Company lists · Data refreshed September 2026

Top 23 Wealth management platforms based in Ireland

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

Compiled by the RevenueBase Data Team Data refreshed Sep 14, 2026 39 companies tracked

RevenueBase identified 39 wealth management platforms headquartered in Ireland as of September 2026 and tracks 603 professional contacts across them, including 252 with verified work emails. Dublin is the largest hub.

This list covers wealth management platforms headquartered in Ireland, matched on what each company actually does as described in its own words. Ranked by team size, largest first. Every row shows the company's own description, its RevenueBase Smart Search rating, and when it was last checked. Data refreshed September 14, 2026.

Published by RevenueBase, a B2B data infrastructure company. This list was built with RevenueBase Smart Search, the natural-language company search RevenueBase customers use to build their own targeted lists and unlock verified emails and direct dials at the companies on them. How these lists are built and judged.

How to read this list HQ checked on every row RevenueBase Smart Search rating on every row Refreshed Sep 14, 2026 86% judged on-target in blind review

39Companies

603Contacts tracked

252Verified emails

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The 23 largest wealth management platforms based in Ireland

Ranked by team size

Top 23 of 39 wealth management platforms based in Ireland, ranked by team size, largest first. Data refreshed Sep 14, 2026. RevenueBase Smart Search rates how each company's information relates to wealth management platforms: strong evidence (its own description names it), partial (names part of it), indirect (matched on the rest of its profile rather than the description shown). Click a contact count to view that company's people.
#	Company	RevenueBase Smart Search	Headquarters	Employees	Contacts
1	FNZ Ireland Ipsi	Indirect evidence	Dublin, IrelandHQ checked Sep 14, 2026	1,001-5,000	178 contacts →
	Indirect evidence “Dublin Ireland” Source: RevenueBase Database · checked Sep 14, 2026
2	RBC Brewin Dolphin Ireland	Strong evidence	Dublin, IrelandHQ checked Sep 14, 2026	51-200	94 contacts →
	Strong evidence “One of Ireland’s leading wealth managers, we are now also one of the largest, with the acquisition of Investec’s Irish wealth management business making us the third largest in…” Source: RevenueBase Database · checked Sep 14, 2026
3	Financial Risk Solutions FRS LTD	Partial evidence	Dublin 2, IrelandHQ checked Sep 14, 2026	11-50	34 contacts →
	Partial evidence “Financial Risk Solutions (FRS) is a trusted technology partner to the life insurance and investment management industry.” Source: RevenueBase Database · checked Sep 14, 2026
4	Walfrid Private	Partial evidence	Dublin, IrelandHQ checked Sep 14, 2026	11-50	21 contacts →
	Partial evidence “Walfrid Private specialises in Wealth-Protection -Development -Retention Our success is based on advice that is; Simple, Client focused, Transparent, Holistic Advice is provided…” Source: RevenueBase Database · checked Sep 14, 2026
5	Conexim	Indirect evidence	Dublin 1, IrelandHQ checked Sep 14, 2026	11-50	21 contacts →
	Indirect evidence “Conexim is a member of the Great-West LifeCo Inc group of companies who are one of the world’s leading life assurance organisations.” Source: RevenueBase Database · checked Sep 14, 2026
6	Thomond Asset Management	Strong evidence	Limerick, IrelandHQ checked Sep 14, 2026	11-50	16 contacts →
	Strong evidence “Thomond Asset Management was founded in 2009 by Neal Kelly, Tom Fitzgerald and David O’Neill with the aim of providing distinctively high quality wealth management.” Source: RevenueBase Database · checked Sep 14, 2026
7	Fordel	Indirect evidence	Dublin, IrelandHQ checked Sep 14, 2026	11-50	14 contacts →
	Indirect evidence “Worth More.” Source: RevenueBase Database · checked Sep 14, 2026
8	Biograph Wealth Advisors	Partial evidence	Dublin, IrelandHQ checked Sep 14, 2026	11-50	13 contacts →
	Partial evidence “Founded in 2009, Biograph is a leading, independently owned Irish wealth advisory firm.” Source: RevenueBase Database · checked Sep 14, 2026
9	Omnium Investment Platform	Strong evidence	Sandyford, IrelandHQ checked Sep 14, 2026	11-50	11 contacts →
	Strong evidence “Omnium Investment Platform was established in 2014 with a view to supporting independent financial advisors and wealth managers create better client experiences for their clients…” Source: RevenueBase Database · checked Sep 14, 2026
10	Everlake	Partial evidence	Dun Laoghaire, IrelandHQ checked Sep 14, 2026	11-50	11 contacts →
	Partial evidence “Expert wealth planning advice, intelligent insights, personalised solutions, and a holistic perspective.” Source: RevenueBase Database · checked Sep 14, 2026
11	Stratxai	Partial evidence	Dublin, IrelandHQ checked Sep 14, 2026	1-10	9 contacts →
	Partial evidence “STRATxAI serves as the core infrastructure powering model management and portfolio customization for enterprise RIAs, advisor networks, and TAMPs.” Source: RevenueBase Database · checked Sep 14, 2026
12	Hennelly Finance	Strong evidence	Barna, IrelandHQ checked Sep 14, 2026	1-10	8 contacts →
	Strong evidence “Hennelly Finance is one of the West of Ireland’s leading wealth management and financial advisory firms, trusted by individuals, families, business owners and organisations to…” Source: RevenueBase Database · checked Sep 14, 2026
13	Compass Private Wealth	Strong evidence	Dublin, IrelandHQ checked Sep 14, 2026	1-10	7 contacts →
	Strong evidence “Compass Private Wealth specialises in delivering sophisticated Wealth Management and Financial Planning advice to Individuals and Families in Ireland.” Source: RevenueBase Database · checked Sep 14, 2026
14	truewealth.ie	Partial evidence	Portlaoise, IrelandHQ checked Sep 14, 2026	11-50	5 contacts →
	Partial evidence “We believe everyone deserves access to expert financial advice, regardless of their current wealth or financial situation.” Source: RevenueBase Database · checked Sep 14, 2026
15	Life Goals Financial Services	Strong evidence	Dublin 18, IrelandHQ checked Sep 14, 2026	1-10	4 contacts →
	Strong evidence “As Certified Financial Planning professionals we provide expert advice on all aspects of wealth management and LifestyleFinancial Planning.” Source: RevenueBase Database · checked Sep 14, 2026
16	Moore Wealth Management	Strong evidence	Waterford, IrelandHQ checked Sep 14, 2026	1-10	4 contacts →
	Strong evidence “Our goal is to provide superior personalized wealth management services to our clients by partnering with them to build long term advice based relationships to help them achieve…” Source: RevenueBase Database · checked Sep 14, 2026
17	Fitzgerald Brennan Asset Management	Partial evidence	Dublin, IrelandHQ checked Sep 14, 2026	11-50	3 contacts →
	Partial evidence “Here at FBAM, we focus on protecting, growing and empowering wealth for families, high-value clients & institutions.” Source: RevenueBase Database · checked Sep 14, 2026
18	Garrison Financial Planning	Strong evidence	Dublin 2, IrelandHQ checked Sep 14, 2026	1-10	3 contacts →
	Strong evidence “Garrison Financial Planning is a leading wealth management and advisory services firm.” Source: RevenueBase Database · checked Sep 14, 2026
19	Distinct Wealth Management	Strong evidence	Dublin, IrelandHQ checked Sep 14, 2026	1-10	2 contacts →
	Strong evidence “Distinct Wealth Management provides comprehensive financial planning and wealth management services to private families and institutions in Ireland.” Source: RevenueBase Database · checked Sep 14, 2026
20	Baseplan LTD	Strong evidence	Donnybrook, IrelandHQ checked Sep 14, 2026	1-10	1 contacts →
	Strong evidence “Baseplan Ltd has been providing client-led financial and retirement planning and wealth management advisory services to clients for the last 30 years.” Source: RevenueBase Database · checked Sep 14, 2026
21	Dwyer Barry	Strong evidence	Cork, IrelandHQ checked Sep 14, 2026	1-10	1 contacts →
	Strong evidence “Dwyer Barry is a boutique wealth management firm, advising investors, professionals and business owners, pre and post retirement.” Source: RevenueBase Database · checked Sep 14, 2026
22	Heritage Wealth Management LTD	Strong evidence	Clarke's Bridge, IrelandHQ checked Sep 14, 2026	1-10	1 contacts →
	Strong evidence “HERITAGE WEALTH MANAGEMENT LIMITED is a financial planning firm based in Ireland.” Source: RevenueBase Database · checked Sep 14, 2026
23	Peak Financial LTD	Strong evidence	Dublin, IrelandHQ checked Sep 14, 2026	1-10	1 contacts →
	Strong evidence “Peak Financial is a financial planning and wealth management firm.” Source: RevenueBase Database · checked Sep 14, 2026

RevenueBase Smart Search

RevenueBase Smart Search assesses information from a company’s LinkedIn profile, information supplied directly by the company, its website, and other publicly available sources. It uses that information to rate how closely the company relates to this list’s category: wealth management platforms. Every row carries its rating and the description the rating was read from, so each one can be checked rather than taken on trust.

Strong evidence: The company's own public description of its business names wealth management platforms.
Partial evidence: Its own public description names part of wealth management platforms, so it works in or next to the category without describing itself that way.
Indirect evidence: The description shown does not name wealth management platforms. The match rests on the rest of the company's public profile rather than the one sentence quoted here, so this is the rating to check first.

RevenueBase Smart Search is how these lists are built: RevenueBase's data engine and AI assemble the companies that match a category defined in a user's own words, so a list can be about what companies actually do rather than about whichever industry code they were filed under.

Showing 23 of 39 wealth management platforms based in Ireland

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Wealth management platforms based in Ireland at a glance

As of Sep 14, 2026

41.8%Verified-email coverage

15.5Average contacts per company

1-10Median size (employees)

35.9%Largest-city concentration · Dublin

Sep 14, 2026Page data refreshed

Companies by employee count

1-10

11-50

51-200

201-500

1,001-5,000

Email recency for this list is measured worldwide rather than for Ireland, so it is reported there. Company counts and contact totals on this page are exact for Ireland, over 39 companies.

How this list was built

Company categories are rarely black and white. RevenueBase reads each company's own description of its business to decide whether it belongs among wealth management platforms, so some rows will be adjacent to the category rather than pure plays. The description and RevenueBase Smart Search rating on every row are there so you can check each match yourself.

Source: The RevenueBase company graph: 60 million companies and 398.9 million professional contacts resolved from primary sources, queried with RevenueBase Smart Search, the natural-language company search available to every RevenueBase user.
What qualifies: Companies headquartered in Ireland whose own description of what they do matches “wealth management platforms”. Matching reads each company's description, not its industry code or its name.
RevenueBase Smart Search: RevenueBase Smart Search is how this list is assembled and how each row is rated. RevenueBase's data engine and AI assess a company's LinkedIn profile, information supplied directly by the company, its website and other publicly available information, then relate it to a category defined in a user's own words. Each row is rated strong evidence (its own description names wealth management platforms), partial evidence (it names part of the category) or indirect evidence (the description shown names none of it and the match rests on the rest of the company's profile). The description supporting each rating is quoted on the row.
What we exclude: Companies whose own description does not clearly place them among wealth management platforms, and records with no verified work email. Companies headquartered outside Ireland are excluded even when they keep an office there.
Match quality: In blind human judging of this matching method, 86% of matched companies were on target. Expect roughly 1 in 7 rows to be adjacent to the category rather than a pure play. Every row shows the company's own description and its RevenueBase Smart Search rating so you can judge each match yourself. Read the full methodology: how the lists are built, how the judging worked, and what the figure means.
Ranking: Team size, largest first: companies are ordered by the number of professionals RevenueBase tracks at each one. Employee ranges shown are reported bands, for context.
Verification: Every listed company carries at least one verified work email, 252 across the full list. Contacts re-verify on a rolling cadence, and each contact's own verification date is shown inside RevenueBase.
Refresh: This page's figures were pulled from the company graph on September 14, 2026. Lists refresh periodically as the graph is re-checked.
Corrections: Wrong category, wrong headquarters, or a company that has closed? Use “Report an issue” on any row. Reports go to the RevenueBase Data Team and feed back into the company graph.

Frequently asked

What is RevenueBase Smart Search?

RevenueBase Smart Search is how RevenueBase decides which companies belong on this list and how strongly each one fits. Its data engine and AI assess a company's LinkedIn profile, information supplied directly by the company, its website and other publicly available information, then relate it to the category the list is about. Each row is rated strong evidence when the company's own description names wealth management platforms, partial evidence when it names part of the category, and indirect evidence when the description shown names none of it and the match rests on the rest of the company's profile.

How many wealth management platforms are there based in Ireland?

RevenueBase identified 39 wealth management platforms headquartered in Ireland as of September 2026, matched on each company's own description of what it does rather than its industry code.

What is the largest company on this list?

FNZ Ireland Ipsi, headquartered in Dublin, tops this list with the largest team on record.

Which city has the most wealth management platforms?

Dublin leads with 14 headquartered companies, followed by Cork (3) and Barna (1).

How do I get contact information for these companies?

A free RevenueBase account lets you run this exact search and work the top results, verified emails and direct dials included. Upgrading unlocks all 252 verified decision-maker contacts tracked across these 39 companies.

How current is this list?

The list refreshes periodically as the company graph is re-checked. This page's figures were pulled on September 14, 2026.

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About this data

RevenueBase is a B2B data infrastructure company. Its company graph covers 60 million companies and 398.9 million professional contacts, with emails verified on a rolling cadence rather than scraped once and left to decay. These company lists are generated directly from that graph with RevenueBase Smart Search, the same natural-language company search every RevenueBase user has: describe a market in plain words, get the companies that match, and add verified emails and direct dials for the people at them. It is the same data that powers RevenueBase's B2B data products, and a free account includes 500 credits to start. How these lists are built and judged.