Company lists · Data refreshed September 2026

Top 25 AI wealth management platforms based in South Africa

Name: AI wealth management 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 98 companies tracked

RevenueBase identified 98 AI wealth management platforms headquartered in South Africa as of September 2026 and tracks 4,011 professional contacts across them, including 1,616 with verified work emails. Johannesburg is the largest hub.

This list covers AI wealth management 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

98Companies

4,011Contacts tracked

1,616Verified emails

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The 25 largest AI wealth management platforms based in South Africa

Ranked by team size

Top 25 of 98 AI wealth management 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 AI wealth management 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	PSG Wealth	Strong evidence	Waterfall, South AfricaHQ checked Sep 27, 2026	501-1,000	1,173 contacts →
	Strong evidence “We offer a comprehensive wealth management service, designed to meet your needs as an individual, family or business.” Source: RevenueBase Database · checked Sep 27, 2026
2	Sasfin	Partial evidence	Johannesburg, South AfricaHQ checked Sep 27, 2026	501-1,000	791 contacts →
	Partial evidence “Sasfin Wealth is now Otto1890 and we are investment specialists.” Source: RevenueBase Database · checked Sep 27, 2026
3	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
4	FNB Wealth And Investments	Strong evidence	Johannesburg, South AfricaHQ checked Sep 27, 2026	1,001-5,000	279 contacts →
	Strong evidence “In June 2017 FNB announced the formation of their Wealth and Investments pillar, comprising of FNB Online Share Trading, Stockbroking, Portfolio Management, Horizon Series Unit…” Source: RevenueBase Database · checked Sep 27, 2026
5	Inn8	Partial evidence	Johannesburg, South AfricaHQ checked Sep 27, 2026	51-200	102 contacts →
	Partial 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	Alphawealth	Partial evidence	Bryanston, South AfricaHQ checked Sep 27, 2026	51-200	60 contacts →
	Partial evidence “AlphaWealth provides investment and wealth planning services to high-net-worth individuals, families, selected institutions and charitable trusts.” Source: RevenueBase Database · checked Sep 27, 2026
8	Springpoint Finance PTY LTD	Indirect evidence	Cape Town, South AfricaHQ checked Sep 27, 2026	11-50	44 contacts →
	Indirect evidence “We understand the value that lies in experience, transparency, and collaboration.” Source: RevenueBase Database · checked Sep 27, 2026
9	Fundamental Software	Partial evidence	Cape Town, South AfricaHQ checked Sep 27, 2026	11-50	28 contacts →
	Partial evidence “Fundamental Software is a specialist Investment Management Software company providing innovative solutions and quality services to investment companies.” Source: RevenueBase Database · checked Sep 27, 2026
10	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
11	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
12	Seed Analytics	Partial evidence	Cape Town, South AfricaHQ checked Sep 27, 2026	11-50	21 contacts →
	Partial evidence “Seed Analytics was founded in 2013 to assist financial advisors and wealth managers by producing innovative and powerful investment reporting and Business Intelligence tools.” Source: RevenueBase Database · checked Sep 27, 2026
13	Woodland Wealth	Indirect evidence	Paardevlei, South AfricaHQ checked Sep 27, 2026	11-50	21 contacts →
	Indirect evidence “Just like trees, your investments take some time to grow.” Source: RevenueBase Database · checked Sep 27, 2026
14	Rosebank Wealth Group PTY LTD	Partial evidence	Rosebank, South AfricaHQ checked Sep 27, 2026	11-50	20 contacts →
	Partial 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
15	Cratos Life	Indirect evidence	Johannesburg, South AfricaHQ checked Sep 27, 2026	501-1,000	20 contacts →
	Indirect evidence “Cratos Life was established in April 2013, by Graeme Twidale.” Source: RevenueBase Database · checked Sep 27, 2026
16	Investiplan PTY LTD	Partial evidence	Pretoria, South AfricaHQ checked Sep 27, 2026	11-50	16 contacts →
	Partial evidence “At Investiplan, we combine financial planning, risk management, and investment strategy into one integrated approach designed for long-term results.” Source: RevenueBase Database · checked Sep 27, 2026
17	Carmel Wealth	Partial evidence	Stellenbosch, South AfricaHQ checked Sep 27, 2026	11-50	12 contacts →
	Partial evidence “Carmel Wealth is a privately owned wealth and investment company established in 2023, specifically to capitalise on the opportunity in the South African market for an…” Source: RevenueBase Database · checked Sep 27, 2026
18	Octagon Financial Services South Africa	Indirect evidence	Johannesburg, South AfricaHQ checked Sep 27, 2026	11-50	11 contacts →
	Indirect evidence “If you can dream it, we can help you do it What’s life for if not dreaming big, aiming high and making these aspirations reality?” Source: RevenueBase Database · checked Sep 27, 2026
19	AFS Wealth PTY LTD	Indirect evidence	Bedfordview, South AfricaHQ checked Sep 27, 2026	11-50	11 contacts →
	Indirect evidence “AFS is a multi-advisory financial services business.” Source: RevenueBase Database · checked Sep 27, 2026
20	Mi-Plan Asset Management	Partial evidence	Cape Town, South AfricaHQ checked Sep 27, 2026	1-10	11 contacts →
	Partial evidence “MiPlan exists to assist financial planners in creating and preserving wealth for their clients through the application of critical thinking.” Source: RevenueBase Database · checked Sep 27, 2026
21	KM Wealth Management PTY LTD	Partial evidence	Bryanston, South AfricaHQ checked Sep 27, 2026	1-10	10 contacts →
	Partial evidence “Established in 2017, KM Wealth Partners emerges as a fully independent Financial Services firm, leveraging extensive international and local experience within the financial sector.” Source: RevenueBase Database · checked Sep 27, 2026
22	Balondolozi Investment Services	Indirect evidence	Johannesburg, South AfricaHQ checked Sep 27, 2026	51-200	10 contacts →
	Indirect evidence “With years of experience in the financial industry, our team is well-equipped to provide customized investment solutions that are tailored to the unique needs of each individual…” Source: RevenueBase Database · checked Sep 27, 2026
23	Financial Junction Investments	Indirect evidence	Johannesburg, South AfricaHQ checked Sep 27, 2026	11-50	10 contacts →
	Indirect evidence “With offices in London, Malta and Johannesburg, we are proud to say that our business has flourished on referrals passed on by our satisfied clients.” Source: RevenueBase Database · checked Sep 27, 2026
24	Classic Private Wealth	Strong evidence	Sandton, South AfricaHQ checked Sep 27, 2026	11-50	9 contacts →
	Strong evidence “Classic Private Wealth is a niche wealth management company focused on providing comprehensive financial management services that takes care of all our clients’ needs.” Source: RevenueBase Database · checked Sep 27, 2026
25	K2 Capital PTY LTD	Strong evidence	Sandton, South AfricaHQ checked Sep 27, 2026	1-10	8 contacts →
	Strong evidence “K2 Capital leads the industry with our extremely valuable blend of wealth management and asset management experience underpinned by the highest standards in academic and ethical…” 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: AI wealth management 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 AI wealth management platforms.
Partial evidence: Its own public description names part of AI wealth management platforms, so it works in or next to the category without describing itself that way.
Indirect evidence: The description shown does not name AI wealth management 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 98 AI wealth management platforms based in South Africa

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AI wealth management platforms based in South Africa at a glance

As of Sep 27, 2026

40.3%Verified-email coverage

40.9Average contacts per company

11-50Median size (employees)

29.6%Largest-city concentration · Johannesburg

Sep 27, 2026Page data refreshed

Companies by employee count

1-10

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 98 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 AI wealth management 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 “AI wealth management 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 AI wealth management 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 AI wealth management 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, 1,616 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.

AI wealth management platforms by metro

AI wealth management platforms in Johannesburg29

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 AI wealth management 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 AI wealth management platforms are there based in South Africa?

RevenueBase identified 98 AI wealth management 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?

PSG Wealth, headquartered in Waterfall, tops this list with the largest team on record.

Which city has the most AI wealth management platforms?

Johannesburg leads with 29 headquartered companies, followed by Cape Town (22) and Pretoria (6).

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 1,616 verified decision-maker contacts tracked across these 98 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.