Company lists · Data refreshed September 2026

Top 25 Digital portfolio advisors based in South Africa

Name: Digital portfolio advisors based in South Africa
Creator: RevenueBase
License: https://creativecommons.org/licenses/by/4.0/

Compiled by the RevenueBase Data Team Data refreshed Sep 19, 2026 135 companies tracked

RevenueBase identified 135 company matches for digital portfolio advisors associated with South Africa as of September 2026 and tracks 1,300 professional contacts across them, including 586 with verified work emails. Johannesburg is the largest hub.

This list covers company matches for digital portfolio advisors 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 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

135Companies

1,300Contacts tracked

586Verified emails

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The 25 largest digital portfolio advisors based in South Africa

Ranked by team size

Top 25 of 135 company matches for digital portfolio advisors based in 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.
#	Company	RevenueBase SmartSearch	Headquarters	Employees	Contacts
1	Citadel Investment Services	Exact match	Lynnwood Manor, South AfricaHQ recorded Sep 19, 2026	201-500	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 19, 2026 · View company records in RevenueBase
2	Inn8	Exact match	Johannesburg, South AfricaHQ recorded Sep 19, 2026	51-200	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 19, 2026 · View company records in RevenueBase
3	NFB Private Wealth Management	Exact match	Johannesburg, South AfricaHQ recorded Sep 19, 2026	51-200	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 19, 2026 · View company records in RevenueBase
4	Springpoint Finance PTY LTD	Exact match	Cape Town, South AfricaHQ recorded Sep 19, 2026	11-50	44 contacts →
	Exact match “We understand the value that lies in experience, transparency, and collaboration.” Recorded in the RevenueBase company graph · Sep 19, 2026 · View company records in RevenueBase
5	Mentenova	Exact match	Rosebank, South AfricaHQ recorded Sep 19, 2026	11-50	29 contacts →
	Exact match “We are a long-standing; award-winning financial services group and we are synonymous with: • Innovation • Independence • Excellence • Integrity • Long-term partnerships.” Recorded in the RevenueBase company graph · Sep 19, 2026 · View company records in RevenueBase
6	Future Green DOT	Exact match	Johannesburg, South AfricaHQ recorded Sep 19, 2026	1-10	28 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
7	Concept Wealth Authorized By Sanlam	Exact match	George, South AfricaHQ recorded Sep 19, 2026	1-10	27 contacts →
	Exact match “Professional Financial Planning and Portfolio Management” Recorded in the RevenueBase company graph · Sep 19, 2026 · View company records in RevenueBase
8	Galileo Capital	Exact match	Johannesburg, South AfricaHQ recorded Sep 19, 2026	11-50	16 contacts →
	Exact match “Investment decisions can be complex.” Recorded in the RevenueBase company graph · Sep 19, 2026 · View company records in RevenueBase
9	80eight	Exact match	Johannesburg, South AfricaHQ recorded Sep 19, 2026	11-50	15 contacts →
	Exact match “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.” Recorded in the RevenueBase company graph · Sep 19, 2026 · View company records in RevenueBase
10	Perlov & Associates	Exact match	Sandton, South AfricaHQ recorded Sep 19, 2026	11-50	14 contacts →
	Exact match “It is with immense pride and gratitude that we hereby announce the establishment of Perlov & Associates, a boutique financial advisory business, entering the market on 1 October…” Recorded in the RevenueBase company graph · Sep 19, 2026 · View company records in RevenueBase
11	Atlantic Trust Company Limited	Exact match	Cape Town, South AfricaHQ recorded Sep 19, 2026	11-50	13 contacts →
	Exact match “Atlantic Trust Company Limited is a dynamic financial advisory firm based in Cape Town, South Africa.” Recorded in the RevenueBase company graph · Sep 19, 2026 · View company records in RevenueBase
12	PSG Wealth Rosebank	Exact match	Johannesburg, South AfricaHQ recorded Sep 19, 2026	11-50	12 contacts →
	Exact match “As complex planners and qualified investment professionals we deliver a better view of the big picture, and enable you to keep more of your wealth to provide for future…” Recorded in the RevenueBase company graph · Sep 19, 2026 · View company records in RevenueBase
13	Realfin Capital Partners PTY LTD	Exact match	Cape Town, South AfricaHQ recorded Sep 19, 2026	1-10	12 contacts →
	Exact match “Since its inception in August 2003, the RealFin Group has earned a widely acknowledged reputation as a leader in specialist asset management, advisory, and structured financial…” Recorded in the RevenueBase company graph · Sep 19, 2026 · View company records in RevenueBase
14	Vickers & Peters Financial Planning	Exact match	Rivonia, South AfricaHQ recorded Sep 19, 2026	11-50	11 contacts →
	Exact match “We take financial planning personally.” Recorded in the RevenueBase company graph · Sep 19, 2026 · View company records in RevenueBase
15	AFS Wealth PTY LTD	Exact match	Bedfordview, South AfricaHQ recorded Sep 19, 2026	11-50	11 contacts →
	Exact match “AFS is a multi-advisory financial services business.” Recorded in the RevenueBase company graph · Sep 19, 2026 · View company records in RevenueBase
16	Asset Tree Financial Advisors	Exact match	Ethekwini, South AfricaHQ recorded Sep 19, 2026	11-50	10 contacts →
	Exact match “At Asset Tree, we have been representing the relationship between our clients’ investments, and their needs for them to grow, since 1989.” Recorded in the RevenueBase company graph · Sep 19, 2026 · View company records in RevenueBase
17	KM Wealth Management PTY LTD	Exact match	Bryanston, South AfricaHQ recorded Sep 19, 2026	1-10	10 contacts →
	Exact match “Established in 2017, KM Wealth Partners emerges as a fully independent Financial Services firm, leveraging extensive international and local experience within the financial sector.” Recorded in the RevenueBase company graph · Sep 19, 2026 · View company records in RevenueBase
18	Dynasty Asset Management	Exact match	Melrose Arch, South AfricaHQ recorded Sep 19, 2026	1-10	10 contacts →
	Exact match “Dynasty is a leading boutique and advice-driven firm that assists affluent clients to grow, protect, globalise and administer their wealth in an increasingly complex and uncertain…” Recorded in the RevenueBase company graph · Sep 19, 2026 · View company records in RevenueBase
19	Balondolozi Investment Services	Exact match	Johannesburg, South AfricaHQ recorded Sep 19, 2026	51-200	10 contacts →
	Exact match “With years of experience in the financial industry, our team is well-equipped to provide customized investment solutions that are tailored to the unique needs of each individual…” Recorded in the RevenueBase company graph · Sep 19, 2026 · View company records in RevenueBase
20	Financial Junction Investments	Exact match	Johannesburg, South AfricaHQ recorded Sep 19, 2026	11-50	10 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
21	Classic Private Wealth	Exact match	Sandton, South AfricaHQ recorded Sep 19, 2026	11-50	9 contacts →
	Exact match “Classic Private Wealth is a niche wealth management company focused on providing comprehensive financial management services that takes care of all our clients’ needs.” Recorded in the RevenueBase company graph · Sep 19, 2026 · View company records in RevenueBase
22	WMD Financial Services	Exact match	Wellington, South AfricaHQ recorded Sep 19, 2026	1-10	8 contacts →
	Exact match “WMD is a financial advisory firm that specialises in guiding clients to manage their finances effectively.” Recorded in the RevenueBase company graph · Sep 19, 2026 · View company records in RevenueBase
23	Perspective Advisory PTY LTD	Exact match	Johannesburg, South AfricaHQ recorded Sep 19, 2026	1-10	8 contacts →
	Exact match “We are a boutique financial advisory firm that places awareness and empowerment at its core.” Recorded in the RevenueBase company graph · Sep 19, 2026 · View company records in RevenueBase
24	Baymont Wealth	Exact match	Cape Town, South AfricaHQ recorded Sep 19, 2026	11-50	7 contacts →
	Exact match “Founded in 2002, Baymont Wealth offers tailored financial advisory services to a select client base.” Recorded in the RevenueBase company graph · Sep 19, 2026 · View company records in RevenueBase
25	Pyxis Investment Management	Exact match	Sandton, South AfricaHQ recorded Sep 19, 2026	1-10	7 contacts →
	Exact match “Pyxis Investment Management® is a niche asset management company who offers a bespoke, segregated and solutions-based investment management service.” Recorded in the RevenueBase company graph · Sep 19, 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 “digital portfolio advisors”. 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 135 digital portfolio advisors based in South Africa

See the full list, filter by size, metro and specialty, and access 586 tracked professional contacts with verified work emails. Direct dials are available where recorded.

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Digital portfolio advisors based in South Africa at a glance

As of Sep 19, 2026

45.1%Verified-email coverage

9.6Average contacts per company

1-10Median size (employees)

18.5%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 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 135 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 “digital portfolio advisors” 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 586 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.

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 “digital portfolio advisors”; each Exact match badge shows search membership, not an individual similarity or quality score.

How many digital portfolio advisors are there based in South Africa?

RevenueBase identified 135 company matches for digital portfolio advisors 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?

Citadel Investment Services tops the displayed preview by professional contacts tracked in RevenueBase. Recorded headquarters appear in the company rows.

Which city has the most digital portfolio advisors?

Johannesburg leads with 25 company records, followed by Cape Town (22) and Pretoria (10).

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 586 professional contacts with verified work emails tracked across these 135 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.