Company lists · Data refreshed September 2026
Top 25 Asset and wealth management consulting firms based in South Africa
RevenueBase identified 654 company matches for asset and wealth management consulting firms associated with South Africa as of September 2026 and tracks 14,391 professional contacts across them, including 5,561 with verified work emails. Johannesburg is the largest hub.
This list covers company matches for asset and wealth management consulting firms 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 September 21, 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 and wealth management consulting firms based in South Africa
Ranked by team size| # | Company | Contacts | |||
|---|---|---|---|---|---|
| 1 | 1,173 contacts → | ||||
Exact match “We offer a comprehensive wealth management service, designed to meet your needs as an individual, family or business.” Recorded in the RevenueBase company graph · Sep 21, 2026 · View company records in RevenueBase | |||||
| 2 | 791 contacts → | ||||
Exact match “Sasfin Wealth is now Otto1890 and we are investment specialists.” Recorded in the RevenueBase company graph · Sep 21, 2026 · View company records in RevenueBase | |||||
| 3 | 765 contacts → | ||||
Exact match “Glacier by Sanlam focuses on the creation and preservation of wealth, offering a comprehensive collection of financial services aimed at a market who has a distinct need for a…” Recorded in the RevenueBase company graph · Sep 21, 2026 · View company records in RevenueBase | |||||
| 4 | 586 contacts → | ||||
Exact match “RMB Private Bank is a division of FirstRand Bank Limited, a fully integrated financial services group in South Africa, distinguished by our traditional values and innovative ideas.” Recorded in the RevenueBase company graph · Sep 21, 2026 · View company records in RevenueBase | |||||
| 5 | 535 contacts → | ||||
Exact match “Nedbank Private Wealth, a wholly owned subsidiary of Nedbank Group Limited, draws on a heritage of wealth management that goes back to 1834.” Recorded in the RevenueBase company graph · Sep 21, 2026 · View company records in RevenueBase | |||||
| 6 | 403 contacts → | ||||
Exact match “At attooh!” Recorded in the RevenueBase company graph · Sep 21, 2026 · View company records in RevenueBase | |||||
| 7 | 401 contacts → | ||||
Exact match “Welcome to Hereford Group!” Recorded in the RevenueBase company graph · Sep 21, 2026 · View company records in RevenueBase | |||||
| 8 | 386 contacts → | ||||
Exact match “NMG Benefits is a financial advisory firm that provides unbiased advice, fosters industry competition, and simplifies complex financial matters.” Recorded in the RevenueBase company graph · Sep 21, 2026 · View company records in RevenueBase | |||||
| 9 | 379 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 · Sep 21, 2026 · View company records in RevenueBase | |||||
| 10 | 326 contacts → | ||||
Exact match “With us, investing is personal.” Recorded in the RevenueBase company graph · Sep 21, 2026 · View company records in RevenueBase | |||||
| 11 | 309 contacts → | ||||
Exact match “Let's journey together.” Recorded in the RevenueBase company graph · Sep 21, 2026 · View company records in RevenueBase | |||||
| 12 | 279 contacts → | ||||
Exact match “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…” Recorded in the RevenueBase company graph · Sep 21, 2026 · View company records in RevenueBase | |||||
| 13 | 256 contacts → | ||||
Exact match “At PKF Octagon we believe that our job is to support your future, the future of your business and personal wealth.” Recorded in the RevenueBase company graph · Sep 21, 2026 · View company records in RevenueBase | |||||
| 14 | 199 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 · Sep 21, 2026 · View company records in RevenueBase | |||||
| 15 | 169 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 · Sep 21, 2026 · View company records in RevenueBase | |||||
| 16 | 133 contacts → | ||||
Exact match “Carrick Wealth are leaders in offshore wealth and capital management.” Recorded in the RevenueBase company graph · Sep 21, 2026 · View company records in RevenueBase | |||||
| 17 | 115 contacts → | ||||
Exact match “You CREATE the memories, we INSURE the journey.” Recorded in the RevenueBase company graph · Sep 21, 2026 · View company records in RevenueBase | |||||
| 18 | 106 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 · Sep 21, 2026 · View company records in RevenueBase | |||||
| 19 | 102 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 · Sep 21, 2026 · View company records in RevenueBase | |||||
| 20 | 101 contacts → | ||||
Exact match “The only way to obtain financial certainty in challenging conditions is to create it.” Recorded in the RevenueBase company graph · Sep 21, 2026 · View company records in RevenueBase | |||||
| 21 | 81 contacts → | ||||
Exact match “Since 1990, Private Client Holdings has been assisting families define and implement strategies for managing their wealth.” Recorded in the RevenueBase company graph · Sep 21, 2026 · View company records in RevenueBase | |||||
| 22 | 78 contacts → | ||||
Exact match “With PMX as their investment partner, advisers are free from the distractions that risk holding them back, giving them the space to focus on the conversations that matter.” Recorded in the RevenueBase company graph · Sep 21, 2026 · View company records in RevenueBase | |||||
| 23 | 60 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 · Sep 21, 2026 · View company records in RevenueBase | |||||
| 24 | 59 contacts → | ||||
Exact match “Consolidated Wealth, is a privately owned wealth management company.” Recorded in the RevenueBase company graph · Sep 21, 2026 · View company records in RevenueBase | |||||
| 25 | 53 contacts → | ||||
Exact match “In an extraordinary world, a personalised approach to advice that demonstrates true care and a commitment to delivering what clients need is the cornerstone of what Stonehouse…” Recorded in the RevenueBase company graph · Sep 21, 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 and wealth management consulting firms”. 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 654 asset and wealth management consulting firms based in South Africa
See the full list, filter by size, metro and specialty, and access 5,561 tracked professional contacts with verified work emails. Direct dials are available where recorded.
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Asset and wealth management consulting firms based in South Africa at a glance
As of Sep 21, 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 654 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 and wealth management consulting firms” 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 5,561 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 September 21, 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 and wealth management consulting firms 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 and wealth management consulting firms”; each Exact match badge shows search membership, not an individual similarity or quality score.
How many asset and wealth management consulting firms are there based in South Africa?
RevenueBase identified 654 company matches for asset and wealth management consulting firms associated with South Africa as of September 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?
PSG Wealth tops the displayed preview by professional contacts tracked in RevenueBase. Recorded headquarters appear in the company rows.
Which city has the most asset and wealth management consulting firms?
Johannesburg leads with 127 company records, followed by Cape Town (99) and Pretoria (47).
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 5,561 professional contacts with verified work emails tracked across these 654 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 September 21, 2026.
Ready to reach these companies? Verified emails and direct dials for all 654 asset and wealth management consulting firms based in South Africa. Start with a free account, no credit card.
Download this list →Related lists
Asset and wealth management consulting firms by geography
- Asset and wealth management consulting firms based in Adelaide, Australia
- Asset and wealth management consulting firms based in Brisbane City, Australia
- Asset and wealth management consulting firms based in Brisbane, Australia
- Asset and wealth management consulting firms based in Melbourne, Australia
- Asset and wealth management consulting firms based in North Sydney, Australia
- Asset and wealth management consulting firms based in Perth, Australia
- Asset and wealth management consulting firms based in Sydney, Australia
- Asset and wealth management consulting firms based in Belo Horizonte, Brazil
- Asset and wealth management consulting firms based in Curitiba, Brazil
- Asset and wealth management consulting firms based in Porto Alegre, Brazil
- Asset and wealth management consulting firms based in Rio De Janeiro, Brazil
- Asset and wealth management consulting firms based in Sao Paulo, Brazil
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 and wealth management consulting firms based in Adelaide, Australia
- Asset and wealth management consulting firms based in Brisbane City, Australia
- Asset and wealth management consulting firms based in Brisbane, Australia
- Asset and wealth management consulting firms based in Melbourne, Australia
- Asset and wealth management consulting firms based in North Sydney, Australia
- Asset and wealth management consulting firms based in Perth, Australia
Company intelligence · public preview
Top 25 asset and wealth management consulting firms 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 654 matching company records for asset and wealth management consulting firms based in South Africa, with 14,391 tracked contacts and 5,561 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: September 21, 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 and wealth management consulting firms 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 |  PSG Wealthpsg.co.zaHQ: Waterfall, South AfricaReported employees: 501-1,000 | Waterfall, South Africa | 501-1,000 | Exact match | 1,173 contacts → |
“We offer a comprehensive wealth management service, designed to meet your needs as an individual, family or business.” Recorded description excerpt · September 21, 2026Open company data in RevenueBase ↗Free signup required. | |||||
| 2 |  Sasfinotto1890.comHQ: Johannesburg, South AfricaReported employees: 501-1,000 | Johannesburg, South Africa | 501-1,000 | Exact match | 791 contacts → |
“Sasfin Wealth is now Otto1890 and we are investment specialists.” Recorded description excerpt · September 21, 2026Open company data in RevenueBase ↗Free signup required. | |||||
| 3 |  Glacier By Sanlamglacier.co.zaHQ: Cape Town, South AfricaReported employees: 501-1,000 | Cape Town, South Africa | 501-1,000 | Exact match | 765 contacts → |
“Glacier by Sanlam focuses on the creation and preservation of wealth, offering a comprehensive collection of financial services aimed at a market who has a distinct need for a…” Recorded description excerpt · September 21, 2026Open company data in RevenueBase ↗Free signup required. | |||||
| 4 |  RMBrmbprivatebank.comHQ: Sandton, South AfricaReported employees: 1,001-5,000 | Sandton, South Africa | 1,001-5,000 | Exact match | 586 contacts → |
“RMB Private Bank is a division of FirstRand Bank Limited, a fully integrated financial services group in South Africa, distinguished by our traditional values and innovative ideas.” Recorded description excerpt · September 21, 2026Open company data in RevenueBase ↗Free signup required. | |||||
| 5 |  Nedbank Private Wealth South Africanedbankprivatewealth.co.zaHQ: Sandown, South AfricaReported employees: 201-500 | Sandown, South Africa | 201-500 | Exact match | 535 contacts → |
“Nedbank Private Wealth, a wholly owned subsidiary of Nedbank Group Limited, draws on a heritage of wealth management that goes back to 1834.” Recorded description excerpt · September 21, 2026Open company data in RevenueBase ↗Free signup required. | |||||
| 6 |  Attoohattooh.co.zaHQ: Faerie Glen, South AfricaReported employees: 501-1,000 | Faerie Glen, South Africa | 501-1,000 | Exact match | 403 contacts → |
“At attooh!” Recorded description excerpt · September 21, 2026Open company data in RevenueBase ↗Free signup required. | |||||
| 7 |  Hereford Groupherefordgroup.co.zaHQ: Cape Town, South AfricaReported employees: 201-500 | Cape Town, South Africa | 201-500 | Exact match | 401 contacts → |
“Welcome to Hereford Group!” Recorded description excerpt · September 21, 2026Open company data in RevenueBase ↗Free signup required. | |||||
| 8 |  NMG Benefitsnmg.co.zaHQ: Johannesburg, South AfricaReported employees: 201-500 | Johannesburg, South Africa | 201-500 | Exact match | 386 contacts → |
“NMG Benefits is a financial advisory firm that provides unbiased advice, fosters industry competition, and simplifies complex financial matters.” Recorded description excerpt · September 21, 2026Open company data in RevenueBase ↗Free signup required. | |||||
| 9 |  Citadel Investment Servicescitadel.co.zaHQ: Lynnwood Manor, South AfricaReported employees: 201-500 | Lynnwood Manor, South Africa | 201-500 | Exact match | 379 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 · September 21, 2026Open company data in RevenueBase ↗Free signup required. | |||||
| 10 |  Momentum Investmentsmomentum.co.zaHQ: Tshwane, South AfricaReported employees: 501-1,000 | Tshwane, South Africa | 501-1,000 | Exact match | 326 contacts → |
“With us, investing is personal.” Recorded description excerpt · September 21, 2026Open company data in RevenueBase ↗Free signup required. | |||||
| 11 |  Consultconsultm.co.zaHQ: Centurion, South AfricaReported employees: 201-500 | Centurion, South Africa | 201-500 | Exact match | 309 contacts → |
“Let's journey together.” Recorded description excerpt · September 21, 2026Open company data in RevenueBase ↗Free signup required. | |||||
| 12 |  FNB Wealth And Investmentsfnb.co.zaHQ: Johannesburg, South AfricaReported employees: 1,001-5,000 | Johannesburg, South Africa | 1,001-5,000 | Exact match | 279 contacts → |
“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…” Recorded description excerpt · September 21, 2026Open company data in RevenueBase ↗Free signup required. | |||||
| 13 |  PKF Octagonpkfoctagon.comHQ: Johannesburg, South AfricaReported employees: 201-500 | Johannesburg, South Africa | 201-500 | Exact match | 256 contacts → |
“At PKF Octagon we believe that our job is to support your future, the future of your business and personal wealth.” Recorded description excerpt · September 21, 2026Open company data in RevenueBase ↗Free signup required. | |||||
| 14 |  1.618 Advisory Services1618financialservices.co.zaHQ: Johanessburg, South AfricaReported employees: Not recorded | Johanessburg, South Africa | Not recorded | Exact match | 199 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 · September 21, 2026Open company data in RevenueBase ↗Free signup required. | |||||
| 15 |  Riscurariscura.comHQ: Cape Town, South AfricaReported employees: 51-200 | Cape Town, South Africa | 51-200 | Exact match | 169 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 · September 21, 2026Open company data in RevenueBase ↗Free signup required. | |||||
| 16 |  Carrick Wealthcarrick-wealth.comHQ: Cape Town, South AfricaReported employees: 51-200 | Cape Town, South Africa | 51-200 | Exact match | 133 contacts → |
“Carrick Wealth are leaders in offshore wealth and capital management.” Recorded description excerpt · September 21, 2026Open company data in RevenueBase ↗Free signup required. | |||||
| 17 |  Futurum Financial Group PTY LTDffg.co.zaHQ: Potchefstroom, South AfricaReported employees: 201-500 | Potchefstroom, South Africa | 201-500 | Exact match | 115 contacts → |
“You CREATE the memories, we INSURE the journey.” Recorded description excerpt · September 21, 2026Open company data in RevenueBase ↗Free signup required. | |||||
| 18 |  GCIgci.co.zaHQ: Johannesburg, South AfricaReported employees: 51-200 | Johannesburg, South Africa | 51-200 | Exact match | 106 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 · September 21, 2026Open company data in RevenueBase ↗Free signup required. | |||||
| 19 |  Inn8inn8.co.zaHQ: Johannesburg, South AfricaReported employees: 51-200 | Johannesburg, South Africa | 51-200 | Exact match | 102 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 · September 21, 2026Open company data in RevenueBase ↗Free signup required. | |||||
| 20 |  NFB Private Wealth Managementnfb.co.zaHQ: Johannesburg, South AfricaReported employees: 51-200 | Johannesburg, South Africa | 51-200 | Exact match | 101 contacts → |
“The only way to obtain financial certainty in challenging conditions is to create it.” Recorded description excerpt · September 21, 2026Open company data in RevenueBase ↗Free signup required. | |||||
| 21 |  Private Client Holdingsprivateclient.co.zaHQ: Cape Town, South AfricaReported employees: 51-200 | Cape Town, South Africa | 51-200 | Exact match | 81 contacts → |
“Since 1990, Private Client Holdings has been assisting families define and implement strategies for managing their wealth.” Recorded description excerpt · September 21, 2026Open company data in RevenueBase ↗Free signup required. | |||||
| 22 |  Portfoliometrixportfoliometrix.comHQ: Johannesburg, South AfricaReported employees: 51-200 | Johannesburg, South Africa | 51-200 | Exact match | 78 contacts → |
“With PMX as their investment partner, advisers are free from the distractions that risk holding them back, giving them the space to focus on the conversations that matter.” Recorded description excerpt · September 21, 2026Open company data in RevenueBase ↗Free signup required. | |||||
| 23 |  Alphawealthalphawealth.co.zaHQ: Bryanston, South AfricaReported employees: 51-200 | Bryanston, South Africa | 51-200 | Exact match | 60 contacts → |
“AlphaWealth provides investment and wealth planning services to high-net-worth individuals, families, selected institutions and charitable trusts.” Recorded description excerpt · September 21, 2026Open company data in RevenueBase ↗Free signup required. | |||||
| 24 |  Consolidated Wealth Groupconsolidated.co.zaHQ: Kloof, South AfricaReported employees: 11-50 | Kloof, South Africa | 11-50 | Exact match | 59 contacts → |
“Consolidated Wealth, is a privately owned wealth management company.” Recorded description excerpt · September 21, 2026Open company data in RevenueBase ↗Free signup required. | |||||
| 25 |  Stonehouse Capitalstonehousecapital.co.zaHQ: Johannesburg, South AfricaReported employees: 11-50 | Johannesburg, South Africa | 11-50 | Exact match | 53 contacts → |
“In an extraordinary world, a personalised approach to advice that demonstrates true care and a commitment to delivering what clients need is the cornerstone of what Stonehouse…” Recorded description excerpt · September 21, 2026Open company data in RevenueBase ↗Free signup required. | |||||
Showing 25 of 654 company matches
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Asset and wealth management consulting firms: dataset insights
September 21, 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
654 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 654 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: September 21, 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 and wealth management consulting firms by metro
Questions about this company list
What does Exact match mean for asset and wealth management consulting firms?
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 and wealth management consulting firms did RevenueBase find based in South Africa?
The saved snapshot records 654 matching company records, 14,391 tracked contacts and 5,561 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: September 21, 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 and wealth management consulting firms by geography
- Asset and wealth management consulting firms based in Adelaide, Australia
- Asset and wealth management consulting firms based in Brisbane City, Australia
- Asset and wealth management consulting firms based in Brisbane, Australia
- Asset and wealth management consulting firms based in Melbourne, Australia
- Asset and wealth management consulting firms based in North Sydney, Australia
- Asset and wealth management consulting firms based in Perth, Australia
- Asset and wealth management consulting firms based in Sydney, Australia
- Asset and wealth management consulting firms based in Belo Horizonte, Brazil
- Asset and wealth management consulting firms based in Curitiba, Brazil
- Asset and wealth management consulting firms based in Porto Alegre, Brazil
- Asset and wealth management consulting firms based in Rio De Janeiro, Brazil
- Asset and wealth management consulting firms based in Sao Paulo, Brazil
Cite this list
RevenueBase Data Team. Top 25 asset and wealth management consulting firms based in South Africa. Snapshot: September 21, 2026. https://revenuebase.ai/companies/asset-and-wealth-management-consulting-firms/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 and wealth management consulting firms based in Adelaide, Australia
- Asset and wealth management consulting firms based in Brisbane City, Australia
- Asset and wealth management consulting firms based in Brisbane, Australia
- Asset and wealth management consulting firms based in Melbourne, Australia
- Asset and wealth management consulting firms based in North Sydney, Australia
- Asset and wealth management consulting firms based in Perth, Australia
Company intelligence · public preview
Top 25 asset and wealth management consulting firms based in South Africa
RevenueBase records 654 matching company records for asset and wealth management consulting firms based in South Africa, with 14,391 tracked contacts and 5,561 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: September 21, 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 and wealth management consulting firms 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 | PSG Wealthpsg.co.za HQ: Waterfall, South AfricaReported employees: 501-1,000 | Waterfall, South Africa | 501-1,000 | Exact match | 1,173 contacts → |
“We offer a comprehensive wealth management service, designed to meet your needs as an individual, family or business.” Recorded description excerpt · September 21, 2026Open company data in RevenueBase ↗Free signup required. | |||||
| 2 | Sasfinotto1890.com HQ: Johannesburg, South AfricaReported employees: 501-1,000 | Johannesburg, South Africa | 501-1,000 | Exact match | 791 contacts → |
“Sasfin Wealth is now Otto1890 and we are investment specialists.” Recorded description excerpt · September 21, 2026Open company data in RevenueBase ↗Free signup required. | |||||
| 3 | Glacier By Sanlamglacier.co.za HQ: Cape Town, South AfricaReported employees: 501-1,000 | Cape Town, South Africa | 501-1,000 | Exact match | 765 contacts → |
“Glacier by Sanlam focuses on the creation and preservation of wealth, offering a comprehensive collection of financial services aimed at a market who has a distinct need for a…” Recorded description excerpt · September 21, 2026Open company data in RevenueBase ↗Free signup required. | |||||
| 4 | RMBrmbprivatebank.com HQ: Sandton, South AfricaReported employees: 1,001-5,000 | Sandton, South Africa | 1,001-5,000 | Exact match | 586 contacts → |
“RMB Private Bank is a division of FirstRand Bank Limited, a fully integrated financial services group in South Africa, distinguished by our traditional values and innovative ideas.” Recorded description excerpt · September 21, 2026Open company data in RevenueBase ↗Free signup required. | |||||
| 5 | Nedbank Private Wealth South Africanedbankprivatewealth.co.za HQ: Sandown, South AfricaReported employees: 201-500 | Sandown, South Africa | 201-500 | Exact match | 535 contacts → |
“Nedbank Private Wealth, a wholly owned subsidiary of Nedbank Group Limited, draws on a heritage of wealth management that goes back to 1834.” Recorded description excerpt · September 21, 2026Open company data in RevenueBase ↗Free signup required. | |||||
| 6 | Attoohattooh.co.za HQ: Faerie Glen, South AfricaReported employees: 501-1,000 | Faerie Glen, South Africa | 501-1,000 | Exact match | 403 contacts → |
“At attooh!” Recorded description excerpt · September 21, 2026Open company data in RevenueBase ↗Free signup required. | |||||
| 7 | Hereford Groupherefordgroup.co.za HQ: Cape Town, South AfricaReported employees: 201-500 | Cape Town, South Africa | 201-500 | Exact match | 401 contacts → |
“Welcome to Hereford Group!” Recorded description excerpt · September 21, 2026Open company data in RevenueBase ↗Free signup required. | |||||
| 8 | NMG Benefitsnmg.co.za HQ: Johannesburg, South AfricaReported employees: 201-500 | Johannesburg, South Africa | 201-500 | Exact match | 386 contacts → |
“NMG Benefits is a financial advisory firm that provides unbiased advice, fosters industry competition, and simplifies complex financial matters.” Recorded description excerpt · September 21, 2026Open company data in RevenueBase ↗Free signup required. | |||||
| 9 | Citadel Investment Servicescitadel.co.za HQ: Lynnwood Manor, South AfricaReported employees: 201-500 | Lynnwood Manor, South Africa | 201-500 | Exact match | 379 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 · September 21, 2026Open company data in RevenueBase ↗Free signup required. | |||||
| 10 | Momentum Investmentsmomentum.co.za HQ: Tshwane, South AfricaReported employees: 501-1,000 | Tshwane, South Africa | 501-1,000 | Exact match | 326 contacts → |
“With us, investing is personal.” Recorded description excerpt · September 21, 2026Open company data in RevenueBase ↗Free signup required. | |||||
| 11 | Consultconsultm.co.za HQ: Centurion, South AfricaReported employees: 201-500 | Centurion, South Africa | 201-500 | Exact match | 309 contacts → |
“Let's journey together.” Recorded description excerpt · September 21, 2026Open company data in RevenueBase ↗Free signup required. | |||||
| 12 | FNB Wealth And Investmentsfnb.co.za HQ: Johannesburg, South AfricaReported employees: 1,001-5,000 | Johannesburg, South Africa | 1,001-5,000 | Exact match | 279 contacts → |
“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…” Recorded description excerpt · September 21, 2026Open company data in RevenueBase ↗Free signup required. | |||||
| 13 | PKF Octagonpkfoctagon.com HQ: Johannesburg, South AfricaReported employees: 201-500 | Johannesburg, South Africa | 201-500 | Exact match | 256 contacts → |
“At PKF Octagon we believe that our job is to support your future, the future of your business and personal wealth.” Recorded description excerpt · September 21, 2026Open company data in RevenueBase ↗Free signup required. | |||||
| 14 | 1.618 Advisory Services1618financialservices.co.za HQ: Johanessburg, South AfricaReported employees: Not recorded | Johanessburg, South Africa | Not recorded | Exact match | 199 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 · September 21, 2026Open company data in RevenueBase ↗Free signup required. | |||||
| 15 | Riscurariscura.com HQ: Cape Town, South AfricaReported employees: 51-200 | Cape Town, South Africa | 51-200 | Exact match | 169 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 · September 21, 2026Open company data in RevenueBase ↗Free signup required. | |||||
| 16 | Carrick Wealthcarrick-wealth.com HQ: Cape Town, South AfricaReported employees: 51-200 | Cape Town, South Africa | 51-200 | Exact match | 133 contacts → |
“Carrick Wealth are leaders in offshore wealth and capital management.” Recorded description excerpt · September 21, 2026Open company data in RevenueBase ↗Free signup required. | |||||
| 17 | Futurum Financial Group PTY LTDffg.co.za HQ: Potchefstroom, South AfricaReported employees: 201-500 | Potchefstroom, South Africa | 201-500 | Exact match | 115 contacts → |
“You CREATE the memories, we INSURE the journey.” Recorded description excerpt · September 21, 2026Open company data in RevenueBase ↗Free signup required. | |||||
| 18 | GCIgci.co.za HQ: Johannesburg, South AfricaReported employees: 51-200 | Johannesburg, South Africa | 51-200 | Exact match | 106 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 · September 21, 2026Open company data in RevenueBase ↗Free signup required. | |||||
| 19 | Inn8inn8.co.za HQ: Johannesburg, South AfricaReported employees: 51-200 | Johannesburg, South Africa | 51-200 | Exact match | 102 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 · September 21, 2026Open company data in RevenueBase ↗Free signup required. | |||||
| 20 | NFB Private Wealth Managementnfb.co.za HQ: Johannesburg, South AfricaReported employees: 51-200 | Johannesburg, South Africa | 51-200 | Exact match | 101 contacts → |
“The only way to obtain financial certainty in challenging conditions is to create it.” Recorded description excerpt · September 21, 2026Open company data in RevenueBase ↗Free signup required. | |||||
| 21 | Private Client Holdingsprivateclient.co.za HQ: Cape Town, South AfricaReported employees: 51-200 | Cape Town, South Africa | 51-200 | Exact match | 81 contacts → |
“Since 1990, Private Client Holdings has been assisting families define and implement strategies for managing their wealth.” Recorded description excerpt · September 21, 2026Open company data in RevenueBase ↗Free signup required. | |||||
| 22 | Portfoliometrixportfoliometrix.com HQ: Johannesburg, South AfricaReported employees: 51-200 | Johannesburg, South Africa | 51-200 | Exact match | 78 contacts → |
“With PMX as their investment partner, advisers are free from the distractions that risk holding them back, giving them the space to focus on the conversations that matter.” Recorded description excerpt · September 21, 2026Open company data in RevenueBase ↗Free signup required. | |||||
| 23 | Alphawealthalphawealth.co.za HQ: Bryanston, South AfricaReported employees: 51-200 | Bryanston, South Africa | 51-200 | Exact match | 60 contacts → |
“AlphaWealth provides investment and wealth planning services to high-net-worth individuals, families, selected institutions and charitable trusts.” Recorded description excerpt · September 21, 2026Open company data in RevenueBase ↗Free signup required. | |||||
| 24 | Consolidated Wealth Groupconsolidated.co.za HQ: Kloof, South AfricaReported employees: 11-50 | Kloof, South Africa | 11-50 | Exact match | 59 contacts → |
“Consolidated Wealth, is a privately owned wealth management company.” Recorded description excerpt · September 21, 2026Open company data in RevenueBase ↗Free signup required. | |||||
| 25 | Stonehouse Capitalstonehousecapital.co.za HQ: Johannesburg, South AfricaReported employees: 11-50 | Johannesburg, South Africa | 11-50 | Exact match | 53 contacts → |
“In an extraordinary world, a personalised approach to advice that demonstrates true care and a commitment to delivering what clients need is the cornerstone of what Stonehouse…” Recorded description excerpt · September 21, 2026Open company data in RevenueBase ↗Free signup required. | |||||
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Asset and wealth management consulting firms: dataset insights
September 21, 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
654 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 654 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: September 21, 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 and wealth management consulting firms by metro
Questions about this company list
What does Exact match mean for asset and wealth management consulting firms?
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 and wealth management consulting firms did RevenueBase find based in South Africa?
The saved snapshot records 654 matching company records, 14,391 tracked contacts and 5,561 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: September 21, 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 and wealth management consulting firms by geography
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Cite this list
RevenueBase Data Team. Top 25 asset and wealth management consulting firms based in South Africa. Snapshot: September 21, 2026. https://revenuebase.ai/companies/asset-and-wealth-management-consulting-firms/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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