Company lists · Data refreshed October 2026

Top 25 Employee-owned financial services based in South Africa

RevenueBase identified 170 company matches for employee-owned financial services associated with South Africa as of October 2026 and tracks 2,916 professional contacts across them, including 1,006 with verified work emails. Johannesburg is the largest hub.

This list covers company matches for employee-owned financial services 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 October 12, 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 Oct 12, 2026 How this list was built
170Companies
2,916Contacts tracked
1,006Verified emails
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The 25 largest employee-owned financial services based in South Africa

Ranked by team size
Top 25 of 170 company matches for employee-owned financial services based in South Africa, ordered by professional contacts tracked in RevenueBase, largest first. Recorded Oct 12, 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 matchCenturion, South AfricaHQ recorded Oct 12, 2026501-1,000595 contacts →

Exact match

“iMasFinance is a co-operative that offers a wide range of affordable and competitive financial solutions to individuals across South Africa.”

Recorded in the RevenueBase company graph · Oct 12, 2026 · View company records in RevenueBase
2Exact matchFaerie Glen, South AfricaHQ recorded Oct 12, 2026501-1,000384 contacts →

Exact match

“At attooh!”

Recorded in the RevenueBase company graph · Oct 12, 2026 · View company records in RevenueBase
3Exact matchJohanessburg, South AfricaHQ recorded Oct 12, 2026n/a194 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 · Oct 12, 2026 · View company records in RevenueBase
4Exact matchPotchefstroom, South AfricaHQ recorded Oct 12, 2026201-500112 contacts →

Exact match

“You CREATE the memories, we INSURE the journey.”

Recorded in the RevenueBase company graph · Oct 12, 2026 · View company records in RevenueBase
5Exact matchJohannesburg, South AfricaHQ recorded Oct 12, 202651-200110 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 · Oct 12, 2026 · View company records in RevenueBase
6Exact matchJohannesburg, South AfricaHQ recorded Oct 12, 202651-20082 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 · Oct 12, 2026 · View company records in RevenueBase
7Exact matchCape Town, South AfricaHQ recorded Oct 12, 202651-20066 contacts →

Exact match

“We are a 100% black-owned financial services company on a mission to help secure financial freedom for our clients, through innovative and flexible financial solutions.”

Recorded in the RevenueBase company graph · Oct 12, 2026 · View company records in RevenueBase
8Exact matchKloof, South AfricaHQ recorded Oct 12, 202611-5064 contacts →

Exact match

“Consolidated Wealth, is a privately owned wealth management company.”

Recorded in the RevenueBase company graph · Oct 12, 2026 · View company records in RevenueBase
9Exact matchJohannesburg, South AfricaHQ recorded Oct 12, 202611-5054 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 · Oct 12, 2026 · View company records in RevenueBase
10Exact matchJohannesburg, South AfricaHQ recorded Oct 12, 202651-20048 contacts →

Exact match

“Altertude - integrates employee benefits with personal financial planning.”

Recorded in the RevenueBase company graph · Oct 12, 2026 · View company records in RevenueBase
11Exact matchCape Town, South AfricaHQ recorded Oct 12, 202611-5042 contacts →

Exact match

“We are a financial services firm offering customised financial planning services to retirement funds and their members.”

Recorded in the RevenueBase company graph · Oct 12, 2026 · View company records in RevenueBase
12Exact matchJohannesburg, South AfricaHQ recorded Oct 12, 2026n/a35 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 · Oct 12, 2026 · View company records in RevenueBase
13Exact matchDurban, South AfricaHQ recorded Oct 12, 202651-20028 contacts →

Exact match

“Quattro is multi-facet financial services group who prides itself in offering financial services of the highest quality whilst tailor making solutions for each individuals needs.”

Recorded in the RevenueBase company graph · Oct 12, 2026 · View company records in RevenueBase
14Exact matchSprings, South AfricaHQ recorded Oct 12, 20261-1024 contacts →

Exact match

“The companies values are rooted to the name of the company Uhuru which means freedom, our values are extended to Ubuntu.”

Recorded in the RevenueBase company graph · Oct 12, 2026 · View company records in RevenueBase
15Exact matchRosebank, South AfricaHQ recorded Oct 12, 202611-5021 contacts →

Exact match

“Founded in June 2009, Rosebank Wealth Group (RWG) is located in Rosebank, Johannesburg and currently employees 16 staff members.”

Recorded in the RevenueBase company graph · Oct 12, 2026 · View company records in RevenueBase
16Exact matchFaerie Glen, South AfricaHQ recorded Oct 12, 202651-20021 contacts →

Exact match

“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.”

Recorded in the RevenueBase company graph · Oct 12, 2026 · View company records in RevenueBase
17Exact matchNorthwold, South AfricaHQ recorded Oct 12, 202611-5021 contacts →

Exact match

“Netsure, established in 2010, was borne out of a desire to build an innovative, service-orientated organisation that provides reputable financial planning solutions to our…”

Recorded in the RevenueBase company graph · Oct 12, 2026 · View company records in RevenueBase
18Exact matchJohannesburg, South AfricaHQ recorded Oct 12, 202611-5020 contacts →

Exact match

“Daberistic" means different and better.”

Recorded in the RevenueBase company graph · Oct 12, 2026 · View company records in RevenueBase
19Exact matchPretoria, South AfricaHQ recorded Oct 12, 20261-1017 contacts →

Exact match

“We are passionate about financial services and advise.”

Recorded in the RevenueBase company graph · Oct 12, 2026 · View company records in RevenueBase
20Exact matchCity Of Tshwane, South AfricaHQ recorded Oct 12, 20261-1016 contacts →

Exact match

“Global Wealth Advisory provides quality, independent and personalized financial advice and investment management services to individuals, families and small businesses enterprises.”

Recorded in the RevenueBase company graph · Oct 12, 2026 · View company records in RevenueBase
21Exact matchCape Town, South AfricaHQ recorded Oct 12, 20261-1016 contacts →

Exact match

“Element Investment Managers is an independent, owner-managed company established in 1998.”

Recorded in the RevenueBase company graph · Oct 12, 2026 · View company records in RevenueBase
22Exact matchTyger Waterfront, South AfricaHQ recorded Oct 12, 202611-5014 contacts →

Exact match

“At PSG, our clients are the heart of our business.”

Recorded in the RevenueBase company graph · Oct 12, 2026 · View company records in RevenueBase
23Exact matchJohannesburg, South AfricaHQ recorded Oct 12, 202611-5014 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 · Oct 12, 2026 · View company records in RevenueBase
24Exact matchEast London, South AfricaHQ recorded Oct 12, 202611-5013 contacts →

Exact match

“We are a boutique financial services provider (FSP), licensed with the Financial Sector Conduct Authority (FSCA) and offer specialist financial advisory services to individuals…”

Recorded in the RevenueBase company graph · Oct 12, 2026 · View company records in RevenueBase
25Exact matchCape Town, South AfricaHQ recorded Oct 12, 202611-5011 contacts →

Exact match

“At Picsa, our mission is to improve the financial health of low-income South Africans as we long to see them flourish.”

Recorded in the RevenueBase company graph · Oct 12, 2026 · View company records in RevenueBase

Showing 25 of 170 employee-owned financial services based in South Africa

See the full list, filter by size, metro and specialty, and access 1,006 tracked professional contacts with verified work emails. Direct dials are available where recorded.

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Employee-owned financial services based in South Africa at a glance

As of Oct 12, 2026
34.5%Verified-email coverage
17.2Average contacts per company
1-10Median size (employees)
14.1%Largest-city concentration · Johannesburg
Oct 12, 2026Page data refreshed

Companies by employee count

1-10
89
11-50
62
51-200
11
201-500
3
501-1,000
4
1,001-5,000
1

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 170 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 “employee-owned financial services” 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 1,006 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 October 12, 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 “employee-owned financial services”; each Exact match badge shows search membership, not an individual similarity or quality score.

How many employee-owned financial services are there based in South Africa?

RevenueBase identified 170 company matches for employee-owned financial services associated with South Africa as of October 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?

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

Which city has the most employee-owned financial services?

Johannesburg leads with 24 company records, followed by Cape Town (17) and Pretoria (11).

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 1,006 professional contacts with verified work emails tracked across these 170 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 October 12, 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.