Company lists · Data refreshed October 2026
Top 25 Estate planning architects based in South Africa
RevenueBase identified 238 company matches for estate planning architects associated with South Africa as of October 2026 and tracks 4,128 professional contacts across them, including 1,734 with verified work emails. Johannesburg is the largest hub.
This list covers company matches for estate planning architects 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.
The 25 largest estate planning architects based in South Africa
Ranked by team size| # | Company | Contacts | |||
|---|---|---|---|---|---|
| 1 | 1,171 contacts → | ||||
Exact match “We offer a comprehensive wealth management service, designed to meet your needs as an individual, family or business.” Recorded in the RevenueBase company graph · Oct 12, 2026 · View company records in RevenueBase | |||||
| 2 | 697 contacts → | ||||
Exact match “Trust us to help you Leave a Legacy.” Recorded in the RevenueBase company graph · Oct 12, 2026 · View company records in RevenueBase | |||||
| 3 | 392 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 · Oct 12, 2026 · View company records in RevenueBase | |||||
| 4 | 112 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 | |||||
| 5 | 51 contacts → | ||||
Exact match “Ascor™ Group of Companies - Independent Wealth Managers.” Recorded in the RevenueBase company graph · Oct 12, 2026 · View company records in RevenueBase | |||||
| 6 | 35 contacts → | ||||
Exact match “Wealth Redefined.” Recorded in the RevenueBase company graph · Oct 12, 2026 · View company records in RevenueBase | |||||
| 7 | 32 contacts → | ||||
Exact match “BRIEF HISTORY OF RORICH WOLMARANS & LUDERITZ INC: The company was founded in 1948 by one G.S.” Recorded in the RevenueBase company graph · Oct 12, 2026 · View company records in RevenueBase | |||||
| 8 | 28 contacts → | ||||
Exact match “At Gradidge Mahura Investments, we help families, professionals, and entrepreneurs create, grow, and protect wealth through tailored financial solutions.” Recorded in the RevenueBase company graph · Oct 12, 2026 · View company records in RevenueBase | |||||
| 9 | 25 contacts → | ||||
Exact match “Established in 1989, we aim to build long term relationships with our clients and take our motto - WHERE RELATIONSHIPS COUNT - very seriously.” Recorded in the RevenueBase company graph · Oct 12, 2026 · View company records in RevenueBase | |||||
| 10 | 22 contacts → | ||||
Exact match “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…” Recorded in the RevenueBase company graph · Oct 12, 2026 · View company records in RevenueBase | |||||
| 11 | 21 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 | |||||
| 12 | 17 contacts → | ||||
Exact match “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…” Recorded in the RevenueBase company graph · Oct 12, 2026 · View company records in RevenueBase | |||||
| 13 | 16 contacts → | ||||
Exact match “DIRECTORS JOHAN JACOBS Holds the degree BIuris and is the sole shareholder of the two companies who own the firm.” Recorded in the RevenueBase company graph · Oct 12, 2026 · View company records in RevenueBase | |||||
| 14 | 14 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 · Oct 12, 2026 · View company records in RevenueBase | |||||
| 15 | 14 contacts → | ||||
Exact match “The Activ8 Group was created with the vision to be the trusted advisor and confidant to high net worth families and corporate citizens.” Recorded in the RevenueBase company graph · Oct 12, 2026 · View company records in RevenueBase | |||||
| 16 | 14 contacts → | ||||
Exact match “The firm subscribes to the core values of initiative, accessibility and timely response.” Recorded in the RevenueBase company graph · Oct 12, 2026 · View company records in RevenueBase | |||||
| 17 | 13 contacts → | ||||
Exact match “Founded in 2006, Capta Wealth was established as a global currency and wealth management provider in South Africa.” Recorded in the RevenueBase company graph · Oct 12, 2026 · View company records in RevenueBase | |||||
| 18 | 13 contacts → | ||||
Exact match “As an independent family wealth management company, Family Wealth Custodians understands that our clients' families are their greatest wealth.” Recorded in the RevenueBase company graph · Oct 12, 2026 · View company records in RevenueBase | |||||
| 19 | 13 contacts → | ||||
Exact match “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…” Recorded in the RevenueBase company graph · Oct 12, 2026 · View company records in RevenueBase | |||||
| 20 | 12 contacts → | ||||
Exact match “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.” Recorded in the RevenueBase company graph · Oct 12, 2026 · View company records in RevenueBase | |||||
| 21 | 10 contacts → | ||||
Exact match “The combined skills and business acumen of Partners, Deon and Juandré, have led to a thriving and growing practice.” Recorded in the RevenueBase company graph · Oct 12, 2026 · View company records in RevenueBase | |||||
| 22 | 10 contacts → | ||||
Exact match “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.” Recorded in the RevenueBase company graph · Oct 12, 2026 · View company records in RevenueBase | |||||
| 23 | 10 contacts → | ||||
Exact match “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.” Recorded in the RevenueBase company graph · Oct 12, 2026 · View company records in RevenueBase | |||||
| 24 | 10 contacts → | ||||
Exact match “Fidelis Vox is the trusted voice of passionate and skilled individuals who work together in an agreed value system to maximise your Family Wealth.” Recorded in the RevenueBase company graph · Oct 12, 2026 · View company records in RevenueBase | |||||
| 25 | 10 contacts → | ||||
Exact match “Foundation Family Wealth is a boutique financial consulting firm that surpasses traditional wealth management.” Recorded in the RevenueBase company graph · Oct 12, 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 “estate planning architects”. 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 238 estate planning architects based in South Africa
See the full list, filter by size, metro and specialty, and access 1,734 tracked professional contacts with verified work emails. Direct dials are available where recorded.
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Estate planning architects based in South Africa at a glance
As of Oct 12, 2026Companies by employee count
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 238 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 “estate planning architects” 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 1,734 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.
Estate planning architects by metro
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 “estate planning architects”; each Exact match badge shows search membership, not an individual similarity or quality score.
How many estate planning architects are there based in South Africa?
RevenueBase identified 238 company matches for estate planning architects 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?
PSG Wealth tops the displayed preview by professional contacts tracked in RevenueBase. Recorded headquarters appear in the company rows.
Which city has the most estate planning architects?
Johannesburg leads with 39 company records, followed by Cape Town (28) and Pretoria (15).
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 1,734 professional contacts with verified work emails tracked across these 238 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.
Ready to reach these companies? Verified emails and direct dials for all 238 estate planning architects based in South Africa. Start with a free account, no credit card.
Download this list →Related lists
Estate planning architects by geography
- Estate planning architects based in Melbourne, Australia
- Estate planning architects based in Sydney, Australia
- Estate planning architects based in Sao Paulo, Brazil
- Estate planning architects based in Calgary, Canada
- Estate planning architects based in Montreal, Canada
- Estate planning architects based in Ottawa, Canada
- Estate planning architects based in Toronto, Canada
- Estate planning architects based in Vancouver, Canada
- Estate planning architects based in Bordeaux, France
- Estate planning architects based in Lyon, France
- Estate planning architects based in Paris, France
- Estate planning architects based in Toulouse, France
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.
More company lists
- All company lists
- Lists by location
- Lists A-Z
- New lists
- Estate planning architects based in Melbourne, Australia
- Estate planning architects based in Sydney, Australia
- Estate planning architects based in Sao Paulo, Brazil
- Estate planning architects based in Calgary, Canada
- Estate planning architects based in Montreal, Canada
- Estate planning architects based in Ottawa, Canada
Company intelligence · public preview
Top 25 estate planning architects based in South Africa
Find companies in any niche.
Describe the businesses you want in your own words. RevenueBase SmartSearch matches company descriptions by meaning.
RevenueBase records 238 matching company records for estate planning architects based in South Africa, with 4,128 tracked contacts and 1,734 verified work emails.
This public preview shows 25 selected records ordered by tracked contacts. RevenueBase SmartSearch finds company descriptions that match by meaning at Exact. Snapshot: October 12, 2026.
RevenueBase compiles business descriptions for niche-company discovery; each row shows a recorded excerpt where available. Adapt this search to find the companies and contacts you want.
Top 25 estate planning architects based in South Africa
The public list shows selected company records with contact and verified-email coverage. Reported employee bands provide separate company-size context.
| # | Company | Headquarters on record | Reported employees | RevenueBase SmartSearch | Tracked contacts |
|---|---|---|---|---|---|
| 1 |  PSG Wealthpsg.co.zaHQ: Waterfall, South AfricaReported employees: 501-1,000 | Waterfall, South Africa | 501-1,000 | Exact match | 1,171 contacts → |
“We offer a comprehensive wealth management service, designed to meet your needs as an individual, family or business.” Recorded description excerpt · October 12, 2026Open company data in RevenueBase ↗Free signup required. | |||||
| 2 |  Capital Legacycapitallegacy.co.zaHQ: Bryanston, South AfricaReported employees: 501-1,000 | Bryanston, South Africa | 501-1,000 | Exact match | 697 contacts → |
“Trust us to help you Leave a Legacy.” Recorded description excerpt · October 12, 2026Open company data in RevenueBase ↗Free signup required. | |||||
| 3 |  Citadel Investment Servicescitadel.co.zaHQ: Lynnwood Manor, South AfricaReported employees: 201-500 | Lynnwood Manor, South Africa | 201-500 | Exact match | 392 contacts → |
“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 description excerpt · October 12, 2026Open company data in RevenueBase ↗Free signup required. | |||||
| 4 |  Futurum Financial Group PTY LTDffg.co.zaHQ: Potchefstroom, South AfricaReported employees: 201-500 | Potchefstroom, South Africa | 201-500 | Exact match | 112 contacts → |
“You CREATE the memories, we INSURE the journey.” Recorded description excerpt · October 12, 2026Open company data in RevenueBase ↗Free signup required. | |||||
| 5 |  Ascor Independent Wealth Managersascor.co.zaHQ: Pretoria, South AfricaReported employees: 11-50 | Pretoria, South Africa | 11-50 | Exact match | 51 contacts → |
“Ascor™ Group of Companies - Independent Wealth Managers.” Recorded description excerpt · October 12, 2026Open company data in RevenueBase ↗Free signup required. | |||||
| 6 |  Wealth Associateswealthassociates.co.zaHQ: Johannesburg, South AfricaReported employees: 51-200 | Johannesburg, South Africa | 51-200 | Exact match | 35 contacts → |
“Wealth Redefined.” Recorded description excerpt · October 12, 2026Open company data in RevenueBase ↗Free signup required. | |||||
| 7 |  Rorich Wolmarans & Luderitz INCrwl.co.zaHQ: Pretoria, South AfricaReported employees: 11-50 | Pretoria, South Africa | 11-50 | Exact match | 32 contacts → |
“BRIEF HISTORY OF RORICH WOLMARANS & LUDERITZ INC: The company was founded in 1948 by one G.S.” Recorded description excerpt · October 12, 2026Open company data in RevenueBase ↗Free signup required. | |||||
| 8 | Gradidge Mahura Investmentsgminvestments.co.za HQ: Illovo, South AfricaReported employees: 11-50 | Illovo, South Africa | 11-50 | Exact match | 28 contacts → |
“At Gradidge Mahura Investments, we help families, professionals, and entrepreneurs create, grow, and protect wealth through tailored financial solutions.” Recorded description excerpt · October 12, 2026Open company data in RevenueBase ↗Free signup required. | |||||
| 9 |  Whitfield Fintaxwftax.co.zaHQ: Port Elizabeth, South AfricaReported employees: 51-200 | Port Elizabeth, South Africa | 51-200 | Exact match | 25 contacts → |
“Established in 1989, we aim to build long term relationships with our clients and take our motto - WHERE RELATIONSHIPS COUNT - very seriously.” Recorded description excerpt · October 12, 2026Open company data in RevenueBase ↗Free signup required. | |||||
| 10 |  Legatus Trustlegatus.co.zaHQ: Randburg, South AfricaReported employees: 11-50 | Randburg, South Africa | 11-50 | Exact match | 22 contacts → |
“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…” Recorded description excerpt · October 12, 2026Open company data in RevenueBase ↗Free signup required. | |||||
| 11 |  Rosebank Wealth Group PTY LTDrosebankwealthgroup.comHQ: Rosebank, South AfricaReported employees: 11-50 | Rosebank, South Africa | 11-50 | Exact match | 21 contacts → |
“Founded in June 2009, Rosebank Wealth Group (RWG) is located in Rosebank, Johannesburg and currently employees 16 staff members.” Recorded description excerpt · October 12, 2026Open company data in RevenueBase ↗Free signup required. | |||||
| 12 |  HVM Grouphvm.co.zaHQ: Durban, South AfricaReported employees: 11-50 | Durban, South Africa | 11-50 | Exact match | 17 contacts → |
“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…” Recorded description excerpt · October 12, 2026Open company data in RevenueBase ↗Free signup required. | |||||
| 13 |  Johan Jacobs & Malcolm Moodie INCjjmm.co.zaHQ: Kempton Park, South AfricaReported employees: 11-50 | Kempton Park, South Africa | 11-50 | Exact match | 16 contacts → |
“DIRECTORS JOHAN JACOBS Holds the degree BIuris and is the sole shareholder of the two companies who own the firm.” Recorded description excerpt · October 12, 2026Open company data in RevenueBase ↗Free signup required. | |||||
| 14 |  Iota Investment Services PTY LTDiota.co.zaHQ: Johannesburg, South AfricaReported employees: 11-50 | Johannesburg, South Africa | 11-50 | Exact match | 14 contacts → |
“COMPANY HISTORY IOTA Investment Services (Pty) Ltd was established in 1993, through the amalgamation of two businesses which had been running since 1986.” Recorded description excerpt · October 12, 2026Open company data in RevenueBase ↗Free signup required. | |||||
| 15 |  Activ8 Groupactiv8group.co.zaHQ: Durban, South AfricaReported employees: 11-50 | Durban, South Africa | 11-50 | Exact match | 14 contacts → |
“The Activ8 Group was created with the vision to be the trusted advisor and confidant to high net worth families and corporate citizens.” Recorded description excerpt · October 12, 2026Open company data in RevenueBase ↗Free signup required. | |||||
| 16 |  Garach Corporationgarach.co.zaHQ: La Lucia, South AfricaReported employees: 11-50 | La Lucia, South Africa | 11-50 | Exact match | 14 contacts → |
“The firm subscribes to the core values of initiative, accessibility and timely response.” Recorded description excerpt · October 12, 2026Open company data in RevenueBase ↗Free signup required. | |||||
| 17 | Capta Wealthcaptawealth.com HQ: Bryanston, South AfricaReported employees: 11-50 | Bryanston, South Africa | 11-50 | Exact match | 13 contacts → |
“Founded in 2006, Capta Wealth was established as a global currency and wealth management provider in South Africa.” Recorded description excerpt · October 12, 2026Open company data in RevenueBase ↗Free signup required. | |||||
| 18 |  Family Wealth Custodiansfamilywealth.co.zaHQ: Paarl, South AfricaReported employees: 1-10 | Paarl, South Africa | 1-10 | Exact match | 13 contacts → |
“As an independent family wealth management company, Family Wealth Custodians understands that our clients' families are their greatest wealth.” Recorded description excerpt · October 12, 2026Open company data in RevenueBase ↗Free signup required. | |||||
| 19 |  CA Trust Companycatc.co.zaHQ: Port Elizabeth, South AfricaReported employees: 11-50 | Port Elizabeth, South Africa | 11-50 | Exact match | 13 contacts → |
“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…” Recorded description excerpt · October 12, 2026Open company data in RevenueBase ↗Free signup required. | |||||
| 20 |  The Confiance Groupconfiance.co.zaHQ: Bellville, South AfricaReported employees: 11-50 | Bellville, South Africa | 11-50 | Exact match | 12 contacts → |
“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.” Recorded description excerpt · October 12, 2026Open company data in RevenueBase ↗Free signup required. | |||||
| 21 |  Oosthuizen Booyse And Associates INCob-group.co.zaHQ: Hillcrest, South AfricaReported employees: 11-50 | Hillcrest, South Africa | 11-50 | Exact match | 10 contacts → |
“The combined skills and business acumen of Partners, Deon and Juandré, have led to a thriving and growing practice.” Recorded description excerpt · October 12, 2026Open company data in RevenueBase ↗Free signup required. | |||||
| 22 |  FC Financial Groupfcfin.co.zaHQ: City Of Tshwane, South AfricaReported employees: 11-50 | City Of Tshwane, South Africa | 11-50 | Exact match | 10 contacts → |
“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.” Recorded description excerpt · October 12, 2026Open company data in RevenueBase ↗Free signup required. | |||||
| 23 | Hausberger Financial Serviceshausbergerfs.co.za HQ: Fourways, South AfricaReported employees: 11-50 | Fourways, South Africa | 11-50 | Exact match | 10 contacts → |
“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.” Recorded description excerpt · October 12, 2026Open company data in RevenueBase ↗Free signup required. | |||||
| 24 | Fidelis VOXfidelisvox.co.za HQ: Bryanston, South AfricaReported employees: 1-10 | Bryanston, South Africa | 1-10 | Exact match | 10 contacts → |
“Fidelis Vox is the trusted voice of passionate and skilled individuals who work together in an agreed value system to maximise your Family Wealth.” Recorded description excerpt · October 12, 2026Open company data in RevenueBase ↗Free signup required. | |||||
| 25 |  Foundation Family Wealthfoundationfamilywealth.co.zaHQ: Johannesburg, South AfricaReported employees: 1-10 | Johannesburg, South Africa | 1-10 | Exact match | 10 contacts → |
“Foundation Family Wealth is a boutique financial consulting firm that surpasses traditional wealth management.” Recorded description excerpt · October 12, 2026Open company data in RevenueBase ↗Free signup required. | |||||
Showing 25 of 238 company matches
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Estate planning architects: dataset insights
October 12, 2026These summaries describe recorded coverage in this saved dataset. This page is derived from saved source records; per-contact mobile coverage and email-recency results are not established by this snapshot.
Reported company sizes
238 records in the displayed employee bands.
0 matching records are outside the displayed bands or do not have a displayed size. Bars show shares of the displayed bands.
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 238 companies.
How this company list was built
Describe a niche in your own words: companies installing commercial solar, or manufacturers of sustainable packaging. RevenueBase SmartSearch finds companies whose compiled business descriptions match by meaning. This list is one saved example to adapt.
Where the company descriptions come from
RevenueBase compiles company information from public sources, including company websites and public professional profiles such as LinkedIn, alongside information supplied by companies. The short recorded excerpt shown here is separate from the complete business description used for matching; individual source URLs and collection dates are not provided in this public snapshot.
RevenueBase SmartSearch matching settings
- Exact
- Closest fits to the business described.
- Similar
- Similar businesses with a wider range of fits.
- Related
- Related businesses in and around the category.
- Broad
- A broader set of businesses connected to the description.
RevenueBase SmartSearch · Exact match identifies inclusion in this search's closest semantic matching setting. It is not a per-company confidence score, a literal keyword match, or a quality endorsement.
Selection, ordering and scope
The public list shows selected company records with contact and verified-email coverage. Reported employee bands provide separate company-size context.
This page is derived from saved source records; per-contact mobile coverage and email-recency results are not established by this snapshot.
Recorded company descriptions support research; check company websites for current services. The selected preview is ordered by tracked contacts and is not a list of the best service providers.
Snapshot: October 12, 2026.
RevenueBase is a B2B data infrastructure company. Its September 3, 2026 published methodology describes a graph of 60 million companies and 398.9 million professional contacts; these platform figures differ from this page's totals. Published methodology ↗
Estate planning architects by metro
Questions about this company list
What does Exact match mean for estate planning architects?
The separate RevenueBase SmartSearch column identifies inclusion at the closest semantic matching preset. It is not a literal keyword match, a per-company confidence score or a quality endorsement. Changing the search form opens a new search in RevenueBase; it does not reclassify these saved rows.
How many estate planning architects did RevenueBase find based in South Africa?
The saved snapshot records 238 matching company records, 4,128 tracked contacts and 1,734 verified emails. The public preview displays 25 selected records.
Where do the company descriptions come from?
RevenueBase compiles company information from public sources, including company websites and public professional profiles such as LinkedIn, alongside information supplied by companies. The short recorded excerpt shown here is separate from the complete business description used for matching; individual source URLs and collection dates are not provided in this public snapshot.
How are the public companies ordered?
The selected public records are ordered by contacts tracked in RevenueBase, highest first. Contact coverage is a prospecting measure, not an assessment of the company's services or quality.
How can I get contact information?
Select a company's contact count to open its filtered contacts in RevenueBase. Free signup is required and includes 500 credits and limited free results. Verified emails, direct dials and mobile numbers depend on available coverage.
How current is this list?
Snapshot: October 12, 2026. Review each company's website for current services and locations. A recorded business description does not establish that every company offers every service named in the search.
What do headquarters and employee bands mean?
These are recorded company-level fields, rather than a map of every branch or a count of specialists. Missing headquarters or employee bands are labeled; older records may show a location separately from recorded headquarters.
Build your next target company list
Adapt this niche search and work with available contacts in RevenueBase.
Related lists
Estate planning architects by geography
- Estate planning architects based in Melbourne, Australia
- Estate planning architects based in Sydney, Australia
- Estate planning architects based in Sao Paulo, Brazil
- Estate planning architects based in Calgary, Canada
- Estate planning architects based in Montreal, Canada
- Estate planning architects based in Ottawa, Canada
- Estate planning architects based in Toronto, Canada
- Estate planning architects based in Vancouver, Canada
- Estate planning architects based in Bordeaux, France
- Estate planning architects based in Lyon, France
- Estate planning architects based in Paris, France
- Estate planning architects based in Toulouse, France
Cite this list
RevenueBase Data Team. Top 25 estate planning architects based in South Africa. Snapshot: October 12, 2026. https://revenuebase.ai/companies/estate-planning-architects/south-africa.
This is a selected public preview of saved company records, rather than an independently verified census. Open the source page ↗
More company lists
- All company lists
- Lists by location
- Lists A-Z
- New lists
- Estate planning architects based in Melbourne, Australia
- Estate planning architects based in Sydney, Australia
- Estate planning architects based in Sao Paulo, Brazil
- Estate planning architects based in Calgary, Canada
- Estate planning architects based in Montreal, Canada
- Estate planning architects based in Ottawa, Canada
Company intelligence · public preview
Top 25 estate planning architects based in South Africa
RevenueBase records 238 matching company records for estate planning architects based in South Africa, with 4,128 tracked contacts and 1,734 verified work emails.
This public preview shows 25 selected records ordered by tracked contacts. RevenueBase SmartSearch finds company descriptions that match by meaning at Exact. Snapshot: October 12, 2026.
RevenueBase compiles business descriptions for niche-company discovery; each row shows a recorded excerpt where available. Adapt this search to find the companies and contacts you want.
Top 25 estate planning architects based in South Africa
The public list shows selected company records with contact and verified-email coverage. Reported employee bands provide separate company-size context.
| # | Company | Headquarters on record | Reported employees | RevenueBase SmartSearch | Tracked contacts |
|---|---|---|---|---|---|
| 1 | PSG Wealthpsg.co.za HQ: Waterfall, South AfricaReported employees: 501-1,000 | Waterfall, South Africa | 501-1,000 | Exact match | 1,171 contacts → |
“We offer a comprehensive wealth management service, designed to meet your needs as an individual, family or business.” Recorded description excerpt · October 12, 2026Open company data in RevenueBase ↗Free signup required. | |||||
| 2 | Capital Legacycapitallegacy.co.za HQ: Bryanston, South AfricaReported employees: 501-1,000 | Bryanston, South Africa | 501-1,000 | Exact match | 697 contacts → |
“Trust us to help you Leave a Legacy.” Recorded description excerpt · October 12, 2026Open company data in RevenueBase ↗Free signup required. | |||||
| 3 | Citadel Investment Servicescitadel.co.za HQ: Lynnwood Manor, South AfricaReported employees: 201-500 | Lynnwood Manor, South Africa | 201-500 | Exact match | 392 contacts → |
“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 description excerpt · October 12, 2026Open company data in RevenueBase ↗Free signup required. | |||||
| 4 | Futurum Financial Group PTY LTDffg.co.za HQ: Potchefstroom, South AfricaReported employees: 201-500 | Potchefstroom, South Africa | 201-500 | Exact match | 112 contacts → |
“You CREATE the memories, we INSURE the journey.” Recorded description excerpt · October 12, 2026Open company data in RevenueBase ↗Free signup required. | |||||
| 5 | Ascor Independent Wealth Managersascor.co.za HQ: Pretoria, South AfricaReported employees: 11-50 | Pretoria, South Africa | 11-50 | Exact match | 51 contacts → |
“Ascor™ Group of Companies - Independent Wealth Managers.” Recorded description excerpt · October 12, 2026Open company data in RevenueBase ↗Free signup required. | |||||
| 6 | Wealth Associateswealthassociates.co.za HQ: Johannesburg, South AfricaReported employees: 51-200 | Johannesburg, South Africa | 51-200 | Exact match | 35 contacts → |
“Wealth Redefined.” Recorded description excerpt · October 12, 2026Open company data in RevenueBase ↗Free signup required. | |||||
| 7 | Rorich Wolmarans & Luderitz INCrwl.co.za HQ: Pretoria, South AfricaReported employees: 11-50 | Pretoria, South Africa | 11-50 | Exact match | 32 contacts → |
“BRIEF HISTORY OF RORICH WOLMARANS & LUDERITZ INC: The company was founded in 1948 by one G.S.” Recorded description excerpt · October 12, 2026Open company data in RevenueBase ↗Free signup required. | |||||
| 8 | Gradidge Mahura Investmentsgminvestments.co.za HQ: Illovo, South AfricaReported employees: 11-50 | Illovo, South Africa | 11-50 | Exact match | 28 contacts → |
“At Gradidge Mahura Investments, we help families, professionals, and entrepreneurs create, grow, and protect wealth through tailored financial solutions.” Recorded description excerpt · October 12, 2026Open company data in RevenueBase ↗Free signup required. | |||||
| 9 | Whitfield Fintaxwftax.co.za HQ: Port Elizabeth, South AfricaReported employees: 51-200 | Port Elizabeth, South Africa | 51-200 | Exact match | 25 contacts → |
“Established in 1989, we aim to build long term relationships with our clients and take our motto - WHERE RELATIONSHIPS COUNT - very seriously.” Recorded description excerpt · October 12, 2026Open company data in RevenueBase ↗Free signup required. | |||||
| 10 | Legatus Trustlegatus.co.za HQ: Randburg, South AfricaReported employees: 11-50 | Randburg, South Africa | 11-50 | Exact match | 22 contacts → |
“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…” Recorded description excerpt · October 12, 2026Open company data in RevenueBase ↗Free signup required. | |||||
| 11 | Rosebank Wealth Group PTY LTDrosebankwealthgroup.com HQ: Rosebank, South AfricaReported employees: 11-50 | Rosebank, South Africa | 11-50 | Exact match | 21 contacts → |
“Founded in June 2009, Rosebank Wealth Group (RWG) is located in Rosebank, Johannesburg and currently employees 16 staff members.” Recorded description excerpt · October 12, 2026Open company data in RevenueBase ↗Free signup required. | |||||
| 12 | HVM Grouphvm.co.za HQ: Durban, South AfricaReported employees: 11-50 | Durban, South Africa | 11-50 | Exact match | 17 contacts → |
“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…” Recorded description excerpt · October 12, 2026Open company data in RevenueBase ↗Free signup required. | |||||
| 13 | Johan Jacobs & Malcolm Moodie INCjjmm.co.za HQ: Kempton Park, South AfricaReported employees: 11-50 | Kempton Park, South Africa | 11-50 | Exact match | 16 contacts → |
“DIRECTORS JOHAN JACOBS Holds the degree BIuris and is the sole shareholder of the two companies who own the firm.” Recorded description excerpt · October 12, 2026Open company data in RevenueBase ↗Free signup required. | |||||
| 14 | Iota Investment Services PTY LTDiota.co.za HQ: Johannesburg, South AfricaReported employees: 11-50 | Johannesburg, South Africa | 11-50 | Exact match | 14 contacts → |
“COMPANY HISTORY IOTA Investment Services (Pty) Ltd was established in 1993, through the amalgamation of two businesses which had been running since 1986.” Recorded description excerpt · October 12, 2026Open company data in RevenueBase ↗Free signup required. | |||||
| 15 | Activ8 Groupactiv8group.co.za HQ: Durban, South AfricaReported employees: 11-50 | Durban, South Africa | 11-50 | Exact match | 14 contacts → |
“The Activ8 Group was created with the vision to be the trusted advisor and confidant to high net worth families and corporate citizens.” Recorded description excerpt · October 12, 2026Open company data in RevenueBase ↗Free signup required. | |||||
| 16 | Garach Corporationgarach.co.za HQ: La Lucia, South AfricaReported employees: 11-50 | La Lucia, South Africa | 11-50 | Exact match | 14 contacts → |
“The firm subscribes to the core values of initiative, accessibility and timely response.” Recorded description excerpt · October 12, 2026Open company data in RevenueBase ↗Free signup required. | |||||
| 17 | Capta Wealthcaptawealth.com HQ: Bryanston, South AfricaReported employees: 11-50 | Bryanston, South Africa | 11-50 | Exact match | 13 contacts → |
“Founded in 2006, Capta Wealth was established as a global currency and wealth management provider in South Africa.” Recorded description excerpt · October 12, 2026Open company data in RevenueBase ↗Free signup required. | |||||
| 18 | Family Wealth Custodiansfamilywealth.co.za HQ: Paarl, South AfricaReported employees: 1-10 | Paarl, South Africa | 1-10 | Exact match | 13 contacts → |
“As an independent family wealth management company, Family Wealth Custodians understands that our clients' families are their greatest wealth.” Recorded description excerpt · October 12, 2026Open company data in RevenueBase ↗Free signup required. | |||||
| 19 | CA Trust Companycatc.co.za HQ: Port Elizabeth, South AfricaReported employees: 11-50 | Port Elizabeth, South Africa | 11-50 | Exact match | 13 contacts → |
“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…” Recorded description excerpt · October 12, 2026Open company data in RevenueBase ↗Free signup required. | |||||
| 20 | The Confiance Groupconfiance.co.za HQ: Bellville, South AfricaReported employees: 11-50 | Bellville, South Africa | 11-50 | Exact match | 12 contacts → |
“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.” Recorded description excerpt · October 12, 2026Open company data in RevenueBase ↗Free signup required. | |||||
| 21 | Oosthuizen Booyse And Associates INCob-group.co.za HQ: Hillcrest, South AfricaReported employees: 11-50 | Hillcrest, South Africa | 11-50 | Exact match | 10 contacts → |
“The combined skills and business acumen of Partners, Deon and Juandré, have led to a thriving and growing practice.” Recorded description excerpt · October 12, 2026Open company data in RevenueBase ↗Free signup required. | |||||
| 22 | FC Financial Groupfcfin.co.za HQ: City Of Tshwane, South AfricaReported employees: 11-50 | City Of Tshwane, South Africa | 11-50 | Exact match | 10 contacts → |
“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.” Recorded description excerpt · October 12, 2026Open company data in RevenueBase ↗Free signup required. | |||||
| 23 | Hausberger Financial Serviceshausbergerfs.co.za HQ: Fourways, South AfricaReported employees: 11-50 | Fourways, South Africa | 11-50 | Exact match | 10 contacts → |
“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.” Recorded description excerpt · October 12, 2026Open company data in RevenueBase ↗Free signup required. | |||||
| 24 | Fidelis VOXfidelisvox.co.za HQ: Bryanston, South AfricaReported employees: 1-10 | Bryanston, South Africa | 1-10 | Exact match | 10 contacts → |
“Fidelis Vox is the trusted voice of passionate and skilled individuals who work together in an agreed value system to maximise your Family Wealth.” Recorded description excerpt · October 12, 2026Open company data in RevenueBase ↗Free signup required. | |||||
| 25 | Foundation Family Wealthfoundationfamilywealth.co.za HQ: Johannesburg, South AfricaReported employees: 1-10 | Johannesburg, South Africa | 1-10 | Exact match | 10 contacts → |
“Foundation Family Wealth is a boutique financial consulting firm that surpasses traditional wealth management.” Recorded description excerpt · October 12, 2026Open company data in RevenueBase ↗Free signup required. | |||||
Showing 25 of 238 company matches
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Estate planning architects: dataset insights
October 12, 2026These summaries describe recorded coverage in this saved dataset. This page is derived from saved source records; per-contact mobile coverage and email-recency results are not established by this snapshot.
Reported company sizes
238 records in the displayed employee bands.
0 matching records are outside the displayed bands or do not have a displayed size. Bars show shares of the displayed bands.
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 238 companies.
How this company list was built
Describe a niche in your own words: companies installing commercial solar, or manufacturers of sustainable packaging. RevenueBase SmartSearch finds companies whose compiled business descriptions match by meaning. This list is one saved example to adapt.
Where the company descriptions come from
RevenueBase compiles company information from public sources, including company websites and public professional profiles such as LinkedIn, alongside information supplied by companies. The short recorded excerpt shown here is separate from the complete business description used for matching; individual source URLs and collection dates are not provided in this public snapshot.
RevenueBase SmartSearch matching settings
- Exact
- Closest fits to the business described.
- Similar
- Similar businesses with a wider range of fits.
- Related
- Related businesses in and around the category.
- Broad
- A broader set of businesses connected to the description.
RevenueBase SmartSearch · Exact match identifies inclusion in this search's closest semantic matching setting. It is not a per-company confidence score, a literal keyword match, or a quality endorsement.
Selection, ordering and scope
The public list shows selected company records with contact and verified-email coverage. Reported employee bands provide separate company-size context.
This page is derived from saved source records; per-contact mobile coverage and email-recency results are not established by this snapshot.
Recorded company descriptions support research; check company websites for current services. The selected preview is ordered by tracked contacts and is not a list of the best service providers.
Snapshot: October 12, 2026.
RevenueBase is a B2B data infrastructure company. Its September 3, 2026 published methodology describes a graph of 60 million companies and 398.9 million professional contacts; these platform figures differ from this page's totals. Published methodology ↗
Estate planning architects by metro
Questions about this company list
What does Exact match mean for estate planning architects?
The separate RevenueBase SmartSearch column identifies inclusion at the closest semantic matching preset. It is not a literal keyword match, a per-company confidence score or a quality endorsement. Changing the search form opens a new search in RevenueBase; it does not reclassify these saved rows.
How many estate planning architects did RevenueBase find based in South Africa?
The saved snapshot records 238 matching company records, 4,128 tracked contacts and 1,734 verified emails. The public preview displays 25 selected records.
Where do the company descriptions come from?
RevenueBase compiles company information from public sources, including company websites and public professional profiles such as LinkedIn, alongside information supplied by companies. The short recorded excerpt shown here is separate from the complete business description used for matching; individual source URLs and collection dates are not provided in this public snapshot.
How are the public companies ordered?
The selected public records are ordered by contacts tracked in RevenueBase, highest first. Contact coverage is a prospecting measure, not an assessment of the company's services or quality.
How can I get contact information?
Select a company's contact count to open its filtered contacts in RevenueBase. Free signup is required and includes 500 credits and limited free results. Verified emails, direct dials and mobile numbers depend on available coverage.
How current is this list?
Snapshot: October 12, 2026. Review each company's website for current services and locations. A recorded business description does not establish that every company offers every service named in the search.
What do headquarters and employee bands mean?
These are recorded company-level fields, rather than a map of every branch or a count of specialists. Missing headquarters or employee bands are labeled; older records may show a location separately from recorded headquarters.
Build your next target company list
Adapt this niche search and work with available contacts in RevenueBase.
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- Estate planning architects based in Calgary, Canada
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- Estate planning architects based in Toronto, Canada
- Estate planning architects based in Vancouver, Canada
- Estate planning architects based in Bordeaux, France
- Estate planning architects based in Lyon, France
- Estate planning architects based in Paris, France
- Estate planning architects based in Toulouse, France
Cite this list
RevenueBase Data Team. Top 25 estate planning architects based in South Africa. Snapshot: October 12, 2026. https://revenuebase.ai/companies/estate-planning-architects/south-africa.
This is a selected public preview of saved company records, rather than an independently verified census. Open the source page ↗
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