Company lists · Data refreshed September 2026
Top 19 Financial consulting firms based in Pretoria, South Africa
RevenueBase identified 65 company matches for financial consulting firms associated with Pretoria, South Africa as of September 2026 and tracks 1,311 professional contacts across them, including 707 with verified work emails and 47 with mobile numbers. Across South Africa, Johannesburg is the largest hub for this category (163 companies); Pretoria has 67.
This list covers company matches for financial consulting firms associated with Pretoria, 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 12, 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 19 largest financial consulting firms based in Pretoria, South Africa
Ranked by team size| # | Company | Contacts | |||
|---|---|---|---|---|---|
| 1 | 208 contacts → | ||||
Exact match “Efficient Group was established in 2002, primarily as an asset management company.” Recorded in the RevenueBase company graph · Sep 12, 2026 · View company records in RevenueBase | |||||
| 2 | 49 contacts → | ||||
Exact match “Ascor™ Group of Companies - Independent Wealth Managers.” Recorded in the RevenueBase company graph · Sep 12, 2026 · View company records in RevenueBase | |||||
| 3 | 35 contacts → | ||||
Exact match “CMV Group was started during 1986 by Charl Mocke and has grown into a strong group of companies, consisting of over 70 individuals.” Recorded in the RevenueBase company graph · Sep 12, 2026 · View company records in RevenueBase | |||||
| 4 | 20 contacts → | ||||
Exact match “At Helfin Financial Services we offer a wide variety of tailor made financial solutions including sound financial and investment advice, short term insurance, life and medical…” Recorded in the RevenueBase company graph · Sep 12, 2026 · View company records in RevenueBase | |||||
| 5 | 19 contacts → | ||||
Exact match “CREATING VALUE TO ENABLE A MEANINGFUL LIFE THROUGH FINANCIAL PLANNING While the journey to a meaningful life is unique for each one of us, its building blocks are universal.” Recorded in the RevenueBase company graph · Sep 12, 2026 · View company records in RevenueBase | |||||
| 6 | 17 contacts → | ||||
Exact match “We are passionate about financial services and advise.” Recorded in the RevenueBase company graph · Sep 12, 2026 · View company records in RevenueBase | |||||
| 7 | 16 contacts → | ||||
Exact match “Bovest is an Independent Financial Service Provider positioned to offer a full range of financial solutions to our clients.” Recorded in the RevenueBase company graph · Sep 12, 2026 · View company records in RevenueBase | |||||
| 8 | 16 contacts → | ||||
Exact match “At Investiplan, we combine financial planning, risk management, and investment strategy into one integrated approach designed for long-term results.” Recorded in the RevenueBase company graph · Sep 12, 2026 · View company records in RevenueBase | |||||
| 9 | 13 contacts → | ||||
Exact match “Equity Trust is an independent financial advisory firm that focuses on delivering professional and bespoke financial solutions to our clients – individuals and corporates.” Recorded in the RevenueBase company graph · Sep 12, 2026 · View company records in RevenueBase | |||||
| 10 | 12 contacts → | ||||
Exact match “Our passion lies in learning our clients’ business and walking hand-in-hand with them to grow mutually and build lasting relationships through providing key services which lend…” Recorded in the RevenueBase company graph · Sep 12, 2026 · View company records in RevenueBase | |||||
| 11 | 8 contacts → | ||||
Exact match “PSG Wealth Silver Lakes is part of the PSG Financial Services Group.” Recorded in the RevenueBase company graph · Sep 12, 2026 · View company records in RevenueBase | |||||
| 12 | 8 contacts → | ||||
Exact match “FIDIUS™ is a fee based financial planning and advisory co, assisting clients with planning to optimise their wealth creation, preservation and utilisation goals.” Recorded in the RevenueBase company graph · Sep 12, 2026 · View company records in RevenueBase | |||||
| 13 | 6 contacts → | ||||
Exact match “Concept Atterbury is a Gauteng based Financial Services Business that provide tailor-made financial solutions to clients.” Recorded in the RevenueBase company graph · Sep 12, 2026 · View company records in RevenueBase | |||||
| 14 | 5 contacts → | ||||
Exact match “We assist our customers to use finance as a Catalyst for Growth.” Recorded in the RevenueBase company graph · Sep 12, 2026 · View company records in RevenueBase | |||||
| 15 | 4 contacts → | ||||
Exact match “Direct Financial Planning is one of South Africa’s leading independent financial institutions offering clients across the country the powerful combination of personal financial…” Recorded in the RevenueBase company graph · Sep 12, 2026 · View company records in RevenueBase | |||||
| 16 | 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 12, 2026 · View company records in RevenueBase | |||||
| 17 | 2 contacts → | ||||
Exact match “At Counntacc, we go beyond traditional accounting.” Recorded in the RevenueBase company graph · Sep 12, 2026 · View company records in RevenueBase | |||||
| 18 | 1 contacts → | ||||
Exact match “Impetus was founded in 1998 by Pieter Venter who had a vision of building an independent advisory practice who places the interest of clients first.” Recorded in the RevenueBase company graph · Sep 12, 2026 · View company records in RevenueBase | |||||
| 19 | 1 contacts → | ||||
Exact match “We find joy and inspiration in the growth and prosperity of our clients.” Recorded in the RevenueBase company graph · Sep 12, 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 consulting firms”. 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 19 of 65 financial consulting firms based in Pretoria, South Africa
See the full list, filter by size, metro and specialty, and access 707 tracked professional contacts with verified work emails. Direct dials are available where recorded.
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Financial consulting firms based in Pretoria, South Africa at a glance
As of Sep 12, 2026Companies by employee count
Freshness & accuracy
How recently the business emails were verified and the company information checked
Email last verified
Median 15.0dCompany record updated
Median 80.0dHow 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 Pretoria, South Africa whose business descriptions match “financial consulting firms” 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 707 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 12, 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.
Financial consulting firms by metro in South Africa
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 consulting firms”; each Exact match badge shows search membership, not an individual similarity or quality score.
How many financial consulting firms are there based in Pretoria, South Africa?
RevenueBase identified 65 company matches for financial consulting firms associated with Pretoria, 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?
Efficient Wealth PTY LTD tops the displayed preview by professional contacts tracked in RevenueBase. Recorded headquarters appear in the company rows.
Which city in South Africa has the most financial consulting firms?
Johannesburg leads South Africa with 163 company records, followed by Cape Town (136) and Pretoria (67).
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 707 professional contacts with verified work emails tracked across these 65 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 12, 2026.
Ready to reach these companies? Verified emails and direct dials for all 65 financial consulting firms based in Pretoria, South Africa. Start with a free account, no credit card.
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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.
More company lists
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- Lists A-Z
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- Financial consulting firms based in the United States
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Company intelligence · public preview
Top 19 financial consulting firms based in Pretoria, 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 65 matching company records for financial consulting firms based in Pretoria, South Africa, with 1,311 tracked contacts and 707 verified work emails.
This public preview shows 19 selected records ordered by tracked contacts. RevenueBase SmartSearch finds company descriptions that match by meaning at Exact. Snapshot: September 12, 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 19 financial consulting firms based in Pretoria, 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 |  Efficient Wealth PTY LTDefw.co.zaHQ: Pretoria, South AfricaReported employees: 501-1,000 | Pretoria, South Africa | 501-1,000 | Exact match | 208 contacts → |
“Efficient Group was established in 2002, primarily as an asset management company.” Recorded description excerpt · September 12, 2026Open company data in RevenueBase ↗Free signup required. | |||||
| 2 |  Ascor Independent Wealth Managersascor.co.zaHQ: Pretoria, South AfricaReported employees: 11-50 | Pretoria, South Africa | 11-50 | Exact match | 49 contacts → |
“Ascor™ Group of Companies - Independent Wealth Managers.” Recorded description excerpt · September 12, 2026Open company data in RevenueBase ↗Free signup required. | |||||
| 3 |  CMV Accountantscmv.co.zaHQ: Pretoria, South AfricaReported employees: 51-200 | Pretoria, South Africa | 51-200 | Exact match | 35 contacts → |
“CMV Group was started during 1986 by Charl Mocke and has grown into a strong group of companies, consisting of over 70 individuals.” Recorded description excerpt · September 12, 2026Open company data in RevenueBase ↗Free signup required. | |||||
| 4 |  Helfin Financial Serviceshelfin.co.zaHQ: Pretoria, South AfricaReported employees: 11-50 | Pretoria, South Africa | 11-50 | Exact match | 20 contacts → |
“At Helfin Financial Services we offer a wide variety of tailor made financial solutions including sound financial and investment advice, short term insurance, life and medical…” Recorded description excerpt · September 12, 2026Open company data in RevenueBase ↗Free signup required. | |||||
| 5 |  Ultima Financial Planners PTY LTDultimafp.co.zaHQ: Pretoria, South AfricaReported employees: 11-50 | Pretoria, South Africa | 11-50 | Exact match | 19 contacts → |
“CREATING VALUE TO ENABLE A MEANINGFUL LIFE THROUGH FINANCIAL PLANNING While the journey to a meaningful life is unique for each one of us, its building blocks are universal.” Recorded description excerpt · September 12, 2026Open company data in RevenueBase ↗Free signup required. | |||||
| 6 |  Natfinnatfin.co.zaHQ: Pretoria, South AfricaReported employees: 1-10 | Pretoria, South Africa | 1-10 | Exact match | 17 contacts → |
“We are passionate about financial services and advise.” Recorded description excerpt · September 12, 2026Open company data in RevenueBase ↗Free signup required. | |||||
| 7 |  Bovest Wealth Managementbovest.co.zaHQ: Pretoria, South AfricaReported employees: 11-50 | Pretoria, South Africa | 11-50 | Exact match | 16 contacts → |
“Bovest is an Independent Financial Service Provider positioned to offer a full range of financial solutions to our clients.” Recorded description excerpt · September 12, 2026Open company data in RevenueBase ↗Free signup required. | |||||
| 8 |  Investiplan PTY LTDinvestiplan.co.zaHQ: Pretoria, South AfricaReported employees: 11-50 | Pretoria, South Africa | 11-50 | Exact match | 16 contacts → |
“At Investiplan, we combine financial planning, risk management, and investment strategy into one integrated approach designed for long-term results.” Recorded description excerpt · September 12, 2026Open company data in RevenueBase ↗Free signup required. | |||||
| 9 |  Equity Trust Groupequitytrust.co.zaHQ: Pretoria, South AfricaReported employees: 11-50 | Pretoria, South Africa | 11-50 | Exact match | 13 contacts → |
“Equity Trust is an independent financial advisory firm that focuses on delivering professional and bespoke financial solutions to our clients – individuals and corporates.” Recorded description excerpt · September 12, 2026Open company data in RevenueBase ↗Free signup required. | |||||
| 10 |  Pegasus Consultingpegasusconsulting.co.zaHQ: Pretoria, South AfricaReported employees: 11-50 | Pretoria, South Africa | 11-50 | Exact match | 12 contacts → |
“Our passion lies in learning our clients’ business and walking hand-in-hand with them to grow mutually and build lasting relationships through providing key services which lend…” Recorded description excerpt · September 12, 2026Open company data in RevenueBase ↗Free signup required. | |||||
| 11 |  PSG Silver Lakespsg.co.zaHQ: Pretoria, South AfricaReported employees: 11-50 | Pretoria, South Africa | 11-50 | Exact match | 8 contacts → |
“PSG Wealth Silver Lakes is part of the PSG Financial Services Group.” Recorded description excerpt · September 12, 2026Open company data in RevenueBase ↗Free signup required. | |||||
| 12 |  Fidiusfidius.co.zaHQ: Pretoria, South AfricaReported employees: 1-10 | Pretoria, South Africa | 1-10 | Exact match | 8 contacts → |
“FIDIUS™ is a fee based financial planning and advisory co, assisting clients with planning to optimise their wealth creation, preservation and utilisation goals.” Recorded description excerpt · September 12, 2026Open company data in RevenueBase ↗Free signup required. | |||||
| 13 | Concept Atterbury Authorized By Sanlamecobluestar.co.za HQ: Pretoria, South AfricaReported employees: 1-10 | Pretoria, South Africa | 1-10 | Exact match | 6 contacts → |
“Concept Atterbury is a Gauteng based Financial Services Business that provide tailor-made financial solutions to clients.” Recorded description excerpt · September 12, 2026Open company data in RevenueBase ↗Free signup required. | |||||
| 14 |  Growth Vista Consultinggrowthvista.co.zaHQ: Pretoria, South AfricaReported employees: 11-50 | Pretoria, South Africa | 11-50 | Exact match | 5 contacts → |
“We assist our customers to use finance as a Catalyst for Growth.” Recorded description excerpt · September 12, 2026Open company data in RevenueBase ↗Free signup required. | |||||
| 15 |  Direct Financial Planningdirectfp.co.zaHQ: Pretoria, South AfricaReported employees: 11-50 | Pretoria, South Africa | 11-50 | Exact match | 4 contacts → |
“Direct Financial Planning is one of South Africa’s leading independent financial institutions offering clients across the country the powerful combination of personal financial…” Recorded description excerpt · September 12, 2026Open company data in RevenueBase ↗Free signup required. | |||||
| 16 |  Deca Wealth Managementdecawealth.co.zaHQ: Pretoria, South AfricaReported employees: 11-50 | Pretoria, South Africa | 11-50 | Exact match | 4 contacts → |
“At Deca Wealth Management, we transcend mainstream financial advice by combining cutting-edge tools and technology with a personal touch.” Recorded description excerpt · September 12, 2026Open company data in RevenueBase ↗Free signup required. | |||||
| 17 |  Counntacc Simplifying Finance For Sme'scounntacc.co.zaHQ: Pretoria, South AfricaReported employees: 1-10 | Pretoria, South Africa | 1-10 | Exact match | 2 contacts → |
“At Counntacc, we go beyond traditional accounting.” Recorded description excerpt · September 12, 2026Open company data in RevenueBase ↗Free signup required. | |||||
| 18 |  Impetus Wealth Advisorsimpetuswealth.co.zaHQ: Pretoria, South AfricaReported employees: 1-10 | Pretoria, South Africa | 1-10 | Exact match | 1 contacts → |
“Impetus was founded in 1998 by Pieter Venter who had a vision of building an independent advisory practice who places the interest of clients first.” Recorded description excerpt · September 12, 2026Open company data in RevenueBase ↗Free signup required. | |||||
| 19 |  Finatico Business Consulting PTY LTDfinatico.co.zaHQ: Pretoria, South AfricaReported employees: 1-10 | Pretoria, South Africa | 1-10 | Exact match | 1 contacts → |
“We find joy and inspiration in the growth and prosperity of our clients.” Recorded description excerpt · September 12, 2026Open company data in RevenueBase ↗Free signup required. | |||||
Showing 19 of 65 company matches
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Financial consulting firms: dataset insights
September 12, 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
65 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.
Freshness & accuracy
How recently the business emails were verified and the company information checked
Email last verified
Median 15.0dCompany record updated
Median 80.0dHow 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 12, 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 ↗
Financial consulting firms by metro in South Africa
Questions about this company list
What does Exact match mean for financial consulting firms?
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 financial consulting firms did RevenueBase find based in Pretoria, South Africa?
The saved snapshot records 65 matching company records, 1,311 tracked contacts and 707 verified emails. The public preview displays 19 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 12, 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
Financial consulting firms by geography
- Financial consulting firms based in the United States
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- Financial consulting firms based in Brazil
- Financial consulting firms based in Australia
- Financial consulting firms based in France
- Financial consulting firms based in Canada
- Financial consulting firms based in Germany
- Financial consulting firms based in the Netherlands
- Financial consulting firms based in Italy
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Cite this list
RevenueBase Data Team. Top 19 financial consulting firms based in Pretoria, South Africa. Snapshot: September 12, 2026. https://revenuebase.ai/companies/financial-consulting-firms/south-africa/pretoria.
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
- Financial consulting firms based in the United States
- Financial consulting firms based in the United Kingdom
- Financial consulting firms based in Brazil
- Financial consulting firms based in Australia
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Company intelligence · public preview
Top 19 financial consulting firms based in Pretoria, South Africa
RevenueBase records 65 matching company records for financial consulting firms based in Pretoria, South Africa, with 1,311 tracked contacts and 707 verified work emails.
This public preview shows 19 selected records ordered by tracked contacts. RevenueBase SmartSearch finds company descriptions that match by meaning at Exact. Snapshot: September 12, 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 19 financial consulting firms based in Pretoria, 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 | Efficient Wealth PTY LTDefw.co.za HQ: Pretoria, South AfricaReported employees: 501-1,000 | Pretoria, South Africa | 501-1,000 | Exact match | 208 contacts → |
“Efficient Group was established in 2002, primarily as an asset management company.” Recorded description excerpt · September 12, 2026Open company data in RevenueBase ↗Free signup required. | |||||
| 2 | Ascor Independent Wealth Managersascor.co.za HQ: Pretoria, South AfricaReported employees: 11-50 | Pretoria, South Africa | 11-50 | Exact match | 49 contacts → |
“Ascor™ Group of Companies - Independent Wealth Managers.” Recorded description excerpt · September 12, 2026Open company data in RevenueBase ↗Free signup required. | |||||
| 3 | CMV Accountantscmv.co.za HQ: Pretoria, South AfricaReported employees: 51-200 | Pretoria, South Africa | 51-200 | Exact match | 35 contacts → |
“CMV Group was started during 1986 by Charl Mocke and has grown into a strong group of companies, consisting of over 70 individuals.” Recorded description excerpt · September 12, 2026Open company data in RevenueBase ↗Free signup required. | |||||
| 4 | Helfin Financial Serviceshelfin.co.za HQ: Pretoria, South AfricaReported employees: 11-50 | Pretoria, South Africa | 11-50 | Exact match | 20 contacts → |
“At Helfin Financial Services we offer a wide variety of tailor made financial solutions including sound financial and investment advice, short term insurance, life and medical…” Recorded description excerpt · September 12, 2026Open company data in RevenueBase ↗Free signup required. | |||||
| 5 | Ultima Financial Planners PTY LTDultimafp.co.za HQ: Pretoria, South AfricaReported employees: 11-50 | Pretoria, South Africa | 11-50 | Exact match | 19 contacts → |
“CREATING VALUE TO ENABLE A MEANINGFUL LIFE THROUGH FINANCIAL PLANNING While the journey to a meaningful life is unique for each one of us, its building blocks are universal.” Recorded description excerpt · September 12, 2026Open company data in RevenueBase ↗Free signup required. | |||||
| 6 | Natfinnatfin.co.za HQ: Pretoria, South AfricaReported employees: 1-10 | Pretoria, South Africa | 1-10 | Exact match | 17 contacts → |
“We are passionate about financial services and advise.” Recorded description excerpt · September 12, 2026Open company data in RevenueBase ↗Free signup required. | |||||
| 7 | Bovest Wealth Managementbovest.co.za HQ: Pretoria, South AfricaReported employees: 11-50 | Pretoria, South Africa | 11-50 | Exact match | 16 contacts → |
“Bovest is an Independent Financial Service Provider positioned to offer a full range of financial solutions to our clients.” Recorded description excerpt · September 12, 2026Open company data in RevenueBase ↗Free signup required. | |||||
| 8 | Investiplan PTY LTDinvestiplan.co.za HQ: Pretoria, South AfricaReported employees: 11-50 | Pretoria, South Africa | 11-50 | Exact match | 16 contacts → |
“At Investiplan, we combine financial planning, risk management, and investment strategy into one integrated approach designed for long-term results.” Recorded description excerpt · September 12, 2026Open company data in RevenueBase ↗Free signup required. | |||||
| 9 | Equity Trust Groupequitytrust.co.za HQ: Pretoria, South AfricaReported employees: 11-50 | Pretoria, South Africa | 11-50 | Exact match | 13 contacts → |
“Equity Trust is an independent financial advisory firm that focuses on delivering professional and bespoke financial solutions to our clients – individuals and corporates.” Recorded description excerpt · September 12, 2026Open company data in RevenueBase ↗Free signup required. | |||||
| 10 | Pegasus Consultingpegasusconsulting.co.za HQ: Pretoria, South AfricaReported employees: 11-50 | Pretoria, South Africa | 11-50 | Exact match | 12 contacts → |
“Our passion lies in learning our clients’ business and walking hand-in-hand with them to grow mutually and build lasting relationships through providing key services which lend…” Recorded description excerpt · September 12, 2026Open company data in RevenueBase ↗Free signup required. | |||||
| 11 | PSG Silver Lakespsg.co.za HQ: Pretoria, South AfricaReported employees: 11-50 | Pretoria, South Africa | 11-50 | Exact match | 8 contacts → |
“PSG Wealth Silver Lakes is part of the PSG Financial Services Group.” Recorded description excerpt · September 12, 2026Open company data in RevenueBase ↗Free signup required. | |||||
| 12 | Fidiusfidius.co.za HQ: Pretoria, South AfricaReported employees: 1-10 | Pretoria, South Africa | 1-10 | Exact match | 8 contacts → |
“FIDIUS™ is a fee based financial planning and advisory co, assisting clients with planning to optimise their wealth creation, preservation and utilisation goals.” Recorded description excerpt · September 12, 2026Open company data in RevenueBase ↗Free signup required. | |||||
| 13 | Concept Atterbury Authorized By Sanlamecobluestar.co.za HQ: Pretoria, South AfricaReported employees: 1-10 | Pretoria, South Africa | 1-10 | Exact match | 6 contacts → |
“Concept Atterbury is a Gauteng based Financial Services Business that provide tailor-made financial solutions to clients.” Recorded description excerpt · September 12, 2026Open company data in RevenueBase ↗Free signup required. | |||||
| 14 | Growth Vista Consultinggrowthvista.co.za HQ: Pretoria, South AfricaReported employees: 11-50 | Pretoria, South Africa | 11-50 | Exact match | 5 contacts → |
“We assist our customers to use finance as a Catalyst for Growth.” Recorded description excerpt · September 12, 2026Open company data in RevenueBase ↗Free signup required. | |||||
| 15 | Direct Financial Planningdirectfp.co.za HQ: Pretoria, South AfricaReported employees: 11-50 | Pretoria, South Africa | 11-50 | Exact match | 4 contacts → |
“Direct Financial Planning is one of South Africa’s leading independent financial institutions offering clients across the country the powerful combination of personal financial…” Recorded description excerpt · September 12, 2026Open company data in RevenueBase ↗Free signup required. | |||||
| 16 | Deca Wealth Managementdecawealth.co.za HQ: Pretoria, South AfricaReported employees: 11-50 | Pretoria, South Africa | 11-50 | Exact match | 4 contacts → |
“At Deca Wealth Management, we transcend mainstream financial advice by combining cutting-edge tools and technology with a personal touch.” Recorded description excerpt · September 12, 2026Open company data in RevenueBase ↗Free signup required. | |||||
| 17 | Counntacc Simplifying Finance For Sme'scounntacc.co.za HQ: Pretoria, South AfricaReported employees: 1-10 | Pretoria, South Africa | 1-10 | Exact match | 2 contacts → |
“At Counntacc, we go beyond traditional accounting.” Recorded description excerpt · September 12, 2026Open company data in RevenueBase ↗Free signup required. | |||||
| 18 | Impetus Wealth Advisorsimpetuswealth.co.za HQ: Pretoria, South AfricaReported employees: 1-10 | Pretoria, South Africa | 1-10 | Exact match | 1 contacts → |
“Impetus was founded in 1998 by Pieter Venter who had a vision of building an independent advisory practice who places the interest of clients first.” Recorded description excerpt · September 12, 2026Open company data in RevenueBase ↗Free signup required. | |||||
| 19 | Finatico Business Consulting PTY LTDfinatico.co.za HQ: Pretoria, South AfricaReported employees: 1-10 | Pretoria, South Africa | 1-10 | Exact match | 1 contacts → |
“We find joy and inspiration in the growth and prosperity of our clients.” Recorded description excerpt · September 12, 2026Open company data in RevenueBase ↗Free signup required. | |||||
Showing 19 of 65 company matches
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Financial consulting firms: dataset insights
September 12, 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
65 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.
Freshness & accuracy
How recently the business emails were verified and the company information checked
Email last verified
Median 15.0dCompany record updated
Median 80.0dHow 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 12, 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 ↗
Financial consulting firms by metro in South Africa
Questions about this company list
What does Exact match mean for financial consulting firms?
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 financial consulting firms did RevenueBase find based in Pretoria, South Africa?
The saved snapshot records 65 matching company records, 1,311 tracked contacts and 707 verified emails. The public preview displays 19 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 12, 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.
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Cite this list
RevenueBase Data Team. Top 19 financial consulting firms based in Pretoria, South Africa. Snapshot: September 12, 2026. https://revenuebase.ai/companies/financial-consulting-firms/south-africa/pretoria.
This is a selected public preview of saved company records, rather than an independently verified census. Open the source page ↗
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