Company lists · Data refreshed September 2026

Top 25 Fiduciary services companies based in South Africa

Name: Fiduciary services companies based in South Africa
Creator: RevenueBase
License: https://creativecommons.org/licenses/by/4.0/

Compiled by the RevenueBase Data Team Data refreshed Sep 20, 2026 172 companies tracked

RevenueBase identified 172 fiduciary services companies headquartered in South Africa as of September 2026 and tracks 3,940 professional contacts across them, including 1,671 with verified work emails. Johannesburg is the largest hub.

This list covers fiduciary services 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 20, 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 20, 2026 86% judged on-target in blind review

172Companies

3,940Contacts tracked

1,671Verified emails

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The 25 largest fiduciary services companies based in South Africa

Ranked by team size

Top 25 of 172 fiduciary services companies based in South Africa, ranked by team size, largest first. Data refreshed Sep 20, 2026. RevenueBase Smart Search rates how each company's information relates to fiduciary services 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 20, 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 20, 2026
2	RMB	Indirect evidence	Sandton, South AfricaHQ checked Sep 20, 2026	1,001-5,000	586 contacts →
	Indirect evidence “RMB Private Bank is a division of FirstRand Bank Limited, a fully integrated financial services group in South Africa, distinguished by our traditional values and innovative ideas.” Source: RevenueBase Database · checked Sep 20, 2026
3	Citadel Investment Services	Indirect evidence	Lynnwood Manor, South AfricaHQ checked Sep 20, 2026	201-500	379 contacts →
	Indirect evidence “Far more than specialist wealth managers, we’re here to secure and grow your wealth, so that you have the freedom to choose the size of your dreams and the content of your next…” Source: RevenueBase Database · checked Sep 20, 2026
4	Fairheads Benefit Services	Strong evidence	Cape Town, South AfricaHQ checked Sep 20, 2026	201-500	179 contacts →
	Strong evidence “Fairheads Benefit Services is Southern Africa's leading independent administrator and service provider to the retirement and fiduciary industries.” Source: RevenueBase Database · checked Sep 20, 2026
5	Carrick Wealth	Indirect evidence	Cape Town, South AfricaHQ checked Sep 20, 2026	51-200	133 contacts →
	Indirect evidence “Carrick Wealth are leaders in offshore wealth and capital management.” Source: RevenueBase Database · checked Sep 20, 2026
6	Futurum Financial Group PTY LTD	Indirect evidence	Potchefstroom, South AfricaHQ checked Sep 20, 2026	201-500	115 contacts →
	Indirect evidence “You CREATE the memories, we INSURE the journey.” Source: RevenueBase Database · checked Sep 20, 2026
7	Borwa Financial Services	Indirect evidence	Johannesburg, South AfricaHQ checked Sep 20, 2026	51-200	87 contacts →
	Indirect evidence “We are an independent financial services company with a national footprint.” Source: RevenueBase Database · checked Sep 20, 2026
8	Dynasty Financial Advisor Services	Strong evidence	Cape Town, South AfricaHQ checked Sep 20, 2026	51-200	52 contacts →
	Strong evidence “Fiduciary Services, Life Insurance, Investments, Group Benefits, and more.” Source: RevenueBase Database · checked Sep 20, 2026
9	Everest Wealth	Indirect evidence	Pretoria, South AfricaHQ checked Sep 20, 2026	51-200	47 contacts →
	Indirect evidence “Building Generational Wealth since 2002.” Source: RevenueBase Database · checked Sep 20, 2026
10	GTC	Indirect evidence	Johannesburg, South AfricaHQ checked Sep 20, 2026	51-200	45 contacts →
	Indirect evidence “Altertude - integrates employee benefits with personal financial planning.” Source: RevenueBase Database · checked Sep 20, 2026
11	Wealth Associates	Indirect evidence	Johannesburg, South AfricaHQ checked Sep 20, 2026	51-200	35 contacts →
	Indirect evidence “Wealth Redefined.” Source: RevenueBase Database · checked Sep 20, 2026
12	Resolute Wealth Management South Africa	Strong evidence	Johannesburg, South AfricaHQ checked Sep 20, 2026	11-50	28 contacts →
	Strong evidence “Resolute Wealth Management is a registered FSP, offering bespoke financial advice and fiduciary services to a wide array of people.” Source: RevenueBase Database · checked Sep 20, 2026
13	Overberg Asset Management PTY LTD	Indirect evidence	Greyton, South AfricaHQ checked Sep 20, 2026	11-50	23 contacts →
	Indirect evidence “Overberg Asset Management specialises in the management of private share portfolios, tailored to the investment objectives of each client.” Source: RevenueBase Database · checked Sep 20, 2026
14	Legatus Trust	Strong evidence	Randburg, South AfricaHQ checked Sep 20, 2026	11-50	22 contacts →
	Strong 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 20, 2026
15	Rosebank Wealth Group PTY LTD	Indirect evidence	Rosebank, South AfricaHQ checked Sep 20, 2026	11-50	20 contacts →
	Indirect evidence “Founded in June 2009, Rosebank Wealth Group (RWG) is located in Rosebank, Johannesburg and currently employees 16 staff members.” Source: RevenueBase Database · checked Sep 20, 2026
16	PWG	Indirect evidence	Faerie Glen, South AfricaHQ checked Sep 20, 2026	51-200	20 contacts →
	Indirect evidence “Founded in 2010 by Chris Snyman after merging with his former firm, Pensionwise Group, PWG has steadily evolved into a trusted leader in financial services.” Source: RevenueBase Database · checked Sep 20, 2026
17	HVM Group	Indirect evidence	Durban, South AfricaHQ checked Sep 20, 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 20, 2026
18	Galileo Capital	Indirect evidence	Johannesburg, South AfricaHQ checked Sep 20, 2026	11-50	16 contacts →
	Indirect evidence “Investment decisions can be complex.” Source: RevenueBase Database · checked Sep 20, 2026
19	CA Trust Company	Indirect evidence	Port Elizabeth, South AfricaHQ checked Sep 20, 2026	11-50	15 contacts →
	Indirect 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 20, 2026
20	Activ8 Group	Indirect evidence	Durban, South AfricaHQ checked Sep 20, 2026	11-50	13 contacts →
	Indirect evidence “The Activ8 Group was created with the vision to be the trusted advisor and confidant to high net worth families and corporate citizens.” Source: RevenueBase Database · checked Sep 20, 2026
21	Centric Wealth Advisory	Indirect evidence	Cape Town, South AfricaHQ checked Sep 20, 2026	11-50	12 contacts →
	Indirect evidence “Centric Wealth Advisory is an award winning privately owned and managed wealth advisory business.” Source: RevenueBase Database · checked Sep 20, 2026
22	IZA Wealth PTY LTD	Indirect evidence	Johannesburg, South AfricaHQ checked Sep 20, 2026	11-50	12 contacts →
	Indirect evidence “As an independently owned financial advisory company, Iza Wealth has the freedom to offer objective specialist oshore financial advice and services to both individuals and…” Source: RevenueBase Database · checked Sep 20, 2026
23	Icts Group Of Companies	Indirect evidence	Sandton, South AfricaHQ checked Sep 20, 2026	51-200	12 contacts →
	Indirect evidence “ICTS Group of companies is a niche financial services company, providing support services to the employee benefits industry.” Source: RevenueBase Database · checked Sep 20, 2026
24	Realfin Capital Partners PTY LTD	Indirect evidence	Cape Town, South AfricaHQ checked Sep 20, 2026	1-10	12 contacts →
	Indirect evidence “Since its inception in August 2003, the RealFin Group has earned a widely acknowledged reputation as a leader in specialist asset management, advisory, and structured financial…” Source: RevenueBase Database · checked Sep 20, 2026
25	Vickers & Peters Financial Planning	Indirect evidence	Rivonia, South AfricaHQ checked Sep 20, 2026	11-50	11 contacts →
	Indirect evidence “We take financial planning personally.” Source: RevenueBase Database · checked Sep 20, 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: fiduciary services 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 fiduciary services companies.
Partial evidence: Its own public description names part of fiduciary services companies, so it works in or next to the category without describing itself that way.
Indirect evidence: The description shown does not name fiduciary services 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 172 fiduciary services companies based in South Africa

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Fiduciary services companies based in South Africa at a glance

As of Sep 20, 2026

42.4%Verified-email coverage

22.9Average contacts per company

1-10Median size (employees)

17.4%Largest-city concentration · Johannesburg

Sep 20, 2026Page data refreshed

Companies by employee count

1-10

11-50

51-200

201-500

501-1,000

1,001-5,000

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 172 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 fiduciary services 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 “fiduciary services 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 fiduciary services 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 fiduciary services 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, 1,671 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 20, 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.

Fiduciary services companies by metro

Fiduciary services companies in Johannesburg30
Fiduciary services companies in Cape Town29

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 fiduciary services 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 fiduciary services companies are there based in South Africa?

RevenueBase identified 172 fiduciary services 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 fiduciary services companies?

Johannesburg leads with 30 headquartered companies, followed by Cape Town (29) and Pretoria (11).

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 1,671 verified decision-maker contacts tracked across these 172 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 20, 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.