Company lists · Data refreshed September 2026

Top 25 Financial advisor software companies based in South Africa

Name: Financial advisor software companies based in South Africa
Creator: RevenueBase
License: https://creativecommons.org/licenses/by/4.0/

Compiled by the RevenueBase Data Team Data refreshed Sep 28, 2026 75 companies tracked

RevenueBase identified 75 company matches for financial advisor software companies associated with South Africa as of September 2026 and tracks 557 professional contacts across them, including 228 with verified work emails. Cape Town is the largest hub.

This list covers company matches for financial advisor software companies 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 28, 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.

How to read this list RevenueBase SmartSearch · Exact Recorded Sep 28, 2026 How this list was built

75Companies

557Contacts tracked

228Verified emails

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The 25 largest financial advisor software companies based in South Africa

Ranked by team size

Top 25 of 75 company matches for financial advisor software companies based in South Africa, ordered by professional contacts tracked in RevenueBase, largest first. Recorded Sep 28, 2026. The RevenueBase SmartSearch column shows Exact match membership in this saved search. Click a contact count to view that company's people. Totals use company locations recorded by RevenueBase; the displayed preview is a smaller selection.
#	Company	RevenueBase SmartSearch	Headquarters	Employees	Contacts
1	Redscreen PTY LTD	Exact match	Fourways, South AfricaHQ recorded Sep 28, 2026	11-50	51 contacts →
	Exact match “RedScreen is a leading developer of software systems for the Financial sector.” Recorded in the RevenueBase company graph · Sep 28, 2026 · View company records in RevenueBase
2	Masthead Financial Planning	Exact match	Cape Town, South AfricaHQ recorded Sep 28, 2026	11-50	29 contacts →
	Exact match “Masthead Financial Planning provides financial advisors with an attractive alternative to their current position.” Recorded in the RevenueBase company graph · Sep 28, 2026 · View company records in RevenueBase
3	Fundamental Software	Exact match	Cape Town, South AfricaHQ recorded Sep 28, 2026	11-50	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 28, 2026 · View company records in RevenueBase
4	Atwork Internet Software Solutions	Exact match	Pretoria, South AfricaHQ recorded Sep 28, 2026	11-50	27 contacts →
	Exact match “Established in 1998, atWORK is a cloud-based solution for the financial planning industry.” Recorded in the RevenueBase company graph · Sep 28, 2026 · View company records in RevenueBase
5	Concept Wealth Authorized By Sanlam	Exact match	George, South AfricaHQ recorded Sep 28, 2026	1-10	27 contacts →
	Exact match “Professional Financial Planning and Portfolio Management” Recorded in the RevenueBase company graph · Sep 28, 2026 · View company records in RevenueBase
6	Elite Wealth Solutions	Exact match	Pretoria, South AfricaHQ recorded Sep 28, 2026	11-50	23 contacts →
	Exact match “Elite Wealth provides a software solution for medium to large financial advisory companies.” Recorded in the RevenueBase company graph · Sep 28, 2026 · View company records in RevenueBase
7	Investonline	Exact match	Cape Town, South AfricaHQ recorded Sep 28, 2026	11-50	17 contacts →
	Exact match “Investonline launched in 2009 to provide independent investment advice in a digital age that is forever evolving.” Recorded in the RevenueBase company graph · Sep 28, 2026 · View company records in RevenueBase
8	Global Wealth Advisory	Exact match	City Of Tshwane, South AfricaHQ recorded Sep 28, 2026	1-10	17 contacts →
	Exact match “Global Wealth Advisory provides quality, independent and personalized financial advice and investment management services to individuals, families and small businesses enterprises.” Recorded in the RevenueBase company graph · Sep 28, 2026 · View company records in RevenueBase
9	Galileo Capital	Exact match	Johannesburg, South AfricaHQ recorded Sep 28, 2026	11-50	16 contacts →
	Exact match “Investment decisions can be complex.” Recorded in the RevenueBase company graph · Sep 28, 2026 · View company records in RevenueBase
10	Finworks PTY LTD	Exact match	Centurion, South AfricaHQ recorded Sep 28, 2026	11-50	16 contacts →
	Exact match “FINWorks offers: 1.” Recorded in the RevenueBase company graph · Sep 28, 2026 · View company records in RevenueBase
11	PSG Wealth Rosebank	Exact match	Johannesburg, South AfricaHQ recorded Sep 28, 2026	11-50	12 contacts →
	Exact match “As complex planners and qualified investment professionals we deliver a better view of the big picture, and enable you to keep more of your wealth to provide for future…” Recorded in the RevenueBase company graph · Sep 28, 2026 · View company records in RevenueBase
12	Surefin Advisory Services	Exact match	Johannesburg, South AfricaHQ recorded Sep 28, 2026	11-50	11 contacts →
	Exact match “As an Old Mutual Agency franchise, Surefin Advisory Services offers advisors a roadmap to success in building their practices and achieving positive outcomes for their clients…” Recorded in the RevenueBase company graph · Sep 28, 2026 · View company records in RevenueBase
13	Multilink Financial Services	Exact match	Trichardt, South AfricaHQ recorded Sep 28, 2026	11-50	11 contacts →
	Exact match “Multilink Financial Services, FSP2972 is an independent financial intermediary that focuses on clients’ wealth creation.” Recorded in the RevenueBase company graph · Sep 28, 2026 · View company records in RevenueBase
14	Mi-Plan Asset Management	Exact match	Cape Town, South AfricaHQ recorded Sep 28, 2026	1-10	11 contacts →
	Exact match “MiPlan exists to assist financial planners in creating and preserving wealth for their clients through the application of critical thinking.” Recorded in the RevenueBase company graph · Sep 28, 2026 · View company records in RevenueBase
15	Asset Tree Financial Advisors	Exact match	Ethekwini, South AfricaHQ recorded Sep 28, 2026	11-50	10 contacts →
	Exact match “At Asset Tree, we have been representing the relationship between our clients’ investments, and their needs for them to grow, since 1989.” Recorded in the RevenueBase company graph · Sep 28, 2026 · View company records in RevenueBase
16	Toro Financial Planners PTY LTD	Exact match	Randburg, South AfricaHQ recorded Sep 28, 2026	11-50	10 contacts →
	Exact match “Toro Financial Planners strives to deliver a fully independent high level financial planning service through competent advisors who will attain the highest levels of financial…” Recorded in the RevenueBase company graph · Sep 28, 2026 · View company records in RevenueBase
17	Culminit	Exact match	Paarl, South AfricaHQ recorded Sep 28, 2026	1-10	9 contacts →
	Exact match “CulminIT is a software development company specialising in business solutions for the financial services industry.” Recorded in the RevenueBase company graph · Sep 28, 2026 · View company records in RevenueBase
18	WMD Financial Services	Exact match	Wellington, South AfricaHQ recorded Sep 28, 2026	1-10	8 contacts →
	Exact match “WMD is a financial advisory firm that specialises in guiding clients to manage their finances effectively.” Recorded in the RevenueBase company graph · Sep 28, 2026 · View company records in RevenueBase
19	Advicetech PTY LTD	Exact match	Johannesburg, South AfricaHQ recorded Sep 28, 2026	1-10	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 28, 2026 · View company records in RevenueBase
20	PWM Advisors	Exact match	Ethekwini, South AfricaHQ recorded Sep 28, 2026	1-10	6 contacts →
	Exact match “PWM is an independent financial advisory firm, with a rich heritage.” Recorded in the RevenueBase company graph · Sep 28, 2026 · View company records in RevenueBase
21	Allegiant Wealth Management PTY LTD	Exact match	Johannesburg, South AfricaHQ recorded Sep 28, 2026	1-10	5 contacts →
	Exact match “Allegiant Wealth Management is committed to providing comprehensive financial solutions which are personalised to your financial needs.” Recorded in the RevenueBase company graph · Sep 28, 2026 · View company records in RevenueBase
22	PBA Financial Services	Exact match	Johannesburg, South AfricaHQ recorded Sep 28, 2026	11-50	5 contacts →
	Exact match “PBA Financial Services (FSP 13751) is an independent financial advisory firm based in Sandton, dedicated to helping individuals, families, and businesses build secure financial…” Recorded in the RevenueBase company graph · Sep 28, 2026 · View company records in RevenueBase
23	NLD Independent Financial Advisors	Exact match	Port Elizabeth, South AfricaHQ recorded Sep 28, 2026	1-10	5 contacts →
	Exact match “We believe that you should be able to enjoy financial freedom.” Recorded in the RevenueBase company graph · Sep 28, 2026 · View company records in RevenueBase
24	Wealth Preservation Strategies	Exact match	Newlands, South AfricaHQ recorded Sep 28, 2026	1-10	4 contacts →
	Exact match “Wealth Preservation Strategies is an independent financial advisory practice which assists, coaches and guides individuals and families, and businesses, to achieve their financial…” Recorded in the RevenueBase company graph · Sep 28, 2026 · View company records in RevenueBase
25	Deca Wealth Management	Exact match	Pretoria, South AfricaHQ recorded Sep 28, 2026	11-50	4 contacts →
	Exact match “At Deca Wealth Management, we transcend mainstream financial advice by combining cutting-edge tools and technology with a personal touch.” Recorded in the RevenueBase company graph · Sep 28, 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 “financial advisor software companies”. 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 75 financial advisor software companies based in South Africa

See the full list, filter by size, metro and specialty, and access 228 tracked professional contacts with verified work emails. Direct dials are available where recorded.

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Financial advisor software companies based in South Africa at a glance

As of Sep 28, 2026

40.9%Verified-email coverage

7.4Average contacts per company

1-10Median size (employees)

17.3%Largest-city concentration · Cape Town

Sep 28, 2026Page data refreshed

Companies by employee count

1-10

11-50

51-200

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 75 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 “financial advisor software companies” 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 228 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 28, 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 “financial advisor software companies”; each Exact match badge shows search membership, not an individual similarity or quality score.

How many financial advisor software companies are there based in South Africa?

RevenueBase identified 75 company matches for financial advisor software companies 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?

Redscreen PTY LTD tops the displayed preview by professional contacts tracked in RevenueBase. Recorded headquarters appear in the company rows.

Which city has the most financial advisor software companies?

Cape Town leads with 13 company records, followed by Johannesburg (11) and Pretoria (8).

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 228 professional contacts with verified work emails tracked across these 75 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 28, 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 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.