Smart Financial
Financial Services • 
Clondalkin, Co Dublin, Ireland • 1-10 Employees
Company overview
| Headquarters | Greenhills road, Units 1 and 2 Greenhills Centre, Dublin, Dublin D12YH22, IE |
| Phone number | +35312533242 |
| Website | |
| NAICS | 52 |
| Keywords | Income Protection, Inheritance Tax Planning, Life Cover, Business Assurance, Uk Pension Transfers, Mortgage Protection, Workplace Pension Transfers, Serious Illness, Retirement Options, Employer & Director Pensions, Purchasing Property Through Your Pension, Self Employed Financial Planning, Wealth Maximisation Strategies |
| Founded | 2015 |
| Employees | 1-10 |
| Socials |
Key Contacts at Smart Financial
Jess Boles
Financial Advisor / Director
Letícia Pimentel
Ceo
Vivek Shinde
Owner
Leung George
Managing Director
Smart Financial Email Formats
Smart Financial uses 2 email formats. The most common is {first name} (e.g., john@smartfinancial.ie), used 55.6% of the time.
| Format | Example | Percentage |
|---|---|---|
{first name} | john@smartfinancial.ie | 55.6% |
{first initial} | j@smartfinancial.ie | 44.4% |
About Smart Financial
Empowering Business Owners & Professionals to maximise and protect their wealth! 💰📈 We understand the unique challenges you face and offer customized pension and protection solutions designed to maximize your wealth and objectives for retirement to create a lasting legacy for your business and family. How we’ll help you enhance and achieve your financial success: ✔️ STRATEGIC PENSION & PROTECTION PLANNING: We will work closely with you to assess your individual needs and risk tolerance, developing a customized pension and protection plan that aligns with your long-term goals. ✔️ TAX-ADVANTAGED STRATEGIES: We will leverage our expertise to identify tax-efficient pension options that maximize your contributions and minimize your tax burden. ✔️ INVESTMENT MANAGEMENT: We will offer a comprehensive range of investment options, ensuring your pension plan benefits from diversification and growth potential. ✔️ ONGOING SUPPORT: We will provide continuous guidance and support throughout your journey, adjusting your plan as your needs and circumstances change. O U R S P E C I A L T Y: 💼 Employer & company director pension solutions. 📈 Wealth maximisation strategies using PRSA’s and Master Trust pensions. 💰 Tax-efficient wealth (cash) extraction from the company. 👨💻 Self Employed financial planning. ✈️ UK pension transfers. 🚶♂️💨🏢 Workplace pension transfers (pension options when changing jobs). 🏠💶 Purchasing property through your pension. 💰🔎 Retirement options. 🛡️Income protection 🛡️Mortgage protection 🛡️Inheritance tax planning 🛡️Life Insurance ARE YOU MAKING THE MOST OF YOUR WEALTH ? Find out with a wealth management consultation today … 👇 Phone: +353 (0)1 253 3242 Email: info@smartfinancial.ie Website: https://www.smartfinancial.ie/blog/
Smart Financial revenue & valuation
| Annual revenue | $769,995 |
| Revenue per employee | $86,000 |
| Estimated valuation?This valuation is estimated based on industry average for the Financial Services industry and current estimated revenues | $2,500,000 |
| Total funding | No funding |
Employees by Management Level
Total employees: 1-10
Seniority
Employees
Employees by Department
Smart Financial has 15 employees across 5 departments.
Departments
Number of employees
Funding Data
Smart Financial has never raised funding before.
Smart Financial Tech Stack
Discover the technologies and tools that power Smart Financial's digital infrastructure, from frameworks to analytics platforms.
Performance
JavaScript libraries
Form builders
Page builders
JavaScript libraries
Analytics
JavaScript libraries
Analytics
Advertising
Miscellaneous
Security
United Kingdom
United Arab Emirates
United States
PolandFrequently asked questions
4.8
40,000 users
