Elevate Financial has 100m in assets under management [Video]

Financial advisory firm Elevate Financial has announced it has now €100m in assets under management just six years after being set up.

The firm, which has offices in Dublin, Cork, and Wexford, say they have grown their client base to over 800.

The company which offers services in pension management, wealth management, and corporate financial planning, is now one of Ireland’s largest pension transfer companies.

The company has set an ambitious target to reach €400m in AUM by 2030.

It said the Irish financial advisory market is expected to grow by 0.28% annually from 2024 to 2029, reaching a market volume of €189.50bn by 2029.

The company say there is increasing demand for personalised financial planning and investment services.

Elevate say they plan to expand their team by adding 10 new positions over the next two years in Dublin, Cork, and Wexford.

Conor Farrell, Managing Director of Elevate Financial, said: “Reaching €100m in assets under management is a …