Company lists · Data refreshed September 2026

Top 25 Advisor-led investment platforms based in South Africa

Name: Advisor-led investment platforms based in South Africa
Creator: RevenueBase
License: https://creativecommons.org/licenses/by/4.0/

Compiled by the RevenueBase Data Team Data refreshed Sep 27, 2026 244 companies tracked

RevenueBase identified 244 advisor-led investment platforms headquartered in South Africa as of September 2026 and tracks 3,154 professional contacts across them, including 1,340 with verified work emails. Johannesburg is the largest hub.

This list covers advisor-led investment platforms headquartered in South Africa, matched on what each company actually does as described in its own words. Ranked by team size, largest first. Every row shows the company's own description, its RevenueBase Smart Search rating, and when it was last checked. Data refreshed September 27, 2026.

Published by RevenueBase, a B2B data infrastructure company. This list was built with RevenueBase Smart Search, the natural-language company search RevenueBase customers use to build their own targeted lists and unlock verified emails and direct dials at the companies on them. How these lists are built and judged.

How to read this list HQ checked on every row RevenueBase Smart Search rating on every row Refreshed Sep 27, 2026 86% judged on-target in blind review

244Companies

3,154Contacts tracked

1,340Verified emails

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The 25 largest advisor-led investment platforms based in South Africa

Ranked by team size

Top 25 of 244 advisor-led investment platforms based in South Africa, ranked by team size, largest first. Data refreshed Sep 27, 2026. RevenueBase Smart Search rates how each company's information relates to advisor-led investment platforms: strong evidence (its own description names it), partial (names part of it), indirect (matched on the rest of its profile rather than the description shown). Click a contact count to view that company's people.
#	Company	RevenueBase Smart Search	Headquarters	Employees	Contacts
1	Citadel Investment Services	Indirect evidence	Lynnwood Manor, South AfricaHQ checked Sep 27, 2026	201-500	379 contacts →
	Indirect evidence “Far more than specialist wealth managers, we’re here to secure and grow your wealth, so that you have the freedom to choose the size of your dreams and the content of your next…” Source: RevenueBase Database · checked Sep 27, 2026
2	Momentum Investments	Indirect evidence	Tshwane, South AfricaHQ checked Sep 27, 2026	501-1,000	326 contacts →
	Indirect evidence “With us, investing is personal.” Source: RevenueBase Database · checked Sep 27, 2026
3	Consult	Indirect evidence	Centurion, South AfricaHQ checked Sep 27, 2026	201-500	309 contacts →
	Indirect evidence “Let's journey together.” Source: RevenueBase Database · checked Sep 27, 2026
4	GCI	Partial evidence	Johannesburg, South AfricaHQ checked Sep 27, 2026	51-200	106 contacts →
	Partial evidence “GCI Wealth is a boutique financial planning and investment group dedicated to ensuring that your future, secured whilst at the same time addressing the potential lifestyle…” Source: RevenueBase Database · checked Sep 27, 2026
5	Inn8	Strong evidence	Johannesburg, South AfricaHQ checked Sep 27, 2026	51-200	102 contacts →
	Strong evidence “As the adviser’s partner, we are inspired by the wealth manager of the future to change the way investments are done.” Source: RevenueBase Database · checked Sep 27, 2026
6	NFB Private Wealth Management	Indirect evidence	Johannesburg, South AfricaHQ checked Sep 27, 2026	51-200	101 contacts →
	Indirect evidence “The only way to obtain financial certainty in challenging conditions is to create it.” Source: RevenueBase Database · checked Sep 27, 2026
7	Portfoliometrix	Strong evidence	Johannesburg, South AfricaHQ checked Sep 27, 2026	51-200	78 contacts →
	Strong evidence “With PMX as their investment partner, advisers are free from the distractions that risk holding them back, giving them the space to focus on the conversations that matter.” Source: RevenueBase Database · checked Sep 27, 2026
8	Kainos Group	Indirect evidence	Centurion, South AfricaHQ checked Sep 27, 2026	51-200	75 contacts →
	Indirect evidence “Kainos Wealth (Pty) Ltd.” Source: RevenueBase Database · checked Sep 27, 2026
9	Foord Asset Management	Indirect evidence	Cape Town, South AfricaHQ checked Sep 27, 2026	51-200	59 contacts →
	Indirect evidence “Foord Asset Management has been consistently growing retirement savings since 1981.” Source: RevenueBase Database · checked Sep 27, 2026
10	Stonehouse Capital	Indirect evidence	Johannesburg, South AfricaHQ checked Sep 27, 2026	11-50	53 contacts →
	Indirect evidence “In an extraordinary world, a personalised approach to advice that demonstrates true care and a commitment to delivering what clients need is the cornerstone of what Stonehouse…” Source: RevenueBase Database · checked Sep 27, 2026
11	Melville Douglas	Partial evidence	Randburg, South AfricaHQ checked Sep 27, 2026	51-200	52 contacts →
	Partial evidence “Since 1987, Melville Douglas has been delivering superior investment returns across a number of asset classes.” Source: RevenueBase Database · checked Sep 27, 2026
12	Origin Financial Group Of Companies	Indirect evidence	Cape Town, South AfricaHQ checked Sep 27, 2026	51-200	47 contacts →
	Indirect evidence “Origin’s slogan proclaims that we are COMMITTED TO YOU.” Source: RevenueBase Database · checked Sep 27, 2026
13	Mentenova	Indirect evidence	Rosebank, South AfricaHQ checked Sep 27, 2026	11-50	29 contacts →
	Indirect evidence “We are a long-standing; award-winning financial services group and we are synonymous with: • Innovation • Independence • Excellence • Integrity • Long-term partnerships.” Source: RevenueBase Database · checked Sep 27, 2026
14	Seed Investments	Strong evidence	Bellville, South AfricaHQ checked Sep 27, 2026	11-50	28 contacts →
	Strong evidence “We create investment solutions designed not to limit, but to liberate, empowering advisors to serve their clients with clarity, confidence and choice.” Source: RevenueBase Database · checked Sep 27, 2026
15	Future Green DOT	Indirect evidence	Johannesburg, South AfricaHQ checked Sep 27, 2026	1-10	28 contacts →
	Indirect evidence “As it is our firm belief that financial planning is a responsibility as opposed to a choice, we have built a business filled with highly skilled financial planners, whose sole…” Source: RevenueBase Database · checked Sep 27, 2026
16	Concept Wealth Authorized By Sanlam	Indirect evidence	George, South AfricaHQ checked Sep 27, 2026	1-10	27 contacts →
	Indirect evidence “Professional Financial Planning and Portfolio Management” Source: RevenueBase Database · checked Sep 27, 2026
17	Overberg Asset Management PTY LTD	Partial evidence	Greyton, South AfricaHQ checked Sep 27, 2026	11-50	23 contacts →
	Partial evidence “Overberg Asset Management specialises in the management of private share portfolios, tailored to the investment objectives of each client.” Source: RevenueBase Database · checked Sep 27, 2026
18	Elite Wealth Solutions	Partial evidence	Pretoria, South AfricaHQ checked Sep 27, 2026	11-50	23 contacts →
	Partial evidence “Elite Wealth provides a software solution for medium to large financial advisory companies.” Source: RevenueBase Database · checked Sep 27, 2026
19	Woodland Wealth	Partial evidence	Paardevlei, South AfricaHQ checked Sep 27, 2026	11-50	21 contacts →
	Partial evidence “Just like trees, your investments take some time to grow.” Source: RevenueBase Database · checked Sep 27, 2026
20	Rosebank Wealth Group PTY LTD	Indirect evidence	Rosebank, South AfricaHQ checked Sep 27, 2026	11-50	20 contacts →
	Indirect evidence “Founded in June 2009, Rosebank Wealth Group (RWG) is located in Rosebank, Johannesburg and currently employees 16 staff members.” Source: RevenueBase Database · checked Sep 27, 2026
21	Independent Securities	Partial evidence	Illovo, South AfricaHQ checked Sep 27, 2026	11-50	19 contacts →
	Partial evidence “Independent Securities, Your Investment Partner Since 1998 For over 25 years, we’ve stayed true to one purpose: delivering superior investment outcomes without unnecessary…” Source: RevenueBase Database · checked Sep 27, 2026
22	Ultima Financial Planners PTY LTD	Indirect evidence	Pretoria, South AfricaHQ checked Sep 27, 2026	11-50	19 contacts →
	Indirect evidence “CREATING VALUE TO ENABLE A MEANINGFUL LIFE THROUGH FINANCIAL PLANNING While the journey to a meaningful life is unique for each one of us, its building blocks are universal.” Source: RevenueBase Database · checked Sep 27, 2026
23	Global Wealth Advisory	Strong evidence	City Of Tshwane, South AfricaHQ checked Sep 27, 2026	1-10	17 contacts →
	Strong evidence “Global Wealth Advisory provides quality, independent and personalized financial advice and investment management services to individuals, families and small businesses enterprises.” Source: RevenueBase Database · checked Sep 27, 2026
24	Natfin	Partial evidence	Pretoria, South AfricaHQ checked Sep 27, 2026	1-10	17 contacts →
	Partial evidence “We are passionate about financial services and advise.” Source: RevenueBase Database · checked Sep 27, 2026
25	Galileo Capital	Partial evidence	Johannesburg, South AfricaHQ checked Sep 27, 2026	11-50	16 contacts →
	Partial evidence “Investment decisions can be complex.” Source: RevenueBase Database · checked Sep 27, 2026

RevenueBase Smart Search

RevenueBase Smart Search assesses information from a company’s LinkedIn profile, information supplied directly by the company, its website, and other publicly available sources. It uses that information to rate how closely the company relates to this list’s category: advisor-led investment platforms. Every row carries its rating and the description the rating was read from, so each one can be checked rather than taken on trust.

Strong evidence: The company's own public description of its business names advisor-led investment platforms.
Partial evidence: Its own public description names part of advisor-led investment platforms, so it works in or next to the category without describing itself that way.
Indirect evidence: The description shown does not name advisor-led investment platforms. The match rests on the rest of the company's public profile rather than the one sentence quoted here, so this is the rating to check first.

RevenueBase Smart Search is how these lists are built: RevenueBase's data engine and AI assemble the companies that match a category defined in a user's own words, so a list can be about what companies actually do rather than about whichever industry code they were filed under.

Showing 25 of 244 advisor-led investment platforms based in South Africa

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Advisor-led investment platforms based in South Africa at a glance

As of Sep 27, 2026

42.5%Verified-email coverage

12.9Average contacts per company

1-10Median size (employees)

21.3%Largest-city concentration · Johannesburg

Sep 27, 2026Page data refreshed

Companies by employee count

1-10

146

11-50

51-200

201-500

501-1,000

1,001-5,000

Email recency for this list is measured worldwide rather than for South Africa, so it is reported there. Company counts and contact totals on this page are exact for South Africa, over 244 companies.

How this list was built

Company categories are rarely black and white. RevenueBase reads each company's own description of its business to decide whether it belongs among advisor-led investment platforms, so some rows will be adjacent to the category rather than pure plays. The description and RevenueBase Smart Search rating on every row are there so you can check each match yourself.

Source: The RevenueBase company graph: 60 million companies and 398.9 million professional contacts resolved from primary sources, queried with RevenueBase Smart Search, the natural-language company search available to every RevenueBase user.
What qualifies: Companies headquartered in South Africa whose own description of what they do matches “advisor-led investment platforms”. Matching reads each company's description, not its industry code or its name.
RevenueBase Smart Search: RevenueBase Smart Search is how this list is assembled and how each row is rated. RevenueBase's data engine and AI assess a company's LinkedIn profile, information supplied directly by the company, its website and other publicly available information, then relate it to a category defined in a user's own words. Each row is rated strong evidence (its own description names advisor-led investment platforms), partial evidence (it names part of the category) or indirect evidence (the description shown names none of it and the match rests on the rest of the company's profile). The description supporting each rating is quoted on the row.
What we exclude: Companies whose own description does not clearly place them among advisor-led investment platforms, and records with no verified work email. Companies headquartered outside South Africa are excluded even when they keep an office there.
Match quality: In blind human judging of this matching method, 86% of matched companies were on target. Expect roughly 1 in 7 rows to be adjacent to the category rather than a pure play. Every row shows the company's own description and its RevenueBase Smart Search rating so you can judge each match yourself. Read the full methodology: how the lists are built, how the judging worked, and what the figure means.
Ranking: Team size, largest first: companies are ordered by the number of professionals RevenueBase tracks at each one. Employee ranges shown are reported bands, for context.
Verification: Every listed company carries at least one verified work email, 1,340 across the full list. Contacts re-verify on a rolling cadence, and each contact's own verification date is shown inside RevenueBase.
Refresh: This page's figures were pulled from the company graph on September 27, 2026. Lists refresh periodically as the graph is re-checked.
Corrections: Wrong category, wrong headquarters, or a company that has closed? Use “Report an issue” on any row. Reports go to the RevenueBase Data Team and feed back into the company graph.

Frequently asked

What is RevenueBase Smart Search?

RevenueBase Smart Search is how RevenueBase decides which companies belong on this list and how strongly each one fits. Its data engine and AI assess a company's LinkedIn profile, information supplied directly by the company, its website and other publicly available information, then relate it to the category the list is about. Each row is rated strong evidence when the company's own description names advisor-led investment platforms, partial evidence when it names part of the category, and indirect evidence when the description shown names none of it and the match rests on the rest of the company's profile.

How many advisor-led investment platforms are there based in South Africa?

RevenueBase identified 244 advisor-led investment platforms headquartered in South Africa as of September 2026, matched on each company's own description of what it does rather than its industry code.

What is the largest company on this list?

Citadel Investment Services, headquartered in Pretoria, tops this list with the largest team on record.

Which city has the most advisor-led investment platforms?

Johannesburg leads with 52 headquartered companies, followed by Cape Town (41) and Pretoria (19).

How do I get contact information for these companies?

A free RevenueBase account lets you run this exact search and work the top results, verified emails and direct dials included. Upgrading unlocks all 1,340 verified decision-maker contacts tracked across these 244 companies.

How current is this list?

The list refreshes periodically as the company graph is re-checked. This page's figures were pulled on September 27, 2026.

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About this data

RevenueBase is a B2B data infrastructure company. Its company graph covers 60 million companies and 398.9 million professional contacts, with emails verified on a rolling cadence rather than scraped once and left to decay. These company lists are generated directly from that graph with RevenueBase Smart Search, the same natural-language company search every RevenueBase user has: describe a market in plain words, get the companies that match, and add verified emails and direct dials for the people at them. It is the same data that powers RevenueBase's B2B data products, and a free account includes 500 credits to start. How these lists are built and judged.