Company lists · Data refreshed September 2026
Top 16 Financial planning platforms based in Johannesburg, South Africa
RevenueBase identified 29 company matches for financial planning platforms associated with Johannesburg, South Africa as of September 2026 and tracks 282 professional contacts across them, including 80 with verified work emails. Across South Africa, Johannesburg is the largest hub for this category.
This list covers company matches for financial planning platforms associated with Johannesburg, 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.
The 16 largest financial planning platforms based in Johannesburg, South Africa
Ranked by team size| # | Company | Contacts | |||
|---|---|---|---|---|---|
| 1 | 52 contacts → | ||||
Exact match “Skilled financial planning not only serves as a solid foundation for the future, but also helps you to utilize your resources more effectively.” Recorded in the RevenueBase company graph · Sep 28, 2026 · View company records in RevenueBase | |||||
| 2 | 28 contacts → | ||||
Exact match “As it is our firm belief that financial planning is a responsibility as opposed to a choice, we have built a business filled with highly skilled financial planners, whose sole…” Recorded in the RevenueBase company graph · Sep 28, 2026 · View company records in RevenueBase | |||||
| 3 | 16 contacts → | ||||
Exact match “Investment decisions can be complex.” Recorded in the RevenueBase company graph · Sep 28, 2026 · View company records in RevenueBase | |||||
| 4 | 14 contacts → | ||||
Exact match “COMPANY HISTORY IOTA Investment Services (Pty) Ltd was established in 1993, through the amalgamation of two businesses which had been running since 1986.” Recorded in the RevenueBase company graph · Sep 28, 2026 · View company records in RevenueBase | |||||
| 5 | 13 contacts → | ||||
Exact match “3 tools, 1 mission: Empowering people to take control of their money The Financial Freedom Programme™ is designed as a structured step-by-step support system that meets people…” Recorded in the RevenueBase company graph · Sep 28, 2026 · View company records in RevenueBase | |||||
| 6 | 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 | |||||
| 7 | 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 | |||||
| 8 | 5 contacts → | ||||
Exact match “Financial planning is so often an overwhelming, time-consuming, and downright scary thing.” Recorded in the RevenueBase company graph · Sep 28, 2026 · View company records in RevenueBase | |||||
| 9 | 4 contacts → | ||||
Exact match “SAWealth Partner Pty Ltd T/A PWH Wealth Group is an authorised financial services provider (45627) The PWH WEALTH GROUP Partners with self motivated, accomplished individuals and…” Recorded in the RevenueBase company graph · Sep 28, 2026 · View company records in RevenueBase | |||||
| 10 | 3 contacts → | ||||
Exact match “We provide revolutionary Holistic Financial Planning & one on one as well as company & employee based wellness initiatives & offerings to Individuals & Corporates alike, as well…” Recorded in the RevenueBase company graph · Sep 28, 2026 · View company records in RevenueBase | |||||
| 11 | 3 contacts → | ||||
Exact match “Established in 1989, Sacks & Associates is an independent financial planning business.” Recorded in the RevenueBase company graph · Sep 28, 2026 · View company records in RevenueBase | |||||
| 12 | 2 contacts → | ||||
Exact match “We serve business owners, entrepreneurs and professionals who want more than a financial product, who want a trusted partner who integrates every dimension of their financial life…” Recorded in the RevenueBase company graph · Sep 28, 2026 · View company records in RevenueBase | |||||
| 13 | 2 contacts → | ||||
Exact match “We provide clients with a professional, systematic approach to financial planning.” Recorded in the RevenueBase company graph · Sep 28, 2026 · View company records in RevenueBase | |||||
| 14 | 2 contacts → | ||||
Exact match “At Creation Wealth, we believe your financial plan should reflect your life, your values, and your goals.” Recorded in the RevenueBase company graph · Sep 28, 2026 · View company records in RevenueBase | |||||
| 15 | 1 contacts → | ||||
Exact match “TDF is able to offer the entire spectrum of investment risk and makes sensible investments at sensible prices through reputable companies.” Recorded in the RevenueBase company graph · Sep 28, 2026 · View company records in RevenueBase | |||||
| 16 | 1 contacts → | ||||
Exact match “Who we are: Lifestyle Focused Financial Planners What we do: Support and guide individuals to become financially independent When to start: Today!” 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 planning platforms”. 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 16 of 29 financial planning platforms based in Johannesburg, South Africa
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Financial planning platforms based in Johannesburg, South Africa at a glance
As of Sep 28, 2026Companies by employee count
Email recency for this list is measured across the whole South Africa list rather than for Johannesburg, so it is reported there. Company counts and contact totals on this page are exact for Johannesburg, over 29 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 Johannesburg, South Africa whose business descriptions match “financial planning platforms” 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 80 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 planning platforms”; each Exact match badge shows search membership, not an individual similarity or quality score.
How many financial planning platforms are there based in Johannesburg, South Africa?
RevenueBase identified 29 company matches for financial planning platforms associated with Johannesburg, 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?
Genesis Advisory Services 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 planning platforms?
Johannesburg leads South Africa with 29 company records, followed by Cape Town (26) and Pretoria (21).
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 80 professional contacts with verified work emails tracked across these 29 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.
Ready to reach these companies? Verified emails and direct dials for all 29 financial planning platforms based in Johannesburg, South Africa. Start with a free account, no credit card.
Download this list →Related lists
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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.
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Company intelligence · public preview
Top 16 financial planning platforms based in Johannesburg, 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 29 matching company records for financial planning platforms based in Johannesburg, South Africa, with 282 tracked contacts and 80 verified work emails.
This public preview shows 16 selected records ordered by tracked contacts. RevenueBase SmartSearch finds company descriptions that match by meaning at Exact. Snapshot: September 28, 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 16 financial planning platforms based in Johannesburg, 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 | Genesis Advisory Servicesgenesisadvisory.co.za HQ: Johannesburg, South AfricaReported employees: 51-200 | Johannesburg, South Africa | 51-200 | Exact match | 52 contacts → |
“Skilled financial planning not only serves as a solid foundation for the future, but also helps you to utilize your resources more effectively.” Recorded description excerpt · September 28, 2026Open company data in RevenueBase ↗Free signup required. | |||||
| 2 |  Future Green DOTfuturewealth.za.comHQ: Johannesburg, South AfricaReported employees: 1-10 | Johannesburg, South Africa | 1-10 | Exact match | 28 contacts → |
“As it is our firm belief that financial planning is a responsibility as opposed to a choice, we have built a business filled with highly skilled financial planners, whose sole…” Recorded description excerpt · September 28, 2026Open company data in RevenueBase ↗Free signup required. | |||||
| 3 |  Galileo Capitalgalileocapital.co.zaHQ: Johannesburg, South AfricaReported employees: 11-50 | Johannesburg, South Africa | 11-50 | Exact match | 16 contacts → |
“Investment decisions can be complex.” Recorded description excerpt · September 28, 2026Open company data in RevenueBase ↗Free signup required. | |||||
| 4 |  Iota Investment Services PTY LTDiota.co.zaHQ: Johannesburg, South AfricaReported employees: 11-50 | Johannesburg, South Africa | 11-50 | Exact match | 14 contacts → |
“COMPANY HISTORY IOTA Investment Services (Pty) Ltd was established in 1993, through the amalgamation of two businesses which had been running since 1986.” Recorded description excerpt · September 28, 2026Open company data in RevenueBase ↗Free signup required. | |||||
| 5 |  Wealthbitwealthbit.coHQ: Johannesburg, South AfricaReported employees: 1-10 | Johannesburg, South Africa | 1-10 | Exact match | 13 contacts → |
“3 tools, 1 mission: Empowering people to take control of their money The Financial Freedom Programme™ is designed as a structured step-by-step support system that meets people…” Recorded description excerpt · September 28, 2026Open company data in RevenueBase ↗Free signup required. | |||||
| 6 |  PSG Wealth Rosebankpsg.co.zaHQ: Johannesburg, South AfricaReported employees: 11-50 | Johannesburg, South Africa | 11-50 | Exact match | 12 contacts → |
“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 description excerpt · September 28, 2026Open company data in RevenueBase ↗Free signup required. | |||||
| 7 |  Advicetech PTY LTDadvicetech.co.zaHQ: Johannesburg, South AfricaReported employees: 1-10 | 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 28, 2026Open company data in RevenueBase ↗Free signup required. | |||||
| 8 | Rich Ideas Group PTY LTDrichideas.co.za HQ: Johannesburg, South AfricaReported employees: 1-10 | Johannesburg, South Africa | 1-10 | Exact match | 5 contacts → |
“Financial planning is so often an overwhelming, time-consuming, and downright scary thing.” Recorded description excerpt · September 28, 2026Open company data in RevenueBase ↗Free signup required. | |||||
| 9 | PWH Wealth Grouppwhwg.com HQ: Johannesburg, South AfricaReported employees: 1-10 | Johannesburg, South Africa | 1-10 | Exact match | 4 contacts → |
“SAWealth Partner Pty Ltd T/A PWH Wealth Group is an authorised financial services provider (45627) The PWH WEALTH GROUP Partners with self motivated, accomplished individuals and…” Recorded description excerpt · September 28, 2026Open company data in RevenueBase ↗Free signup required. | |||||
| 10 |  Financial EQfinancialeq.co.zaHQ: Johannesburg, South AfricaReported employees: 11-50 | Johannesburg, South Africa | 11-50 | Exact match | 3 contacts → |
“We provide revolutionary Holistic Financial Planning & one on one as well as company & employee based wellness initiatives & offerings to Individuals & Corporates alike, as well…” Recorded description excerpt · September 28, 2026Open company data in RevenueBase ↗Free signup required. | |||||
| 11 | Sacks & Associatesmjswealth.co.za HQ: Johannesburg, South AfricaReported employees: 1-10 | Johannesburg, South Africa | 1-10 | Exact match | 3 contacts → |
“Established in 1989, Sacks & Associates is an independent financial planning business.” Recorded description excerpt · September 28, 2026Open company data in RevenueBase ↗Free signup required. | |||||
| 12 | Summa Financial Servicessummafs.co.za HQ: Johannesburg, South AfricaReported employees: 11-50 | Johannesburg, South Africa | 11-50 | Exact match | 2 contacts → |
“We serve business owners, entrepreneurs and professionals who want more than a financial product, who want a trusted partner who integrates every dimension of their financial life…” Recorded description excerpt · September 28, 2026Open company data in RevenueBase ↗Free signup required. | |||||
| 13 | Finplanco PTY LTDfinplanco.co.za HQ: Johannesburg, South AfricaReported employees: 1-10 | Johannesburg, South Africa | 1-10 | Exact match | 2 contacts → |
“We provide clients with a professional, systematic approach to financial planning.” Recorded description excerpt · September 28, 2026Open company data in RevenueBase ↗Free signup required. | |||||
| 14 | Creation Wealthcreationwealth.org.za HQ: Johannesburg, South AfricaReported employees: 1-10 | Johannesburg, South Africa | 1-10 | Exact match | 2 contacts → |
“At Creation Wealth, we believe your financial plan should reflect your life, your values, and your goals.” Recorded description excerpt · September 28, 2026Open company data in RevenueBase ↗Free signup required. | |||||
| 15 |  Tracey Devonport Financial CCdevonport.co.zaHQ: Johannesburg, South AfricaReported employees: 11-50 | Johannesburg, South Africa | 11-50 | Exact match | 1 contacts → |
“TDF is able to offer the entire spectrum of investment risk and makes sensible investments at sensible prices through reputable companies.” Recorded description excerpt · September 28, 2026Open company data in RevenueBase ↗Free signup required. | |||||
| 16 | Swyft Consulting PTY LTDswyftconsulting.co.za HQ: Johannesburg, South AfricaReported employees: 1-10 | Johannesburg, South Africa | 1-10 | Exact match | 1 contacts → |
“Who we are: Lifestyle Focused Financial Planners What we do: Support and guide individuals to become financially independent When to start: Today!” Recorded description excerpt · September 28, 2026Open company data in RevenueBase ↗Free signup required. | |||||
Showing 16 of 29 company matches
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Financial planning platforms: dataset insights
September 28, 2026These summaries describe recorded coverage in this saved dataset. This page is derived from saved source records; per-contact mobile coverage and email-recency results are not established by this snapshot.
Reported company sizes
29 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.
Email recency for this list is measured across the whole South Africa list rather than for Johannesburg, so it is reported there. Company counts and contact totals on this page are exact for Johannesburg, over 29 companies.
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.
This page is derived from saved source records; per-contact mobile coverage and email-recency results are not established by this snapshot.
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 28, 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 financial planning platforms?
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 planning platforms did RevenueBase find based in Johannesburg, South Africa?
The saved snapshot records 29 matching company records, 282 tracked contacts and 80 verified emails. The public preview displays 16 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 28, 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 planning platforms by geography
- Financial planning platforms based in Melbourne, Australia
- Financial planning platforms based in Sydney, Australia
- Financial planning platforms based in Sao Paulo, Brazil
- Financial planning platforms based in Toronto, Canada
- Financial planning platforms based in Vancouver, Canada
- Financial planning platforms based in Paris, France
- Financial planning platforms based in Bangalore, India
- Financial planning platforms based in Hyderabad, India
- Financial planning platforms based in Mumbai, India
- Financial planning platforms based in Pune, India
- Financial planning platforms based in Singapore, Singapore
- Financial planning platforms based in Dubai, United Arab Emirates
Cite this list
RevenueBase Data Team. Top 16 financial planning platforms based in Johannesburg, South Africa. Snapshot: September 28, 2026. https://revenuebase.ai/companies/financial-planning-platforms/south-africa/johannesburg.
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 planning platforms based in Melbourne, Australia
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Company intelligence · public preview
Top 16 financial planning platforms based in Johannesburg, South Africa
RevenueBase records 29 matching company records for financial planning platforms based in Johannesburg, South Africa, with 282 tracked contacts and 80 verified work emails.
This public preview shows 16 selected records ordered by tracked contacts. RevenueBase SmartSearch finds company descriptions that match by meaning at Exact. Snapshot: September 28, 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 16 financial planning platforms based in Johannesburg, 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 | Genesis Advisory Servicesgenesisadvisory.co.za HQ: Johannesburg, South AfricaReported employees: 51-200 | Johannesburg, South Africa | 51-200 | Exact match | 52 contacts → |
“Skilled financial planning not only serves as a solid foundation for the future, but also helps you to utilize your resources more effectively.” Recorded description excerpt · September 28, 2026Open company data in RevenueBase ↗Free signup required. | |||||
| 2 | Future Green DOTfuturewealth.za.com HQ: Johannesburg, South AfricaReported employees: 1-10 | Johannesburg, South Africa | 1-10 | Exact match | 28 contacts → |
“As it is our firm belief that financial planning is a responsibility as opposed to a choice, we have built a business filled with highly skilled financial planners, whose sole…” Recorded description excerpt · September 28, 2026Open company data in RevenueBase ↗Free signup required. | |||||
| 3 | Galileo Capitalgalileocapital.co.za HQ: Johannesburg, South AfricaReported employees: 11-50 | Johannesburg, South Africa | 11-50 | Exact match | 16 contacts → |
“Investment decisions can be complex.” Recorded description excerpt · September 28, 2026Open company data in RevenueBase ↗Free signup required. | |||||
| 4 | Iota Investment Services PTY LTDiota.co.za HQ: Johannesburg, South AfricaReported employees: 11-50 | Johannesburg, South Africa | 11-50 | Exact match | 14 contacts → |
“COMPANY HISTORY IOTA Investment Services (Pty) Ltd was established in 1993, through the amalgamation of two businesses which had been running since 1986.” Recorded description excerpt · September 28, 2026Open company data in RevenueBase ↗Free signup required. | |||||
| 5 | Wealthbitwealthbit.co HQ: Johannesburg, South AfricaReported employees: 1-10 | Johannesburg, South Africa | 1-10 | Exact match | 13 contacts → |
“3 tools, 1 mission: Empowering people to take control of their money The Financial Freedom Programme™ is designed as a structured step-by-step support system that meets people…” Recorded description excerpt · September 28, 2026Open company data in RevenueBase ↗Free signup required. | |||||
| 6 | PSG Wealth Rosebankpsg.co.za HQ: Johannesburg, South AfricaReported employees: 11-50 | Johannesburg, South Africa | 11-50 | Exact match | 12 contacts → |
“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 description excerpt · September 28, 2026Open company data in RevenueBase ↗Free signup required. | |||||
| 7 | Advicetech PTY LTDadvicetech.co.za HQ: Johannesburg, South AfricaReported employees: 1-10 | 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 28, 2026Open company data in RevenueBase ↗Free signup required. | |||||
| 8 | Rich Ideas Group PTY LTDrichideas.co.za HQ: Johannesburg, South AfricaReported employees: 1-10 | Johannesburg, South Africa | 1-10 | Exact match | 5 contacts → |
“Financial planning is so often an overwhelming, time-consuming, and downright scary thing.” Recorded description excerpt · September 28, 2026Open company data in RevenueBase ↗Free signup required. | |||||
| 9 | PWH Wealth Grouppwhwg.com HQ: Johannesburg, South AfricaReported employees: 1-10 | Johannesburg, South Africa | 1-10 | Exact match | 4 contacts → |
“SAWealth Partner Pty Ltd T/A PWH Wealth Group is an authorised financial services provider (45627) The PWH WEALTH GROUP Partners with self motivated, accomplished individuals and…” Recorded description excerpt · September 28, 2026Open company data in RevenueBase ↗Free signup required. | |||||
| 10 | Financial EQfinancialeq.co.za HQ: Johannesburg, South AfricaReported employees: 11-50 | Johannesburg, South Africa | 11-50 | Exact match | 3 contacts → |
“We provide revolutionary Holistic Financial Planning & one on one as well as company & employee based wellness initiatives & offerings to Individuals & Corporates alike, as well…” Recorded description excerpt · September 28, 2026Open company data in RevenueBase ↗Free signup required. | |||||
| 11 | Sacks & Associatesmjswealth.co.za HQ: Johannesburg, South AfricaReported employees: 1-10 | Johannesburg, South Africa | 1-10 | Exact match | 3 contacts → |
“Established in 1989, Sacks & Associates is an independent financial planning business.” Recorded description excerpt · September 28, 2026Open company data in RevenueBase ↗Free signup required. | |||||
| 12 | Summa Financial Servicessummafs.co.za HQ: Johannesburg, South AfricaReported employees: 11-50 | Johannesburg, South Africa | 11-50 | Exact match | 2 contacts → |
“We serve business owners, entrepreneurs and professionals who want more than a financial product, who want a trusted partner who integrates every dimension of their financial life…” Recorded description excerpt · September 28, 2026Open company data in RevenueBase ↗Free signup required. | |||||
| 13 | Finplanco PTY LTDfinplanco.co.za HQ: Johannesburg, South AfricaReported employees: 1-10 | Johannesburg, South Africa | 1-10 | Exact match | 2 contacts → |
“We provide clients with a professional, systematic approach to financial planning.” Recorded description excerpt · September 28, 2026Open company data in RevenueBase ↗Free signup required. | |||||
| 14 | Creation Wealthcreationwealth.org.za HQ: Johannesburg, South AfricaReported employees: 1-10 | Johannesburg, South Africa | 1-10 | Exact match | 2 contacts → |
“At Creation Wealth, we believe your financial plan should reflect your life, your values, and your goals.” Recorded description excerpt · September 28, 2026Open company data in RevenueBase ↗Free signup required. | |||||
| 15 | Tracey Devonport Financial CCdevonport.co.za HQ: Johannesburg, South AfricaReported employees: 11-50 | Johannesburg, South Africa | 11-50 | Exact match | 1 contacts → |
“TDF is able to offer the entire spectrum of investment risk and makes sensible investments at sensible prices through reputable companies.” Recorded description excerpt · September 28, 2026Open company data in RevenueBase ↗Free signup required. | |||||
| 16 | Swyft Consulting PTY LTDswyftconsulting.co.za HQ: Johannesburg, South AfricaReported employees: 1-10 | Johannesburg, South Africa | 1-10 | Exact match | 1 contacts → |
“Who we are: Lifestyle Focused Financial Planners What we do: Support and guide individuals to become financially independent When to start: Today!” Recorded description excerpt · September 28, 2026Open company data in RevenueBase ↗Free signup required. | |||||
Showing 16 of 29 company matches
Build a targeted audience, find relevant contacts and export available records to your workflow.
Free signup · 500 credits · limited free results
Financial planning platforms: dataset insights
September 28, 2026These summaries describe recorded coverage in this saved dataset. This page is derived from saved source records; per-contact mobile coverage and email-recency results are not established by this snapshot.
Reported company sizes
29 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.
Email recency for this list is measured across the whole South Africa list rather than for Johannesburg, so it is reported there. Company counts and contact totals on this page are exact for Johannesburg, over 29 companies.
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.
This page is derived from saved source records; per-contact mobile coverage and email-recency results are not established by this snapshot.
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 28, 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 financial planning platforms?
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 planning platforms did RevenueBase find based in Johannesburg, South Africa?
The saved snapshot records 29 matching company records, 282 tracked contacts and 80 verified emails. The public preview displays 16 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 28, 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 16 financial planning platforms based in Johannesburg, South Africa. Snapshot: September 28, 2026. https://revenuebase.ai/companies/financial-planning-platforms/south-africa/johannesburg.
This is a selected public preview of saved company records, rather than an independently verified census. Open the source page ↗
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