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Unio Wealth Management Tech Stack

Wealth management and employee benefits advisory backed by Great-West Lifeco

Financial Services Sandyford, Dublin 201–500 employees Founded 2023 Privately Held

Unio is a Dublin-based wealth manager administering €14 billion in assets for over 10,000 private clients, now consolidating its tech infrastructure around SAP and Snowflake while tackling manual finance work and regulatory complexity. The hiring mix—concentrated in finance (8 roles) alongside HR and support—reflects an active finance transformation programme and ERP implementation, suggesting the firm is modernizing backend operations to handle scale and compliance burden.

Tech Stack 11 technologies

Core StackSAP Power BI Snowflake Salesforce Word Excel Outlook Sage Alteryx Microsoft Forms BlackLine

What Unio Wealth Management Is Building

◆Challenges

Grow share of wallet
Complex employee relations cases
Meeting regulatory compliance requirements
Prompt processing of applications
Performance and development process
Closing developmental gaps
Manual finance activities
Reconciliation gaps
Data migration

▲Active Projects

Recruitment and selection
Performance and development process
Strategic hr initiatives and process improvements
Finance transformation programme
Erp implementation
Process automation initiative

Hiring Activity

Accelerating10 roles · 5 in 30d

Department

Finance

8

HR

2

Support

1

Seniority

Senior

5

Mid

4

Junior

2

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About Unio Wealth Management

Unio provides private wealth management and employee benefits advisory to high-net-worth individuals and corporate clients across Ireland. The business was established in 2023 through the integration of Harvest Financial Services with an existing wealth advisory practice that traces 30+ years of industry experience. Operations span Dublin (headquarters in Sandyford), Cork, Galway, and Limerick. The firm administers €14 billion in assets under administration and advice, serving more than 10,000 private clients. Unio is regulated by the Central Bank of Ireland and backed by Great-West Lifeco.

HeadquartersSandyford, Dublin

Company Size201–500 employees

Founded2023

Hiring MarketsIreland

Frequently Asked Questions

What tech stack does Unio Wealth Management use?

Unio uses SAP, Snowflake, Salesforce, and Power BI as core platforms, alongside Sage, BlackLine, Alteryx, and Microsoft Office tools for operations and reporting.

What is Unio Wealth Management working on?

Current priorities include ERP implementation, a finance transformation programme, process automation, recruitment/selection, and performance development initiatives—all aimed at modernizing operations and closing reconciliation gaps.