Company lists · Data refreshed September 2026

Top 25 Financial planning recruiters based in South Africa

Name: Financial planning recruiters based in South Africa
Creator: RevenueBase
License: https://creativecommons.org/licenses/by/4.0/

Compiled by the RevenueBase Data Team Data refreshed Sep 20, 2026 160 companies tracked

RevenueBase identified 160 company matches for financial planning recruiters associated with South Africa as of September 2026 and tracks 1,042 professional contacts across them, including 294 with verified work emails. Johannesburg is the largest hub.

This list covers company matches for financial planning recruiters associated with South Africa, found by RevenueBase SmartSearch using the meaning of business descriptions in its company graph at Exact. Ranked by professionals tracked, largest first. Rows show recorded descriptions where available, Exact search membership and the snapshot date. Data refreshed September 20, 2026.

Published by RevenueBase, a B2B data infrastructure company. This list was built with RevenueBase SmartSearch, the natural-language company search RevenueBase customers use to build their own targeted lists and unlock verified emails and direct dials at the companies on them. How these lists are built and judged.

How to read this list RevenueBase SmartSearch · Exact Recorded Sep 20, 2026 How this list was built

160Companies

1,042Contacts tracked

294Verified emails

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The 25 largest financial planning recruiters based in South Africa

Ranked by team size

Top 25 of 160 company matches for financial planning recruiters based in South Africa, ordered by professional contacts tracked in RevenueBase, largest first. Recorded Sep 20, 2026. The RevenueBase SmartSearch column shows Exact match membership in this saved search. Click a contact count to view that company's people. Totals use company locations recorded by RevenueBase; the displayed preview is a smaller selection.
#	Company	RevenueBase SmartSearch	Headquarters	Employees	Contacts
1	Futurum Financial Group PTY LTD	Exact match	Potchefstroom, South AfricaHQ recorded Sep 20, 2026	201-500	115 contacts →
	Exact match “You CREATE the memories, we INSURE the journey.” Recorded in the RevenueBase company graph · Sep 20, 2026 · View company records in RevenueBase
2	Exceed Group	Exact match	Cape Town, South AfricaHQ recorded Sep 20, 2026	51-200	68 contacts →
	Exact match “Exceed has been operating since and developed a footprint in the Western Cape, Johannesburg, and London.” Recorded in the RevenueBase company graph · Sep 20, 2026 · View company records in RevenueBase
3	CBRC	Exact match	Cape Town, South AfricaHQ recorded Sep 20, 2026	51-200	48 contacts →
	Exact match Recorded description not available. Recorded in the RevenueBase company graph · Sep 20, 2026 · View company records in RevenueBase
4	CA Financial Appointments	Exact match	Cape Town, South AfricaHQ recorded Sep 20, 2026	11-50	33 contacts →
	Exact match “CA Financial Appointments is Specialist Financial Recruitment Consultancy Knowing your business, principles and culture is our business.” Recorded in the RevenueBase company graph · Sep 20, 2026 · View company records in RevenueBase
5	KLI Recruitment	Exact match	Cape Town, South AfricaHQ recorded Sep 20, 2026	n/a	31 contacts →
	Exact match “KLI Recruitment has been operating in Cape Town since 2006.” Recorded in the RevenueBase company graph · Sep 20, 2026 · View company records in RevenueBase
6	Future Green DOT	Exact match	Johannesburg, South AfricaHQ recorded Sep 20, 2026	1-10	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 20, 2026 · View company records in RevenueBase
7	Concept Wealth Authorized By Sanlam	Exact match	George, South AfricaHQ recorded Sep 20, 2026	1-10	27 contacts →
	Exact match “Professional Financial Planning and Portfolio Management” Recorded in the RevenueBase company graph · Sep 20, 2026 · View company records in RevenueBase
8	Accolade Financial Planning Services	Exact match	Johannesburg, South AfricaHQ recorded Sep 20, 2026	11-50	26 contacts →
	Exact match “Accolade was founded by Harry Kalligiannis, a Chartered Accountant with over 30 years experience in financial services.” Recorded in the RevenueBase company graph · Sep 20, 2026 · View company records in RevenueBase
9	Netsure	Exact match	Northwold, South AfricaHQ recorded Sep 20, 2026	11-50	19 contacts →
	Exact match “Netsure, established in 2010, was borne out of a desire to build an innovative, service-orientated organisation that provides reputable financial planning solutions to our…” Recorded in the RevenueBase company graph · Sep 20, 2026 · View company records in RevenueBase
10	The Recruitment Council	Exact match	Johannesburg, South AfricaHQ recorded Sep 20, 2026	11-50	18 contacts →
	Exact match “Welcome to The Recruitment Council – South Africa’s Premier Financial Advisory Recruitment Firm.” Recorded in the RevenueBase company graph · Sep 20, 2026 · View company records in RevenueBase
11	PPS Financial Planning	Exact match	Stellenbosch, South AfricaHQ recorded Sep 20, 2026	201-500	14 contacts →
	Exact match “It's simple.” Recorded in the RevenueBase company graph · Sep 20, 2026 · View company records in RevenueBase
12	The People Connection	Exact match	Rivonia, South AfricaHQ recorded Sep 20, 2026	11-50	13 contacts →
	Exact match “The People Connection is a top tier Financial Placement and Executive Search company with impeccable credentials in this highly focused and niche area.” Recorded in the RevenueBase company graph · Sep 20, 2026 · View company records in RevenueBase
13	JA Recruitment Consultants	Exact match	Cape Town, South AfricaHQ recorded Sep 20, 2026	1-10	12 contacts →
	Exact match “JA Recruitment provides an exceptional recruitment service to both candidates and clients.” Recorded in the RevenueBase company graph · Sep 20, 2026 · View company records in RevenueBase
14	Yazoo Recruitment	Exact match	Umhlanga Ridge, South AfricaHQ recorded Sep 20, 2026	1-10	12 contacts →
	Exact match “YAZOO Recruitment connects top professionals to work opportunities in the financial, asset management, insurance, legal and clinical sectors.” Recorded in the RevenueBase company graph · Sep 20, 2026 · View company records in RevenueBase
15	Vickers & Peters Financial Planning	Exact match	Rivonia, South AfricaHQ recorded Sep 20, 2026	11-50	11 contacts →
	Exact match “We take financial planning personally.” Recorded in the RevenueBase company graph · Sep 20, 2026 · View company records in RevenueBase
16	The Recruitment People	Exact match	Highveld Techno Park, South AfricaHQ recorded Sep 20, 2026	11-50	11 contacts →
	Exact match “The Recruitment People is a financial recruitment agency based in Centurion, South Africa.” Recorded in the RevenueBase company graph · Sep 20, 2026 · View company records in RevenueBase
17	Asset Tree Financial Advisors	Exact match	Ethekwini, South AfricaHQ recorded Sep 20, 2026	11-50	10 contacts →
	Exact match “At Asset Tree, we have been representing the relationship between our clients’ investments, and their needs for them to grow, since 1989.” Recorded in the RevenueBase company graph · Sep 20, 2026 · View company records in RevenueBase
18	Capital Assignments	Exact match	Cape Town, South AfricaHQ recorded Sep 20, 2026	1-10	10 contacts →
	Exact match “Capital Assignments is the South African pioneer of exclusive executive search for the Financial Services Industry.” Recorded in the RevenueBase company graph · Sep 20, 2026 · View company records in RevenueBase
19	Carpe Diem Consulting CC	Exact match	Ethekwini, South AfricaHQ recorded Sep 20, 2026	11-50	10 contacts →
	Exact match “How do we fit into your lives?” Recorded in the RevenueBase company graph · Sep 20, 2026 · View company records in RevenueBase
20	Toro Financial Planners PTY LTD	Exact match	Randburg, South AfricaHQ recorded Sep 20, 2026	11-50	10 contacts →
	Exact match “Toro Financial Planners strives to deliver a fully independent high level financial planning service through competent advisors who will attain the highest levels of financial…” Recorded in the RevenueBase company graph · Sep 20, 2026 · View company records in RevenueBase
21	Excalibur Wealth PTY LTD	Exact match	Krugersdorp, South AfricaHQ recorded Sep 20, 2026	11-50	9 contacts →
	Exact match “A fiercely independent investment advisory and financial planning business, established in and targeting the high net worth market.” Recorded in the RevenueBase company graph · Sep 20, 2026 · View company records in RevenueBase
22	Hewett Wealth	Exact match	Johannesburg, South AfricaHQ recorded Sep 20, 2026	1-10	9 contacts →
	Exact match “Hewett Wealth was established in 2016 on the premise that it is possible to establish a truly independent, professional financial planning and advisory business that is focused on…” Recorded in the RevenueBase company graph · Sep 20, 2026 · View company records in RevenueBase
23	Finfocus Financial Planners	Exact match	Stellenbosch, South AfricaHQ recorded Sep 20, 2026	11-50	9 contacts →
	Exact match “Finfocus was established in May 2003 by Amy van Niekerk, Fanie van Wyk and Schalk van Niekerk and was joined by Callie Snyman in August 2003.” Recorded in the RevenueBase company graph · Sep 20, 2026 · View company records in RevenueBase
24	Smith Garb & Associates	Exact match	Midrand, South AfricaHQ recorded Sep 20, 2026	1-10	9 contacts →
	Exact match “Smith Garb & Associates is a Professional Specialist Recruitment company.” Recorded in the RevenueBase company graph · Sep 20, 2026 · View company records in RevenueBase
25	Wealthup	Exact match	Cape Town, South AfricaHQ recorded Sep 20, 2026	1-10	8 contacts →
	Exact match “WealthUp is a boutique, fee-based financial planning practice in Cape Town, founded in 2012.” Recorded in the RevenueBase company graph · Sep 20, 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 recruiters”. Each Exact match badge shows membership in that saved search; it is not an individual similarity score or a service-quality rating. Recorded descriptions are shown where available.

Showing 25 of 160 financial planning recruiters based in South Africa

See the full list, filter by size, metro and specialty, and access 294 tracked professional contacts with verified work emails. Direct dials are available where recorded.

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Financial planning recruiters based in South Africa at a glance

As of Sep 20, 2026

28.2%Verified-email coverage

6.5Average contacts per company

1-10Median size (employees)

13.1%Largest-city concentration · Johannesburg

Sep 20, 2026Page data refreshed

Companies by employee count

1-10

104

11-50

51-200

201-500

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 160 companies.

How this list was built

The recorded descriptions help you assess these company matches. Check a company’s website for its current services and locations.

Source: The RevenueBase company graph: 60 million companies and 398.9 million professional contacts resolved from primary sources, queried with RevenueBase SmartSearch, the natural-language company search available to every RevenueBase user.
What qualifies: Company records associated with South Africa whose business descriptions match “financial planning recruiters” 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 294 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 20, 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 recruiters”; each Exact match badge shows search membership, not an individual similarity or quality score.

How many financial planning recruiters are there based in South Africa?

RevenueBase identified 160 company matches for financial planning recruiters associated with South Africa as of September 2026, using the meaning of business descriptions at Exact. This is the recorded matched set in the RevenueBase company graph.

What is the largest company on this list?

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

Which city has the most financial planning recruiters?

Johannesburg leads with 21 company records, followed by Cape Town (19) and Durban (7).

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 294 professional contacts with verified work emails tracked across these 160 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 20, 2026.

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About this data

RevenueBase is a B2B data infrastructure company. Its company graph covers 60 million companies and 398.9 million professional contacts, with emails verified on a rolling cadence rather than scraped once and left to decay. These company lists are generated directly from that graph with RevenueBase 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.