Company lists · Data refreshed September 2026

Top 25 Estate planning companies based in South Africa

Name: Estate planning companies 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 108 companies tracked

RevenueBase identified 108 estate planning companies headquartered in South Africa as of September 2026 and tracks 2,409 professional contacts across them, including 1,139 with verified work emails. Johannesburg is the largest hub.

This list covers estate planning companies 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

108Companies

2,409Contacts tracked

1,139Verified emails

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The 25 largest estate planning companies based in South Africa

Ranked by team size

Top 25 of 108 estate planning companies 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 companies: 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	Rorich Wolmarans & Luderitz INC	Indirect evidence	Pretoria, South AfricaHQ checked Sep 19, 2026	11-50	30 contacts →
	Indirect evidence “BRIEF HISTORY OF RORICH WOLMARANS & LUDERITZ INC: The company was founded in 1948 by one G.S.” Source: RevenueBase Database · checked Sep 19, 2026
4	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
5	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
6	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
7	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
8	FC Financial Group	Partial evidence	City Of Tshwane, South AfricaHQ checked Sep 19, 2026	11-50	12 contacts →
	Partial 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
9	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
10	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
11	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
12	Lifesense Financial Services	Indirect evidence	Sandton, South AfricaHQ checked Sep 19, 2026	11-50	9 contacts →
	Indirect evidence “LifeSense Financial Services has over 25 years of experience providing South Africans with top quality financial services solutions.” Source: RevenueBase Database · checked Sep 19, 2026
13	Appleton	Indirect evidence	Constantia, South AfricaHQ checked Sep 19, 2026	51-200	8 contacts →
	Indirect evidence “Appleton Fiduciary Services provides the highest levels of service, attention, professionalism and efficiency.” Source: RevenueBase Database · checked Sep 19, 2026
14	BAY Wealth Management	Indirect evidence	Port Elizabeth, South AfricaHQ checked Sep 19, 2026	1-10	6 contacts →
	Indirect evidence “Bay Wealth Management was founded in 2003 by Adrian Meistre as a holistic and independent wealth management and financial services provider.” Source: RevenueBase Database · checked Sep 19, 2026
15	Franzsen & VAN Reenen Wealth Advisory	Indirect evidence	Somerset West, South AfricaHQ checked Sep 19, 2026	1-10	5 contacts →
	Indirect evidence “At FRANZSEN & VAN REENEN we believe that an individual investor’s portfolio should represent almost the same individuality as his or her own fingerprint.” Source: RevenueBase Database · checked Sep 19, 2026
16	Your Capital PTY LTD	Indirect evidence	Centurion, South AfricaHQ checked Sep 19, 2026	1-10	5 contacts →
	Indirect evidence “We’re Your Capital.” Source: RevenueBase Database · checked Sep 19, 2026
17	Crest Trust	Indirect evidence	Centurion, South AfricaHQ checked Sep 19, 2026	1-10	5 contacts →
	Indirect evidence “We offer the full range of fiduciary services to the high net worth individual, i.e.” Source: RevenueBase Database · checked Sep 19, 2026
18	Trustees For The Future PTY LTD	Partial evidence	Potchefstroom, South AfricaHQ checked Sep 19, 2026	11-50	5 contacts →
	Partial evidence “Trustees for the Future (Pty) Ltd is a company dedicated to serve you as a client with regard to your succession planning.” Source: RevenueBase Database · checked Sep 19, 2026
19	DU Toit, Butler & Olckers	Indirect evidence	Parys, South AfricaHQ checked Sep 19, 2026	11-50	5 contacts →
	Indirect evidence “Du Toit, Butler & Olckers is a dynamic firm of Attorneys, Conveyancers & Notaries.” Source: RevenueBase Database · checked Sep 19, 2026
20	Marsh Fidelity	Partial evidence	Durban, South AfricaHQ checked Sep 19, 2026	1-10	4 contacts →
	Partial evidence “Marsh Fidelity is a deceased estate and fiduciary business based KwaZulu-Natal.” Source: RevenueBase Database · checked Sep 19, 2026
21	Mccreesh And Associates PTY LTD	Indirect evidence	Rivonia, South AfricaHQ checked Sep 19, 2026	1-10	4 contacts →
	Indirect evidence “McCreesh & Associates offers bespoke administration, taxation, accounting, fiduciary and financial advice and solutions to private individuals, partnerships, trusts and companies.” Source: RevenueBase Database · checked Sep 19, 2026
22	Garde Capital Family Office	Indirect evidence	Devonvallei, South AfricaHQ checked Sep 19, 2026	1-10	4 contacts →
	Indirect evidence “Garde Capital is a boutique family office management firm based in Stellenbosch, South Africa.” Source: RevenueBase Database · checked Sep 19, 2026
23	U Sorted Financial Services	Partial evidence	Johannesburg, South AfricaHQ checked Sep 19, 2026	11-50	3 contacts →
	Partial evidence “The U-Sorted Financial Services is a proud partner of Capital Legacy, South Africa’s leading provider of Wills and Estate Administration.” Source: RevenueBase Database · checked Sep 19, 2026
24	SA Prime Trustees	Strong evidence	Cape Town, South AfricaHQ checked Sep 19, 2026	1-10	3 contacts →
	Strong evidence “SA Prime Trustees is a leading firm specialising in the provision of exceptional services related to trust formation, trust advisory, administration, and estate planning.” Source: RevenueBase Database · checked Sep 19, 2026
25	Hepburn INC	Indirect evidence	Pietermaritzburg, South AfricaHQ checked Sep 19, 2026	1-10	3 contacts →
	Indirect evidence “Legal matters are daunting for the average layman and can lead to untold problems, unless handled professionally.” 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 companies. 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 companies.
Partial evidence: Its own public description names part of estate planning companies, so it works in or next to the category without describing itself that way.
Indirect evidence: The description shown does not name estate planning companies. 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 108 estate planning companies based in South Africa

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Estate planning companies based in South Africa at a glance

As of Sep 19, 2026

47.3%Verified-email coverage

22.3Average contacts per company

1-10Median size (employees)

13.9%Largest-city concentration · Johannesburg

Sep 19, 2026Page data refreshed

Companies by employee count

1-10

11-50

51-200

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 108 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 companies, 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 companies”. 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 companies), 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 companies, 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, 1,139 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.

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 companies, 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 companies are there based in South Africa?

RevenueBase identified 108 estate planning companies 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 companies?

Johannesburg leads with 15 headquartered companies, followed by Cape Town (10) and Pretoria (7).

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 1,139 verified decision-maker contacts tracked across these 108 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.