Company lists · Data refreshed September 2026

Top 20 Financial advisory software companies based in South Africa

RevenueBase identified 51 financial advisory software companies headquartered in South Africa as of September 2026 and tracks 621 professional contacts across them, including 196 with verified work emails. Cape Town is the largest hub.

This list covers financial advisory software 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 28, 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 28, 2026 86% judged on-target in blind review
51Companies
621Contacts tracked
196Verified emails
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The 20 largest financial advisory software companies based in South Africa

Ranked by team size
Top 20 of 51 financial advisory software companies based in South Africa, ranked by team size, largest first. Data refreshed Sep 28, 2026. RevenueBase Smart Search rates how each company's information relates to financial advisory software 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.
#CompanyRevenueBase Smart SearchHeadquartersEmployeesContacts
1Indirect evidenceParktown North, South AfricaHQ checked Sep 28, 202651-200127 contacts →

Indirect evidence

“DMA is a technology-first company that provides an end-to-end SaaS solution to institutional investors.”

Source: RevenueBase Database · checked Sep 28, 2026
2Indirect evidenceJohannesburg, South AfricaHQ checked Sep 28, 202651-200102 contacts →

Indirect evidence

“As the adviser’s partner, we are inspired by the wealth manager of the future to change the way investments are done.”

Source: RevenueBase Database · checked Sep 28, 2026
3Partial evidencePretoria, South AfricaHQ checked Sep 28, 202611-5029 contacts →

Partial evidence

“Empowering better financial decisions through advanced financial engineering.”

Source: RevenueBase Database · checked Sep 28, 2026
4Partial evidenceCape Town, South AfricaHQ checked Sep 28, 202611-5028 contacts →

Partial evidence

“Fundamental Software is a specialist Investment Management Software company providing innovative solutions and quality services to investment companies.”

Source: RevenueBase Database · checked Sep 28, 2026
5Partial evidencePretoria, South AfricaHQ checked Sep 28, 202611-5027 contacts →

Partial evidence

“Established in 1998, atWORK is a cloud-based solution for the financial planning industry.”

Source: RevenueBase Database · checked Sep 28, 2026
6Strong evidencePretoria, South AfricaHQ checked Sep 28, 202611-5023 contacts →

Strong evidence

“Elite Wealth provides a software solution for medium to large financial advisory companies.”

Source: RevenueBase Database · checked Sep 28, 2026
7Indirect evidenceCape Town, South AfricaHQ checked Sep 28, 202611-5017 contacts →

Indirect evidence

“Investonline launched in 2009 to provide independent investment advice in a digital age that is forever evolving.”

Source: RevenueBase Database · checked Sep 28, 2026
8Indirect evidenceJohannesburg, South AfricaHQ checked Sep 28, 202611-5016 contacts →

Indirect evidence

“Investment decisions can be complex.”

Source: RevenueBase Database · checked Sep 28, 2026
9Indirect evidenceCenturion, South AfricaHQ checked Sep 28, 202611-5016 contacts →

Indirect evidence

“FINWorks offers: 1.”

Source: RevenueBase Database · checked Sep 28, 2026
10Partial evidenceTrichardt, South AfricaHQ checked Sep 28, 202611-5011 contacts →

Partial evidence

“Multilink Financial Services, FSP2972 is an independent financial intermediary that focuses on clients’ wealth creation.”

Source: RevenueBase Database · checked Sep 28, 2026
11Partial evidenceCape Town, South AfricaHQ checked Sep 28, 20261-1011 contacts →

Partial evidence

“MiPlan exists to assist financial planners in creating and preserving wealth for their clients through the application of critical thinking.”

Source: RevenueBase Database · checked Sep 28, 2026
12Strong evidencePaarl, South AfricaHQ checked Sep 28, 20261-109 contacts →

Strong evidence

“CulminIT is a software development company specialising in business solutions for the financial services industry.”

Source: RevenueBase Database · checked Sep 28, 2026
13Strong evidenceJohannesburg, South AfricaHQ checked Sep 28, 202611-506 contacts →

Strong evidence

“As an affiliate of Discovery Financial Services, our team at Resolute Capital Advisory is strategically positioned to offer financial solutions for both businesses and individuals.”

Source: RevenueBase Database · checked Sep 28, 2026
14Strong evidenceJohannesburg, South AfricaHQ checked Sep 28, 20261-106 contacts →

Strong evidence

“AdviceTech offers an industry leading, comprehensive Financial Planning and Advisory software package designed to suit the individualised needs of small, medium and large Category…”

Source: RevenueBase Database · checked Sep 28, 2026
15Indirect evidenceWoodmead, South AfricaHQ checked Sep 28, 202611-506 contacts →

Indirect evidence

“Lautus Solutions provides wealth managers with an industry leading investment administration platform that delivers a single investor view and comprehensive management of…”

Source: RevenueBase Database · checked Sep 28, 2026
16Strong evidenceCape Town, South AfricaHQ checked Sep 28, 20261-105 contacts →

Strong evidence

“Keep in touch with Plan-B BlueStar Financial Advisory Services for articles, news and updates.”

Source: RevenueBase Database · checked Sep 28, 2026
17Partial evidencePort Elizabeth, South AfricaHQ checked Sep 28, 20261-105 contacts →

Partial evidence

“We believe that you should be able to enjoy financial freedom.”

Source: RevenueBase Database · checked Sep 28, 2026
18Strong evidenceDurbanville, South AfricaHQ checked Sep 28, 20261-103 contacts →

Strong evidence

“Advisor Assist is your dedicated partner in the financial industry, offering expert solutions designed exclusively for brokerage firms.”

Source: RevenueBase Database · checked Sep 28, 2026
19Indirect evidenceCape Town, South AfricaHQ checked Sep 28, 20261-102 contacts →

Indirect evidence

Source: RevenueBase Database · checked Sep 28, 2026
20Indirect evidencePretoria, South AfricaHQ checked Sep 28, 20261-102 contacts →

Indirect evidence

“At Counntacc, we go beyond traditional accounting.”

Source: RevenueBase Database · checked Sep 28, 2026

Showing 20 of 51 financial advisory software companies based in South Africa

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Financial advisory software companies based in South Africa at a glance

As of Sep 28, 2026
31.6%Verified-email coverage
12.2Average contacts per company
1-10Median size (employees)
17.6%Largest-city concentration · Cape Town
Sep 28, 2026Page data refreshed

Companies by employee count

1-10
28
11-50
19
51-200
4

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 51 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 financial advisory software 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 “financial advisory software 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 financial advisory software 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 financial advisory software 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, 196 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 28, 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 financial advisory software 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 financial advisory software companies are there based in South Africa?

RevenueBase identified 51 financial advisory software 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?

DMA South Africa, headquartered in Parktown North Johannesburg, tops this list with the largest team on record.

Which city has the most financial advisory software companies?

Cape Town leads with 9 headquartered companies, followed by Johannesburg (9) and Pretoria (8).

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 196 verified decision-maker contacts tracked across these 51 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 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 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.