Clan Wealth Management

Financial Services • Limerick, Co Limerick, Ireland • 1-10 Employees

Company overview

Headquarters	Limerick, Co Limerick, Ireland
Website	clanwealth.ie
NAICS	52
Founded	2023
Employees	1-10

Key Contact at Clan Wealth Management

Keith Matthews

Managing Director

Clan Wealth Management Email Formats

Clan Wealth Management uses 1 email format. The most common is {first name} (e.g., john@clanwealth.ie), used 100% of the time.

Format	Example	Percentage
{first name}	john@clanwealth.ie	100%

About Clan Wealth Management

Clan Wealth Management is an exclusive wealth management and personalised financial planning company. Clan Wealth Management prioritises a strong client-centred focus, with more time and resources dedicated to building genuine relationships with clients. As an independently owned company, we represent clients and their interests and simply deliver objective recommendations. Our approach involves working closely with our clients to truly understand their needs, challenges and objectives. We create a personalised Clan Wealth Plan that provides a roadmap to financial freedom, broadens options, instils confidence and alleviates financial anxieties. At Clan Wealth Management, we are dedicated to building long-lasting relationships based on trust, integrity and exceptional service. With our personalised approach and unwavering commitment to our clients’ success, we strive to be their trusted partner on their financial journey with our guiding hand. Venture Wealth Ltd T/A Clan Wealth Management is Regulated by the Central Bank of Ireland.

Clan Wealth Management revenue & valuation

Annual revenue	$85,555
Revenue per employee	$86,000
Estimated valuation?This valuation is estimated based on industry average for the Financial Services industry and current estimated revenues	$273,776
Total funding	No funding

Employees by Management Level

Total employees: 1-10

Seniority

Employees

C-Suite

Employees by Department

Clan Wealth Management has 1 employees across 1 departments.

Departments

Number of employees

Funding Data

Clan Wealth Management has never raised funding before.

Frequently asked questions

Clan Wealth Management is located in Limerick, Co Limerick, IE.

Clan Wealth Management was founded in 2023, making it 3 years old. The company has established itself as a significant player in its industry over this time.

Clan Wealth Management has approximately 1-10 employees. The company continues to grow its workforce to support its business operations and expansion.

Key Contact at Clan Wealth Management

Keith Matthews

Managing Director

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