Company lists · Data refreshed September 2026

Top 25 Customer financial services based in South Africa

Name: Customer financial services based in South Africa
Creator: RevenueBase
License: https://creativecommons.org/licenses/by/4.0/

Compiled by the RevenueBase Data Team Data refreshed Sep 16, 2026 103 companies tracked

RevenueBase identified 103 customer financial services headquartered in South Africa as of September 2026 and tracks 2,966 professional contacts across them, including 956 with verified work emails. Johannesburg is the largest hub.

This list covers customer financial services headquartered in 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 16, 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 16, 2026 86% judged on-target in blind review

103Companies

2,966Contacts tracked

956Verified emails

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The 25 largest customer financial services based in South Africa

Ranked by team size

Top 25 of 103 customer financial services based in South Africa, ranked by team size, largest first. Data refreshed Sep 16, 2026. RevenueBase Smart Search rates how each company's information relates to customer financial services: 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	PSG Financial Services	Partial evidence	Bellville, South AfricaHQ checked Sep 16, 2026	1,001-5,000	950 contacts →
	Partial evidence “PSG is a leading and professional financial services group, with an extensive national footprint and Namibian presence.” Source: RevenueBase Database · checked Sep 16, 2026
2	RMB	Partial evidence	Sandton, South AfricaHQ checked Sep 16, 2026	1,001-5,000	586 contacts →
	Partial evidence “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.” Source: RevenueBase Database · checked Sep 16, 2026
3	African Bank	Indirect evidence	Midrand, South AfricaHQ checked Sep 16, 2026	1,001-5,000	122 contacts →
	Indirect evidence “With African Bank, you can Bank, Borrow, Save, Invest and Insure.” Source: RevenueBase Database · checked Sep 16, 2026
4	Futurum Financial Group PTY LTD	Indirect evidence	Potchefstroom, South AfricaHQ checked Sep 16, 2026	201-500	115 contacts →
	Indirect evidence “You CREATE the memories, we INSURE the journey.” Source: RevenueBase Database · checked Sep 16, 2026
5	SDC Wealth Management	Partial evidence	Johannesburg, South AfricaHQ checked Sep 16, 2026	11-50	45 contacts →
	Partial evidence “SDC Wealth Management is an authorised Financial Services Provider (FSP) dedicated to delivering highly competitive and personalised financial products for individuals and…” Source: RevenueBase Database · checked Sep 16, 2026
6	Altitude Wealth Group	Indirect evidence	City Of Tshwane, South AfricaHQ checked Sep 16, 2026	11-50	42 contacts →
	Indirect evidence “The Altitude Wealth Group consists of the following group companies, each with a focus to provide growth and wealth creation for individuals and companies alike: Altitude…” Source: RevenueBase Database · checked Sep 16, 2026
7	Wealth Associates	Indirect evidence	Johannesburg, South AfricaHQ checked Sep 16, 2026	51-200	35 contacts →
	Indirect evidence “Wealth Redefined.” Source: RevenueBase Database · checked Sep 16, 2026
8	Cratos Life	Indirect evidence	Johannesburg, South AfricaHQ checked Sep 16, 2026	501-1,000	20 contacts →
	Indirect evidence “Cratos Life was established in April 2013, by Graeme Twidale.” Source: RevenueBase Database · checked Sep 16, 2026
9	PWG	Partial evidence	Faerie Glen, South AfricaHQ checked Sep 16, 2026	51-200	20 contacts →
	Partial evidence “Founded in 2010 by Chris Snyman after merging with his former firm, Pensionwise Group, PWG has steadily evolved into a trusted leader in financial services.” Source: RevenueBase Database · checked Sep 16, 2026
10	Helfin Financial Services	Partial evidence	Pretoria, South AfricaHQ checked Sep 16, 2026	11-50	20 contacts →
	Partial evidence “At Helfin Financial Services we offer a wide variety of tailor made financial solutions including sound financial and investment advice, short term insurance, life and medical…” Source: RevenueBase Database · checked Sep 16, 2026
11	Caleo Capital	Indirect evidence	Johannesburg, South AfricaHQ checked Sep 16, 2026	11-50	19 contacts →
	Indirect evidence “At Caleo Capital we nurture a collective spirit, a shared commitment to authenticity, and an unwavering belief that wealth should serve your life's purpose.” Source: RevenueBase Database · checked Sep 16, 2026
12	Daberistic Financial Services	Indirect evidence	Johannesburg, South AfricaHQ checked Sep 16, 2026	11-50	19 contacts →
	Indirect evidence “Daberistic" means different and better.” Source: RevenueBase Database · checked Sep 16, 2026
13	Core Wealth	Partial evidence	Durbanville, South AfricaHQ checked Sep 16, 2026	11-50	17 contacts →
	Partial evidence “Core Wealth is an independent financial services business providing tailored solutions to individuals and corporates.” Source: RevenueBase Database · checked Sep 16, 2026
14	80eight	Partial evidence	Johannesburg, South AfricaHQ checked Sep 16, 2026	11-50	15 contacts →
	Partial evidence “With access to the latest tech tools, we use our expertise in financial markets to realise your goals – whether you are based in South Africa, or abroad.” Source: RevenueBase Database · checked Sep 16, 2026
15	Consult By Momentum 2nd Ave, Newton Park	Partial evidence	Port Elizabeth, South AfricaHQ checked Sep 16, 2026	1-10	15 contacts →
	Partial evidence “At Consult by Momentum 2nd Ave, we're your trusted partner in achieving financial success and safeguarding your future.” Source: RevenueBase Database · checked Sep 16, 2026
16	Celtis Financial Services	Partial evidence	Rustenburg, South AfricaHQ checked Sep 16, 2026	11-50	11 contacts →
	Partial evidence “Diligent and strategic in the financial planning process and its outcomes that ultimately benefits the client in achieving their desired position in the most comfortable way.” Source: RevenueBase Database · checked Sep 16, 2026
17	Capitaux Financial Services Trust	Partial evidence	Bloemfontein, South AfricaHQ checked Sep 16, 2026	51-200	10 contacts →
	Partial evidence “Capitaux Financial Services Trust, an authorised financial services provider, was established in 1998.” Source: RevenueBase Database · checked Sep 16, 2026
18	Proper Group	Partial evidence	Umhlanga Ridge, South AfricaHQ checked Sep 16, 2026	11-50	7 contacts →
	Partial evidence “Proper Group is a Financial Services Provider based in Durban, South Africa.” Source: RevenueBase Database · checked Sep 16, 2026
19	Phoenix Group Of Companies	Partial evidence	Johannesburg, South AfricaHQ checked Sep 16, 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 16, 2026
20	Olemera	Partial evidence	Johannesburg, South AfricaHQ checked Sep 16, 2026	11-50	7 contacts →
	Partial evidence “Knowing where to turn when it comes to financial decisions is half the battle won.” Source: RevenueBase Database · checked Sep 16, 2026
21	Southern Charter	Partial evidence	Cape Town, South AfricaHQ checked Sep 16, 2026	11-50	6 contacts →
	Partial evidence “Southern Charter offers a range of financial services to meet your needs.” Source: RevenueBase Database · checked Sep 16, 2026
22	Real Time Wealth	Partial evidence	Cape Town, South AfricaHQ checked Sep 16, 2026	1-10	6 contacts →
	Partial evidence “Real Time Wealth is an independent financial services company, offering focused investment and insurance services to individuals and businesses.” Source: RevenueBase Database · checked Sep 16, 2026
23	Firestone Capital Group	Partial evidence	Alberton, South AfricaHQ checked Sep 16, 2026	1-10	5 contacts →
	Partial evidence “We offer a wide range of financial products and services to suit every clients individual financial needs.” Source: RevenueBase Database · checked Sep 16, 2026
24	Smith & Partners SA	Partial evidence	Durban, South AfricaHQ checked Sep 16, 2026	1-10	5 contacts →
	Partial evidence “Smith & Partners provides a wide range of financial services to individuals and businesses in a variety of industries.” Source: RevenueBase Database · checked Sep 16, 2026
25	LWC Financial Solutions	Partial evidence	Cape Town, South AfricaHQ checked Sep 16, 2026	1-10	5 contacts →
	Partial evidence “We are an approved franchise of Fairbairn Consult."At LWC Financial Solutions, we are your trusted partner on the path to financial success.” Source: RevenueBase Database · checked Sep 16, 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: customer financial services. 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 customer financial services.
Partial evidence: Its own public description names part of customer financial services, so it works in or next to the category without describing itself that way.
Indirect evidence: The description shown does not name customer financial services. 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 103 customer financial services based in South Africa

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Customer financial services based in South Africa at a glance

As of Sep 16, 2026

32.2%Verified-email coverage

28.8Average contacts per company

11-50Median size (employees)

21.4%Largest-city concentration · Johannesburg

Sep 16, 2026Page data refreshed

Companies by employee count

1-10

11-50

51-200

201-500

501-1,000

1,001-5,000

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 103 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 customer financial services, 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 South Africa whose own description of what they do matches “customer financial services”. 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 customer financial services), 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 customer financial services, and records with no verified work email. Companies headquartered outside South Africa 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, 956 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 16, 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.

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 customer financial services, 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 customer financial services are there based in South Africa?

RevenueBase identified 103 customer financial services headquartered in 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?

PSG Financial Services, headquartered in Bellville, tops this list with the largest team on record.

Which city has the most customer financial services?

Johannesburg leads with 22 headquartered companies, followed by Cape Town (10) and Pretoria (6).

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 956 verified decision-maker contacts tracked across these 103 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 16, 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.