Company lists · Data refreshed September 2026

Top 25 Corporate financial planning firms based in Johannesburg, South Africa

Name: Corporate financial planning firms based in Johannesburg, South Africa
Creator: RevenueBase
License: https://creativecommons.org/licenses/by/4.0/

Compiled by the RevenueBase Data Team Data refreshed Sep 19, 2026 86 companies tracked

RevenueBase identified 86 corporate financial planning firms headquartered in Johannesburg, South Africa as of September 2026 and tracks 820 professional contacts across them, including 295 with verified work emails. Johannesburg is the largest hub.

This list covers corporate financial planning firms headquartered in Johannesburg, South Africa, matched on what each company actually does as described in its own words. Ranked by team size, largest first. Every row shows the company's own description, its RevenueBase Smart Search rating, and when it was last checked. Data refreshed September 19, 2026.

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

How to read this list HQ checked on every row RevenueBase Smart Search rating on every row Refreshed Sep 19, 2026 86% judged on-target in blind review

86Companies

820Contacts tracked

295Verified emails

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The 25 largest corporate financial planning firms based in Johannesburg, South Africa

Ranked by team size

Top 25 of 86 corporate financial planning firms based in Johannesburg, South Africa, ranked by team size, largest first. Data refreshed Sep 19, 2026. RevenueBase Smart Search rates how each company's information relates to corporate financial planning firms: strong evidence (its own description names it), partial (names part of it), indirect (matched on the rest of its profile rather than the description shown). Click a contact count to view that company's people.
#	Company	RevenueBase Smart Search	Headquarters	Employees	Contacts
1	PKF Octagon	Indirect evidence	Johannesburg, South AfricaHQ checked Sep 19, 2026	201-500	256 contacts →
	Indirect evidence “At PKF Octagon we believe that our job is to support your future, the future of your business and personal wealth.” Source: RevenueBase Database · checked Sep 19, 2026
2	GCI	Strong evidence	Johannesburg, South AfricaHQ checked Sep 19, 2026	51-200	106 contacts →
	Strong evidence “GCI Wealth is a boutique financial planning and investment group dedicated to ensuring that your future, secured whilst at the same time addressing the potential lifestyle…” Source: RevenueBase Database · checked Sep 19, 2026
3	Genesis Advisory Services	Strong evidence	Johannesburg, South AfricaHQ checked Sep 19, 2026	51-200	52 contacts →
	Strong evidence “Skilled financial planning not only serves as a solid foundation for the future, but also helps you to utilize your resources more effectively.” Source: RevenueBase Database · checked Sep 19, 2026
4	Benchmark Capital Group	Partial evidence	Johannesburg, South AfricaHQ checked Sep 19, 2026	51-200	35 contacts →
	Partial evidence “We are a financial service and advisory professionals specializing in tailor made solutions and services customized to each individual client's financial life experiences and…” Source: RevenueBase Database · checked Sep 19, 2026
5	Future Green DOT	Strong evidence	Johannesburg, South AfricaHQ checked Sep 19, 2026	1-10	28 contacts →
	Strong evidence “As it is our firm belief that financial planning is a responsibility as opposed to a choice, we have built a business filled with highly skilled financial planners, whose sole…” Source: RevenueBase Database · checked Sep 19, 2026
6	Accolade Financial Planning Services	Partial evidence	Johannesburg, South AfricaHQ checked Sep 19, 2026	11-50	26 contacts →
	Partial evidence “Accolade was founded by Harry Kalligiannis, a Chartered Accountant with over 30 years experience in financial services.” Source: RevenueBase Database · checked Sep 19, 2026
7	Galileo Capital	Indirect evidence	Johannesburg, South AfricaHQ checked Sep 19, 2026	11-50	16 contacts →
	Indirect evidence “Investment decisions can be complex.” Source: RevenueBase Database · checked Sep 19, 2026
8	Iota Investment Services PTY LTD	Indirect evidence	Johannesburg, South AfricaHQ checked Sep 19, 2026	11-50	14 contacts →
	Indirect evidence “COMPANY HISTORY IOTA Investment Services (Pty) Ltd was established in 1993, through the amalgamation of two businesses which had been running since 1986.” Source: RevenueBase Database · checked Sep 19, 2026
9	Financial Junction Investments	Indirect evidence	Johannesburg, South AfricaHQ checked Sep 19, 2026	11-50	10 contacts →
	Indirect evidence “With offices in London, Malta and Johannesburg, we are proud to say that our business has flourished on referrals passed on by our satisfied clients.” Source: RevenueBase Database · checked Sep 19, 2026
10	Equate Advisory	Strong evidence	Johannesburg, South AfricaHQ checked Sep 19, 2026	11-50	7 contacts →
	Strong evidence “Equate Advisory: Your Strategic Partner in Corporate Finance As the specialized corporate finance division of the Equate Group, we deliver comprehensive financial solutions that…” Source: RevenueBase Database · checked Sep 19, 2026
11	Phoenix Group Of Companies	Partial evidence	Johannesburg, South AfricaHQ checked Sep 19, 2026	11-50	7 contacts →
	Partial evidence “Phoenix aims to empower institutions and individual clients to conserve, develop and leverage their financial resources through effective access to relevant knowledge and skills…” Source: RevenueBase Database · checked Sep 19, 2026
12	Resolute Capital Advisory	Partial evidence	Johannesburg, South AfricaHQ checked Sep 19, 2026	11-50	6 contacts →
	Partial evidence “As an affiliate of Discovery Financial Services, our team at Resolute Capital Advisory is strategically positioned to offer financial solutions for both businesses and individuals.” Source: RevenueBase Database · checked Sep 19, 2026
13	Wealth Works PTY LTD	Partial evidence	Johannesburg, South AfricaHQ checked Sep 19, 2026	1-10	5 contacts →
	Partial evidence “Wealthworks is an independently owned financial advisory business advising clients, family offices, charitable trusts and foundations.” Source: RevenueBase Database · checked Sep 19, 2026
14	Allegiant Wealth Management PTY LTD	Partial evidence	Johannesburg, South AfricaHQ checked Sep 19, 2026	1-10	5 contacts →
	Partial evidence “Allegiant Wealth Management is committed to providing comprehensive financial solutions which are personalised to your financial needs.” Source: RevenueBase Database · checked Sep 19, 2026
15	Siwela Brokers	Partial evidence	Johannesburg, South AfricaHQ checked Sep 19, 2026	11-50	5 contacts →
	Partial evidence “Siwela Brokers is an independent financial services provider, established in 1995.” Source: RevenueBase Database · checked Sep 19, 2026
16	Rich Ideas Group PTY LTD	Strong evidence	Johannesburg, South AfricaHQ checked Sep 19, 2026	1-10	5 contacts →
	Strong evidence “Financial planning is so often an overwhelming, time-consuming, and downright scary thing.” Source: RevenueBase Database · checked Sep 19, 2026
17	Financial EQ	Strong evidence	Johannesburg, South AfricaHQ checked Sep 19, 2026	11-50	3 contacts →
	Strong evidence “We provide revolutionary Holistic Financial Planning & one on one as well as company & employee based wellness initiatives & offerings to Individuals & Corporates alike, as well…” Source: RevenueBase Database · checked Sep 19, 2026
18	Astute Financial Solutions	Partial evidence	Johannesburg, South AfricaHQ checked Sep 19, 2026	1-10	3 contacts →
	Partial evidence “Astute Financial Solutions is committed to helping businesses maximise profits, realise their goals, work through complex financial situations and offer support in the running of…” Source: RevenueBase Database · checked Sep 19, 2026
19	Sacks & Associates	Strong evidence	Johannesburg, South AfricaHQ checked Sep 19, 2026	1-10	3 contacts →
	Strong evidence “Established in 1989, Sacks & Associates is an independent financial planning business.” Source: RevenueBase Database · checked Sep 19, 2026
20	Nova Wealth Management PTY LTD	Indirect evidence	Johannesburg, South AfricaHQ checked Sep 19, 2026	1-10	3 contacts →
	Indirect evidence “Nova Wealth Management specialises in risk protection and wealth creation through a tailored analysis of an individual’s or an organisation’s personal needs and objectives.” Source: RevenueBase Database · checked Sep 19, 2026
21	Summa Financial Services	Partial evidence	Johannesburg, South AfricaHQ checked Sep 19, 2026	11-50	2 contacts →
	Partial evidence “We serve business owners, entrepreneurs and professionals who want more than a financial product, who want a trusted partner who integrates every dimension of their financial life…” Source: RevenueBase Database · checked Sep 19, 2026
22	Finplanco PTY LTD	Strong evidence	Johannesburg, South AfricaHQ checked Sep 19, 2026	1-10	2 contacts →
	Strong evidence “We provide clients with a professional, systematic approach to financial planning.” Source: RevenueBase Database · checked Sep 19, 2026
23	Antler Financial Services PTY LTD	Strong evidence	Johannesburg, South AfricaHQ checked Sep 19, 2026	1-10	2 contacts →
	Strong evidence “Antler Financial Services strives to ensure the optimal balance is achieved and maintained between your current needs (Risk & Tax Planning) and long term benefit (Retirement, Debt…” Source: RevenueBase Database · checked Sep 19, 2026
24	Creation Wealth	Partial evidence	Johannesburg, South AfricaHQ checked Sep 19, 2026	1-10	2 contacts →
	Partial evidence “At Creation Wealth, we believe your financial plan should reflect your life, your values, and your goals.” Source: RevenueBase Database · checked Sep 19, 2026
25	EAP Financial Services PTY LTD	Partial evidence	Johannesburg, South AfricaHQ checked Sep 19, 2026	11-50	2 contacts →
	Partial evidence “At EAP Financial Services, we are more than just a financial services provider; we are your trusted partner on the path to financial well-being.” Source: RevenueBase Database · checked Sep 19, 2026

RevenueBase Smart Search

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

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

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

Showing 25 of 86 corporate financial planning firms based in Johannesburg, South Africa

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Corporate financial planning firms based in Johannesburg, South Africa at a glance

As of Sep 19, 2026

36.0%Verified-email coverage

9.5Average contacts per company

1-10Median size (employees)

100.0%Largest-city concentration · Johannesburg

Sep 19, 2026Page data refreshed

Companies by employee count

1-10

11-50

51-200

201-500

Email recency for this list is measured across the whole South Africa list rather than for Johannesburg, so it is reported there. Company counts and contact totals on this page are exact for Johannesburg, over 86 companies.

How this list was built

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

Source: The RevenueBase company graph: 60 million companies and 398.9 million professional contacts resolved from primary sources, queried with RevenueBase Smart Search, the natural-language company search available to every RevenueBase user.
What qualifies: Companies headquartered in Johannesburg, South Africa whose own description of what they do matches “corporate financial planning firms”. Matching reads each company's description, not its industry code or its name.
RevenueBase Smart Search: RevenueBase Smart Search is how this list is assembled and how each row is rated. RevenueBase's data engine and AI assess a company's LinkedIn profile, information supplied directly by the company, its website and other publicly available information, then relate it to a category defined in a user's own words. Each row is rated strong evidence (its own description names corporate financial planning firms), partial evidence (it names part of the category) or indirect evidence (the description shown names none of it and the match rests on the rest of the company's profile). The description supporting each rating is quoted on the row.
What we exclude: Companies whose own description does not clearly place them among corporate financial planning firms, and records with no verified work email. Companies headquartered outside Johannesburg are excluded even when they keep an office there.
Match quality: In blind human judging of this matching method, 86% of matched companies were on target. Expect roughly 1 in 7 rows to be adjacent to the category rather than a pure play. Every row shows the company's own description and its RevenueBase Smart Search rating so you can judge each match yourself. Read the full methodology: how the lists are built, how the judging worked, and what the figure means.
Ranking: Team size, largest first: companies are ordered by the number of professionals RevenueBase tracks at each one. Employee ranges shown are reported bands, for context.
Verification: Every listed company carries at least one verified work email, 295 across the full list. Contacts re-verify on a rolling cadence, and each contact's own verification date is shown inside RevenueBase.
Refresh: This page's figures were pulled from the company graph on September 19, 2026. Lists refresh periodically as the graph is re-checked.
Corrections: Wrong category, wrong headquarters, or a company that has closed? Use “Report an issue” on any row. Reports go to the RevenueBase Data Team and feed back into the company graph.

Corporate financial planning firms by metro in South Africa

Corporate financial planning firms in Johannesburg86
Corporate financial planning firms in Cape Town51
Corporate financial planning firms in Pretoria28

Frequently asked

What is RevenueBase Smart Search?

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

How many corporate financial planning firms are there based in Johannesburg, South Africa?

RevenueBase identified 86 corporate financial planning firms headquartered in Johannesburg, South Africa as of September 2026, matched on each company's own description of what it does rather than its industry code.

What is the largest company on this list?

PKF Octagon, headquartered in Johannesburg, tops this list with the largest team on record.

Which city has the most corporate financial planning firms?

Johannesburg leads with 86 headquartered companies, followed by Cape Town (51) and Pretoria (28).

How do I get contact information for these companies?

A free RevenueBase account lets you run this exact search and work the top results, verified emails and direct dials included. Upgrading unlocks all 295 verified decision-maker contacts tracked across these 86 companies.

How current is this list?

The list refreshes periodically as the company graph is re-checked. This page's figures were pulled on September 19, 2026.

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About this data

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