Company lists · Data refreshed November 2026
Top 16 Asset allocation platforms based in South Africa
RevenueBase identified 34 company matches for asset allocation platforms associated with South Africa as of November 2026 and tracks 5,890 professional contacts across them, including 3,299 with verified work emails. Johannesburg is the largest hub.
This list covers company matches for asset allocation platforms 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 5, 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 16 largest asset allocation platforms based in South Africa
Ranked by team size| # | Company | Contacts | |||
|---|---|---|---|---|---|
| 1 | 138 contacts → | ||||
Exact match “DMA is a technology-first company that provides an end-to-end SaaS solution to institutional investors.” Recorded in the RevenueBase company graph · Nov 5, 2026 · View company records in RevenueBase | |||||
| 2 | 107 contacts → | ||||
Exact match “As the adviser’s partner, we are inspired by the wealth manager of the future to change the way investments are done.” Recorded in the RevenueBase company graph · Nov 5, 2026 · View company records in RevenueBase | |||||
| 3 | 31 contacts → | ||||
Exact match “Fundamental Software is a specialist Investment Management Software company providing innovative solutions and quality services to investment companies.” Recorded in the RevenueBase company graph · Nov 5, 2026 · View company records in RevenueBase | |||||
| 4 | 26 contacts → | ||||
Exact match “Seed Analytics was founded in 2013 to assist financial advisors and wealth managers by producing innovative and powerful investment reporting and Business Intelligence tools.” Recorded in the RevenueBase company graph · Nov 5, 2026 · View company records in RevenueBase | |||||
| 5 | 26 contacts → | ||||
Exact match “We create investment solutions designed not to limit, but to liberate, empowering advisors to serve their clients with clarity, confidence and choice.” Recorded in the RevenueBase company graph · Nov 5, 2026 · View company records in RevenueBase | |||||
| 6 | 23 contacts → | ||||
Exact match “Elite Wealth provides a software solution for medium to large financial advisory companies.” Recorded in the RevenueBase company graph · Nov 5, 2026 · View company records in RevenueBase | |||||
| 7 | 14 contacts → | ||||
Exact match “RiskCafé offers a full suite of investment portfolio reporting solutions for hedge fund and asset managers across the world.” Recorded in the RevenueBase company graph · Nov 5, 2026 · View company records in RevenueBase | |||||
| 8 | 11 contacts → | ||||
Exact match “As complex planners and qualified investment professionals we deliver a better view of the big picture, and enable you to keep more of your wealth to provide for future…” Recorded in the RevenueBase company graph · Nov 5, 2026 · View company records in RevenueBase | |||||
| 9 | 10 contacts → | ||||
Exact match “Established in 2017, KM Wealth Partners emerges as a fully independent Financial Services firm, leveraging extensive international and local experience within the financial sector.” Recorded in the RevenueBase company graph · Nov 5, 2026 · View company records in RevenueBase | |||||
| 10 | 9 contacts → | ||||
Exact match “MiPlan exists to assist financial planners in creating and preserving wealth for their clients through the application of critical thinking.” Recorded in the RevenueBase company graph · Nov 5, 2026 · View company records in RevenueBase | |||||
| 11 | 8 contacts → | ||||
Exact match “Lautus Solutions provides wealth managers with an industry leading investment administration platform that delivers a single investor view and comprehensive management of…” Recorded in the RevenueBase company graph · Nov 5, 2026 · View company records in RevenueBase | |||||
| 12 | 7 contacts → | ||||
Exact match “Gryphon has been around for more than 20 years and we’ve spent much of that time observing and learning.” Recorded in the RevenueBase company graph · Nov 5, 2026 · View company records in RevenueBase | |||||
| 13 | 6 contacts → | ||||
Exact match “AdviceTech offers an industry leading, comprehensive Financial Planning and Advisory software package designed to suit the individualised needs of small, medium and large Category…” Recorded in the RevenueBase company graph · Nov 5, 2026 · View company records in RevenueBase | |||||
| 14 | 4 contacts → | ||||
Exact match “SAIY Asset Management (Pty) Ltd.” Recorded in the RevenueBase company graph · Nov 5, 2026 · View company records in RevenueBase | |||||
| 15 | 2 contacts → | ||||
Exact match “Remo is a boutique investment manager driven by an insatiable curiosity to unearth and capture the potential of our rapidly evolving world.” Recorded in the RevenueBase company graph · Nov 5, 2026 · View company records in RevenueBase | |||||
| 16 | 1 contacts → | ||||
Exact match “We specialize in hedging risk, in highly volatile digital markets, using our complex multiple pairing trading algorithms and proven strategies, based on your risk profile and…” Recorded in the RevenueBase company graph · Nov 5, 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 platforms”. 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 16 of 34 asset allocation platforms based in South Africa
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Asset allocation platforms based in South Africa at a glance
As of Nov 5, 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 34 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 platforms” 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 3,299 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 5, 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.
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 platforms”; each Exact match badge shows search membership, not an individual similarity or quality score.
How many asset allocation platforms are there based in South Africa?
RevenueBase identified 34 company matches for asset allocation platforms 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?
DMA South Africa tops the displayed preview by professional contacts tracked in RevenueBase. Recorded headquarters appear in the company rows.
Which city has the most asset allocation platforms?
Johannesburg leads with 10 company records, followed by Cape Town (9) and Bryanston (2).
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 3,299 professional contacts with verified work emails tracked across these 34 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 5, 2026.
Ready to reach these companies? Verified emails and direct dials for all 34 asset allocation platforms based in South Africa. Start with a free account, no credit card.
Download this list →Related lists
Asset allocation platforms by geography
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- Asset allocation platforms based in Mumbai, India
- Asset allocation platforms based in Singapore, Singapore
- Asset allocation platforms based in London, United Kingdom
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- Asset allocation platforms based in New York, United States
- Asset allocation platforms based in San Francisco, United States
- Asset allocation platforms based in Australia
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 platforms based in Sydney, Australia
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Company intelligence · public preview
Top 16 asset allocation platforms 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 34 matching company records for asset allocation platforms based in South Africa, with 5,890 tracked contacts and 3,299 verified work emails.
This public preview shows 16 selected records ordered by tracked contacts. RevenueBase SmartSearch finds company descriptions that match by meaning at Exact. Snapshot: November 5, 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 16 asset allocation platforms 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 |  DMA South Africadma.co.zaHQ: Parktown North, South AfricaReported employees: 51-200 | Parktown North, South Africa | 51-200 | Exact match | 138 contacts → |
“DMA is a technology-first company that provides an end-to-end SaaS solution to institutional investors.” Recorded description excerpt · November 5, 2026Open company data in RevenueBase ↗Free signup required. | |||||
| 2 |  Inn8inn8.co.zaHQ: Johannesburg, South AfricaReported employees: 51-200 | Johannesburg, South Africa | 51-200 | Exact match | 107 contacts → |
“As the adviser’s partner, we are inspired by the wealth manager of the future to change the way investments are done.” Recorded description excerpt · November 5, 2026Open company data in RevenueBase ↗Free signup required. | |||||
| 3 |  Fundamental Softwarefundamental.netHQ: Cape Town, South AfricaReported employees: 11-50 | Cape Town, South Africa | 11-50 | Exact match | 31 contacts → |
“Fundamental Software is a specialist Investment Management Software company providing innovative solutions and quality services to investment companies.” Recorded description excerpt · November 5, 2026Open company data in RevenueBase ↗Free signup required. | |||||
| 4 |  Seed Analyticsseedanalytics.infoHQ: Cape Town, South AfricaReported employees: 11-50 | Cape Town, South Africa | 11-50 | Exact match | 26 contacts → |
“Seed Analytics was founded in 2013 to assist financial advisors and wealth managers by producing innovative and powerful investment reporting and Business Intelligence tools.” Recorded description excerpt · November 5, 2026Open company data in RevenueBase ↗Free signup required. | |||||
| 5 |  Seed Investmentsseedinvestments.co.zaHQ: Bellville, South AfricaReported employees: 11-50 | Bellville, South Africa | 11-50 | Exact match | 26 contacts → |
“We create investment solutions designed not to limit, but to liberate, empowering advisors to serve their clients with clarity, confidence and choice.” Recorded description excerpt · November 5, 2026Open company data in RevenueBase ↗Free signup required. | |||||
| 6 |  Elite Wealth Solutionselitewealth.bizHQ: Pretoria, South AfricaReported employees: 11-50 | Pretoria, South Africa | 11-50 | Exact match | 23 contacts → |
“Elite Wealth provides a software solution for medium to large financial advisory companies.” Recorded description excerpt · November 5, 2026Open company data in RevenueBase ↗Free signup required. | |||||
| 7 |  Riskcafériskcafe.comHQ: Johannesburg, South AfricaReported employees: 11-50 | Johannesburg, South Africa | 11-50 | Exact match | 14 contacts → |
“RiskCafé offers a full suite of investment portfolio reporting solutions for hedge fund and asset managers across the world.” Recorded description excerpt · November 5, 2026Open company data in RevenueBase ↗Free signup required. | |||||
| 8 |  PSG Wealth Rosebankpsg.co.zaHQ: Johannesburg, South AfricaReported employees: 11-50 | Johannesburg, South Africa | 11-50 | Exact match | 11 contacts → |
“As complex planners and qualified investment professionals we deliver a better view of the big picture, and enable you to keep more of your wealth to provide for future…” Recorded description excerpt · November 5, 2026Open company data in RevenueBase ↗Free signup required. | |||||
| 9 |  KM Wealth Management PTY LTDkmwealth.co.zaHQ: Bryanston, South AfricaReported employees: 1-10 | Bryanston, South Africa | 1-10 | Exact match | 10 contacts → |
“Established in 2017, KM Wealth Partners emerges as a fully independent Financial Services firm, leveraging extensive international and local experience within the financial sector.” Recorded description excerpt · November 5, 2026Open company data in RevenueBase ↗Free signup required. | |||||
| 10 |  Mi-Plan Asset Managementmi-plan.co.zaHQ: Cape Town, South AfricaReported employees: 1-10 | Cape Town, South Africa | 1-10 | Exact match | 9 contacts → |
“MiPlan exists to assist financial planners in creating and preserving wealth for their clients through the application of critical thinking.” Recorded description excerpt · November 5, 2026Open company data in RevenueBase ↗Free signup required. | |||||
| 11 |  Lautus Solutionslautus.netHQ: Woodmead, South AfricaReported employees: 11-50 | Woodmead, South Africa | 11-50 | Exact match | 8 contacts → |
“Lautus Solutions provides wealth managers with an industry leading investment administration platform that delivers a single investor view and comprehensive management of…” Recorded description excerpt · November 5, 2026Open company data in RevenueBase ↗Free signup required. | |||||
| 12 |  Gryphon Asset Managementgryphon.comHQ: Cape Town, South AfricaReported employees: 1-10 | Cape Town, South Africa | 1-10 | Exact match | 7 contacts → |
“Gryphon has been around for more than 20 years and we’ve spent much of that time observing and learning.” Recorded description excerpt · November 5, 2026Open company data in RevenueBase ↗Free signup required. | |||||
| 13 |  Advicetechadvicetech.co.zaHQ: Johannesburg, South AfricaReported employees: 11-50 | Johannesburg, South Africa | 11-50 | Exact match | 6 contacts → |
“AdviceTech offers an industry leading, comprehensive Financial Planning and Advisory software package designed to suit the individualised needs of small, medium and large Category…” Recorded description excerpt · November 5, 2026Open company data in RevenueBase ↗Free signup required. | |||||
| 14 |  Saiy Asset Management PTY LTDsaiy.co.zaHQ: Cape Town, South AfricaReported employees: 1-10 | Cape Town, South Africa | 1-10 | Exact match | 4 contacts → |
“SAIY Asset Management (Pty) Ltd.” Recorded description excerpt · November 5, 2026Open company data in RevenueBase ↗Free signup required. | |||||
| 15 |  Remo Investment Managementremofunds.comHQ: Johannesburg, South AfricaReported employees: 1-10 | Johannesburg, South Africa | 1-10 | Exact match | 2 contacts → |
“Remo is a boutique investment manager driven by an insatiable curiosity to unearth and capture the potential of our rapidly evolving world.” Recorded description excerpt · November 5, 2026Open company data in RevenueBase ↗Free signup required. | |||||
| 16 |  Solidity Capital Managementsoliditycapital.ioHQ: Johannesburg, South AfricaReported employees: 1-10 | Johannesburg, South Africa | 1-10 | Exact match | 1 contacts → |
“We specialize in hedging risk, in highly volatile digital markets, using our complex multiple pairing trading algorithms and proven strategies, based on your risk profile and…” Recorded description excerpt · November 5, 2026Open company data in RevenueBase ↗Free signup required. | |||||
Showing 16 of 34 company matches
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Asset allocation platforms: dataset insights
November 5, 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
34 records in the displayed employee bands.
0 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 34 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 5, 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 ↗
Questions about this company list
What does Exact match mean for asset allocation platforms?
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 platforms did RevenueBase find based in South Africa?
The saved snapshot records 34 matching company records, 5,890 tracked contacts and 3,299 verified emails. The public preview displays 16 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 5, 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 platforms by geography
- Asset allocation platforms based in Sydney, Australia
- Asset allocation platforms based in Sao Paulo, Brazil
- Asset allocation platforms based in Toronto, Canada
- Asset allocation platforms based in Paris, France
- Asset allocation platforms based in Bangalore, India
- Asset allocation platforms based in Mumbai, India
- Asset allocation platforms based in Singapore, Singapore
- Asset allocation platforms based in London, United Kingdom
- Asset allocation platforms based in Chicago, United States
- Asset allocation platforms based in New York, United States
- Asset allocation platforms based in San Francisco, United States
- Asset allocation platforms based in Australia
Cite this list
RevenueBase Data Team. Top 16 asset allocation platforms based in South Africa. Snapshot: November 5, 2026. https://revenuebase.ai/companies/asset-allocation-platforms/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 platforms based in Sydney, Australia
- Asset allocation platforms based in Sao Paulo, Brazil
- Asset allocation platforms based in Toronto, Canada
- Asset allocation platforms based in Paris, France
- Asset allocation platforms based in Bangalore, India
- Asset allocation platforms based in Mumbai, India
Company intelligence · public preview
Top 16 asset allocation platforms based in South Africa
RevenueBase records 34 matching company records for asset allocation platforms based in South Africa, with 5,890 tracked contacts and 3,299 verified work emails.
This public preview shows 16 selected records ordered by tracked contacts. RevenueBase SmartSearch finds company descriptions that match by meaning at Exact. Snapshot: November 5, 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 16 asset allocation platforms 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 | DMA South Africadma.co.za HQ: Parktown North, South AfricaReported employees: 51-200 | Parktown North, South Africa | 51-200 | Exact match | 138 contacts → |
“DMA is a technology-first company that provides an end-to-end SaaS solution to institutional investors.” Recorded description excerpt · November 5, 2026Open company data in RevenueBase ↗Free signup required. | |||||
| 2 | Inn8inn8.co.za HQ: Johannesburg, South AfricaReported employees: 51-200 | Johannesburg, South Africa | 51-200 | Exact match | 107 contacts → |
“As the adviser’s partner, we are inspired by the wealth manager of the future to change the way investments are done.” Recorded description excerpt · November 5, 2026Open company data in RevenueBase ↗Free signup required. | |||||
| 3 | Fundamental Softwarefundamental.net HQ: Cape Town, South AfricaReported employees: 11-50 | Cape Town, South Africa | 11-50 | Exact match | 31 contacts → |
“Fundamental Software is a specialist Investment Management Software company providing innovative solutions and quality services to investment companies.” Recorded description excerpt · November 5, 2026Open company data in RevenueBase ↗Free signup required. | |||||
| 4 | Seed Analyticsseedanalytics.info HQ: Cape Town, South AfricaReported employees: 11-50 | Cape Town, South Africa | 11-50 | Exact match | 26 contacts → |
“Seed Analytics was founded in 2013 to assist financial advisors and wealth managers by producing innovative and powerful investment reporting and Business Intelligence tools.” Recorded description excerpt · November 5, 2026Open company data in RevenueBase ↗Free signup required. | |||||
| 5 | Seed Investmentsseedinvestments.co.za HQ: Bellville, South AfricaReported employees: 11-50 | Bellville, South Africa | 11-50 | Exact match | 26 contacts → |
“We create investment solutions designed not to limit, but to liberate, empowering advisors to serve their clients with clarity, confidence and choice.” Recorded description excerpt · November 5, 2026Open company data in RevenueBase ↗Free signup required. | |||||
| 6 | Elite Wealth Solutionselitewealth.biz HQ: Pretoria, South AfricaReported employees: 11-50 | Pretoria, South Africa | 11-50 | Exact match | 23 contacts → |
“Elite Wealth provides a software solution for medium to large financial advisory companies.” Recorded description excerpt · November 5, 2026Open company data in RevenueBase ↗Free signup required. | |||||
| 7 | Riskcafériskcafe.com HQ: Johannesburg, South AfricaReported employees: 11-50 | Johannesburg, South Africa | 11-50 | Exact match | 14 contacts → |
“RiskCafé offers a full suite of investment portfolio reporting solutions for hedge fund and asset managers across the world.” Recorded description excerpt · November 5, 2026Open company data in RevenueBase ↗Free signup required. | |||||
| 8 | PSG Wealth Rosebankpsg.co.za HQ: Johannesburg, South AfricaReported employees: 11-50 | Johannesburg, South Africa | 11-50 | Exact match | 11 contacts → |
“As complex planners and qualified investment professionals we deliver a better view of the big picture, and enable you to keep more of your wealth to provide for future…” Recorded description excerpt · November 5, 2026Open company data in RevenueBase ↗Free signup required. | |||||
| 9 | KM Wealth Management PTY LTDkmwealth.co.za HQ: Bryanston, South AfricaReported employees: 1-10 | Bryanston, South Africa | 1-10 | Exact match | 10 contacts → |
“Established in 2017, KM Wealth Partners emerges as a fully independent Financial Services firm, leveraging extensive international and local experience within the financial sector.” Recorded description excerpt · November 5, 2026Open company data in RevenueBase ↗Free signup required. | |||||
| 10 | Mi-Plan Asset Managementmi-plan.co.za HQ: Cape Town, South AfricaReported employees: 1-10 | Cape Town, South Africa | 1-10 | Exact match | 9 contacts → |
“MiPlan exists to assist financial planners in creating and preserving wealth for their clients through the application of critical thinking.” Recorded description excerpt · November 5, 2026Open company data in RevenueBase ↗Free signup required. | |||||
| 11 | Lautus Solutionslautus.net HQ: Woodmead, South AfricaReported employees: 11-50 | Woodmead, South Africa | 11-50 | Exact match | 8 contacts → |
“Lautus Solutions provides wealth managers with an industry leading investment administration platform that delivers a single investor view and comprehensive management of…” Recorded description excerpt · November 5, 2026Open company data in RevenueBase ↗Free signup required. | |||||
| 12 | Gryphon Asset Managementgryphon.com HQ: Cape Town, South AfricaReported employees: 1-10 | Cape Town, South Africa | 1-10 | Exact match | 7 contacts → |
“Gryphon has been around for more than 20 years and we’ve spent much of that time observing and learning.” Recorded description excerpt · November 5, 2026Open company data in RevenueBase ↗Free signup required. | |||||
| 13 | Advicetechadvicetech.co.za HQ: Johannesburg, South AfricaReported employees: 11-50 | Johannesburg, South Africa | 11-50 | Exact match | 6 contacts → |
“AdviceTech offers an industry leading, comprehensive Financial Planning and Advisory software package designed to suit the individualised needs of small, medium and large Category…” Recorded description excerpt · November 5, 2026Open company data in RevenueBase ↗Free signup required. | |||||
| 14 | Saiy Asset Management PTY LTDsaiy.co.za HQ: Cape Town, South AfricaReported employees: 1-10 | Cape Town, South Africa | 1-10 | Exact match | 4 contacts → |
“SAIY Asset Management (Pty) Ltd.” Recorded description excerpt · November 5, 2026Open company data in RevenueBase ↗Free signup required. | |||||
| 15 | Remo Investment Managementremofunds.com HQ: Johannesburg, South AfricaReported employees: 1-10 | Johannesburg, South Africa | 1-10 | Exact match | 2 contacts → |
“Remo is a boutique investment manager driven by an insatiable curiosity to unearth and capture the potential of our rapidly evolving world.” Recorded description excerpt · November 5, 2026Open company data in RevenueBase ↗Free signup required. | |||||
| 16 | Solidity Capital Managementsoliditycapital.io HQ: Johannesburg, South AfricaReported employees: 1-10 | Johannesburg, South Africa | 1-10 | Exact match | 1 contacts → |
“We specialize in hedging risk, in highly volatile digital markets, using our complex multiple pairing trading algorithms and proven strategies, based on your risk profile and…” Recorded description excerpt · November 5, 2026Open company data in RevenueBase ↗Free signup required. | |||||
Showing 16 of 34 company matches
Build a targeted audience, find relevant contacts and export available records to your workflow.
Free signup · 500 credits · limited free results
Asset allocation platforms: dataset insights
November 5, 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
34 records in the displayed employee bands.
0 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 34 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 5, 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 ↗
Questions about this company list
What does Exact match mean for asset allocation platforms?
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 platforms did RevenueBase find based in South Africa?
The saved snapshot records 34 matching company records, 5,890 tracked contacts and 3,299 verified emails. The public preview displays 16 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 5, 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 platforms by geography
- Asset allocation platforms based in Sydney, Australia
- Asset allocation platforms based in Sao Paulo, Brazil
- Asset allocation platforms based in Toronto, Canada
- Asset allocation platforms based in Paris, France
- Asset allocation platforms based in Bangalore, India
- Asset allocation platforms based in Mumbai, India
- Asset allocation platforms based in Singapore, Singapore
- Asset allocation platforms based in London, United Kingdom
- Asset allocation platforms based in Chicago, United States
- Asset allocation platforms based in New York, United States
- Asset allocation platforms based in San Francisco, United States
- Asset allocation platforms based in Australia
Cite this list
RevenueBase Data Team. Top 16 asset allocation platforms based in South Africa. Snapshot: November 5, 2026. https://revenuebase.ai/companies/asset-allocation-platforms/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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