Elevate Financial achieves €100 million in assets under management

Elevate Financial, an independent financial advisory firm with offices in Wexford, Dublin, and Cork, is proud to announce that it has reached €100 million in assets under management (AUM) within just six years of operation. Established in February 2018, Elevate Financial has organically grown its client base to over 800 and assets to €100 million in under seven years. This significant milestone underscores the firm’s commitment to delivering tailored financial planning services to clients across Ireland.

Now established as one of the leading independent financial brokers in the country, Elevate Financial offers tailored services in Pension Management, Wealth Management, and Corporate Financial Planning, earning recognition as one of Ireland’s largest pension transfer companies. The company has set an ambitious target to reach €400 million in AUM by 2030, further solidifying its position as a key player in the industry.

The achievement aligns with the broader expansion of Ireland’s financial advisory sector. Recent projections indicate that the Irish financial advisory market is expected to grow by 0.28% annually from 2024 to 2029, reaching a market volume of €189.50 billion by 2029.* This growth is driven by increasing demand for personalised financial planning and investment services.

Elevate Financial to expand team

In response to this upward trend, Elevate Financial plans to expand its team by adding 10 new positions over the next two years. These roles will support the firm’s core services, including pensions, savings and investments, and financial protection. What’s more, the 10 new roles will contribute to local economies in Dublin, Cork, and Wexford, providing opportunities for financial professionals to join a dynamic and fast-growing team. The expansion aims to enhance the firm’s capacity to provide personalised advisory services that align with clients’ financial well-being and goals.

Earlier this year, Zurich recognised Elevate Financial as one of the fastest-growing brokerages in Ireland for 2024.

Conor Farrell, Managing Director of Elevate Financial, said: “Reaching €100 million in assets under management is a testament to the trust our clients place in us and the dedication of our team. Our philosophy has always been to offer a tailor-made advisory service specific to each client’s financial well-being and goals. As we look to the future, we are excited to expand our team and continue providing exceptional service to our clients across Ireland.”

Elevate Financial’s approach emphasises simplicity and clarity in financial planning. The firm offers a range of services, including financial planning, pension transfers, investment advice, and protection, all designed to help clients achieve their personal and financial objectives. With a close-knit team dedicated to developing long-lasting relationships, Elevate Financial strives to make financial planning accessible and straightforward for all clients.

For more information about Elevate Financial and its services, please visit elevatefinancial.ie.

About Elevate Financial
Elevate Financial is an independent financial advisory firm based in Ireland, offering personalised financial planning services tailored to individual client needs. With offices in Dublin, Cork, and Wexford, the firm provides expertise in financial planning, pension transfers, investment advice, and financial protection. Elevate Financial is regulated by the Central Bank of Ireland.