Company lists · Data refreshed September 2026
Top 20 Financial planning software consultants based in South Africa
RevenueBase identified 66 company matches for financial planning software consultants associated with South Africa as of September 2026 and tracks 341 professional contacts across them, including 97 with verified work emails. Johannesburg is the largest hub.
This list covers company matches for financial planning software consultants associated with South Africa, found by RevenueBase SmartSearch using the meaning of business descriptions in its company graph at Exact. Ranked by professionals tracked, largest first. Rows show recorded descriptions where available, Exact search membership and the snapshot date. Data refreshed September 28, 2026.
Published by RevenueBase, a B2B data infrastructure company. This list was built with RevenueBase SmartSearch, the natural-language company search RevenueBase customers use to build their own targeted lists and unlock verified emails and direct dials at the companies on them. How these lists are built and judged.
The 20 largest financial planning software consultants based in South Africa
Ranked by team size| # | Company | Contacts | |||
|---|---|---|---|---|---|
| 1 | 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 | |||||
| 2 | 27 contacts → | ||||
Exact match “Established in 1998, atWORK is a cloud-based solution for the financial planning industry.” Recorded in the RevenueBase company graph · Sep 28, 2026 · View company records in RevenueBase | |||||
| 3 | 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 28, 2026 · View company records in RevenueBase | |||||
| 4 | 17 contacts → | ||||
Exact match “At Solve Business Consulting, we are specialist consultants within the financial services industry.” Recorded in the RevenueBase company graph · Sep 28, 2026 · View company records in RevenueBase | |||||
| 5 | 11 contacts → | ||||
Exact match “We take financial planning personally.” Recorded in the RevenueBase company graph · Sep 28, 2026 · View company records in RevenueBase | |||||
| 6 | 11 contacts → | ||||
Exact match “MiPlan exists to assist financial planners in creating and preserving wealth for their clients through the application of critical thinking.” Recorded in the RevenueBase company graph · Sep 28, 2026 · View company records in RevenueBase | |||||
| 7 | 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 28, 2026 · View company records in RevenueBase | |||||
| 8 | 7 contacts → | ||||
Exact match “At Section Five we believe that before we can think of hardware or software, we have to get to know the people behind a company first.” Recorded in the RevenueBase company graph · Sep 28, 2026 · View company records in RevenueBase | |||||
| 9 | 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 | |||||
| 10 | 5 contacts → | ||||
Exact match “Capital Wealth Counsel (PTY) Ltd is a comprehensive independent financial planning consultancy firm.” Recorded in the RevenueBase company graph · Sep 28, 2026 · View company records in RevenueBase | |||||
| 11 | 5 contacts → | ||||
Exact match “Keep in touch with Plan-B BlueStar Financial Advisory Services for articles, news and updates.” Recorded in the RevenueBase company graph · Sep 28, 2026 · View company records in RevenueBase | |||||
| 12 | 5 contacts → | ||||
Exact match “We believe that you should be able to enjoy financial freedom.” Recorded in the RevenueBase company graph · Sep 28, 2026 · View company records in RevenueBase | |||||
| 13 | 5 contacts → | ||||
Exact match “Imvelo Wealth is an ‘advice driven’ financial planning practice.” Recorded in the RevenueBase company graph · Sep 28, 2026 · View company records in RevenueBase | |||||
| 14 | 5 contacts → | ||||
Exact match “Monogram is a boutique delivery orientated Financial Services consulting firm with advisory and delivering capabilities.” Recorded in the RevenueBase company graph · Sep 28, 2026 · View company records in RevenueBase | |||||
| 15 | 4 contacts → | ||||
Exact match “FKC Wealth is an Authorised Financial Service Provider.” Recorded in the RevenueBase company graph · Sep 28, 2026 · View company records in RevenueBase | |||||
| 16 | 3 contacts → | ||||
Exact match “FI Consult is an industry-first consulting business, founded by David Kop CFP® & Jason Bernic CFP® We partner with Financial Planning businesses around strategy, operations and…” Recorded in the RevenueBase company graph · Sep 28, 2026 · View company records in RevenueBase | |||||
| 17 | 3 contacts → | ||||
Exact match “Advisor Assist is your dedicated partner in the financial industry, offering expert solutions designed exclusively for brokerage firms.” Recorded in the RevenueBase company graph · Sep 28, 2026 · View company records in RevenueBase | |||||
| 18 | 2 contacts → | ||||
Exact match “At Biglife, we believe that financial planning is more than just numbers on a page.” Recorded in the RevenueBase company graph · Sep 28, 2026 · View company records in RevenueBase | |||||
| 19 | 2 contacts → | ||||
Exact match “Situated in Knysna, in the Western Cape, VIP BlueStar provides specialised financial planning, insurance, retirement - and investment services to individuals and businesses.” Recorded in the RevenueBase company graph · Sep 28, 2026 · View company records in RevenueBase | |||||
| 20 | 1 contacts → | ||||
Exact match “At BlueLogic Consulting, we empower businesses with tailored strategies and financial solutions.” 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 software consultants”. 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 20 of 66 financial planning software consultants based in South Africa
See the full list, filter by size, metro and specialty, and access 97 tracked professional contacts with verified work emails. Direct dials are available where recorded.
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Financial planning software consultants based in South Africa at a glance
As of Sep 28, 2026Companies by employee count
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 66 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 software consultants” 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 97 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 software consultants”; each Exact match badge shows search membership, not an individual similarity or quality score.
How many financial planning software consultants are there based in South Africa?
RevenueBase identified 66 company matches for financial planning software consultants 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?
Future Green DOT tops the displayed preview by professional contacts tracked in RevenueBase. Recorded headquarters appear in the company rows.
Which city has the most financial planning software consultants?
Johannesburg leads with 13 company records, followed by Cape Town (8) and Pretoria (6).
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 97 professional contacts with verified work emails tracked across these 66 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 66 financial planning software consultants based in 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 20 financial planning software consultants based in 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 66 matching company records for financial planning software consultants based in South Africa, with 341 tracked contacts and 97 verified work emails.
This public preview shows 20 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 20 financial planning software consultants based in 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 |  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. | |||||
| 2 | Atwork Internet Software Solutionsatwork.co.za HQ: Pretoria, South AfricaReported employees: 11-50 | Pretoria, South Africa | 11-50 | Exact match | 27 contacts → |
“Established in 1998, atWORK is a cloud-based solution for the financial planning industry.” Recorded description excerpt · September 28, 2026Open company data in RevenueBase ↗Free signup required. | |||||
| 3 | Netsurenetsure.co.za HQ: Northwold, South AfricaReported employees: 11-50 | Northwold, South Africa | 11-50 | Exact match | 19 contacts → |
“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 description excerpt · September 28, 2026Open company data in RevenueBase ↗Free signup required. | |||||
| 4 |  Solve Business Consulting PTY LTDsolveconsulting.co.zaHQ: Cape Town, South AfricaReported employees: 11-50 | Cape Town, South Africa | 11-50 | Exact match | 17 contacts → |
“At Solve Business Consulting, we are specialist consultants within the financial services industry.” Recorded description excerpt · September 28, 2026Open company data in RevenueBase ↗Free signup required. | |||||
| 5 |  Vickers & Peters Financial Planningvpfp.co.zaHQ: Rivonia, South AfricaReported employees: 11-50 | Rivonia, South Africa | 11-50 | Exact match | 11 contacts → |
“We take financial planning personally.” Recorded description excerpt · September 28, 2026Open company data in RevenueBase ↗Free signup required. | |||||
| 6 |  Mi-Plan Asset Managementmi-plan.co.zaHQ: Cape Town, South AfricaReported employees: 1-10 | Cape Town, South Africa | 1-10 | Exact match | 11 contacts → |
“MiPlan exists to assist financial planners in creating and preserving wealth for their clients through the application of critical thinking.” Recorded description excerpt · September 28, 2026Open company data in RevenueBase ↗Free signup required. | |||||
| 7 | Finfocus Financial Plannersfinfocus.co.za HQ: Stellenbosch, South AfricaReported employees: 11-50 | Stellenbosch, South Africa | 11-50 | Exact match | 9 contacts → |
“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 description excerpt · September 28, 2026Open company data in RevenueBase ↗Free signup required. | |||||
| 8 |  Section Fivesectionfive.co.zaHQ: Cape Town, South AfricaReported employees: 11-50 | Cape Town, South Africa | 11-50 | Exact match | 7 contacts → |
“At Section Five we believe that before we can think of hardware or software, we have to get to know the people behind a company first.” Recorded description excerpt · September 28, 2026Open company data in RevenueBase ↗Free signup required. | |||||
| 9 |  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. | |||||
| 10 | Capital Wealth Counsel PTY LTDcapitalwealthcounsel.co.za HQ: Douglasdale, South AfricaReported employees: 1-10 | Douglasdale, South Africa | 1-10 | Exact match | 5 contacts → |
“Capital Wealth Counsel (PTY) Ltd is a comprehensive independent financial planning consultancy firm.” Recorded description excerpt · September 28, 2026Open company data in RevenueBase ↗Free signup required. | |||||
| 11 |  Plan-B Bluestarplan-b.co.zaHQ: Cape Town, South AfricaReported employees: 1-10 | Cape Town, South Africa | 1-10 | Exact match | 5 contacts → |
“Keep in touch with Plan-B BlueStar Financial Advisory Services for articles, news and updates.” Recorded description excerpt · September 28, 2026Open company data in RevenueBase ↗Free signup required. | |||||
| 12 |  NLD Independent Financial Advisorsnld.co.zaHQ: Port Elizabeth, South AfricaReported employees: 1-10 | Port Elizabeth, South Africa | 1-10 | Exact match | 5 contacts → |
“We believe that you should be able to enjoy financial freedom.” Recorded description excerpt · September 28, 2026Open company data in RevenueBase ↗Free signup required. | |||||
| 13 | Imvelo Wealth Solutionsimvelowealth.co.za HQ: Rivonia, South AfricaReported employees: 1-10 | Rivonia, South Africa | 1-10 | Exact match | 5 contacts → |
“Imvelo Wealth is an ‘advice driven’ financial planning practice.” Recorded description excerpt · September 28, 2026Open company data in RevenueBase ↗Free signup required. | |||||
| 14 |  Monogram Consultingmonogramconsulting.co.zaHQ: Johannesburg, South AfricaReported employees: 1-10 | Johannesburg, South Africa | 1-10 | Exact match | 5 contacts → |
“Monogram is a boutique delivery orientated Financial Services consulting firm with advisory and delivering capabilities.” Recorded description excerpt · September 28, 2026Open company data in RevenueBase ↗Free signup required. | |||||
| 15 | FKC Wealthfkc.co.za HQ: Rustenburg, South AfricaReported employees: 11-50 | Rustenburg, South Africa | 11-50 | Exact match | 4 contacts → |
“FKC Wealth is an Authorised Financial Service Provider.” Recorded description excerpt · September 28, 2026Open company data in RevenueBase ↗Free signup required. | |||||
| 16 | FI Consultficonsult.co.za HQ: Johannesburg, South AfricaReported employees: 1-10 | Johannesburg, South Africa | 1-10 | Exact match | 3 contacts → |
“FI Consult is an industry-first consulting business, founded by David Kop CFP® & Jason Bernic CFP® We partner with Financial Planning businesses around strategy, operations and…” Recorded description excerpt · September 28, 2026Open company data in RevenueBase ↗Free signup required. | |||||
| 17 |  Advisor Assist PTY LTDadvisorassist.co.zaHQ: Durbanville, South AfricaReported employees: 1-10 | Durbanville, South Africa | 1-10 | Exact match | 3 contacts → |
“Advisor Assist is your dedicated partner in the financial industry, offering expert solutions designed exclusively for brokerage firms.” Recorded description excerpt · September 28, 2026Open company data in RevenueBase ↗Free signup required. | |||||
| 18 | Biglife Wealth Planningbiglife.co.za HQ: Randburg, South AfricaReported employees: 1-10 | Randburg, South Africa | 1-10 | Exact match | 2 contacts → |
“At Biglife, we believe that financial planning is more than just numbers on a page.” Recorded description excerpt · September 28, 2026Open company data in RevenueBase ↗Free signup required. | |||||
| 19 |  VIP Bluestarsanlam.co.zaHQ: Knysna, South AfricaReported employees: 1-10 | Knysna, South Africa | 1-10 | Exact match | 2 contacts → |
“Situated in Knysna, in the Western Cape, VIP BlueStar provides specialised financial planning, insurance, retirement - and investment services to individuals and businesses.” Recorded description excerpt · September 28, 2026Open company data in RevenueBase ↗Free signup required. | |||||
| 20 |  Bluelogic Consultingbluelogic.co.zaHQ: Roodepoort, South AfricaReported employees: 1-10 | Roodepoort, South Africa | 1-10 | Exact match | 1 contacts → |
“At BlueLogic Consulting, we empower businesses with tailored strategies and financial solutions.” Recorded description excerpt · September 28, 2026Open company data in RevenueBase ↗Free signup required. | |||||
Showing 20 of 66 company matches
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Financial planning software consultants: 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
66 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 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 66 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 software consultants?
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 software consultants did RevenueBase find based in South Africa?
The saved snapshot records 66 matching company records, 341 tracked contacts and 97 verified emails. The public preview displays 20 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 software consultants by geography
- Financial planning software consultants based in Sao Paulo, Brazil
- Financial planning software consultants based in Toronto, Canada
- Financial planning software consultants based in London, United Kingdom
- Financial planning software consultants based in Australia
- Financial planning software consultants based in Brazil
- Financial planning software consultants based in Canada
- Financial planning software consultants based in France
- Financial planning software consultants based in Germany
- Financial planning software consultants based in India
- Financial planning software consultants based in Italy
- Financial planning software consultants based in the Netherlands
- Financial planning software consultants based in Switzerland
Cite this list
RevenueBase Data Team. Top 20 financial planning software consultants based in South Africa. Snapshot: September 28, 2026. https://revenuebase.ai/companies/financial-planning-software-consultants/south-africa.
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 software consultants based in Sao Paulo, Brazil
- Financial planning software consultants based in Toronto, Canada
- Financial planning software consultants based in London, United Kingdom
- Financial planning software consultants based in Australia
- Financial planning software consultants based in Brazil
- Financial planning software consultants based in Canada
Company intelligence · public preview
Top 20 financial planning software consultants based in South Africa
RevenueBase records 66 matching company records for financial planning software consultants based in South Africa, with 341 tracked contacts and 97 verified work emails.
This public preview shows 20 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 20 financial planning software consultants based in 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 | 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. | |||||
| 2 | Atwork Internet Software Solutionsatwork.co.za HQ: Pretoria, South AfricaReported employees: 11-50 | Pretoria, South Africa | 11-50 | Exact match | 27 contacts → |
“Established in 1998, atWORK is a cloud-based solution for the financial planning industry.” Recorded description excerpt · September 28, 2026Open company data in RevenueBase ↗Free signup required. | |||||
| 3 | Netsurenetsure.co.za HQ: Northwold, South AfricaReported employees: 11-50 | Northwold, South Africa | 11-50 | Exact match | 19 contacts → |
“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 description excerpt · September 28, 2026Open company data in RevenueBase ↗Free signup required. | |||||
| 4 | Solve Business Consulting PTY LTDsolveconsulting.co.za HQ: Cape Town, South AfricaReported employees: 11-50 | Cape Town, South Africa | 11-50 | Exact match | 17 contacts → |
“At Solve Business Consulting, we are specialist consultants within the financial services industry.” Recorded description excerpt · September 28, 2026Open company data in RevenueBase ↗Free signup required. | |||||
| 5 | Vickers & Peters Financial Planningvpfp.co.za HQ: Rivonia, South AfricaReported employees: 11-50 | Rivonia, South Africa | 11-50 | Exact match | 11 contacts → |
“We take financial planning personally.” Recorded description excerpt · September 28, 2026Open company data in RevenueBase ↗Free signup required. | |||||
| 6 | Mi-Plan Asset Managementmi-plan.co.za HQ: Cape Town, South AfricaReported employees: 1-10 | Cape Town, South Africa | 1-10 | Exact match | 11 contacts → |
“MiPlan exists to assist financial planners in creating and preserving wealth for their clients through the application of critical thinking.” Recorded description excerpt · September 28, 2026Open company data in RevenueBase ↗Free signup required. | |||||
| 7 | Finfocus Financial Plannersfinfocus.co.za HQ: Stellenbosch, South AfricaReported employees: 11-50 | Stellenbosch, South Africa | 11-50 | Exact match | 9 contacts → |
“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 description excerpt · September 28, 2026Open company data in RevenueBase ↗Free signup required. | |||||
| 8 | Section Fivesectionfive.co.za HQ: Cape Town, South AfricaReported employees: 11-50 | Cape Town, South Africa | 11-50 | Exact match | 7 contacts → |
“At Section Five we believe that before we can think of hardware or software, we have to get to know the people behind a company first.” Recorded description excerpt · September 28, 2026Open company data in RevenueBase ↗Free signup required. | |||||
| 9 | 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. | |||||
| 10 | Capital Wealth Counsel PTY LTDcapitalwealthcounsel.co.za HQ: Douglasdale, South AfricaReported employees: 1-10 | Douglasdale, South Africa | 1-10 | Exact match | 5 contacts → |
“Capital Wealth Counsel (PTY) Ltd is a comprehensive independent financial planning consultancy firm.” Recorded description excerpt · September 28, 2026Open company data in RevenueBase ↗Free signup required. | |||||
| 11 | Plan-B Bluestarplan-b.co.za HQ: Cape Town, South AfricaReported employees: 1-10 | Cape Town, South Africa | 1-10 | Exact match | 5 contacts → |
“Keep in touch with Plan-B BlueStar Financial Advisory Services for articles, news and updates.” Recorded description excerpt · September 28, 2026Open company data in RevenueBase ↗Free signup required. | |||||
| 12 | NLD Independent Financial Advisorsnld.co.za HQ: Port Elizabeth, South AfricaReported employees: 1-10 | Port Elizabeth, South Africa | 1-10 | Exact match | 5 contacts → |
“We believe that you should be able to enjoy financial freedom.” Recorded description excerpt · September 28, 2026Open company data in RevenueBase ↗Free signup required. | |||||
| 13 | Imvelo Wealth Solutionsimvelowealth.co.za HQ: Rivonia, South AfricaReported employees: 1-10 | Rivonia, South Africa | 1-10 | Exact match | 5 contacts → |
“Imvelo Wealth is an ‘advice driven’ financial planning practice.” Recorded description excerpt · September 28, 2026Open company data in RevenueBase ↗Free signup required. | |||||
| 14 | Monogram Consultingmonogramconsulting.co.za HQ: Johannesburg, South AfricaReported employees: 1-10 | Johannesburg, South Africa | 1-10 | Exact match | 5 contacts → |
“Monogram is a boutique delivery orientated Financial Services consulting firm with advisory and delivering capabilities.” Recorded description excerpt · September 28, 2026Open company data in RevenueBase ↗Free signup required. | |||||
| 15 | FKC Wealthfkc.co.za HQ: Rustenburg, South AfricaReported employees: 11-50 | Rustenburg, South Africa | 11-50 | Exact match | 4 contacts → |
“FKC Wealth is an Authorised Financial Service Provider.” Recorded description excerpt · September 28, 2026Open company data in RevenueBase ↗Free signup required. | |||||
| 16 | FI Consultficonsult.co.za HQ: Johannesburg, South AfricaReported employees: 1-10 | Johannesburg, South Africa | 1-10 | Exact match | 3 contacts → |
“FI Consult is an industry-first consulting business, founded by David Kop CFP® & Jason Bernic CFP® We partner with Financial Planning businesses around strategy, operations and…” Recorded description excerpt · September 28, 2026Open company data in RevenueBase ↗Free signup required. | |||||
| 17 | Advisor Assist PTY LTDadvisorassist.co.za HQ: Durbanville, South AfricaReported employees: 1-10 | Durbanville, South Africa | 1-10 | Exact match | 3 contacts → |
“Advisor Assist is your dedicated partner in the financial industry, offering expert solutions designed exclusively for brokerage firms.” Recorded description excerpt · September 28, 2026Open company data in RevenueBase ↗Free signup required. | |||||
| 18 | Biglife Wealth Planningbiglife.co.za HQ: Randburg, South AfricaReported employees: 1-10 | Randburg, South Africa | 1-10 | Exact match | 2 contacts → |
“At Biglife, we believe that financial planning is more than just numbers on a page.” Recorded description excerpt · September 28, 2026Open company data in RevenueBase ↗Free signup required. | |||||
| 19 | VIP Bluestarsanlam.co.za HQ: Knysna, South AfricaReported employees: 1-10 | Knysna, South Africa | 1-10 | Exact match | 2 contacts → |
“Situated in Knysna, in the Western Cape, VIP BlueStar provides specialised financial planning, insurance, retirement - and investment services to individuals and businesses.” Recorded description excerpt · September 28, 2026Open company data in RevenueBase ↗Free signup required. | |||||
| 20 | Bluelogic Consultingbluelogic.co.za HQ: Roodepoort, South AfricaReported employees: 1-10 | Roodepoort, South Africa | 1-10 | Exact match | 1 contacts → |
“At BlueLogic Consulting, we empower businesses with tailored strategies and financial solutions.” Recorded description excerpt · September 28, 2026Open company data in RevenueBase ↗Free signup required. | |||||
Showing 20 of 66 company matches
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Financial planning software consultants: 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
66 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 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 66 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 software consultants?
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 software consultants did RevenueBase find based in South Africa?
The saved snapshot records 66 matching company records, 341 tracked contacts and 97 verified emails. The public preview displays 20 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 20 financial planning software consultants based in South Africa. Snapshot: September 28, 2026. https://revenuebase.ai/companies/financial-planning-software-consultants/south-africa.
This is a selected public preview of saved company records, rather than an independently verified census. Open the source page ↗
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