Company lists · Data refreshed September 2026

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

RevenueBase identified 86 company matches for corporate financial planning firms associated with Johannesburg, South Africa as of September 2026 and tracks 820 professional contacts across them, including 295 with verified work emails. Across South Africa, Johannesburg is the largest hub for this category.

This list covers company matches for corporate financial planning firms associated with Johannesburg, 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 19, 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.

How to read this list RevenueBase SmartSearch · Exact Recorded Sep 19, 2026 How this list was built
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 company matches for corporate financial planning firms based in Johannesburg, South Africa, ordered by professional contacts tracked in RevenueBase, largest first. Recorded Sep 19, 2026. The RevenueBase SmartSearch column shows Exact match membership in this saved search. Click a contact count to view that company's people. Totals use company locations recorded by RevenueBase; the displayed preview is a smaller selection.
#CompanyRevenueBase SmartSearchHeadquartersEmployeesContacts
1Exact matchJohannesburg, South AfricaHQ recorded Sep 19, 2026201-500256 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 19, 2026 · View company records in RevenueBase
2Exact matchJohannesburg, South AfricaHQ recorded Sep 19, 202651-200106 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 19, 2026 · View company records in RevenueBase
3Exact matchJohannesburg, South AfricaHQ recorded Sep 19, 202651-20052 contacts →

Exact match

“Skilled financial planning not only serves as a solid foundation for the future, but also helps you to utilize your resources more effectively.”

Recorded in the RevenueBase company graph · Sep 19, 2026 · View company records in RevenueBase
4Exact matchJohannesburg, South AfricaHQ recorded Sep 19, 202651-20035 contacts →

Exact match

“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…”

Recorded in the RevenueBase company graph · Sep 19, 2026 · View company records in RevenueBase
5Exact matchJohannesburg, South AfricaHQ recorded Sep 19, 20261-1028 contacts →

Exact match

“As it is our firm belief that financial planning is a responsibility as opposed to a choice, we have built a business filled with highly skilled financial planners, whose sole…”

Recorded in the RevenueBase company graph · Sep 19, 2026 · View company records in RevenueBase
6Exact matchJohannesburg, South AfricaHQ recorded Sep 19, 202611-5026 contacts →

Exact match

“Accolade was founded by Harry Kalligiannis, a Chartered Accountant with over 30 years experience in financial services.”

Recorded in the RevenueBase company graph · Sep 19, 2026 · View company records in RevenueBase
7Exact matchJohannesburg, South AfricaHQ recorded Sep 19, 202611-5016 contacts →

Exact match

“Investment decisions can be complex.”

Recorded in the RevenueBase company graph · Sep 19, 2026 · View company records in RevenueBase
8Exact matchJohannesburg, South AfricaHQ recorded Sep 19, 202611-5014 contacts →

Exact match

“COMPANY HISTORY IOTA Investment Services (Pty) Ltd was established in 1993, through the amalgamation of two businesses which had been running since 1986.”

Recorded in the RevenueBase company graph · Sep 19, 2026 · View company records in RevenueBase
9Exact matchJohannesburg, South AfricaHQ recorded Sep 19, 202611-5010 contacts →

Exact match

“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.”

Recorded in the RevenueBase company graph · Sep 19, 2026 · View company records in RevenueBase
10Exact matchJohannesburg, South AfricaHQ recorded Sep 19, 202611-507 contacts →

Exact match

“Equate Advisory: Your Strategic Partner in Corporate Finance As the specialized corporate finance division of the Equate Group, we deliver comprehensive financial solutions that…”

Recorded in the RevenueBase company graph · Sep 19, 2026 · View company records in RevenueBase
11Exact matchJohannesburg, South AfricaHQ recorded Sep 19, 202611-507 contacts →

Exact match

“Phoenix aims to empower institutions and individual clients to conserve, develop and leverage their financial resources through effective access to relevant knowledge and skills…”

Recorded in the RevenueBase company graph · Sep 19, 2026 · View company records in RevenueBase
12Exact matchJohannesburg, South AfricaHQ recorded Sep 19, 202611-506 contacts →

Exact match

“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.”

Recorded in the RevenueBase company graph · Sep 19, 2026 · View company records in RevenueBase
13Exact matchJohannesburg, South AfricaHQ recorded Sep 19, 20261-105 contacts →

Exact match

“Wealthworks is an independently owned financial advisory business advising clients, family offices, charitable trusts and foundations.”

Recorded in the RevenueBase company graph · Sep 19, 2026 · View company records in RevenueBase
14Exact matchJohannesburg, South AfricaHQ recorded Sep 19, 20261-105 contacts →

Exact match

“Allegiant Wealth Management is committed to providing comprehensive financial solutions which are personalised to your financial needs.”

Recorded in the RevenueBase company graph · Sep 19, 2026 · View company records in RevenueBase
15Exact matchJohannesburg, South AfricaHQ recorded Sep 19, 202611-505 contacts →

Exact match

“Siwela Brokers is an independent financial services provider, established in 1995.”

Recorded in the RevenueBase company graph · Sep 19, 2026 · View company records in RevenueBase
16Exact matchJohannesburg, South AfricaHQ recorded Sep 19, 20261-105 contacts →

Exact match

“Financial planning is so often an overwhelming, time-consuming, and downright scary thing.”

Recorded in the RevenueBase company graph · Sep 19, 2026 · View company records in RevenueBase
17Exact matchJohannesburg, South AfricaHQ recorded Sep 19, 202611-503 contacts →

Exact match

“We provide revolutionary Holistic Financial Planning & one on one as well as company & employee based wellness initiatives & offerings to Individuals & Corporates alike, as well…”

Recorded in the RevenueBase company graph · Sep 19, 2026 · View company records in RevenueBase
18Exact matchJohannesburg, South AfricaHQ recorded Sep 19, 20261-103 contacts →

Exact match

“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…”

Recorded in the RevenueBase company graph · Sep 19, 2026 · View company records in RevenueBase
19Exact matchJohannesburg, South AfricaHQ recorded Sep 19, 20261-103 contacts →

Exact match

“Established in 1989, Sacks & Associates is an independent financial planning business.”

Recorded in the RevenueBase company graph · Sep 19, 2026 · View company records in RevenueBase
20Exact matchJohannesburg, South AfricaHQ recorded Sep 19, 20261-103 contacts →

Exact match

“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.”

Recorded in the RevenueBase company graph · Sep 19, 2026 · View company records in RevenueBase
21Exact matchJohannesburg, South AfricaHQ recorded Sep 19, 202611-502 contacts →

Exact match

“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…”

Recorded in the RevenueBase company graph · Sep 19, 2026 · View company records in RevenueBase
22Exact matchJohannesburg, South AfricaHQ recorded Sep 19, 20261-102 contacts →

Exact match

“We provide clients with a professional, systematic approach to financial planning.”

Recorded in the RevenueBase company graph · Sep 19, 2026 · View company records in RevenueBase
23Exact matchJohannesburg, South AfricaHQ recorded Sep 19, 20261-102 contacts →

Exact match

“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…”

Recorded in the RevenueBase company graph · Sep 19, 2026 · View company records in RevenueBase
24Exact matchJohannesburg, South AfricaHQ recorded Sep 19, 20261-102 contacts →

Exact match

“At Creation Wealth, we believe your financial plan should reflect your life, your values, and your goals.”

Recorded in the RevenueBase company graph · Sep 19, 2026 · View company records in RevenueBase
25Exact matchJohannesburg, South AfricaHQ recorded Sep 19, 202611-502 contacts →

Exact match

“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.”

Recorded in the RevenueBase company graph · Sep 19, 2026 · View company records in RevenueBase

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

See the full list, filter by size, metro and specialty, and access 295 tracked professional contacts with verified work emails. Direct dials are available where recorded.

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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)
Sep 19, 2026Page data refreshed

Companies by employee count

1-10
50
11-50
29
51-200
5
201-500
2

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

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 Johannesburg, South Africa whose business descriptions match “corporate financial planning 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 295 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 19, 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.

Corporate financial planning firms by metro in South Africa

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 “corporate financial planning firms”; each Exact match badge shows search membership, not an individual similarity or quality score.

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

RevenueBase identified 86 company matches for corporate financial planning firms associated with Johannesburg, 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?

PKF Octagon tops the displayed preview by professional contacts tracked in RevenueBase. Recorded headquarters appear in the company rows.

Which city in South Africa has the most corporate financial planning firms?

Johannesburg leads South Africa with 86 company records, 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 limited free results with 500 credits to start. Upgrading provides access to the 295 professional contacts with verified work emails tracked across these 86 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 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 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.