Company lists · Data refreshed November 2026
Top 25 Asset allocation advisors based in South Africa
RevenueBase identified 313 company matches for asset allocation advisors associated with South Africa as of November 2026 and tracks 3,915 professional contacts across them, including 1,630 with verified work emails. Johannesburg is the largest hub.
This list covers company matches for asset allocation advisors associated with South Africa, found by RevenueBase SmartSearch using the meaning of business descriptions in its company graph at Exact. Ranked by professionals tracked, largest first. Rows show recorded descriptions where available, Exact search membership and the snapshot date. Data refreshed November 6, 2026.
Published by RevenueBase, a B2B data infrastructure company. This list was built with RevenueBase SmartSearch, 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.
The 25 largest asset allocation advisors based in South Africa
Ranked by team size| # | Company | Contacts | |||
|---|---|---|---|---|---|
| 1 | 415 contacts → | ||||
Exact match “At attooh!” Recorded in the RevenueBase company graph · Nov 6, 2026 · View company records in RevenueBase | |||||
| 2 | 398 contacts → | ||||
Exact match “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…” Recorded in the RevenueBase company graph · Nov 6, 2026 · View company records in RevenueBase | |||||
| 3 | 341 contacts → | ||||
Exact match “With us, investing is personal.” Recorded in the RevenueBase company graph · Nov 6, 2026 · View company records in RevenueBase | |||||
| 4 | 212 contacts → | ||||
Exact match “Strategy + 1.618 = Perfect Wealth The 1.618 Golden Ratio is the structure for perfect synergy and growth, which is why we have personally adopted this principle as a firm.” Recorded in the RevenueBase company graph · Nov 6, 2026 · View company records in RevenueBase | |||||
| 5 | 178 contacts → | ||||
Exact match “What We Do In a world where prudent and impartial financial insights are rare, RisCura provides both security and clarity for our clients.” Recorded in the RevenueBase company graph · Nov 6, 2026 · View company records in RevenueBase | |||||
| 6 | 120 contacts → | ||||
Exact match “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…” Recorded in the RevenueBase company graph · Nov 6, 2026 · View company records in RevenueBase | |||||
| 7 | 114 contacts → | ||||
Exact match “You CREATE the memories, we INSURE the journey.” Recorded in the RevenueBase company graph · Nov 6, 2026 · View company records in RevenueBase | |||||
| 8 | 64 contacts → | ||||
Exact match “AlphaWealth provides investment and wealth planning services to high-net-worth individuals, families, selected institutions and charitable trusts.” Recorded in the RevenueBase company graph · Nov 6, 2026 · View company records in RevenueBase | |||||
| 9 | 59 contacts → | ||||
Exact match “Taquanta is a privately held, solution-focused asset manager and Authorised FSP that offers tailored investment management solutions focused on achieving long-term client outcomes.” Recorded in the RevenueBase company graph · Nov 6, 2026 · View company records in RevenueBase | |||||
| 10 | 57 contacts → | ||||
Exact match “Since 1987, Melville Douglas has been delivering superior investment returns across a number of asset classes.” Recorded in the RevenueBase company graph · Nov 6, 2026 · View company records in RevenueBase | |||||
| 11 | 46 contacts → | ||||
Exact match “We are a financial services firm offering customised financial planning services to retirement funds and their members.” Recorded in the RevenueBase company graph · Nov 6, 2026 · View company records in RevenueBase | |||||
| 12 | 36 contacts → | ||||
Exact match “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…” Recorded in the RevenueBase company graph · Nov 6, 2026 · View company records in RevenueBase | |||||
| 13 | 31 contacts → | ||||
Exact match “Fundhouse was founded in 2007 and is an independent, owner-managed firm providing specialised investment advice to our clients.” Recorded in the RevenueBase company graph · Nov 6, 2026 · View company records in RevenueBase | |||||
| 14 | 30 contacts → | ||||
Exact match “Professional Financial Planning and Portfolio Management” Recorded in the RevenueBase company graph · Nov 6, 2026 · View company records in RevenueBase | |||||
| 15 | 27 contacts → | ||||
Exact match “Mentenova delivers goal-driven investment performance, bringing together investment consulting, asset management and innovative investment solutions to help clients turn…” Recorded in the RevenueBase company graph · Nov 6, 2026 · View company records in RevenueBase | |||||
| 16 | 27 contacts → | ||||
Exact match “U Covered provides expert financial advice for individuals and businesses across the Discovery portfolio.” Recorded in the RevenueBase company graph · Nov 6, 2026 · View company records in RevenueBase | |||||
| 17 | 25 contacts → | ||||
Exact match “At Investiplan, we combine financial planning, risk management, and investment strategy into one integrated approach designed for long-term results.” Recorded in the RevenueBase company graph · Nov 6, 2026 · View company records in RevenueBase | |||||
| 18 | 24 contacts → | ||||
Exact match “Overberg Asset Management specialises in the management of private share portfolios, tailored to the investment objectives of each client.” Recorded in the RevenueBase company graph · Nov 6, 2026 · View company records in RevenueBase | |||||
| 19 | 23 contacts → | ||||
Exact match “At Helfin Financial Services we offer a wide variety of tailor made financial solutions including sound financial and investment advice, short term insurance, life and medical…” Recorded in the RevenueBase company graph · Nov 6, 2026 · View company records in RevenueBase | |||||
| 20 | 21 contacts → | ||||
Exact match “Founded in June 2009, Rosebank Wealth Group (RWG) is located in Rosebank, Johannesburg and currently employees 16 staff members.” Recorded in the RevenueBase company graph · Nov 6, 2026 · View company records in RevenueBase | |||||
| 21 | 21 contacts → | ||||
Exact match “Just like trees, your investments take some time to grow.” Recorded in the RevenueBase company graph · Nov 6, 2026 · View company records in RevenueBase | |||||
| 22 | 21 contacts → | ||||
Exact match “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.” Recorded in the RevenueBase company graph · Nov 6, 2026 · View company records in RevenueBase | |||||
| 23 | 21 contacts → | ||||
Exact match “CFBS is a group of financial advisors and business analysts who are passionate about business, finance and providing peace of mind through the in-depth knowledge and analysis of…” Recorded in the RevenueBase company graph · Nov 6, 2026 · View company records in RevenueBase | |||||
| 24 | 20 contacts → | ||||
Exact match “We are passionate about financial services and advise.” Recorded in the RevenueBase company graph · Nov 6, 2026 · View company records in RevenueBase | |||||
| 25 | 19 contacts → | ||||
Exact match “A SINGULAR MISSION: DELIVERING WEALTH TO OUR CLIENTS Northstar Asset Management is a Cape Town based asset manager with a long heritage and impeccable pedigree.” Recorded in the RevenueBase company graph · Nov 6, 2026 · View company records in RevenueBase | |||||
RevenueBase SmartSearch
Describe a niche business in your own words. RevenueBase SmartSearch compares the meaning of your description with company business descriptions compiled in the RevenueBase company graph. Exact, Similar, Related and Broad control how closely companies must fit.
This list uses Exact for “asset allocation advisors”. Each Exact match badge shows membership in that saved search; it is not an individual similarity score or a service-quality rating. Recorded descriptions are shown where available.
Showing 25 of 313 asset allocation advisors based in South Africa
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Asset allocation advisors based in South Africa at a glance
As of Nov 6, 2026Companies by employee count
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 313 companies.
How this list was built
The recorded descriptions help you assess these company matches. Check a company’s website for its current services and locations.
- Source
- The RevenueBase company graph: 60 million companies and 398.9 million professional contacts resolved from primary sources, queried with RevenueBase SmartSearch, the natural-language company search available to every RevenueBase user.
- What qualifies
- Company records associated with South Africa whose business descriptions match “asset allocation advisors” by meaning at the Exact setting. Descriptions are compiled in the RevenueBase company graph from public websites, profiles and company information where available; they are not guaranteed quotations from the company's website.
- RevenueBase SmartSearch
- Describe a niche company in your own words to find businesses by meaning. Exact, Similar, Related and Broad control the breadth of RevenueBase SmartSearch. This saved list uses Exact. Each row's Exact match badge shows inclusion in that search, not an individual score or a service-quality judgment.
- Public preview
- The public preview omits records without a verified work email. Where headquarters information is recorded, preview rows are also filtered to this page’s location. Dataset totals and geographic summaries describe the full matched records before these preview filters.
- Match quality
- RevenueBase's August 25, 2026 study assessed 4,198 description/company pairs across matching settings. The publisher reports 86% good or better at Exact. This evaluates the method across queries; it does not audit this individual list. Recorded company descriptions, where available, help you judge each match yourself. Read the full methodology: how the lists are built and what the study measures.
- 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 displayed company carries at least one verified work email. RevenueBase tracks 1,630 professional contacts with verified work emails across the full matched dataset. 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 November 6, 2026. Lists refresh periodically as the graph is re-checked.
- Record context
- Company records and descriptions can change. Check the company's website for its current services and locations.
Asset allocation advisors by metro
Frequently asked
What is RevenueBase SmartSearch?
RevenueBase SmartSearch finds niche companies by the meaning of their business descriptions in the RevenueBase company graph. Exact, Similar, Related and Broad control how closely companies must fit your description. This list uses Exact for “asset allocation advisors”; each Exact match badge shows search membership, not an individual similarity or quality score.
How many asset allocation advisors are there based in South Africa?
RevenueBase identified 313 company matches for asset allocation advisors associated with South Africa as of November 2026, using the meaning of business descriptions at Exact. This is the recorded matched set in the RevenueBase company graph.
What is the largest company on this list?
Attooh tops the displayed preview by professional contacts tracked in RevenueBase. Recorded headquarters appear in the company rows.
Which city has the most asset allocation advisors?
Johannesburg leads with 58 company records, followed by Cape Town (49) and Pretoria (27).
How do I get contact information for these companies?
A free RevenueBase account lets you run this exact search and work limited free results with 500 credits to start. Upgrading provides access to the 1,630 professional contacts with verified work emails tracked across these 313 companies; direct dials are available where recorded.
How current is this list?
The list refreshes periodically as the company graph is re-checked. This page's figures were pulled on November 6, 2026.
Ready to reach these companies? Verified emails and direct dials for all 313 asset allocation advisors based in South Africa. Start with a free account, no credit card.
Download this list →Related lists
Asset allocation advisors by geography
- Asset allocation advisors based in Buenos Aires, Argentina
- Asset allocation advisors based in Brisbane, Australia
- Asset allocation advisors based in Melbourne, Australia
- Asset allocation advisors based in Sydney, Australia
- Asset allocation advisors based in Belo Horizonte, Brazil
- Asset allocation advisors based in Porto Alegre, Brazil
- Asset allocation advisors based in Rio De Janeiro, Brazil
- Asset allocation advisors based in Sao Paulo, Brazil
- Asset allocation advisors based in Calgary, Canada
- Asset allocation advisors based in Montreal, Canada
- Asset allocation advisors based in Toronto, Canada
- Asset allocation advisors based in Vancouver, Canada
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 SmartSearch, 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.
More company lists
- All company lists
- Lists by location
- Lists A-Z
- New lists
- Asset allocation advisors based in Buenos Aires, Argentina
- Asset allocation advisors based in Brisbane, Australia
- Asset allocation advisors based in Melbourne, Australia
- Asset allocation advisors based in Sydney, Australia
- Asset allocation advisors based in Belo Horizonte, Brazil
- Asset allocation advisors based in Porto Alegre, Brazil
Company intelligence · public preview
Top 25 asset allocation advisors based in South Africa
Find companies in any niche.
Describe the businesses you want in your own words. RevenueBase SmartSearch matches company descriptions by meaning.
RevenueBase records 313 matching company records for asset allocation advisors based in South Africa, with 3,915 tracked contacts and 1,630 verified work emails.
This public preview shows 25 selected records ordered by tracked contacts. RevenueBase SmartSearch finds company descriptions that match by meaning at Exact. Snapshot: November 6, 2026.
RevenueBase compiles business descriptions for niche-company discovery; each row shows a recorded excerpt where available. Adapt this search to find the companies and contacts you want.
Top 25 asset allocation advisors based in South Africa
The public list shows selected company records with contact and verified-email coverage. Reported employee bands provide separate company-size context.
| # | Company | Headquarters on record | Reported employees | RevenueBase SmartSearch | Tracked contacts |
|---|---|---|---|---|---|
| 1 |  Attoohattooh.co.zaHQ: Faerie Glen, South AfricaReported employees: 501-1,000 | Faerie Glen, South Africa | 501-1,000 | Exact match | 415 contacts → |
“At attooh!” Recorded description excerpt · November 6, 2026Open company data in RevenueBase ↗Free signup required. | |||||
| 2 |  Citadel Investment Servicescitadel.co.zaHQ: Lynnwood Manor, South AfricaReported employees: 201-500 | Lynnwood Manor, South Africa | 201-500 | Exact match | 398 contacts → |
“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…” Recorded description excerpt · November 6, 2026Open company data in RevenueBase ↗Free signup required. | |||||
| 3 |  Momentum Investmentsmomentum.co.zaHQ: Tshwane, South AfricaReported employees: 501-1,000 | Tshwane, South Africa | 501-1,000 | Exact match | 341 contacts → |
“With us, investing is personal.” Recorded description excerpt · November 6, 2026Open company data in RevenueBase ↗Free signup required. | |||||
| 4 |  1.618 Advisory Services1618financialservices.co.zaHQ: Johanessburg, South AfricaReported employees: Not recorded | Johanessburg, South Africa | Not recorded | Exact match | 212 contacts → |
“Strategy + 1.618 = Perfect Wealth The 1.618 Golden Ratio is the structure for perfect synergy and growth, which is why we have personally adopted this principle as a firm.” Recorded description excerpt · November 6, 2026Open company data in RevenueBase ↗Free signup required. | |||||
| 5 |  Riscurariscura.comHQ: Cape Town, South AfricaReported employees: 51-200 | Cape Town, South Africa | 51-200 | Exact match | 178 contacts → |
“What We Do In a world where prudent and impartial financial insights are rare, RisCura provides both security and clarity for our clients.” Recorded description excerpt · November 6, 2026Open company data in RevenueBase ↗Free signup required. | |||||
| 6 |  GCIgci.co.zaHQ: Johannesburg, South AfricaReported employees: 51-200 | Johannesburg, South Africa | 51-200 | Exact match | 120 contacts → |
“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…” Recorded description excerpt · November 6, 2026Open company data in RevenueBase ↗Free signup required. | |||||
| 7 |  Futurum Financial Group PTY LTDffg.co.zaHQ: Potchefstroom, South AfricaReported employees: 201-500 | Potchefstroom, South Africa | 201-500 | Exact match | 114 contacts → |
“You CREATE the memories, we INSURE the journey.” Recorded description excerpt · November 6, 2026Open company data in RevenueBase ↗Free signup required. | |||||
| 8 |  Alphawealthalphawealth.co.zaHQ: Bryanston, South AfricaReported employees: 51-200 | Bryanston, South Africa | 51-200 | Exact match | 64 contacts → |
“AlphaWealth provides investment and wealth planning services to high-net-worth individuals, families, selected institutions and charitable trusts.” Recorded description excerpt · November 6, 2026Open company data in RevenueBase ↗Free signup required. | |||||
| 9 |  Taquanta Asset Managerstaquanta.co.zaHQ: Cape Town, South AfricaReported employees: 11-50 | Cape Town, South Africa | 11-50 | Exact match | 59 contacts → |
“Taquanta is a privately held, solution-focused asset manager and Authorised FSP that offers tailored investment management solutions focused on achieving long-term client outcomes.” Recorded description excerpt · November 6, 2026Open company data in RevenueBase ↗Free signup required. | |||||
| 10 |  Melville Douglasmelvilledouglas.co.zaHQ: Randburg, South AfricaReported employees: 51-200 | Randburg, South Africa | 51-200 | Exact match | 57 contacts → |
“Since 1987, Melville Douglas has been delivering superior investment returns across a number of asset classes.” Recorded description excerpt · November 6, 2026Open company data in RevenueBase ↗Free signup required. | |||||
| 11 |  Portfolium PTY LTDportfolium.co.zaHQ: Cape Town, South AfricaReported employees: 11-50 | Cape Town, South Africa | 11-50 | Exact match | 46 contacts → |
“We are a financial services firm offering customised financial planning services to retirement funds and their members.” Recorded description excerpt · November 6, 2026Open company data in RevenueBase ↗Free signup required. | |||||
| 12 |  Future Green DOTfuturewealth.za.comHQ: Johannesburg, South AfricaReported employees: Not recorded | Johannesburg, South Africa | Not recorded | Exact match | 36 contacts → |
“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…” Recorded description excerpt · November 6, 2026Open company data in RevenueBase ↗Free signup required. | |||||
| 13 |  Fundhousefundhouse.co.zaHQ: Cape Town, South AfricaReported employees: 11-50 | Cape Town, South Africa | 11-50 | Exact match | 31 contacts → |
“Fundhouse was founded in 2007 and is an independent, owner-managed firm providing specialised investment advice to our clients.” Recorded description excerpt · November 6, 2026Open company data in RevenueBase ↗Free signup required. | |||||
| 14 |  Concept Wealth Authorized By Sanlamconceptwealth.co.zaHQ: George, South AfricaReported employees: 1-10 | George, South Africa | 1-10 | Exact match | 30 contacts → |
“Professional Financial Planning and Portfolio Management” Recorded description excerpt · November 6, 2026Open company data in RevenueBase ↗Free signup required. | |||||
| 15 |  Mentenovamentenova.co.zaHQ: Rosebank, South AfricaReported employees: 11-50 | Rosebank, South Africa | 11-50 | Exact match | 27 contacts → |
“Mentenova delivers goal-driven investment performance, bringing together investment consulting, asset management and innovative investment solutions to help clients turn…” Recorded description excerpt · November 6, 2026Open company data in RevenueBase ↗Free signup required. | |||||
| 16 |  U Covereducovered.co.zaHQ: Johannesburg, South AfricaReported employees: 11-50 | Johannesburg, South Africa | 11-50 | Exact match | 27 contacts → |
“U Covered provides expert financial advice for individuals and businesses across the Discovery portfolio.” Recorded description excerpt · November 6, 2026Open company data in RevenueBase ↗Free signup required. | |||||
| 17 |  Investiplan PTY LTDinvestiplan.co.zaHQ: Pretoria, South AfricaReported employees: 11-50 | Pretoria, South Africa | 11-50 | Exact match | 25 contacts → |
“At Investiplan, we combine financial planning, risk management, and investment strategy into one integrated approach designed for long-term results.” Recorded description excerpt · November 6, 2026Open company data in RevenueBase ↗Free signup required. | |||||
| 18 |  Overberg Asset Management PTY LTDoverberg.bizHQ: Greyton, South AfricaReported employees: 11-50 | Greyton, South Africa | 11-50 | Exact match | 24 contacts → |
“Overberg Asset Management specialises in the management of private share portfolios, tailored to the investment objectives of each client.” Recorded description excerpt · November 6, 2026Open company data in RevenueBase ↗Free signup required. | |||||
| 19 |  Helfin Financial Serviceshelfin.co.zaHQ: Pretoria, South AfricaReported employees: 11-50 | Pretoria, South Africa | 11-50 | Exact match | 23 contacts → |
“At Helfin Financial Services we offer a wide variety of tailor made financial solutions including sound financial and investment advice, short term insurance, life and medical…” Recorded description excerpt · November 6, 2026Open company data in RevenueBase ↗Free signup required. | |||||
| 20 |  Rosebank Wealth Group PTY LTDrosebankwealthgroup.comHQ: Rosebank, South AfricaReported employees: 11-50 | Rosebank, South Africa | 11-50 | Exact match | 21 contacts → |
“Founded in June 2009, Rosebank Wealth Group (RWG) is located in Rosebank, Johannesburg and currently employees 16 staff members.” Recorded description excerpt · November 6, 2026Open company data in RevenueBase ↗Free signup required. | |||||
| 21 |  Woodland Wealthwoodlandwealth.co.zaHQ: Paardevlei, South AfricaReported employees: 11-50 | Paardevlei, South Africa | 11-50 | Exact match | 21 contacts → |
“Just like trees, your investments take some time to grow.” Recorded description excerpt · November 6, 2026Open company data in RevenueBase ↗Free signup required. | |||||
| 22 |  Ultima Financial Planners PTY LTDultimafp.co.zaHQ: Pretoria, South AfricaReported employees: 11-50 | Pretoria, South Africa | 11-50 | Exact match | 21 contacts → |
“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.” Recorded description excerpt · November 6, 2026Open company data in RevenueBase ↗Free signup required. | |||||
| 23 |  Complete Financial & Business Solutionscfbs.co.zaHQ: Cape Town, South AfricaReported employees: 11-50 | Cape Town, South Africa | 11-50 | Exact match | 21 contacts → |
“CFBS is a group of financial advisors and business analysts who are passionate about business, finance and providing peace of mind through the in-depth knowledge and analysis of…” Recorded description excerpt · November 6, 2026Open company data in RevenueBase ↗Free signup required. | |||||
| 24 |  Natfinnatfin.co.zaHQ: Pretoria, South AfricaReported employees: 1-10 | Pretoria, South Africa | 1-10 | Exact match | 20 contacts → |
“We are passionate about financial services and advise.” Recorded description excerpt · November 6, 2026Open company data in RevenueBase ↗Free signup required. | |||||
| 25 |  Northstar Asset Managementnorthstar.co.zaHQ: Constantia, South AfricaReported employees: 11-50 | Constantia, South Africa | 11-50 | Exact match | 19 contacts → |
“A SINGULAR MISSION: DELIVERING WEALTH TO OUR CLIENTS Northstar Asset Management is a Cape Town based asset manager with a long heritage and impeccable pedigree.” Recorded description excerpt · November 6, 2026Open company data in RevenueBase ↗Free signup required. | |||||
Showing 25 of 313 company matches
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Asset allocation advisors: dataset insights
November 6, 2026These summaries describe recorded coverage in this saved dataset. This page is derived from saved source records; per-contact mobile coverage and email-recency results are not established by this snapshot.
Reported company sizes
312 records in the displayed employee bands.
1 matching records are outside the displayed bands or do not have a displayed size. Bars show shares of the displayed bands.
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 313 companies.
How this company list was built
Describe a niche in your own words: companies installing commercial solar, or manufacturers of sustainable packaging. RevenueBase SmartSearch finds companies whose compiled business descriptions match by meaning. This list is one saved example to adapt.
Where the company descriptions come from
RevenueBase compiles company information from public sources, including company websites and public professional profiles such as LinkedIn, alongside information supplied by companies. The short recorded excerpt shown here is separate from the complete business description used for matching; individual source URLs and collection dates are not provided in this public snapshot.
RevenueBase SmartSearch matching settings
- Exact
- Closest fits to the business described.
- Similar
- Similar businesses with a wider range of fits.
- Related
- Related businesses in and around the category.
- Broad
- A broader set of businesses connected to the description.
RevenueBase SmartSearch · Exact match identifies inclusion in this search's closest semantic matching setting. It is not a per-company confidence score, a literal keyword match, or a quality endorsement.
Selection, ordering and scope
The public list shows selected company records with contact and verified-email coverage. Reported employee bands provide separate company-size context.
This page is derived from saved source records; per-contact mobile coverage and email-recency results are not established by this snapshot.
Recorded company descriptions support research; check company websites for current services. The selected preview is ordered by tracked contacts and is not a list of the best service providers.
Snapshot: November 6, 2026.
RevenueBase is a B2B data infrastructure company. Its September 3, 2026 published methodology describes a graph of 60 million companies and 398.9 million professional contacts; these platform figures differ from this page's totals. Published methodology ↗
Asset allocation advisors by metro
Questions about this company list
What does Exact match mean for asset allocation advisors?
The separate RevenueBase SmartSearch column identifies inclusion at the closest semantic matching preset. It is not a literal keyword match, a per-company confidence score or a quality endorsement. Changing the search form opens a new search in RevenueBase; it does not reclassify these saved rows.
How many asset allocation advisors did RevenueBase find based in South Africa?
The saved snapshot records 313 matching company records, 3,915 tracked contacts and 1,630 verified emails. The public preview displays 25 selected records.
Where do the company descriptions come from?
RevenueBase compiles company information from public sources, including company websites and public professional profiles such as LinkedIn, alongside information supplied by companies. The short recorded excerpt shown here is separate from the complete business description used for matching; individual source URLs and collection dates are not provided in this public snapshot.
How are the public companies ordered?
The selected public records are ordered by contacts tracked in RevenueBase, highest first. Contact coverage is a prospecting measure, not an assessment of the company's services or quality.
How can I get contact information?
Select a company's contact count to open its filtered contacts in RevenueBase. Free signup is required and includes 500 credits and limited free results. Verified emails, direct dials and mobile numbers depend on available coverage.
How current is this list?
Snapshot: November 6, 2026. Review each company's website for current services and locations. A recorded business description does not establish that every company offers every service named in the search.
What do headquarters and employee bands mean?
These are recorded company-level fields, rather than a map of every branch or a count of specialists. Missing headquarters or employee bands are labeled; older records may show a location separately from recorded headquarters.
Build your next target company list
Adapt this niche search and work with available contacts in RevenueBase.
Related lists
Asset allocation advisors by geography
- Asset allocation advisors based in Buenos Aires, Argentina
- Asset allocation advisors based in Brisbane, Australia
- Asset allocation advisors based in Melbourne, Australia
- Asset allocation advisors based in Sydney, Australia
- Asset allocation advisors based in Belo Horizonte, Brazil
- Asset allocation advisors based in Porto Alegre, Brazil
- Asset allocation advisors based in Rio De Janeiro, Brazil
- Asset allocation advisors based in Sao Paulo, Brazil
- Asset allocation advisors based in Calgary, Canada
- Asset allocation advisors based in Montreal, Canada
- Asset allocation advisors based in Toronto, Canada
- Asset allocation advisors based in Vancouver, Canada
Cite this list
RevenueBase Data Team. Top 25 asset allocation advisors based in South Africa. Snapshot: November 6, 2026. https://revenuebase.ai/companies/asset-allocation-advisors/south-africa.
This is a selected public preview of saved company records, rather than an independently verified census. Open the source page ↗
More company lists
- All company lists
- Lists by location
- Lists A-Z
- New lists
- Asset allocation advisors based in Buenos Aires, Argentina
- Asset allocation advisors based in Brisbane, Australia
- Asset allocation advisors based in Melbourne, Australia
- Asset allocation advisors based in Sydney, Australia
- Asset allocation advisors based in Belo Horizonte, Brazil
- Asset allocation advisors based in Porto Alegre, Brazil
Company intelligence · public preview
Top 25 asset allocation advisors based in South Africa
RevenueBase records 313 matching company records for asset allocation advisors based in South Africa, with 3,915 tracked contacts and 1,630 verified work emails.
This public preview shows 25 selected records ordered by tracked contacts. RevenueBase SmartSearch finds company descriptions that match by meaning at Exact. Snapshot: November 6, 2026.
RevenueBase compiles business descriptions for niche-company discovery; each row shows a recorded excerpt where available. Adapt this search to find the companies and contacts you want.
Top 25 asset allocation advisors based in South Africa
The public list shows selected company records with contact and verified-email coverage. Reported employee bands provide separate company-size context.
| # | Company | Headquarters on record | Reported employees | RevenueBase SmartSearch | Tracked contacts |
|---|---|---|---|---|---|
| 1 | Attoohattooh.co.za HQ: Faerie Glen, South AfricaReported employees: 501-1,000 | Faerie Glen, South Africa | 501-1,000 | Exact match | 415 contacts → |
“At attooh!” Recorded description excerpt · November 6, 2026Open company data in RevenueBase ↗Free signup required. | |||||
| 2 | Citadel Investment Servicescitadel.co.za HQ: Lynnwood Manor, South AfricaReported employees: 201-500 | Lynnwood Manor, South Africa | 201-500 | Exact match | 398 contacts → |
“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…” Recorded description excerpt · November 6, 2026Open company data in RevenueBase ↗Free signup required. | |||||
| 3 | Momentum Investmentsmomentum.co.za HQ: Tshwane, South AfricaReported employees: 501-1,000 | Tshwane, South Africa | 501-1,000 | Exact match | 341 contacts → |
“With us, investing is personal.” Recorded description excerpt · November 6, 2026Open company data in RevenueBase ↗Free signup required. | |||||
| 4 | 1.618 Advisory Services1618financialservices.co.za HQ: Johanessburg, South AfricaReported employees: Not recorded | Johanessburg, South Africa | Not recorded | Exact match | 212 contacts → |
“Strategy + 1.618 = Perfect Wealth The 1.618 Golden Ratio is the structure for perfect synergy and growth, which is why we have personally adopted this principle as a firm.” Recorded description excerpt · November 6, 2026Open company data in RevenueBase ↗Free signup required. | |||||
| 5 | Riscurariscura.com HQ: Cape Town, South AfricaReported employees: 51-200 | Cape Town, South Africa | 51-200 | Exact match | 178 contacts → |
“What We Do In a world where prudent and impartial financial insights are rare, RisCura provides both security and clarity for our clients.” Recorded description excerpt · November 6, 2026Open company data in RevenueBase ↗Free signup required. | |||||
| 6 | GCIgci.co.za HQ: Johannesburg, South AfricaReported employees: 51-200 | Johannesburg, South Africa | 51-200 | Exact match | 120 contacts → |
“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…” Recorded description excerpt · November 6, 2026Open company data in RevenueBase ↗Free signup required. | |||||
| 7 | Futurum Financial Group PTY LTDffg.co.za HQ: Potchefstroom, South AfricaReported employees: 201-500 | Potchefstroom, South Africa | 201-500 | Exact match | 114 contacts → |
“You CREATE the memories, we INSURE the journey.” Recorded description excerpt · November 6, 2026Open company data in RevenueBase ↗Free signup required. | |||||
| 8 | Alphawealthalphawealth.co.za HQ: Bryanston, South AfricaReported employees: 51-200 | Bryanston, South Africa | 51-200 | Exact match | 64 contacts → |
“AlphaWealth provides investment and wealth planning services to high-net-worth individuals, families, selected institutions and charitable trusts.” Recorded description excerpt · November 6, 2026Open company data in RevenueBase ↗Free signup required. | |||||
| 9 | Taquanta Asset Managerstaquanta.co.za HQ: Cape Town, South AfricaReported employees: 11-50 | Cape Town, South Africa | 11-50 | Exact match | 59 contacts → |
“Taquanta is a privately held, solution-focused asset manager and Authorised FSP that offers tailored investment management solutions focused on achieving long-term client outcomes.” Recorded description excerpt · November 6, 2026Open company data in RevenueBase ↗Free signup required. | |||||
| 10 | Melville Douglasmelvilledouglas.co.za HQ: Randburg, South AfricaReported employees: 51-200 | Randburg, South Africa | 51-200 | Exact match | 57 contacts → |
“Since 1987, Melville Douglas has been delivering superior investment returns across a number of asset classes.” Recorded description excerpt · November 6, 2026Open company data in RevenueBase ↗Free signup required. | |||||
| 11 | Portfolium PTY LTDportfolium.co.za HQ: Cape Town, South AfricaReported employees: 11-50 | Cape Town, South Africa | 11-50 | Exact match | 46 contacts → |
“We are a financial services firm offering customised financial planning services to retirement funds and their members.” Recorded description excerpt · November 6, 2026Open company data in RevenueBase ↗Free signup required. | |||||
| 12 | Future Green DOTfuturewealth.za.com HQ: Johannesburg, South AfricaReported employees: Not recorded | Johannesburg, South Africa | Not recorded | Exact match | 36 contacts → |
“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…” Recorded description excerpt · November 6, 2026Open company data in RevenueBase ↗Free signup required. | |||||
| 13 | Fundhousefundhouse.co.za HQ: Cape Town, South AfricaReported employees: 11-50 | Cape Town, South Africa | 11-50 | Exact match | 31 contacts → |
“Fundhouse was founded in 2007 and is an independent, owner-managed firm providing specialised investment advice to our clients.” Recorded description excerpt · November 6, 2026Open company data in RevenueBase ↗Free signup required. | |||||
| 14 | Concept Wealth Authorized By Sanlamconceptwealth.co.za HQ: George, South AfricaReported employees: 1-10 | George, South Africa | 1-10 | Exact match | 30 contacts → |
“Professional Financial Planning and Portfolio Management” Recorded description excerpt · November 6, 2026Open company data in RevenueBase ↗Free signup required. | |||||
| 15 | Mentenovamentenova.co.za HQ: Rosebank, South AfricaReported employees: 11-50 | Rosebank, South Africa | 11-50 | Exact match | 27 contacts → |
“Mentenova delivers goal-driven investment performance, bringing together investment consulting, asset management and innovative investment solutions to help clients turn…” Recorded description excerpt · November 6, 2026Open company data in RevenueBase ↗Free signup required. | |||||
| 16 | U Covereducovered.co.za HQ: Johannesburg, South AfricaReported employees: 11-50 | Johannesburg, South Africa | 11-50 | Exact match | 27 contacts → |
“U Covered provides expert financial advice for individuals and businesses across the Discovery portfolio.” Recorded description excerpt · November 6, 2026Open company data in RevenueBase ↗Free signup required. | |||||
| 17 | Investiplan PTY LTDinvestiplan.co.za HQ: Pretoria, South AfricaReported employees: 11-50 | Pretoria, South Africa | 11-50 | Exact match | 25 contacts → |
“At Investiplan, we combine financial planning, risk management, and investment strategy into one integrated approach designed for long-term results.” Recorded description excerpt · November 6, 2026Open company data in RevenueBase ↗Free signup required. | |||||
| 18 | Overberg Asset Management PTY LTDoverberg.biz HQ: Greyton, South AfricaReported employees: 11-50 | Greyton, South Africa | 11-50 | Exact match | 24 contacts → |
“Overberg Asset Management specialises in the management of private share portfolios, tailored to the investment objectives of each client.” Recorded description excerpt · November 6, 2026Open company data in RevenueBase ↗Free signup required. | |||||
| 19 | Helfin Financial Serviceshelfin.co.za HQ: Pretoria, South AfricaReported employees: 11-50 | Pretoria, South Africa | 11-50 | Exact match | 23 contacts → |
“At Helfin Financial Services we offer a wide variety of tailor made financial solutions including sound financial and investment advice, short term insurance, life and medical…” Recorded description excerpt · November 6, 2026Open company data in RevenueBase ↗Free signup required. | |||||
| 20 | Rosebank Wealth Group PTY LTDrosebankwealthgroup.com HQ: Rosebank, South AfricaReported employees: 11-50 | Rosebank, South Africa | 11-50 | Exact match | 21 contacts → |
“Founded in June 2009, Rosebank Wealth Group (RWG) is located in Rosebank, Johannesburg and currently employees 16 staff members.” Recorded description excerpt · November 6, 2026Open company data in RevenueBase ↗Free signup required. | |||||
| 21 | Woodland Wealthwoodlandwealth.co.za HQ: Paardevlei, South AfricaReported employees: 11-50 | Paardevlei, South Africa | 11-50 | Exact match | 21 contacts → |
“Just like trees, your investments take some time to grow.” Recorded description excerpt · November 6, 2026Open company data in RevenueBase ↗Free signup required. | |||||
| 22 | Ultima Financial Planners PTY LTDultimafp.co.za HQ: Pretoria, South AfricaReported employees: 11-50 | Pretoria, South Africa | 11-50 | Exact match | 21 contacts → |
“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.” Recorded description excerpt · November 6, 2026Open company data in RevenueBase ↗Free signup required. | |||||
| 23 | Complete Financial & Business Solutionscfbs.co.za HQ: Cape Town, South AfricaReported employees: 11-50 | Cape Town, South Africa | 11-50 | Exact match | 21 contacts → |
“CFBS is a group of financial advisors and business analysts who are passionate about business, finance and providing peace of mind through the in-depth knowledge and analysis of…” Recorded description excerpt · November 6, 2026Open company data in RevenueBase ↗Free signup required. | |||||
| 24 | Natfinnatfin.co.za HQ: Pretoria, South AfricaReported employees: 1-10 | Pretoria, South Africa | 1-10 | Exact match | 20 contacts → |
“We are passionate about financial services and advise.” Recorded description excerpt · November 6, 2026Open company data in RevenueBase ↗Free signup required. | |||||
| 25 | Northstar Asset Managementnorthstar.co.za HQ: Constantia, South AfricaReported employees: 11-50 | Constantia, South Africa | 11-50 | Exact match | 19 contacts → |
“A SINGULAR MISSION: DELIVERING WEALTH TO OUR CLIENTS Northstar Asset Management is a Cape Town based asset manager with a long heritage and impeccable pedigree.” Recorded description excerpt · November 6, 2026Open company data in RevenueBase ↗Free signup required. | |||||
Showing 25 of 313 company matches
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Asset allocation advisors: dataset insights
November 6, 2026These summaries describe recorded coverage in this saved dataset. This page is derived from saved source records; per-contact mobile coverage and email-recency results are not established by this snapshot.
Reported company sizes
312 records in the displayed employee bands.
1 matching records are outside the displayed bands or do not have a displayed size. Bars show shares of the displayed bands.
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 313 companies.
How this company list was built
Describe a niche in your own words: companies installing commercial solar, or manufacturers of sustainable packaging. RevenueBase SmartSearch finds companies whose compiled business descriptions match by meaning. This list is one saved example to adapt.
Where the company descriptions come from
RevenueBase compiles company information from public sources, including company websites and public professional profiles such as LinkedIn, alongside information supplied by companies. The short recorded excerpt shown here is separate from the complete business description used for matching; individual source URLs and collection dates are not provided in this public snapshot.
RevenueBase SmartSearch matching settings
- Exact
- Closest fits to the business described.
- Similar
- Similar businesses with a wider range of fits.
- Related
- Related businesses in and around the category.
- Broad
- A broader set of businesses connected to the description.
RevenueBase SmartSearch · Exact match identifies inclusion in this search's closest semantic matching setting. It is not a per-company confidence score, a literal keyword match, or a quality endorsement.
Selection, ordering and scope
The public list shows selected company records with contact and verified-email coverage. Reported employee bands provide separate company-size context.
This page is derived from saved source records; per-contact mobile coverage and email-recency results are not established by this snapshot.
Recorded company descriptions support research; check company websites for current services. The selected preview is ordered by tracked contacts and is not a list of the best service providers.
Snapshot: November 6, 2026.
RevenueBase is a B2B data infrastructure company. Its September 3, 2026 published methodology describes a graph of 60 million companies and 398.9 million professional contacts; these platform figures differ from this page's totals. Published methodology ↗
Asset allocation advisors by metro
Questions about this company list
What does Exact match mean for asset allocation advisors?
The separate RevenueBase SmartSearch column identifies inclusion at the closest semantic matching preset. It is not a literal keyword match, a per-company confidence score or a quality endorsement. Changing the search form opens a new search in RevenueBase; it does not reclassify these saved rows.
How many asset allocation advisors did RevenueBase find based in South Africa?
The saved snapshot records 313 matching company records, 3,915 tracked contacts and 1,630 verified emails. The public preview displays 25 selected records.
Where do the company descriptions come from?
RevenueBase compiles company information from public sources, including company websites and public professional profiles such as LinkedIn, alongside information supplied by companies. The short recorded excerpt shown here is separate from the complete business description used for matching; individual source URLs and collection dates are not provided in this public snapshot.
How are the public companies ordered?
The selected public records are ordered by contacts tracked in RevenueBase, highest first. Contact coverage is a prospecting measure, not an assessment of the company's services or quality.
How can I get contact information?
Select a company's contact count to open its filtered contacts in RevenueBase. Free signup is required and includes 500 credits and limited free results. Verified emails, direct dials and mobile numbers depend on available coverage.
How current is this list?
Snapshot: November 6, 2026. Review each company's website for current services and locations. A recorded business description does not establish that every company offers every service named in the search.
What do headquarters and employee bands mean?
These are recorded company-level fields, rather than a map of every branch or a count of specialists. Missing headquarters or employee bands are labeled; older records may show a location separately from recorded headquarters.
Build your next target company list
Adapt this niche search and work with available contacts in RevenueBase.
Related lists
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- Asset allocation advisors based in Porto Alegre, Brazil
- Asset allocation advisors based in Rio De Janeiro, Brazil
- Asset allocation advisors based in Sao Paulo, Brazil
- Asset allocation advisors based in Calgary, Canada
- Asset allocation advisors based in Montreal, Canada
- Asset allocation advisors based in Toronto, Canada
- Asset allocation advisors based in Vancouver, Canada
Cite this list
RevenueBase Data Team. Top 25 asset allocation advisors based in South Africa. Snapshot: November 6, 2026. https://revenuebase.ai/companies/asset-allocation-advisors/south-africa.
This is a selected public preview of saved company records, rather than an independently verified census. Open the source page ↗
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