Company lists · Data refreshed September 2026

Top 25 Estate planning advisors based in South Africa

Name: Estate planning 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 203 companies tracked

RevenueBase identified 203 estate planning advisors headquartered in South Africa as of September 2026 and tracks 3,499 professional contacts across them, including 1,631 with verified work emails. Johannesburg is the largest hub.

This list covers estate planning advisors 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 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

203Companies

3,499Contacts tracked

1,631Verified emails

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The 25 largest estate planning advisors based in South Africa

Ranked by team size

Top 25 of 203 estate planning advisors based in South Africa, ranked by team size, largest first. Data refreshed Sep 19, 2026. RevenueBase Smart Search rates how each company's information relates to estate planning advisors: 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 Wealth	Indirect evidence	Waterfall, South AfricaHQ checked Sep 19, 2026	501-1,000	1,173 contacts →
	Indirect evidence “We offer a comprehensive wealth management service, designed to meet your needs as an individual, family or business.” Source: RevenueBase Database · checked Sep 19, 2026
2	Capital Legacy	Indirect evidence	Bryanston, South AfricaHQ checked Sep 19, 2026	501-1,000	718 contacts →
	Indirect evidence “Trust us to help you Leave a Legacy.” Source: RevenueBase Database · checked Sep 19, 2026
3	Citadel Investment Services	Indirect evidence	Lynnwood Manor, South AfricaHQ checked Sep 19, 2026	201-500	379 contacts →
	Indirect evidence “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…” Source: RevenueBase Database · checked Sep 19, 2026
4	Futurum Financial Group PTY LTD	Indirect evidence	Potchefstroom, South AfricaHQ checked Sep 19, 2026	201-500	115 contacts →
	Indirect evidence “You CREATE the memories, we INSURE the journey.” Source: RevenueBase Database · checked Sep 19, 2026
5	Ascor Independent Wealth Managers	Indirect evidence	Pretoria, South AfricaHQ checked Sep 19, 2026	11-50	49 contacts →
	Indirect evidence “Ascor™ Group of Companies - Independent Wealth Managers.” Source: RevenueBase Database · checked Sep 19, 2026
6	Wealth Associates	Indirect evidence	Johannesburg, South AfricaHQ checked Sep 19, 2026	51-200	35 contacts →
	Indirect evidence “Wealth Redefined.” Source: RevenueBase Database · checked Sep 19, 2026
7	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
8	Whitfield Fintax	Partial evidence	Port Elizabeth, South AfricaHQ checked Sep 19, 2026	51-200	23 contacts →
	Partial evidence “Established in 1989, we aim to build long term relationships with our clients and take our motto - WHERE RELATIONSHIPS COUNT - very seriously.” Source: RevenueBase Database · checked Sep 19, 2026
9	Legatus Trust	Partial evidence	Randburg, South AfricaHQ checked Sep 19, 2026	11-50	22 contacts →
	Partial evidence “Legatus Trust was established in 1992 and was born out of the need in the marketplace for an independent company to render fiduciary services to clients in all segments of the…” Source: RevenueBase Database · checked Sep 19, 2026
10	HVM Group	Indirect evidence	Durban, South AfricaHQ checked Sep 19, 2026	11-50	17 contacts →
	Indirect evidence “At HVM, we offer a range of specialized services designed to support and enhance your business and personal financial well-being: Accounting & Tax Navigating statutory and…” Source: RevenueBase Database · checked Sep 19, 2026
11	CA Trust Company	Partial evidence	Port Elizabeth, South AfricaHQ checked Sep 19, 2026	11-50	15 contacts →
	Partial evidence “Years of getting to know our clients has taught us that what people really need from a trust company is not only the know‑how and experience that large established companies can…” Source: RevenueBase Database · checked Sep 19, 2026
12	Capta Wealth	Partial evidence	Bryanston, South AfricaHQ checked Sep 19, 2026	11-50	14 contacts →
	Partial evidence “Founded in 2006, Capta Wealth was established as a global currency and wealth management provider in South Africa.” Source: RevenueBase Database · checked Sep 19, 2026
13	Activ8 Group	Partial evidence	Durban, South AfricaHQ checked Sep 19, 2026	11-50	13 contacts →
	Partial evidence “The Activ8 Group was created with the vision to be the trusted advisor and confidant to high net worth families and corporate citizens.” Source: RevenueBase Database · checked Sep 19, 2026
14	Atlantic Trust Company Limited	Partial evidence	Cape Town, South AfricaHQ checked Sep 19, 2026	11-50	13 contacts →
	Partial evidence “Atlantic Trust Company Limited is a dynamic financial advisory firm based in Cape Town, South Africa.” Source: RevenueBase Database · checked Sep 19, 2026
15	Garach Corporation	Indirect evidence	La Lucia, South AfricaHQ checked Sep 19, 2026	11-50	12 contacts →
	Indirect evidence “The firm subscribes to the core values of initiative, accessibility and timely response.” Source: RevenueBase Database · checked Sep 19, 2026
16	FC Financial Group	Strong evidence	City Of Tshwane, South AfricaHQ checked Sep 19, 2026	11-50	12 contacts →
	Strong evidence “The FC Financial Group is an established financial firm with 10 years' experience in chartered and professional accounting, as well as being certified financial advisors.” Source: RevenueBase Database · checked Sep 19, 2026
17	IZA Wealth PTY LTD	Partial evidence	Johannesburg, South AfricaHQ checked Sep 19, 2026	11-50	12 contacts →
	Partial evidence “As an independently owned financial advisory company, Iza Wealth has the freedom to offer objective specialist oshore financial advice and services to both individuals and…” Source: RevenueBase Database · checked Sep 19, 2026
18	Oosthuizen Booyse And Associates INC	Indirect evidence	Hillcrest, South AfricaHQ checked Sep 19, 2026	11-50	11 contacts →
	Indirect evidence “The combined skills and business acumen of Partners, Deon and Juandré, have led to a thriving and growing practice.” Source: RevenueBase Database · checked Sep 19, 2026
19	AFS Wealth PTY LTD	Partial evidence	Bedfordview, South AfricaHQ checked Sep 19, 2026	11-50	11 contacts →
	Partial evidence “AFS is a multi-advisory financial services business.” Source: RevenueBase Database · checked Sep 19, 2026
20	Ctba TAX And Business Advisory PTY LTD	Partial evidence	Bellville, South AfricaHQ checked Sep 19, 2026	11-50	10 contacts →
	Partial evidence “CAPTBA is a leading tax and business compliance and advisory consultancy, geared at growing your business in prosperity and wealth.” Source: RevenueBase Database · checked Sep 19, 2026
21	Dynasty Asset Management	Indirect evidence	Melrose Arch, South AfricaHQ checked Sep 19, 2026	1-10	10 contacts →
	Indirect evidence “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…” Source: RevenueBase Database · checked Sep 19, 2026
22	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
23	The Confiance Group	Partial evidence	Bellville, South AfricaHQ checked Sep 19, 2026	11-50	10 contacts →
	Partial evidence “CONFIANCE was started in 1996 by Elize Bokelman as an Accounting Office with the focus on Tax Efficient planning for professional clients for their practices and wealth growth.” Source: RevenueBase Database · checked Sep 19, 2026
24	Hausberger Financial Services	Indirect evidence	Fourways, South AfricaHQ checked Sep 19, 2026	11-50	9 contacts →
	Indirect evidence “Our services include helping you anticipate risk and putting measures in place for the times you’d rather not think about - but have a responsibility to plan for.” Source: RevenueBase Database · checked Sep 19, 2026
25	Classic Private Wealth	Indirect evidence	Sandton, South AfricaHQ checked Sep 19, 2026	11-50	9 contacts →
	Indirect evidence “Classic Private Wealth is a niche wealth management company focused on providing comprehensive financial management services that takes care of all our clients’ needs.” 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: estate planning advisors. 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 estate planning advisors.
Partial evidence: Its own public description names part of estate planning advisors, so it works in or next to the category without describing itself that way.
Indirect evidence: The description shown does not name estate planning advisors. 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 203 estate planning advisors based in South Africa

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Estate planning advisors based in South Africa at a glance

As of Sep 19, 2026

46.6%Verified-email coverage

17.2Average contacts per company

1-10Median size (employees)

18.7%Largest-city concentration · Johannesburg

Sep 19, 2026Page data refreshed

Companies by employee count

1-10

126

11-50

51-200

201-500

501-1,000

10001+

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 203 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 estate planning advisors, 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 “estate planning advisors”. 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 estate planning advisors), 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 estate planning advisors, 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, 1,631 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.

Estate planning advisors by metro

Estate planning advisors in Johannesburg38
Estate planning advisors in Cape Town26

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 estate planning advisors, 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 estate planning advisors are there based in South Africa?

RevenueBase identified 203 estate planning advisors 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 Wealth, headquartered in Waterfall, tops this list with the largest team on record.

Which city has the most estate planning advisors?

Johannesburg leads with 38 headquartered companies, followed by Cape Town (26) and Pretoria (10).

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 1,631 verified decision-maker contacts tracked across these 203 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.