free signup required. | |||||
| 13 |  Compass Private Wealthcompassprivatewealth.ieHQ: Dublin, IrelandReported employees: 1-10 | Dublin, Ireland | 1-10 | Exact match | 8 contacts → |
“Compass Private Wealth specialises in delivering sophisticated Wealth Management and Financial Planning advice to Individuals and Families in Ireland.” Recorded description excerpt · October 20, 2026Open company data in RevenueBase ↗Free signup required. | |||||
| 14 |  Stratxaistratxai.comHQ: Dublin, IrelandReported employees: 1-10 | Dublin, Ireland | 1-10 | Exact match | 7 contacts → |
“STRATxAI serves as the core infrastructure powering model management and portfolio customization for enterprise RIAs, advisor networks, and TAMPs.” Recorded description excerpt · October 20, 2026Open company data in RevenueBase ↗Free signup required. | |||||
| 15 |  truewealth.ietruewealth.ieHQ: Portlaoise, IrelandReported employees: 11-50 | Portlaoise, Ireland | 11-50 | Exact match | 7 contacts → |
“We believe everyone deserves access to expert financial advice, regardless of their current wealth or financial situation.” Recorded description excerpt · October 20, 2026Open company data in RevenueBase ↗Free signup required. | |||||
| 16 | Everlakeeverlake.ie HQ: Dun Laoghaire, IrelandReported employees: 11-50 | Dun Laoghaire, Ireland | 11-50 | Exact match | 5 contacts → |
“Expert wealth planning advice, intelligent insights, personalised solutions, and a holistic perspective.” Recorded description excerpt · October 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 · October 20, 2026Open company data in RevenueBase ↗Free signup required. | |||||
| 18 | Seaspray Financial Services LTDseasprayfinancialservices.ie HQ: Dublin 2, IrelandReported employees: 1-10 | Dublin 2, Ireland | 1-10 | Exact match | 4 contacts → |
“Seaspray Financial is a client centred investment advisor offering bespoke customised wealth management, protection, mortgage broking and savings & investment services.” Recorded description excerpt · October 20, 2026Open company data in RevenueBase ↗Free signup required. | |||||
| 19 |  Distinct Wealth Managementdistinctwealth.ieHQ: Dublin, IrelandReported employees: 1-10 | Dublin, Ireland | 1-10 | Exact match | 3 contacts → |
“Distinct Wealth Management provides comprehensive financial planning and wealth management services to private families and institutions in Ireland.” Recorded description excerpt · October 20, 2026Open company data in RevenueBase ↗Free signup required. | |||||
| 20 | Clan Wealth Managementclanwealth.ie HQ: Limerick, IrelandReported employees: 1-10 | Limerick, Ireland | 1-10 | Exact match | 2 contacts → |
“Clan Wealth Management is an exclusive wealth management and personalised financial planning company.” Recorded description excerpt · October 20, 2026Open company data in RevenueBase ↗Free signup required. | |||||
| 21 | Baseplan LTDbaseplan.ie HQ: Donnybrook, IrelandReported employees: 1-10 | Donnybrook, Ireland | 1-10 | Exact match | 2 contacts → |
“Baseplan Ltd has been providing client-led financial and retirement planning and wealth management advisory services to clients for the last 30 years.” Recorded description excerpt · October 20, 2026Open company data in RevenueBase ↗Free signup required. | |||||
| 22 |  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 · October 20, 2026Open company data in RevenueBase ↗Free signup required. | |||||
| 23 | Heritage Wealth Management LTDheritagewealth.ie HQ: Clarke's Bridge, IrelandReported employees: 1-10 | Clarke's Bridge, Ireland | 1-10 | Exact match | 1 contacts → |
“HERITAGE WEALTH MANAGEMENT LIMITED is a financial planning firm based in Ireland.” Recorded description excerpt · October 20, 2026Open company data in RevenueBase ↗Free signup required. | |||||
| 24 | DLS Capital Management Limiteddlscm.ie HQ: Dublin, IrelandReported employees: 1-10 | Dublin, Ireland | 1-10 | Exact match | 1 contacts → |
“DLS Capital Management Limited is a Financial Planning, Investment and Wealth Management Company, located at 25 Merrion Square, Dublin 2.” Recorded description excerpt · October 20, 2026Open company data in RevenueBase ↗Free signup required. | |||||
| 25 |  Gillen Marketsgillenmarkets.comHQ: Dublin, IrelandReported employees: Not recorded | Dublin, Ireland | Not recorded | Exact match | 1 contacts → |
“GillenMarkets is one of Ireland's leading investment advisory firms.” Recorded description excerpt · October 20, 2026Open company data in RevenueBase ↗Free signup required. | |||||
Showing 25 of 43 company matches
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Wealth management all-in-one advisor desktop platform companies: dataset insights
October 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
42 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 43 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: October 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 wealth management all-in-one advisor desktop platform companies?
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 wealth management all-in-one advisor desktop platform companies did RevenueBase find based in Ireland?
The saved snapshot records 43 matching company records, 636 tracked contacts and 263 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: October 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
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Cite this list
RevenueBase Data Team. Top 25 wealth management all-in-one advisor desktop platform companies based in Ireland. Snapshot: October 20, 2026. https://revenuebase.ai/companies/wealth-management-all-in-one-advisor-desktop-platform-companies/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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Company intelligence · public preview
Top 25 wealth management all-in-one advisor desktop platform companies based in Ireland
RevenueBase records 43 matching company records for wealth management all-in-one advisor desktop platform companies based in Ireland, with 636 tracked contacts and 263 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: October 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 wealth management all-in-one advisor desktop platform companies 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 | FNZ Ireland Ipsifnz.com HQ: Dublin, IrelandReported employees: 1,001-5,000 | Dublin, Ireland | 1,001-5,000 | Exact match | 187 contacts → |
“Dublin Ireland” Recorded description excerpt · October 20, 2026Open company data in RevenueBase ↗Free signup required. | |||||
| 2 | RBC Brewin Dolphin Irelandbrewin.ie HQ: Dublin, IrelandReported employees: 51-200 | Dublin, Ireland | 51-200 | Exact match | 103 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 · October 20, 2026Open company data in RevenueBase ↗Free signup required. | |||||
| 3 | Traderevolution Global LTDtraderevolution.com HQ: Mounttown, IrelandReported employees: 51-200 | Mounttown, Ireland | 51-200 | Exact match | 41 contacts → |
“TraderEvolution Global provides dedicated multi-asset trading infrastructure for banks, brokers, prop firms, and neo-brokers worldwide.” Recorded description excerpt · October 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 | 23 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 · October 20, 2026Open company data in RevenueBase ↗Free signup required. | |||||
| 5 | Coneximconexim.ie HQ: Dublin 1, IrelandReported employees: 11-50 | Dublin 1, Ireland | 11-50 | Exact match | 22 contacts → |
“Conexim is a member of the Great-West LifeCo Inc group of companies who are one of the world’s leading life assurance organisations.” Recorded description excerpt · October 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 | 19 contacts → |
“Kestrel is an investment advisory firm where the client relationship is at the centre of our process.” Recorded description excerpt · October 20, 2026Open company data in RevenueBase ↗Free signup required. | |||||
| 7 | Fordelfordel.ie HQ: Dublin, IrelandReported employees: 11-50 | Dublin, Ireland | 11-50 | Exact match | 18 contacts → |
“Worth More.” Recorded description excerpt · October 20, 2026Open company data in RevenueBase ↗Free signup required. | |||||
| 8 | 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 · October 20, 2026Open company data in RevenueBase ↗Free signup required. | |||||
| 9 | Biograph Wealth Advisorsbiograph.ie HQ: Dublin, IrelandReported employees: 11-50 | Dublin, Ireland | 11-50 | Exact match | 15 contacts → |
“Founded in 2009, Biograph is a leading, independently owned Irish wealth advisory firm.” Recorded description excerpt · October 20, 2026Open company data in RevenueBase ↗Free signup required. | |||||
| 10 | Omnium Investment Platformomniumplatform.com HQ: Sandyford, IrelandReported employees: 11-50 | Sandyford, Ireland | 11-50 | Exact match | 11 contacts → |
“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…” Recorded description excerpt · October 20, 2026Open company data in RevenueBase ↗Free signup required. | |||||
| 11 | 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 · October 20, 2026Open company data in RevenueBase ↗Free signup required. | |||||
| 12 | 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 · October 20, 2026Open company data in RevenueBase ↗Free signup required. | |||||
| 13 | Compass Private Wealthcompassprivatewealth.ie HQ: Dublin, IrelandReported employees: 1-10 | Dublin, Ireland | 1-10 | Exact match | 8 contacts → |
“Compass Private Wealth specialises in delivering sophisticated Wealth Management and Financial Planning advice to Individuals and Families in Ireland.” Recorded description excerpt · October 20, 2026Open company data in RevenueBase ↗Free signup required. | |||||
| 14 | Stratxaistratxai.com HQ: Dublin, IrelandReported employees: 1-10 | Dublin, Ireland | 1-10 | Exact match | 7 contacts → |
“STRATxAI serves as the core infrastructure powering model management and portfolio customization for enterprise RIAs, advisor networks, and TAMPs.” Recorded description excerpt · October 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 | 7 contacts → |
“We believe everyone deserves access to expert financial advice, regardless of their current wealth or financial situation.” Recorded description excerpt · October 20, 2026Open company data in RevenueBase ↗Free signup required. | |||||
| 16 | Everlakeeverlake.ie HQ: Dun Laoghaire, IrelandReported employees: 11-50 | Dun Laoghaire, Ireland | 11-50 | Exact match | 5 contacts → |
“Expert wealth planning advice, intelligent insights, personalised solutions, and a holistic perspective.” Recorded description excerpt · October 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 · October 20, 2026Open company data in RevenueBase ↗Free signup required. | |||||
| 18 | Seaspray Financial Services LTDseasprayfinancialservices.ie HQ: Dublin 2, IrelandReported employees: 1-10 | Dublin 2, Ireland | 1-10 | Exact match | 4 contacts → |
“Seaspray Financial is a client centred investment advisor offering bespoke customised wealth management, protection, mortgage broking and savings & investment services.” Recorded description excerpt · October 20, 2026Open company data in RevenueBase ↗Free signup required. | |||||
| 19 | Distinct Wealth Managementdistinctwealth.ie HQ: Dublin, IrelandReported employees: 1-10 | Dublin, Ireland | 1-10 | Exact match | 3 contacts → |
“Distinct Wealth Management provides comprehensive financial planning and wealth management services to private families and institutions in Ireland.” Recorded description excerpt · October 20, 2026Open company data in RevenueBase ↗Free signup required. | |||||
| 20 | Clan Wealth Managementclanwealth.ie HQ: Limerick, IrelandReported employees: 1-10 | Limerick, Ireland | 1-10 | Exact match | 2 contacts → |
“Clan Wealth Management is an exclusive wealth management and personalised financial planning company.” Recorded description excerpt · October 20, 2026Open company data in RevenueBase ↗Free signup required. | |||||
| 21 | Baseplan LTDbaseplan.ie HQ: Donnybrook, IrelandReported employees: 1-10 | Donnybrook, Ireland | 1-10 | Exact match | 2 contacts → |
“Baseplan Ltd has been providing client-led financial and retirement planning and wealth management advisory services to clients for the last 30 years.” Recorded description excerpt · October 20, 2026Open company data in RevenueBase ↗Free signup required. | |||||
| 22 | 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 · October 20, 2026Open company data in RevenueBase ↗Free signup required. | |||||
| 23 | Heritage Wealth Management LTDheritagewealth.ie HQ: Clarke's Bridge, IrelandReported employees: 1-10 | Clarke's Bridge, Ireland | 1-10 | Exact match | 1 contacts → |
“HERITAGE WEALTH MANAGEMENT LIMITED is a financial planning firm based in Ireland.” Recorded description excerpt · October 20, 2026Open company data in RevenueBase ↗Free signup required. | |||||
| 24 | DLS Capital Management Limiteddlscm.ie HQ: Dublin, IrelandReported employees: 1-10 | Dublin, Ireland | 1-10 | Exact match | 1 contacts → |
“DLS Capital Management Limited is a Financial Planning, Investment and Wealth Management Company, located at 25 Merrion Square, Dublin 2.” Recorded description excerpt · October 20, 2026Open company data in RevenueBase ↗Free signup required. | |||||
| 25 | Gillen Marketsgillenmarkets.com HQ: Dublin, IrelandReported employees: Not recorded | Dublin, Ireland | Not recorded | Exact match | 1 contacts → |
“GillenMarkets is one of Ireland's leading investment advisory firms.” Recorded description excerpt · October 20, 2026Open company data in RevenueBase ↗Free signup required. | |||||
Showing 25 of 43 company matches
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Wealth management all-in-one advisor desktop platform companies: dataset insights
October 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
42 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 43 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: October 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 wealth management all-in-one advisor desktop platform companies?
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 wealth management all-in-one advisor desktop platform companies did RevenueBase find based in Ireland?
The saved snapshot records 43 matching company records, 636 tracked contacts and 263 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: October 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.
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Cite this list
RevenueBase Data Team. Top 25 wealth management all-in-one advisor desktop platform companies based in Ireland. Snapshot: October 20, 2026. https://revenuebase.ai/companies/wealth-management-all-in-one-advisor-desktop-platform-companies/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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