Company lists · Data refreshed September 2026
Top 25 Family office software providers based in South Africa
RevenueBase identified 40 company matches for family office software providers associated with South Africa as of September 2026 and tracks 708 professional contacts across them, including 421 with verified work emails and 25 with mobile numbers. Cape Town is the largest hub.
This list covers company matches for family office software providers associated with South Africa, found by RevenueBase SmartSearch using the meaning of business descriptions in its company graph at Exact. Ranked by professionals tracked, largest first. Rows show recorded descriptions where available, Exact search membership and the snapshot date. Data refreshed September 2, 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 family office software providers based in South Africa
Ranked by team size| # | Company | Contacts | |||
|---|---|---|---|---|---|
| 1 | 377 contacts → | ||||
Exact match “Far more than specialist wealth managers, we’re here to secure and grow your wealth, so that you have the freedom to choose the size of your dreams and the content of your next…” Recorded in the RevenueBase company graph · Sep 2, 2026 · View company records in RevenueBase | |||||
| 2 | 81 contacts → | ||||
Exact match “Since 1990, Private Client Holdings has been assisting families define and implement strategies for managing their wealth.” Recorded in the RevenueBase company graph · Sep 2, 2026 · View company records in RevenueBase | |||||
| 3 | 28 contacts → | ||||
Exact match “Fundamental Software is a specialist Investment Management Software company providing innovative solutions and quality services to investment companies.” Recorded in the RevenueBase company graph · Sep 2, 2026 · View company records in RevenueBase | |||||
| 4 | 22 contacts → | ||||
Exact match “Elite Wealth provides a software solution for medium to large financial advisory companies.” Recorded in the RevenueBase company graph · Sep 2, 2026 · View company records in RevenueBase | |||||
| 5 | 17 contacts → | ||||
Exact match “FINWorks offers: 1.” Recorded in the RevenueBase company graph · Sep 2, 2026 · View company records in RevenueBase | |||||
| 6 | 17 contacts → | ||||
Exact match “Definitive is a privately owned wealth management business built on clarity, discipline, and care.” Recorded in the RevenueBase company graph · Sep 2, 2026 · View company records in RevenueBase | |||||
| 7 | 12 contacts → | ||||
Exact match “Wealthpoint Capital is a private client wealth and asset management business that specializes in bespoke portfolio management, fund management, and investment family office…” Recorded in the RevenueBase company graph · Sep 2, 2026 · View company records in RevenueBase | |||||
| 8 | 11 contacts → | ||||
Exact match “Designed to make your business more efficient and profitable, FSPHub is a totally customisable practice management solution that will help you achieve and maintain control…” Recorded in the RevenueBase company graph · Sep 2, 2026 · View company records in RevenueBase | |||||
| 9 | 11 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 · Sep 2, 2026 · View company records in RevenueBase | |||||
| 10 | 9 contacts → | ||||
Exact match “Robert Cowen Investments (RCI) is a Family Office and niche investment house, managing private clients assets and specialising in family wealth management.” Recorded in the RevenueBase company graph · Sep 2, 2026 · View company records in RevenueBase | |||||
| 11 | 7 contacts → | ||||
Exact match “ISGAM’S CORE SERVICES ARE • In-house portfolio management and investment research.” Recorded in the RevenueBase company graph · Sep 2, 2026 · View company records in RevenueBase | |||||
| 12 | 7 contacts → | ||||
Exact match “Bayswater Capital is a well-established investment house trusted by high-net worth and family office clients for our customised investment and derivative solutions.” Recorded in the RevenueBase company graph · Sep 2, 2026 · View company records in RevenueBase | |||||
| 13 | 7 contacts → | ||||
Exact match “Mosaic Family Office is a multi-family office specialist that provides niche and tailored professional services to affluent individuals, their families, and their related…” Recorded in the RevenueBase company graph · Sep 2, 2026 · View company records in RevenueBase | |||||
| 14 | 6 contacts → | ||||
Exact match “AdviceTech offers an industry leading, comprehensive Financial Planning and Advisory software package designed to suit the individualised needs of small, medium and large Category…” Recorded in the RevenueBase company graph · Sep 2, 2026 · View company records in RevenueBase | |||||
| 15 | 6 contacts → | ||||
Exact match “Lautus Solutions provides wealth managers with an industry leading investment administration platform that delivers a single investor view and comprehensive management of…” Recorded in the RevenueBase company graph · Sep 2, 2026 · View company records in RevenueBase | |||||
| 16 | 6 contacts → | ||||
Exact match “O'Brien Financial was established in 1970 by the late Ivan O'Brien.” Recorded in the RevenueBase company graph · Sep 2, 2026 · View company records in RevenueBase | |||||
| 17 | 5 contacts → | ||||
Exact match “Finway International is a boutique investment management firm dedicated to growing, preserving and transferring wealth across generations.” Recorded in the RevenueBase company graph · Sep 2, 2026 · View company records in RevenueBase | |||||
| 18 | 4 contacts → | ||||
Exact match “Auro is a family wealth office in which the administrative, fiduciary, management and risk aspects of our clients are addressed on a comprehensive basis.” Recorded in the RevenueBase company graph · Sep 2, 2026 · View company records in RevenueBase | |||||
| 19 | 4 contacts → | ||||
Exact match “Wealth Legacy gives you the opportunity to partner with a professional and caring team.” Recorded in the RevenueBase company graph · Sep 2, 2026 · View company records in RevenueBase | |||||
| 20 | 4 contacts → | ||||
Exact match “Garde Capital is a boutique family office management firm based in Stellenbosch, South Africa.” Recorded in the RevenueBase company graph · Sep 2, 2026 · View company records in RevenueBase | |||||
| 21 | 3 contacts → | ||||
Exact match “We are a highly motivated team who aspire to achieve optimal results for our clients.” Recorded in the RevenueBase company graph · Sep 2, 2026 · View company records in RevenueBase | |||||
| 22 | 2 contacts → | ||||
Exact match “Maven Insight Capital is a private investment firm which provides wealthy individuals with outsourced family office investment services as well as discretionary portfolio…” Recorded in the RevenueBase company graph · Sep 2, 2026 · View company records in RevenueBase | |||||
| 23 | 2 contacts → | ||||
Exact match “Gray Capital was formed with the concept of applying the best of breed products that meet the needs of our clients.” Recorded in the RevenueBase company graph · Sep 2, 2026 · View company records in RevenueBase | |||||
| 24 | 1 contacts → | ||||
Exact match “Efficient Private Clients is an advisor-centric global investment specialist firm that provides global asset management and family office solutions to entrepreneurs and high net…” Recorded in the RevenueBase company graph · Sep 2, 2026 · View company records in RevenueBase | |||||
| 25 | 1 contacts → | ||||
Exact match “Established by the late Rajoo Kara in 1983, KFP is a family run wealth management firm that shares your hopes and concerns for the future.” Recorded in the RevenueBase company graph · Sep 2, 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 “family office software providers”. 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 40 family office software providers based in South Africa
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Family office software providers based in South Africa at a glance
As of Sep 2, 2026Companies by employee count
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 “family office software providers” 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 421 professional contacts with verified work emails across the full matched dataset. Contacts re-verify on a rolling cadence, and each contact's own verification date is shown inside RevenueBase.
- Refresh
- This page's figures were pulled from the company graph on September 2, 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 “family office software providers”; each Exact match badge shows search membership, not an individual similarity or quality score.
How many family office software providers are there based in South Africa?
RevenueBase identified 40 company matches for family office software providers associated with South Africa as of September 2026, using the meaning of business descriptions at Exact. This is the recorded matched set in the RevenueBase company graph.
What is the largest company on this list?
Citadel Investment Services tops the displayed preview by professional contacts tracked in RevenueBase. Recorded headquarters appear in the company rows.
Which city has the most family office software providers?
Cape Town leads with 11 company records, followed by Johannesburg (7) and Pretoria (4).
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 421 professional contacts with verified work emails tracked across these 40 companies; direct dials are available where recorded.
How current is this list?
The list refreshes periodically as the company graph is re-checked. This page's figures were pulled on September 2, 2026.
Ready to reach these companies? Verified emails and direct dials for all 40 family office software providers based in South Africa. Start with a free account, no credit card.
Download this list →Related lists
Family office software providers by geography
- Family office software providers based in the United States
- Family office software providers based in Switzerland
- Family office software providers based in the United Kingdom
- Family office software providers based in France
- Family office software providers based in Brazil
- Family office software providers based in Germany
- Family office software providers based in Canada
- Family office software providers based in Australia
- Family office software providers based in Spain
- Family office software providers based in the Netherlands
- Family office software providers based in Italy
- Family office software providers based in Israel
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
- Family office software providers based in the United States
- Family office software providers based in Switzerland
- Family office software providers based in the United Kingdom
- Family office software providers based in France
- Family office software providers based in Brazil
- Family office software providers based in Germany
Company intelligence · public preview
Top 25 family office software providers 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 40 matching company records for family office software providers based in South Africa, with 708 tracked contacts and 421 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: September 2, 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 family office software providers 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 |  Citadel Investment Servicescitadel.co.zaHQ: HQ not recorded; location: Claremont, South AfricaReported employees: 201-500 | HQ not recorded; location: Claremont, South Africa | 201-500 | Exact match | 377 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 · September 2, 2026Open company data in RevenueBase ↗Free signup required. | |||||
| 2 |  Private Client Holdingsprivateclient.co.zaHQ: HQ not recorded; location: Cape Town, South AfricaReported employees: 51-200 | HQ not recorded; location: Cape Town, South Africa | 51-200 | Exact match | 81 contacts → |
“Since 1990, Private Client Holdings has been assisting families define and implement strategies for managing their wealth.” Recorded description excerpt · September 2, 2026Open company data in RevenueBase ↗Free signup required. | |||||
| 3 |  Fundamental Softwarefundamental.netHQ: HQ not recorded; location: Cape Town, South AfricaReported employees: 11-50 | HQ not recorded; location: Cape Town, South Africa | 11-50 | Exact match | 28 contacts → |
“Fundamental Software is a specialist Investment Management Software company providing innovative solutions and quality services to investment companies.” Recorded description excerpt · September 2, 2026Open company data in RevenueBase ↗Free signup required. | |||||
| 4 |  Elite Wealth Solutionselitewealth.bizHQ: HQ not recorded; location: Pretoria, South AfricaReported employees: 11-50 | HQ not recorded; location: Pretoria, South Africa | 11-50 | Exact match | 22 contacts → |
“Elite Wealth provides a software solution for medium to large financial advisory companies.” Recorded description excerpt · September 2, 2026Open company data in RevenueBase ↗Free signup required. | |||||
| 5 |  Finworks PTY LTDfinworks.bizHQ: HQ not recorded; location: Centurion, South AfricaReported employees: 11-50 | HQ not recorded; location: Centurion, South Africa | 11-50 | Exact match | 17 contacts → |
“FINWorks offers: 1.” Recorded description excerpt · September 2, 2026Open company data in RevenueBase ↗Free signup required. | |||||
| 6 |  Definitive Capital Managementdefinitivecm.comHQ: HQ not recorded; location: Cape, South AfricaReported employees: 11-50 | HQ not recorded; location: Cape, South Africa | 11-50 | Exact match | 17 contacts → |
“Definitive is a privately owned wealth management business built on clarity, discipline, and care.” Recorded description excerpt · September 2, 2026Open company data in RevenueBase ↗Free signup required. | |||||
| 7 |  Wealthpoint Capital PTY LTDwealthpointcapital.comHQ: HQ not recorded; location: Johannesburg, South AfricaReported employees: 11-50 | HQ not recorded; location: Johannesburg, South Africa | 11-50 | Exact match | 12 contacts → |
“Wealthpoint Capital is a private client wealth and asset management business that specializes in bespoke portfolio management, fund management, and investment family office…” Recorded description excerpt · September 2, 2026Open company data in RevenueBase ↗Free signup required. | |||||
| 8 |  Fsphubfsphub.comHQ: HQ not recorded; location: Cape Town, South AfricaReported employees: 11-50 | HQ not recorded; location: Cape Town, South Africa | 11-50 | Exact match | 11 contacts → |
“Designed to make your business more efficient and profitable, FSPHub is a totally customisable practice management solution that will help you achieve and maintain control…” Recorded description excerpt · September 2, 2026Open company data in RevenueBase ↗Free signup required. | |||||
| 9 |  Family Wealth Custodiansfamilywealth.co.zaHQ: HQ not recorded; location: Paarl, South AfricaReported employees: 1-10 | HQ not recorded; location: Paarl, South Africa | 1-10 | Exact match | 11 contacts → |
“As an independent family wealth management company, Family Wealth Custodians understands that our clients' families are their greatest wealth.” Recorded description excerpt · September 2, 2026Open company data in RevenueBase ↗Free signup required. | |||||
| 10 |  Robert Cowen Investmentsrcinv.co.zaHQ: HQ not recorded; location: Bryanston, South AfricaReported employees: 11-50 | HQ not recorded; location: Bryanston, South Africa | 11-50 | Exact match | 9 contacts → |
“Robert Cowen Investments (RCI) is a Family Office and niche investment house, managing private clients assets and specialising in family wealth management.” Recorded description excerpt · September 2, 2026Open company data in RevenueBase ↗Free signup required. | |||||
| 11 |  ISGAMisgam.chHQ: HQ not recorded; location: Cape Town, South AfricaReported employees: 11-50 | HQ not recorded; location: Cape Town, South Africa | 11-50 | Exact match | 7 contacts → |
“ISGAM’S CORE SERVICES ARE • In-house portfolio management and investment research.” Recorded description excerpt · September 2, 2026Open company data in RevenueBase ↗Free signup required. | |||||
| 12 |  Bayswater Capitalbayswatercapital.co.zaHQ: HQ not recorded; location: Johannesburg, South AfricaReported employees: 1-10 | HQ not recorded; location: Johannesburg, South Africa | 1-10 | Exact match | 7 contacts → |
“Bayswater Capital is a well-established investment house trusted by high-net worth and family office clients for our customised investment and derivative solutions.” Recorded description excerpt · September 2, 2026Open company data in RevenueBase ↗Free signup required. | |||||
| 13 | Mosaic Family Officemosaic.co.za HQ: HQ not recorded; location: Weltevredenpark, South AfricaReported employees: 11-50 | HQ not recorded; location: Weltevredenpark, South Africa | 11-50 | Exact match | 7 contacts → |
“Mosaic Family Office is a multi-family office specialist that provides niche and tailored professional services to affluent individuals, their families, and their related…” Recorded description excerpt · September 2, 2026Open company data in RevenueBase ↗Free signup required. | |||||
| 14 |  Advicetech PTY LTDadvicetech.co.zaHQ: HQ not recorded; location: Johannesburg, South AfricaReported employees: 1-10 | HQ not recorded; location: Johannesburg, South Africa | 1-10 | Exact match | 6 contacts → |
“AdviceTech offers an industry leading, comprehensive Financial Planning and Advisory software package designed to suit the individualised needs of small, medium and large Category…” Recorded description excerpt · September 2, 2026Open company data in RevenueBase ↗Free signup required. | |||||
| 15 |  Lautus Solutionslautus.netHQ: HQ not recorded; location: Woodmead, South AfricaReported employees: 11-50 | HQ not recorded; location: Woodmead, South Africa | 11-50 | Exact match | 6 contacts → |
“Lautus Solutions provides wealth managers with an industry leading investment administration platform that delivers a single investor view and comprehensive management of…” Recorded description excerpt · September 2, 2026Open company data in RevenueBase ↗Free signup required. | |||||
| 16 |  O'brien Financialobrienfinancial.co.zaHQ: HQ not recorded; location: Woodstock, South AfricaReported employees: 11-50 | HQ not recorded; location: Woodstock, South Africa | 11-50 | Exact match | 6 contacts → |
“O'Brien Financial was established in 1970 by the late Ivan O'Brien.” Recorded description excerpt · September 2, 2026Open company data in RevenueBase ↗Free signup required. | |||||
| 17 |  Finway Internationalfinway.co.zaHQ: HQ not recorded; location: Cape Town, South AfricaReported employees: 1-10 | HQ not recorded; location: Cape Town, South Africa | 1-10 | Exact match | 5 contacts → |
“Finway International is a boutique investment management firm dedicated to growing, preserving and transferring wealth across generations.” Recorded description excerpt · September 2, 2026Open company data in RevenueBase ↗Free signup required. | |||||
| 18 |  Auro Professionalauroprofessional.comHQ: HQ not recorded; location: Paarl Wp, South AfricaReported employees: 1-10 | HQ not recorded; location: Paarl Wp, South Africa | 1-10 | Exact match | 4 contacts → |
“Auro is a family wealth office in which the administrative, fiduciary, management and risk aspects of our clients are addressed on a comprehensive basis.” Recorded description excerpt · September 2, 2026Open company data in RevenueBase ↗Free signup required. | |||||
| 19 |  Wealth Legacy PTY LTDwealth-legacy.co.zaHQ: HQ not recorded; location: Johannesburg, South AfricaReported employees: 1-10 | HQ not recorded; location: Johannesburg, South Africa | 1-10 | Exact match | 4 contacts → |
“Wealth Legacy gives you the opportunity to partner with a professional and caring team.” Recorded description excerpt · September 2, 2026Open company data in RevenueBase ↗Free signup required. | |||||
| 20 |  Garde Capital Family Officegardecapital.co.zaHQ: HQ not recorded; location: Stellenbosch, South AfricaReported employees: 1-10 | HQ not recorded; location: Stellenbosch, South Africa | 1-10 | Exact match | 4 contacts → |
“Garde Capital is a boutique family office management firm based in Stellenbosch, South Africa.” Recorded description excerpt · September 2, 2026Open company data in RevenueBase ↗Free signup required. | |||||
| 21 |  Pinnacle Wealth Managementpwmsa.co.zaHQ: HQ not recorded; location: Cape Town, South AfricaReported employees: 1-10 | HQ not recorded; location: Cape Town, South Africa | 1-10 | Exact match | 3 contacts → |
“We are a highly motivated team who aspire to achieve optimal results for our clients.” Recorded description excerpt · September 2, 2026Open company data in RevenueBase ↗Free signup required. | |||||
| 22 |  Maven Insight Capitalmavenic.co.zaHQ: HQ not recorded; location: Cape Town, South AfricaReported employees: 1-10 | HQ not recorded; location: Cape Town, South Africa | 1-10 | Exact match | 2 contacts → |
“Maven Insight Capital is a private investment firm which provides wealthy individuals with outsourced family office investment services as well as discretionary portfolio…” Recorded description excerpt · September 2, 2026Open company data in RevenueBase ↗Free signup required. | |||||
| 23 |  Gray Capitalgraycapital.co.zaHQ: HQ not recorded; location: Bryanston, South AfricaReported employees: 1-10 | HQ not recorded; location: Bryanston, South Africa | 1-10 | Exact match | 2 contacts → |
“Gray Capital was formed with the concept of applying the best of breed products that meet the needs of our clients.” Recorded description excerpt · September 2, 2026Open company data in RevenueBase ↗Free signup required. | |||||
| 24 | Efficient Private Clientsefpc.co.za HQ: HQ not recorded; location: Pretoria, South AfricaReported employees: 11-50 | HQ not recorded; location: Pretoria, South Africa | 11-50 | Exact match | 1 contacts → |
“Efficient Private Clients is an advisor-centric global investment specialist firm that provides global asset management and family office solutions to entrepreneurs and high net…” Recorded description excerpt · September 2, 2026Open company data in RevenueBase ↗Free signup required. | |||||
| 25 |  Kara Financial Plannerskarafin.co.zaHQ: HQ not recorded; location: Westville, South AfricaReported employees: 1-10 | HQ not recorded; location: Westville, South Africa | 1-10 | Exact match | 1 contacts → |
“Established by the late Rajoo Kara in 1983, KFP is a family run wealth management firm that shares your hopes and concerns for the future.” Recorded description excerpt · September 2, 2026Open company data in RevenueBase ↗Free signup required. | |||||
Showing 25 of 40 company matches
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Family office software providers: dataset insights
September 2, 2026These summaries describe recorded coverage in this saved dataset. Coverage describes records in RevenueBase, rather than a census of every business in this market.
Reported company sizes
40 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.
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.
Coverage describes records in RevenueBase, rather than a census of every business in this market.
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: September 2, 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 ↗
Questions about this company list
What does Exact match mean for family office software providers?
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 family office software providers did RevenueBase find based in South Africa?
The saved snapshot records 40 matching company records, 708 tracked contacts and 421 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: September 2, 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
Family office software providers by geography
- Family office software providers based in the United States
- Family office software providers based in Switzerland
- Family office software providers based in the United Kingdom
- Family office software providers based in France
- Family office software providers based in Brazil
- Family office software providers based in Germany
- Family office software providers based in Canada
- Family office software providers based in Australia
- Family office software providers based in Spain
- Family office software providers based in the Netherlands
- Family office software providers based in Italy
- Family office software providers based in Israel
Cite this list
RevenueBase Data Team. Top 25 family office software providers based in South Africa. Snapshot: September 2, 2026. https://revenuebase.ai/companies/family-office-software-providers/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
- Family office software providers based in the United States
- Family office software providers based in Switzerland
- Family office software providers based in the United Kingdom
- Family office software providers based in France
- Family office software providers based in Brazil
- Family office software providers based in Germany
Company intelligence · public preview
Top 25 family office software providers based in South Africa
RevenueBase records 40 matching company records for family office software providers based in South Africa, with 708 tracked contacts and 421 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: September 2, 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 family office software providers 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 | Citadel Investment Servicescitadel.co.za HQ: HQ not recorded; location: Claremont, South AfricaReported employees: 201-500 | HQ not recorded; location: Claremont, South Africa | 201-500 | Exact match | 377 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 · September 2, 2026Open company data in RevenueBase ↗Free signup required. | |||||
| 2 | Private Client Holdingsprivateclient.co.za HQ: HQ not recorded; location: Cape Town, South AfricaReported employees: 51-200 | HQ not recorded; location: Cape Town, South Africa | 51-200 | Exact match | 81 contacts → |
“Since 1990, Private Client Holdings has been assisting families define and implement strategies for managing their wealth.” Recorded description excerpt · September 2, 2026Open company data in RevenueBase ↗Free signup required. | |||||
| 3 | Fundamental Softwarefundamental.net HQ: HQ not recorded; location: Cape Town, South AfricaReported employees: 11-50 | HQ not recorded; location: Cape Town, South Africa | 11-50 | Exact match | 28 contacts → |
“Fundamental Software is a specialist Investment Management Software company providing innovative solutions and quality services to investment companies.” Recorded description excerpt · September 2, 2026Open company data in RevenueBase ↗Free signup required. | |||||
| 4 | Elite Wealth Solutionselitewealth.biz HQ: HQ not recorded; location: Pretoria, South AfricaReported employees: 11-50 | HQ not recorded; location: Pretoria, South Africa | 11-50 | Exact match | 22 contacts → |
“Elite Wealth provides a software solution for medium to large financial advisory companies.” Recorded description excerpt · September 2, 2026Open company data in RevenueBase ↗Free signup required. | |||||
| 5 | Finworks PTY LTDfinworks.biz HQ: HQ not recorded; location: Centurion, South AfricaReported employees: 11-50 | HQ not recorded; location: Centurion, South Africa | 11-50 | Exact match | 17 contacts → |
“FINWorks offers: 1.” Recorded description excerpt · September 2, 2026Open company data in RevenueBase ↗Free signup required. | |||||
| 6 | Definitive Capital Managementdefinitivecm.com HQ: HQ not recorded; location: Cape, South AfricaReported employees: 11-50 | HQ not recorded; location: Cape, South Africa | 11-50 | Exact match | 17 contacts → |
“Definitive is a privately owned wealth management business built on clarity, discipline, and care.” Recorded description excerpt · September 2, 2026Open company data in RevenueBase ↗Free signup required. | |||||
| 7 | Wealthpoint Capital PTY LTDwealthpointcapital.com HQ: HQ not recorded; location: Johannesburg, South AfricaReported employees: 11-50 | HQ not recorded; location: Johannesburg, South Africa | 11-50 | Exact match | 12 contacts → |
“Wealthpoint Capital is a private client wealth and asset management business that specializes in bespoke portfolio management, fund management, and investment family office…” Recorded description excerpt · September 2, 2026Open company data in RevenueBase ↗Free signup required. | |||||
| 8 | Fsphubfsphub.com HQ: HQ not recorded; location: Cape Town, South AfricaReported employees: 11-50 | HQ not recorded; location: Cape Town, South Africa | 11-50 | Exact match | 11 contacts → |
“Designed to make your business more efficient and profitable, FSPHub is a totally customisable practice management solution that will help you achieve and maintain control…” Recorded description excerpt · September 2, 2026Open company data in RevenueBase ↗Free signup required. | |||||
| 9 | Family Wealth Custodiansfamilywealth.co.za HQ: HQ not recorded; location: Paarl, South AfricaReported employees: 1-10 | HQ not recorded; location: Paarl, South Africa | 1-10 | Exact match | 11 contacts → |
“As an independent family wealth management company, Family Wealth Custodians understands that our clients' families are their greatest wealth.” Recorded description excerpt · September 2, 2026Open company data in RevenueBase ↗Free signup required. | |||||
| 10 | Robert Cowen Investmentsrcinv.co.za HQ: HQ not recorded; location: Bryanston, South AfricaReported employees: 11-50 | HQ not recorded; location: Bryanston, South Africa | 11-50 | Exact match | 9 contacts → |
“Robert Cowen Investments (RCI) is a Family Office and niche investment house, managing private clients assets and specialising in family wealth management.” Recorded description excerpt · September 2, 2026Open company data in RevenueBase ↗Free signup required. | |||||
| 11 | ISGAMisgam.ch HQ: HQ not recorded; location: Cape Town, South AfricaReported employees: 11-50 | HQ not recorded; location: Cape Town, South Africa | 11-50 | Exact match | 7 contacts → |
“ISGAM’S CORE SERVICES ARE • In-house portfolio management and investment research.” Recorded description excerpt · September 2, 2026Open company data in RevenueBase ↗Free signup required. | |||||
| 12 | Bayswater Capitalbayswatercapital.co.za HQ: HQ not recorded; location: Johannesburg, South AfricaReported employees: 1-10 | HQ not recorded; location: Johannesburg, South Africa | 1-10 | Exact match | 7 contacts → |
“Bayswater Capital is a well-established investment house trusted by high-net worth and family office clients for our customised investment and derivative solutions.” Recorded description excerpt · September 2, 2026Open company data in RevenueBase ↗Free signup required. | |||||
| 13 | Mosaic Family Officemosaic.co.za HQ: HQ not recorded; location: Weltevredenpark, South AfricaReported employees: 11-50 | HQ not recorded; location: Weltevredenpark, South Africa | 11-50 | Exact match | 7 contacts → |
“Mosaic Family Office is a multi-family office specialist that provides niche and tailored professional services to affluent individuals, their families, and their related…” Recorded description excerpt · September 2, 2026Open company data in RevenueBase ↗Free signup required. | |||||
| 14 | Advicetech PTY LTDadvicetech.co.za HQ: HQ not recorded; location: Johannesburg, South AfricaReported employees: 1-10 | HQ not recorded; location: Johannesburg, South Africa | 1-10 | Exact match | 6 contacts → |
“AdviceTech offers an industry leading, comprehensive Financial Planning and Advisory software package designed to suit the individualised needs of small, medium and large Category…” Recorded description excerpt · September 2, 2026Open company data in RevenueBase ↗Free signup required. | |||||
| 15 | Lautus Solutionslautus.net HQ: HQ not recorded; location: Woodmead, South AfricaReported employees: 11-50 | HQ not recorded; location: Woodmead, South Africa | 11-50 | Exact match | 6 contacts → |
“Lautus Solutions provides wealth managers with an industry leading investment administration platform that delivers a single investor view and comprehensive management of…” Recorded description excerpt · September 2, 2026Open company data in RevenueBase ↗Free signup required. | |||||
| 16 | O'brien Financialobrienfinancial.co.za HQ: HQ not recorded; location: Woodstock, South AfricaReported employees: 11-50 | HQ not recorded; location: Woodstock, South Africa | 11-50 | Exact match | 6 contacts → |
“O'Brien Financial was established in 1970 by the late Ivan O'Brien.” Recorded description excerpt · September 2, 2026Open company data in RevenueBase ↗Free signup required. | |||||
| 17 | Finway Internationalfinway.co.za HQ: HQ not recorded; location: Cape Town, South AfricaReported employees: 1-10 | HQ not recorded; location: Cape Town, South Africa | 1-10 | Exact match | 5 contacts → |
“Finway International is a boutique investment management firm dedicated to growing, preserving and transferring wealth across generations.” Recorded description excerpt · September 2, 2026Open company data in RevenueBase ↗Free signup required. | |||||
| 18 | Auro Professionalauroprofessional.com HQ: HQ not recorded; location: Paarl Wp, South AfricaReported employees: 1-10 | HQ not recorded; location: Paarl Wp, South Africa | 1-10 | Exact match | 4 contacts → |
“Auro is a family wealth office in which the administrative, fiduciary, management and risk aspects of our clients are addressed on a comprehensive basis.” Recorded description excerpt · September 2, 2026Open company data in RevenueBase ↗Free signup required. | |||||
| 19 | Wealth Legacy PTY LTDwealth-legacy.co.za HQ: HQ not recorded; location: Johannesburg, South AfricaReported employees: 1-10 | HQ not recorded; location: Johannesburg, South Africa | 1-10 | Exact match | 4 contacts → |
“Wealth Legacy gives you the opportunity to partner with a professional and caring team.” Recorded description excerpt · September 2, 2026Open company data in RevenueBase ↗Free signup required. | |||||
| 20 | Garde Capital Family Officegardecapital.co.za HQ: HQ not recorded; location: Stellenbosch, South AfricaReported employees: 1-10 | HQ not recorded; location: Stellenbosch, South Africa | 1-10 | Exact match | 4 contacts → |
“Garde Capital is a boutique family office management firm based in Stellenbosch, South Africa.” Recorded description excerpt · September 2, 2026Open company data in RevenueBase ↗Free signup required. | |||||
| 21 | Pinnacle Wealth Managementpwmsa.co.za HQ: HQ not recorded; location: Cape Town, South AfricaReported employees: 1-10 | HQ not recorded; location: Cape Town, South Africa | 1-10 | Exact match | 3 contacts → |
“We are a highly motivated team who aspire to achieve optimal results for our clients.” Recorded description excerpt · September 2, 2026Open company data in RevenueBase ↗Free signup required. | |||||
| 22 | Maven Insight Capitalmavenic.co.za HQ: HQ not recorded; location: Cape Town, South AfricaReported employees: 1-10 | HQ not recorded; location: Cape Town, South Africa | 1-10 | Exact match | 2 contacts → |
“Maven Insight Capital is a private investment firm which provides wealthy individuals with outsourced family office investment services as well as discretionary portfolio…” Recorded description excerpt · September 2, 2026Open company data in RevenueBase ↗Free signup required. | |||||
| 23 | Gray Capitalgraycapital.co.za HQ: HQ not recorded; location: Bryanston, South AfricaReported employees: 1-10 | HQ not recorded; location: Bryanston, South Africa | 1-10 | Exact match | 2 contacts → |
“Gray Capital was formed with the concept of applying the best of breed products that meet the needs of our clients.” Recorded description excerpt · September 2, 2026Open company data in RevenueBase ↗Free signup required. | |||||
| 24 | Efficient Private Clientsefpc.co.za HQ: HQ not recorded; location: Pretoria, South AfricaReported employees: 11-50 | HQ not recorded; location: Pretoria, South Africa | 11-50 | Exact match | 1 contacts → |
“Efficient Private Clients is an advisor-centric global investment specialist firm that provides global asset management and family office solutions to entrepreneurs and high net…” Recorded description excerpt · September 2, 2026Open company data in RevenueBase ↗Free signup required. | |||||
| 25 | Kara Financial Plannerskarafin.co.za HQ: HQ not recorded; location: Westville, South AfricaReported employees: 1-10 | HQ not recorded; location: Westville, South Africa | 1-10 | Exact match | 1 contacts → |
“Established by the late Rajoo Kara in 1983, KFP is a family run wealth management firm that shares your hopes and concerns for the future.” Recorded description excerpt · September 2, 2026Open company data in RevenueBase ↗Free signup required. | |||||
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Family office software providers: dataset insights
September 2, 2026These summaries describe recorded coverage in this saved dataset. Coverage describes records in RevenueBase, rather than a census of every business in this market.
Reported company sizes
40 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.
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.
Coverage describes records in RevenueBase, rather than a census of every business in this market.
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: September 2, 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 ↗
Questions about this company list
What does Exact match mean for family office software providers?
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 family office software providers did RevenueBase find based in South Africa?
The saved snapshot records 40 matching company records, 708 tracked contacts and 421 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: September 2, 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
Family office software providers by geography
- Family office software providers based in the United States
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- Family office software providers based in the United Kingdom
- Family office software providers based in France
- Family office software providers based in Brazil
- Family office software providers based in Germany
- Family office software providers based in Canada
- Family office software providers based in Australia
- Family office software providers based in Spain
- Family office software providers based in the Netherlands
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Cite this list
RevenueBase Data Team. Top 25 family office software providers based in South Africa. Snapshot: September 2, 2026. https://revenuebase.ai/companies/family-office-software-providers/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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- Family office software providers based in the United Kingdom
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- Family office software providers based in Brazil
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