Company lists · Data refreshed September 2026

Top 25 Financial planning staffing companies based in South Africa

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

Compiled by the RevenueBase Data Team Data refreshed Sep 28, 2026 186 companies tracked

RevenueBase identified 186 company matches for financial planning staffing companies associated with South Africa as of September 2026 and tracks 1,222 professional contacts across them, including 255 with verified work emails. Johannesburg is the largest hub.

This list covers company matches for financial planning staffing companies 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.

How to read this list RevenueBase SmartSearch · Exact Recorded Sep 28, 2026 How this list was built

186Companies

1,222Contacts tracked

255Verified emails

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The 25 largest financial planning staffing companies based in South Africa

Ranked by team size

Top 25 of 186 company matches for financial planning staffing companies based in South Africa, ordered by professional contacts tracked in RevenueBase, largest first. Recorded Sep 28, 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	Dante Personnel Recruitment PTY LTD	Exact match	Pretoria, South AfricaHQ recorded Sep 28, 2026	n/a	217 contacts →
	Exact match “Danté Personnel Recruitment (Pty) Ltd, established in 1996, is a national leading recruitment-consulting firm.” Recorded in the RevenueBase company graph · Sep 28, 2026 · View company records in RevenueBase
2	Exceed Group	Exact match	Cape Town, South AfricaHQ recorded Sep 28, 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 28, 2026 · View company records in RevenueBase
3	Africa Direct Group	Exact match	Observatory, South AfricaHQ recorded Sep 28, 2026	51-200	53 contacts →
	Exact match “In the past 10 years, Africa Direct has served over 20 public servants in creating their own personal wealth.” Recorded in the RevenueBase company graph · Sep 28, 2026 · View company records in RevenueBase
4	CBRC	Exact match	Cape Town, South AfricaHQ recorded Sep 28, 2026	51-200	48 contacts →
	Exact match Recorded description not available. Recorded in the RevenueBase company graph · Sep 28, 2026 · View company records in RevenueBase
5	CA Financial Appointments	Exact match	Cape Town, South AfricaHQ recorded Sep 28, 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 28, 2026 · View company records in RevenueBase
6	KLI Recruitment	Exact match	Cape Town, South AfricaHQ recorded Sep 28, 2026	n/a	31 contacts →
	Exact match “KLI Recruitment has been operating in Cape Town since 2006.” Recorded in the RevenueBase company graph · Sep 28, 2026 · View company records in RevenueBase
7	Future Green DOT	Exact match	Johannesburg, South AfricaHQ recorded Sep 28, 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 28, 2026 · View company records in RevenueBase
8	Concept Wealth Authorized By Sanlam	Exact match	George, South AfricaHQ recorded Sep 28, 2026	1-10	27 contacts →
	Exact match “Professional Financial Planning and Portfolio Management” Recorded in the RevenueBase company graph · Sep 28, 2026 · View company records in RevenueBase
9	Accolade Financial Planning Services	Exact match	Johannesburg, South AfricaHQ recorded Sep 28, 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 28, 2026 · View company records in RevenueBase
10	Cletech Recruitment A DIV Of Cletech Holdings PTY LTD	Exact match	Northriding, South AfricaHQ recorded Sep 28, 2026	11-50	18 contacts →
	Exact match “Cletech Recruitment has been at the forefront of shaping the leadership landscape in South Africa’s largest organisations.” Recorded in the RevenueBase company graph · Sep 28, 2026 · View company records in RevenueBase
11	The Recruitment Council	Exact match	Johannesburg, South AfricaHQ recorded Sep 28, 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 28, 2026 · View company records in RevenueBase
12	Outsidecapital	Exact match	Cape Town, South AfricaHQ recorded Sep 28, 2026	11-50	17 contacts →
	Exact match “OutsideCapital is a level executive search and recruitment advisor that specialises in building South Africa’s foremost accounting firms, management consulting houses, banks…” Recorded in the RevenueBase company graph · Sep 28, 2026 · View company records in RevenueBase
13	The People Connection	Exact match	Rivonia, South AfricaHQ recorded Sep 28, 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 28, 2026 · View company records in RevenueBase
14	JA Recruitment Consultants	Exact match	Cape Town, South AfricaHQ recorded Sep 28, 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 28, 2026 · View company records in RevenueBase
15	Yazoo Recruitment	Exact match	Umhlanga Ridge, South AfricaHQ recorded Sep 28, 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 28, 2026 · View company records in RevenueBase
16	Vickers & Peters Financial Planning	Exact match	Rivonia, South AfricaHQ recorded Sep 28, 2026	11-50	11 contacts →
	Exact match “We take financial planning personally.” Recorded in the RevenueBase company graph · Sep 28, 2026 · View company records in RevenueBase
17	The Recruitment People	Exact match	Highveld Techno Park, South AfricaHQ recorded Sep 28, 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 28, 2026 · View company records in RevenueBase
18	Asset Tree Financial Advisors	Exact match	Ethekwini, South AfricaHQ recorded Sep 28, 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 28, 2026 · View company records in RevenueBase
19	Capital Assignments	Exact match	Cape Town, South AfricaHQ recorded Sep 28, 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 28, 2026 · View company records in RevenueBase
20	Carpe Diem Consulting CC	Exact match	Ethekwini, South AfricaHQ recorded Sep 28, 2026	11-50	10 contacts →
	Exact match “How do we fit into your lives?” Recorded in the RevenueBase company graph · Sep 28, 2026 · View company records in RevenueBase
21	Hewett Wealth	Exact match	Johannesburg, South AfricaHQ recorded Sep 28, 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 28, 2026 · View company records in RevenueBase
22	Matchworks PTY Limited	Exact match	Modderfontein, South AfricaHQ recorded Sep 28, 2026	1-10	9 contacts →
	Exact match “We are a small team of passionate and fast-paced recruiters dedicated to sourcing and placing the best possible talent with our clients and business partners.” Recorded in the RevenueBase company graph · Sep 28, 2026 · View company records in RevenueBase
23	Smith Garb & Associates	Exact match	Midrand, South AfricaHQ recorded Sep 28, 2026	1-10	9 contacts →
	Exact match “Smith Garb & Associates is a Professional Specialist Recruitment company.” Recorded in the RevenueBase company graph · Sep 28, 2026 · View company records in RevenueBase
24	Fairbairn Consult Financial Planning	Exact match	Cape Town, South AfricaHQ recorded Sep 28, 2026	11-50	8 contacts →
	Exact match “We enable a quality client experience through our unique planning process and professional engagement” Recorded in the RevenueBase company graph · Sep 28, 2026 · View company records in RevenueBase
25	WMD Financial Services	Exact match	Wellington, South AfricaHQ recorded Sep 28, 2026	1-10	8 contacts →
	Exact match “WMD is a financial advisory firm that specialises in guiding clients to manage their finances effectively.” 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 staffing companies”. 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 186 financial planning staffing companies based in South Africa

See the full list, filter by size, metro and specialty, and access 255 tracked professional contacts with verified work emails. Direct dials are available where recorded.

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Financial planning staffing companies based in South Africa at a glance

As of Sep 28, 2026

20.9%Verified-email coverage

6.6Average contacts per company

1-10Median size (employees)

17.7%Largest-city concentration · Johannesburg

Sep 28, 2026Page data refreshed

Companies by employee count

1-10

134

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 186 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 staffing companies” 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 255 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.

Financial planning staffing companies by metro

Financial planning staffing companies in Johannesburg33

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 staffing companies”; each Exact match badge shows search membership, not an individual similarity or quality score.

How many financial planning staffing companies are there based in South Africa?

RevenueBase identified 186 company matches for financial planning staffing companies 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?

Dante Personnel Recruitment 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 staffing companies?

Johannesburg leads with 33 company records, followed by Cape Town (22) and Pretoria (11).

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 255 professional contacts with verified work emails tracked across these 186 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.

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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.