Company lists · Data refreshed September 2026

Top 25 Financial services consultants based in South Africa

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

Compiled by the RevenueBase Data Team Data refreshed Sep 16, 2026 472 companies tracked

RevenueBase identified 472 financial services consultants headquartered in South Africa as of September 2026 and tracks 4,167 professional contacts across them, including 1,449 with verified work emails. Johannesburg is the largest hub.

This list covers financial services consultants headquartered in South Africa, matched on what each company actually does as described in its own words. Ranked by team size, largest first. Every row shows the company's own description, its RevenueBase Smart Search rating, and when it was last checked. Data refreshed September 16, 2026.

Published by RevenueBase, a B2B data infrastructure company. This list was built with RevenueBase Smart Search, 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 HQ checked on every row RevenueBase Smart Search rating on every row Refreshed Sep 16, 2026 86% judged on-target in blind review

472Companies

4,167Contacts tracked

1,449Verified emails

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The 25 largest financial services consultants based in South Africa

Ranked by team size

Top 25 of 472 financial services consultants based in South Africa, ranked by team size, largest first. Data refreshed Sep 16, 2026. RevenueBase Smart Search rates how each company's information relates to financial services consultants: strong evidence (its own description names it), partial (names part of it), indirect (matched on the rest of its profile rather than the description shown). Click a contact count to view that company's people.
#	Company	RevenueBase Smart Search	Headquarters	Employees	Contacts
1	Hereford Group	Indirect evidence	Cape Town, South AfricaHQ checked Sep 16, 2026	201-500	401 contacts →
	Indirect evidence “Welcome to Hereford Group!” Source: RevenueBase Database · checked Sep 16, 2026
2	Consult	Indirect evidence	Centurion, South AfricaHQ checked Sep 16, 2026	201-500	309 contacts →
	Indirect evidence “Let's journey together.” Source: RevenueBase Database · checked Sep 16, 2026
3	PKF Octagon	Indirect evidence	Johannesburg, South AfricaHQ checked Sep 16, 2026	201-500	256 contacts →
	Indirect evidence “At PKF Octagon we believe that our job is to support your future, the future of your business and personal wealth.” Source: RevenueBase Database · checked Sep 16, 2026
4	1.618 Advisory Services	Indirect evidence	Johanessburg, South AfricaHQ checked Sep 16, 2026	n/a	199 contacts →
	Indirect evidence “Strategy + 1.618 = Perfect Wealth The 1.618 Golden Ratio is the structure for perfect synergy and growth, which is why we have personally adopted this principle as a firm.” Source: RevenueBase Database · checked Sep 16, 2026
5	Futurum Financial Group PTY LTD	Indirect evidence	Potchefstroom, South AfricaHQ checked Sep 16, 2026	201-500	115 contacts →
	Indirect evidence “You CREATE the memories, we INSURE the journey.” Source: RevenueBase Database · checked Sep 16, 2026
6	GCI	Partial evidence	Johannesburg, South AfricaHQ checked Sep 16, 2026	51-200	106 contacts →
	Partial evidence “GCI Wealth is a boutique financial planning and investment group dedicated to ensuring that your future, secured whilst at the same time addressing the potential lifestyle…” Source: RevenueBase Database · checked Sep 16, 2026
7	TTT Financial Group	Partial evidence	Durban, South AfricaHQ checked Sep 16, 2026	51-200	89 contacts →
	Partial evidence “Secure Your Financial Future with Expert Tax Services, Accounting, Investment & Insurance Solutions.” Source: RevenueBase Database · checked Sep 16, 2026
8	The Shard PTY LTD South Africa	Indirect evidence	Johannesburg, South AfricaHQ checked Sep 16, 2026	51-200	58 contacts →
	Indirect evidence “Founded in 2013, The Shard is a South Africa based consulting firm that brings together actuaries, auditors, accountants, and data scientists to deliver integrated, insight led…” Source: RevenueBase Database · checked Sep 16, 2026
9	Ascor Independent Wealth Managers	Indirect evidence	Pretoria, South AfricaHQ checked Sep 16, 2026	11-50	49 contacts →
	Indirect evidence “Ascor™ Group of Companies - Independent Wealth Managers.” Source: RevenueBase Database · checked Sep 16, 2026
10	GTC	Partial evidence	Johannesburg, South AfricaHQ checked Sep 16, 2026	51-200	45 contacts →
	Partial evidence “Altertude - integrates employee benefits with personal financial planning.” Source: RevenueBase Database · checked Sep 16, 2026
11	Zuydam Konsult	Partial evidence	Cape Town, South AfricaHQ checked Sep 16, 2026	11-50	45 contacts →
	Partial evidence “Our vision is to supply dynamic, comprehensive and industry-specific financial advisory services.” Source: RevenueBase Database · checked Sep 16, 2026
12	Benchmark Capital Group	Partial evidence	Johannesburg, South AfricaHQ checked Sep 16, 2026	51-200	35 contacts →
	Partial evidence “We are a financial service and advisory professionals specializing in tailor made solutions and services customized to each individual client's financial life experiences and…” Source: RevenueBase Database · checked Sep 16, 2026
13	Resolute Wealth Management South Africa	Partial evidence	Johannesburg, South AfricaHQ checked Sep 16, 2026	11-50	28 contacts →
	Partial evidence “Resolute Wealth Management is a registered FSP, offering bespoke financial advice and fiduciary services to a wide array of people.” Source: RevenueBase Database · checked Sep 16, 2026
14	Future Green DOT	Partial evidence	Johannesburg, South AfricaHQ checked Sep 16, 2026	1-10	28 contacts →
	Partial evidence “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…” Source: RevenueBase Database · checked Sep 16, 2026
15	U Covered	Partial evidence	Johannesburg, South AfricaHQ checked Sep 16, 2026	11-50	27 contacts →
	Partial evidence “U Covered provides expert financial advice for individuals and businesses across the Discovery portfolio.” Source: RevenueBase Database · checked Sep 16, 2026
16	Concept Wealth Authorized By Sanlam	Partial evidence	George, South AfricaHQ checked Sep 16, 2026	1-10	27 contacts →
	Partial evidence “Professional Financial Planning and Portfolio Management” Source: RevenueBase Database · checked Sep 16, 2026
17	Accolade Financial Planning Services	Partial evidence	Johannesburg, South AfricaHQ checked Sep 16, 2026	11-50	26 contacts →
	Partial evidence “Accolade was founded by Harry Kalligiannis, a Chartered Accountant with over 30 years experience in financial services.” Source: RevenueBase Database · checked Sep 16, 2026
18	NFS Group	Partial evidence	Durban, South AfricaHQ checked Sep 16, 2026	11-50	25 contacts →
	Partial evidence “The NFS Group is a 100% black-owned, independent financial services group offering a one-stop hassle-free accounting & tax, financial planning, compliance, risk management and…” Source: RevenueBase Database · checked Sep 16, 2026
19	PW Harvey & CO	Partial evidence	Port Elizabeth, South AfricaHQ checked Sep 16, 2026	11-50	23 contacts →
	Partial evidence “FINANCIAL SERVICES WE OFFER Business Consulting Private Banking Services Share Portfolio Administration Taxation – Individuals, Trusts, CC's and Companies Accounting Offshore…” Source: RevenueBase Database · checked Sep 16, 2026
20	Nambe Financial Consultants	Strong evidence	Johannesburg, South AfricaHQ checked Sep 16, 2026	11-50	21 contacts →
	Strong evidence “Nambe Financial Consultants was established in 2011 to alleviate the shortage of Chartered Accountants assisting Small and Medium Entities.” Source: RevenueBase Database · checked Sep 16, 2026
21	PWG	Partial evidence	Faerie Glen, South AfricaHQ checked Sep 16, 2026	51-200	20 contacts →
	Partial evidence “Founded in 2010 by Chris Snyman after merging with his former firm, Pensionwise Group, PWG has steadily evolved into a trusted leader in financial services.” Source: RevenueBase Database · checked Sep 16, 2026
22	Helfin Financial Services	Partial evidence	Pretoria, South AfricaHQ checked Sep 16, 2026	11-50	20 contacts →
	Partial evidence “At Helfin Financial Services we offer a wide variety of tailor made financial solutions including sound financial and investment advice, short term insurance, life and medical…” Source: RevenueBase Database · checked Sep 16, 2026
23	Daberistic Financial Services	Indirect evidence	Johannesburg, South AfricaHQ checked Sep 16, 2026	11-50	19 contacts →
	Indirect evidence “Daberistic" means different and better.” Source: RevenueBase Database · checked Sep 16, 2026
24	Futura SA	Partial evidence	Cape Town, South AfricaHQ checked Sep 16, 2026	51-200	18 contacts →
	Partial evidence “Futura SA provides tailored financial solutions to groups and individuals.” Source: RevenueBase Database · checked Sep 16, 2026
25	Complete Financial & Business Solutions	Partial evidence	Cape Town, South AfricaHQ checked Sep 16, 2026	11-50	18 contacts →
	Partial evidence “CFBS is a group of financial advisors and business analysts who are passionate about business, finance and providing peace of mind through the in-depth knowledge and analysis of…” Source: RevenueBase Database · checked Sep 16, 2026

RevenueBase Smart Search

RevenueBase Smart Search assesses information from a company’s LinkedIn profile, information supplied directly by the company, its website, and other publicly available sources. It uses that information to rate how closely the company relates to this list’s category: financial services consultants. Every row carries its rating and the description the rating was read from, so each one can be checked rather than taken on trust.

Strong evidence: The company's own public description of its business names financial services consultants.
Partial evidence: Its own public description names part of financial services consultants, so it works in or next to the category without describing itself that way.
Indirect evidence: The description shown does not name financial services consultants. The match rests on the rest of the company's public profile rather than the one sentence quoted here, so this is the rating to check first.

RevenueBase Smart Search is how these lists are built: RevenueBase's data engine and AI assemble the companies that match a category defined in a user's own words, so a list can be about what companies actually do rather than about whichever industry code they were filed under.

Showing 25 of 472 financial services consultants based in South Africa

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Financial services consultants based in South Africa at a glance

As of Sep 16, 2026

34.8%Verified-email coverage

8.8Average contacts per company

1-10Median size (employees)

19.3%Largest-city concentration · Johannesburg

Sep 16, 2026Page data refreshed

Companies by employee count

1-10

279

11-50

165

51-200

201-500

501-1,000

10001+

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 472 companies.

How this list was built

Company categories are rarely black and white. RevenueBase reads each company's own description of its business to decide whether it belongs among financial services consultants, so some rows will be adjacent to the category rather than pure plays. The description and RevenueBase Smart Search rating on every row are there so you can check each match yourself.

Source: The RevenueBase company graph: 60 million companies and 398.9 million professional contacts resolved from primary sources, queried with RevenueBase Smart Search, the natural-language company search available to every RevenueBase user.
What qualifies: Companies headquartered in South Africa whose own description of what they do matches “financial services consultants”. Matching reads each company's description, not its industry code or its name.
RevenueBase Smart Search: RevenueBase Smart Search is how this list is assembled and how each row is rated. RevenueBase's data engine and AI assess a company's LinkedIn profile, information supplied directly by the company, its website and other publicly available information, then relate it to a category defined in a user's own words. Each row is rated strong evidence (its own description names financial services consultants), partial evidence (it names part of the category) or indirect evidence (the description shown names none of it and the match rests on the rest of the company's profile). The description supporting each rating is quoted on the row.
What we exclude: Companies whose own description does not clearly place them among financial services consultants, and records with no verified work email. Companies headquartered outside South Africa are excluded even when they keep an office there.
Match quality: In blind human judging of this matching method, 86% of matched companies were on target. Expect roughly 1 in 7 rows to be adjacent to the category rather than a pure play. Every row shows the company's own description and its RevenueBase Smart Search rating so you can judge each match yourself. Read the full methodology: how the lists are built, how the judging worked, and what the figure means.
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 listed company carries at least one verified work email, 1,449 across the full list. 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 16, 2026. Lists refresh periodically as the graph is re-checked.
Corrections: Wrong category, wrong headquarters, or a company that has closed? Use “Report an issue” on any row. Reports go to the RevenueBase Data Team and feed back into the company graph.

Financial services consultants by metro

Financial services consultants in Johannesburg91
Financial services consultants in Cape Town60
Financial services consultants in Pretoria36

Frequently asked

What is RevenueBase Smart Search?

RevenueBase Smart Search is how RevenueBase decides which companies belong on this list and how strongly each one fits. Its data engine and AI assess a company's LinkedIn profile, information supplied directly by the company, its website and other publicly available information, then relate it to the category the list is about. Each row is rated strong evidence when the company's own description names financial services consultants, partial evidence when it names part of the category, and indirect evidence when the description shown names none of it and the match rests on the rest of the company's profile.

How many financial services consultants are there based in South Africa?

RevenueBase identified 472 financial services consultants headquartered in South Africa as of September 2026, matched on each company's own description of what it does rather than its industry code.

What is the largest company on this list?

Hereford Group, headquartered in Cape Town, tops this list with the largest team on record.

Which city has the most financial services consultants?

Johannesburg leads with 91 headquartered companies, followed by Cape Town (60) and Pretoria (36).

How do I get contact information for these companies?

A free RevenueBase account lets you run this exact search and work the top results, verified emails and direct dials included. Upgrading unlocks all 1,449 verified decision-maker contacts tracked across these 472 companies.

How current is this list?

The list refreshes periodically as the company graph is re-checked. This page's figures were pulled on September 16, 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 Smart Search, 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.