Company lists · Data refreshed September 2026
Top 25 Financial services firms based in South Africa
RevenueBase identified 110 company matches for financial services firms associated with South Africa as of September 2026 and tracks 3,505 professional contacts across them, including 1,083 with verified work emails. Johannesburg is the largest hub.
This list covers company matches for financial services firms 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 16, 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 25 largest financial services firms based in South Africa
Ranked by team size| # | Company | Contacts | |||
|---|---|---|---|---|---|
| 1 | 950 contacts → | ||||
Exact match “PSG is a leading and professional financial services group, with an extensive national footprint and Namibian presence.” Recorded in the RevenueBase company graph · Sep 16, 2026 · View company records in RevenueBase | |||||
| 2 | 586 contacts → | ||||
Exact match “RMB Private Bank is a division of FirstRand Bank Limited, a fully integrated financial services group in South Africa, distinguished by our traditional values and innovative ideas.” Recorded in the RevenueBase company graph · Sep 16, 2026 · View company records in RevenueBase | |||||
| 3 | 535 contacts → | ||||
Exact match “Nedbank Private Wealth, a wholly owned subsidiary of Nedbank Group Limited, draws on a heritage of wealth management that goes back to 1834.” Recorded in the RevenueBase company graph · Sep 16, 2026 · View company records in RevenueBase | |||||
| 4 | 122 contacts → | ||||
Exact match “With African Bank, you can Bank, Borrow, Save, Invest and Insure.” Recorded in the RevenueBase company graph · Sep 16, 2026 · View company records in RevenueBase | |||||
| 5 | 115 contacts → | ||||
Exact match “You CREATE the memories, we INSURE the journey.” Recorded in the RevenueBase company graph · Sep 16, 2026 · View company records in RevenueBase | |||||
| 6 | 42 contacts → | ||||
Exact match “The Altitude Wealth Group consists of the following group companies, each with a focus to provide growth and wealth creation for individuals and companies alike: Altitude…” Recorded in the RevenueBase company graph · Sep 16, 2026 · View company records in RevenueBase | |||||
| 7 | 35 contacts → | ||||
Exact match “Wealth Redefined.” Recorded in the RevenueBase company graph · Sep 16, 2026 · View company records in RevenueBase | |||||
| 8 | 20 contacts → | ||||
Exact match “Cratos Life was established in April 2013, by Graeme Twidale.” Recorded in the RevenueBase company graph · Sep 16, 2026 · View company records in RevenueBase | |||||
| 9 | 20 contacts → | ||||
Exact match “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.” Recorded in the RevenueBase company graph · Sep 16, 2026 · View company records in RevenueBase | |||||
| 10 | 20 contacts → | ||||
Exact match “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…” Recorded in the RevenueBase company graph · Sep 16, 2026 · View company records in RevenueBase | |||||
| 11 | 19 contacts → | ||||
Exact match “At Caleo Capital we nurture a collective spirit, a shared commitment to authenticity, and an unwavering belief that wealth should serve your life's purpose.” Recorded in the RevenueBase company graph · Sep 16, 2026 · View company records in RevenueBase | |||||
| 12 | 19 contacts → | ||||
Exact match “Daberistic" means different and better.” Recorded in the RevenueBase company graph · Sep 16, 2026 · View company records in RevenueBase | |||||
| 13 | 17 contacts → | ||||
Exact match “Core Wealth is an independent financial services business providing tailored solutions to individuals and corporates.” Recorded in the RevenueBase company graph · Sep 16, 2026 · View company records in RevenueBase | |||||
| 14 | 16 contacts → | ||||
Exact match “Investment decisions can be complex.” Recorded in the RevenueBase company graph · Sep 16, 2026 · View company records in RevenueBase | |||||
| 15 | 15 contacts → | ||||
Exact match “At Consult by Momentum 2nd Ave, we're your trusted partner in achieving financial success and safeguarding your future.” Recorded in the RevenueBase company graph · Sep 16, 2026 · View company records in RevenueBase | |||||
| 16 | 15 contacts → | ||||
Exact match “Founded as a small insurance brokerage in 1993, Personix has steadily grown into a full-service financial services company, serving both individuals and SMMEs across South Africa.” Recorded in the RevenueBase company graph · Sep 16, 2026 · View company records in RevenueBase | |||||
| 17 | 11 contacts → | ||||
Exact match “Diligent and strategic in the financial planning process and its outcomes that ultimately benefits the client in achieving their desired position in the most comfortable way.” Recorded in the RevenueBase company graph · Sep 16, 2026 · View company records in RevenueBase | |||||
| 18 | 10 contacts → | ||||
Exact match “Capitaux Financial Services Trust, an authorised financial services provider, was established in 1998.” Recorded in the RevenueBase company graph · Sep 16, 2026 · View company records in RevenueBase | |||||
| 19 | 9 contacts → | ||||
Exact match “Salvo Capital (Pty) Ltd is a registered boutique financial service provider and Investment manager in Bloemfontein.” Recorded in the RevenueBase company graph · Sep 16, 2026 · View company records in RevenueBase | |||||
| 20 | 7 contacts → | ||||
Exact match “Proper Group is a Financial Services Provider based in Durban, South Africa.” Recorded in the RevenueBase company graph · Sep 16, 2026 · View company records in RevenueBase | |||||
| 21 | 7 contacts → | ||||
Exact match “Phoenix aims to empower institutions and individual clients to conserve, develop and leverage their financial resources through effective access to relevant knowledge and skills…” Recorded in the RevenueBase company graph · Sep 16, 2026 · View company records in RevenueBase | |||||
| 22 | 7 contacts → | ||||
Exact match “Knowing where to turn when it comes to financial decisions is half the battle won.” Recorded in the RevenueBase company graph · Sep 16, 2026 · View company records in RevenueBase | |||||
| 23 | 6 contacts → | ||||
Exact match “Southern Charter offers a range of financial services to meet your needs.” Recorded in the RevenueBase company graph · Sep 16, 2026 · View company records in RevenueBase | |||||
| 24 | 6 contacts → | ||||
Exact match “Real Time Wealth is an independent financial services company, offering focused investment and insurance services to individuals and businesses.” Recorded in the RevenueBase company graph · Sep 16, 2026 · View company records in RevenueBase | |||||
| 25 | 5 contacts → | ||||
Exact match “We offer a wide range of financial products and services to suit every clients individual financial needs.” Recorded in the RevenueBase company graph · Sep 16, 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 services firms”. 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 110 financial services firms based in South Africa
See the full list, filter by size, metro and specialty, and access 1,083 tracked professional contacts with verified work emails. Direct dials are available where recorded.
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Financial services firms based in South Africa at a glance
As of Sep 16, 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 110 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 services firms” 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 1,083 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 16, 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 services firms”; each Exact match badge shows search membership, not an individual similarity or quality score.
How many financial services firms are there based in South Africa?
RevenueBase identified 110 company matches for financial services firms 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?
PSG Financial Services tops the displayed preview by professional contacts tracked in RevenueBase. Recorded headquarters appear in the company rows.
Which city has the most financial services firms?
Johannesburg leads with 21 company records, followed by Cape Town (9) and Pretoria (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 1,083 professional contacts with verified work emails tracked across these 110 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 16, 2026.
Ready to reach these companies? Verified emails and direct dials for all 110 financial services firms based in South Africa. Start with a free account, no credit card.
Download this list →Related lists
Financial services firms by geography
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- Financial services firms based in Dallas, United States
- Financial services firms based in Houston, United States
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- Financial services firms based in New York, United States
- Financial services firms based in Argentina
- Financial services firms based in Australia
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.
More company lists
- All company lists
- Lists by location
- Lists A-Z
- New lists
- Financial services firms based in Ahmedabad, India
- Financial services firms based in Bangalore, India
- Financial services firms based in Mumbai, India
- Financial services firms based in New Delhi, India
- Financial services firms based in Boston, United States
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Company intelligence · public preview
Top 25 financial services firms 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 110 matching company records for financial services firms based in South Africa, with 3,505 tracked contacts and 1,083 verified work emails.
This public preview shows 25 selected records ordered by tracked contacts. RevenueBase SmartSearch finds company descriptions that match by meaning at Exact. Snapshot: September 16, 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 25 financial services firms 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 |  PSG Financial Servicespsg.co.zaHQ: Bellville, South AfricaReported employees: 1,001-5,000 | Bellville, South Africa | 1,001-5,000 | Exact match | 950 contacts → |
“PSG is a leading and professional financial services group, with an extensive national footprint and Namibian presence.” Recorded description excerpt · September 16, 2026Open company data in RevenueBase ↗Free signup required. | |||||
| 2 |  RMBrmbprivatebank.comHQ: Sandton, South AfricaReported employees: 1,001-5,000 | Sandton, South Africa | 1,001-5,000 | Exact match | 586 contacts → |
“RMB Private Bank is a division of FirstRand Bank Limited, a fully integrated financial services group in South Africa, distinguished by our traditional values and innovative ideas.” Recorded description excerpt · September 16, 2026Open company data in RevenueBase ↗Free signup required. | |||||
| 3 |  Nedbank Private Wealth South Africanedbankprivatewealth.co.zaHQ: Sandown, South AfricaReported employees: 201-500 | Sandown, South Africa | 201-500 | Exact match | 535 contacts → |
“Nedbank Private Wealth, a wholly owned subsidiary of Nedbank Group Limited, draws on a heritage of wealth management that goes back to 1834.” Recorded description excerpt · September 16, 2026Open company data in RevenueBase ↗Free signup required. | |||||
| 4 |  African Bankafricanbank.co.zaHQ: Midrand, South AfricaReported employees: 1,001-5,000 | Midrand, South Africa | 1,001-5,000 | Exact match | 122 contacts → |
“With African Bank, you can Bank, Borrow, Save, Invest and Insure.” Recorded description excerpt · September 16, 2026Open company data in RevenueBase ↗Free signup required. | |||||
| 5 |  Futurum Financial Group PTY LTDffg.co.zaHQ: Potchefstroom, South AfricaReported employees: 201-500 | Potchefstroom, South Africa | 201-500 | Exact match | 115 contacts → |
“You CREATE the memories, we INSURE the journey.” Recorded description excerpt · September 16, 2026Open company data in RevenueBase ↗Free signup required. | |||||
| 6 |  Altitude Wealth Groupaltw.co.zaHQ: City Of Tshwane, South AfricaReported employees: 11-50 | City Of Tshwane, South Africa | 11-50 | Exact match | 42 contacts → |
“The Altitude Wealth Group consists of the following group companies, each with a focus to provide growth and wealth creation for individuals and companies alike: Altitude…” Recorded description excerpt · September 16, 2026Open company data in RevenueBase ↗Free signup required. | |||||
| 7 |  Wealth Associateswealthassociates.co.zaHQ: Johannesburg, South AfricaReported employees: 51-200 | Johannesburg, South Africa | 51-200 | Exact match | 35 contacts → |
“Wealth Redefined.” Recorded description excerpt · September 16, 2026Open company data in RevenueBase ↗Free signup required. | |||||
| 8 |  Cratos Lifecratoslife.co.zaHQ: Johannesburg, South AfricaReported employees: 501-1,000 | Johannesburg, South Africa | 501-1,000 | Exact match | 20 contacts → |
“Cratos Life was established in April 2013, by Graeme Twidale.” Recorded description excerpt · September 16, 2026Open company data in RevenueBase ↗Free signup required. | |||||
| 9 |  PWGpwggroup.co.zaHQ: Faerie Glen, South AfricaReported employees: 51-200 | Faerie Glen, South Africa | 51-200 | Exact match | 20 contacts → |
“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.” Recorded description excerpt · September 16, 2026Open company data in RevenueBase ↗Free signup required. | |||||
| 10 |  Helfin Financial Serviceshelfin.co.zaHQ: Pretoria, South AfricaReported employees: 11-50 | Pretoria, South Africa | 11-50 | Exact match | 20 contacts → |
“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…” Recorded description excerpt · September 16, 2026Open company data in RevenueBase ↗Free signup required. | |||||
| 11 |  Caleo Capitalcaleocapital.comHQ: Johannesburg, South AfricaReported employees: 11-50 | Johannesburg, South Africa | 11-50 | Exact match | 19 contacts → |
“At Caleo Capital we nurture a collective spirit, a shared commitment to authenticity, and an unwavering belief that wealth should serve your life's purpose.” Recorded description excerpt · September 16, 2026Open company data in RevenueBase ↗Free signup required. | |||||
| 12 |  Daberistic Financial Servicesdaberistic.comHQ: Johannesburg, South AfricaReported employees: 11-50 | Johannesburg, South Africa | 11-50 | Exact match | 19 contacts → |
“Daberistic" means different and better.” Recorded description excerpt · September 16, 2026Open company data in RevenueBase ↗Free signup required. | |||||
| 13 |  Core Wealthcorewealth.co.zaHQ: Durbanville, South AfricaReported employees: 11-50 | Durbanville, South Africa | 11-50 | Exact match | 17 contacts → |
“Core Wealth is an independent financial services business providing tailored solutions to individuals and corporates.” Recorded description excerpt · September 16, 2026Open company data in RevenueBase ↗Free signup required. | |||||
| 14 |  Galileo Capitalgalileocapital.co.zaHQ: Johannesburg, South AfricaReported employees: 11-50 | Johannesburg, South Africa | 11-50 | Exact match | 16 contacts → |
“Investment decisions can be complex.” Recorded description excerpt · September 16, 2026Open company data in RevenueBase ↗Free signup required. | |||||
| 15 |  Consult By Momentum 2nd Ave, Newton Parkconsultm.co.zaHQ: Port Elizabeth, South AfricaReported employees: 1-10 | Port Elizabeth, South Africa | 1-10 | Exact match | 15 contacts → |
“At Consult by Momentum 2nd Ave, we're your trusted partner in achieving financial success and safeguarding your future.” Recorded description excerpt · September 16, 2026Open company data in RevenueBase ↗Free signup required. | |||||
| 16 | Personix Financial Grouppersonix.co.za HQ: Rondebosch, South AfricaReported employees: 11-50 | Rondebosch, South Africa | 11-50 | Exact match | 15 contacts → |
“Founded as a small insurance brokerage in 1993, Personix has steadily grown into a full-service financial services company, serving both individuals and SMMEs across South Africa.” Recorded description excerpt · September 16, 2026Open company data in RevenueBase ↗Free signup required. | |||||
| 17 | Celtis Financial Servicesceltis.co.za HQ: Rustenburg, South AfricaReported employees: 11-50 | Rustenburg, South Africa | 11-50 | Exact match | 11 contacts → |
“Diligent and strategic in the financial planning process and its outcomes that ultimately benefits the client in achieving their desired position in the most comfortable way.” Recorded description excerpt · September 16, 2026Open company data in RevenueBase ↗Free signup required. | |||||
| 18 |  Capitaux Financial Services Trustcapitaux.co.zaHQ: Bloemfontein, South AfricaReported employees: 51-200 | Bloemfontein, South Africa | 51-200 | Exact match | 10 contacts → |
“Capitaux Financial Services Trust, an authorised financial services provider, was established in 1998.” Recorded description excerpt · September 16, 2026Open company data in RevenueBase ↗Free signup required. | |||||
| 19 |  Salvo Capital PTY LTDsalvocapital.comHQ: Bloemfontein, South AfricaReported employees: 11-50 | Bloemfontein, South Africa | 11-50 | Exact match | 9 contacts → |
“Salvo Capital (Pty) Ltd is a registered boutique financial service provider and Investment manager in Bloemfontein.” Recorded description excerpt · September 16, 2026Open company data in RevenueBase ↗Free signup required. | |||||
| 20 |  Proper Grouppropergroup.co.zaHQ: Umhlanga Ridge, South AfricaReported employees: 11-50 | Umhlanga Ridge, South Africa | 11-50 | Exact match | 7 contacts → |
“Proper Group is a Financial Services Provider based in Durban, South Africa.” Recorded description excerpt · September 16, 2026Open company data in RevenueBase ↗Free signup required. | |||||
| 21 |  Phoenix Group Of Companiesphoenix.co.zaHQ: Johannesburg, South AfricaReported employees: 11-50 | Johannesburg, South Africa | 11-50 | Exact match | 7 contacts → |
“Phoenix aims to empower institutions and individual clients to conserve, develop and leverage their financial resources through effective access to relevant knowledge and skills…” Recorded description excerpt · September 16, 2026Open company data in RevenueBase ↗Free signup required. | |||||
| 22 | Olemeraolemera.com HQ: Johannesburg, South AfricaReported employees: 11-50 | Johannesburg, South Africa | 11-50 | Exact match | 7 contacts → |
“Knowing where to turn when it comes to financial decisions is half the battle won.” Recorded description excerpt · September 16, 2026Open company data in RevenueBase ↗Free signup required. | |||||
| 23 |  Southern Chartersoutherncharter.co.zaHQ: Cape Town, South AfricaReported employees: 11-50 | Cape Town, South Africa | 11-50 | Exact match | 6 contacts → |
“Southern Charter offers a range of financial services to meet your needs.” Recorded description excerpt · September 16, 2026Open company data in RevenueBase ↗Free signup required. | |||||
| 24 |  Real Time Wealthrta.co.zaHQ: Cape Town, South AfricaReported employees: 1-10 | Cape Town, South Africa | 1-10 | Exact match | 6 contacts → |
“Real Time Wealth is an independent financial services company, offering focused investment and insurance services to individuals and businesses.” Recorded description excerpt · September 16, 2026Open company data in RevenueBase ↗Free signup required. | |||||
| 25 | Firestone Capital Groupfirestonecapital.co.za HQ: Alberton, South AfricaReported employees: 1-10 | Alberton, South Africa | 1-10 | Exact match | 5 contacts → |
“We offer a wide range of financial products and services to suit every clients individual financial needs.” Recorded description excerpt · September 16, 2026Open company data in RevenueBase ↗Free signup required. | |||||
Showing 25 of 110 company matches
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Financial services firms: dataset insights
September 16, 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
110 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 110 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 16, 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 services firms?
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 services firms did RevenueBase find based in South Africa?
The saved snapshot records 110 matching company records, 3,505 tracked contacts and 1,083 verified emails. The public preview displays 25 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 16, 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 services firms by geography
- Financial services firms based in Ahmedabad, India
- Financial services firms based in Bangalore, India
- Financial services firms based in Mumbai, India
- Financial services firms based in New Delhi, India
- Financial services firms based in Boston, United States
- Financial services firms based in Chicago, United States
- Financial services firms based in Dallas, United States
- Financial services firms based in Houston, United States
- Financial services firms based in Miami, United States
- Financial services firms based in New York, United States
- Financial services firms based in Argentina
- Financial services firms based in Australia
Cite this list
RevenueBase Data Team. Top 25 financial services firms based in South Africa. Snapshot: September 16, 2026. https://revenuebase.ai/companies/financial-services-firms/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 services firms based in Ahmedabad, India
- Financial services firms based in Bangalore, India
- Financial services firms based in Mumbai, India
- Financial services firms based in New Delhi, India
- Financial services firms based in Boston, United States
- Financial services firms based in Chicago, United States
Company intelligence · public preview
Top 25 financial services firms based in South Africa
RevenueBase records 110 matching company records for financial services firms based in South Africa, with 3,505 tracked contacts and 1,083 verified work emails.
This public preview shows 25 selected records ordered by tracked contacts. RevenueBase SmartSearch finds company descriptions that match by meaning at Exact. Snapshot: September 16, 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 25 financial services firms 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 | PSG Financial Servicespsg.co.za HQ: Bellville, South AfricaReported employees: 1,001-5,000 | Bellville, South Africa | 1,001-5,000 | Exact match | 950 contacts → |
“PSG is a leading and professional financial services group, with an extensive national footprint and Namibian presence.” Recorded description excerpt · September 16, 2026Open company data in RevenueBase ↗Free signup required. | |||||
| 2 | RMBrmbprivatebank.com HQ: Sandton, South AfricaReported employees: 1,001-5,000 | Sandton, South Africa | 1,001-5,000 | Exact match | 586 contacts → |
“RMB Private Bank is a division of FirstRand Bank Limited, a fully integrated financial services group in South Africa, distinguished by our traditional values and innovative ideas.” Recorded description excerpt · September 16, 2026Open company data in RevenueBase ↗Free signup required. | |||||
| 3 | Nedbank Private Wealth South Africanedbankprivatewealth.co.za HQ: Sandown, South AfricaReported employees: 201-500 | Sandown, South Africa | 201-500 | Exact match | 535 contacts → |
“Nedbank Private Wealth, a wholly owned subsidiary of Nedbank Group Limited, draws on a heritage of wealth management that goes back to 1834.” Recorded description excerpt · September 16, 2026Open company data in RevenueBase ↗Free signup required. | |||||
| 4 | African Bankafricanbank.co.za HQ: Midrand, South AfricaReported employees: 1,001-5,000 | Midrand, South Africa | 1,001-5,000 | Exact match | 122 contacts → |
“With African Bank, you can Bank, Borrow, Save, Invest and Insure.” Recorded description excerpt · September 16, 2026Open company data in RevenueBase ↗Free signup required. | |||||
| 5 | Futurum Financial Group PTY LTDffg.co.za HQ: Potchefstroom, South AfricaReported employees: 201-500 | Potchefstroom, South Africa | 201-500 | Exact match | 115 contacts → |
“You CREATE the memories, we INSURE the journey.” Recorded description excerpt · September 16, 2026Open company data in RevenueBase ↗Free signup required. | |||||
| 6 | Altitude Wealth Groupaltw.co.za HQ: City Of Tshwane, South AfricaReported employees: 11-50 | City Of Tshwane, South Africa | 11-50 | Exact match | 42 contacts → |
“The Altitude Wealth Group consists of the following group companies, each with a focus to provide growth and wealth creation for individuals and companies alike: Altitude…” Recorded description excerpt · September 16, 2026Open company data in RevenueBase ↗Free signup required. | |||||
| 7 | Wealth Associateswealthassociates.co.za HQ: Johannesburg, South AfricaReported employees: 51-200 | Johannesburg, South Africa | 51-200 | Exact match | 35 contacts → |
“Wealth Redefined.” Recorded description excerpt · September 16, 2026Open company data in RevenueBase ↗Free signup required. | |||||
| 8 | Cratos Lifecratoslife.co.za HQ: Johannesburg, South AfricaReported employees: 501-1,000 | Johannesburg, South Africa | 501-1,000 | Exact match | 20 contacts → |
“Cratos Life was established in April 2013, by Graeme Twidale.” Recorded description excerpt · September 16, 2026Open company data in RevenueBase ↗Free signup required. | |||||
| 9 | PWGpwggroup.co.za HQ: Faerie Glen, South AfricaReported employees: 51-200 | Faerie Glen, South Africa | 51-200 | Exact match | 20 contacts → |
“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.” Recorded description excerpt · September 16, 2026Open company data in RevenueBase ↗Free signup required. | |||||
| 10 | Helfin Financial Serviceshelfin.co.za HQ: Pretoria, South AfricaReported employees: 11-50 | Pretoria, South Africa | 11-50 | Exact match | 20 contacts → |
“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…” Recorded description excerpt · September 16, 2026Open company data in RevenueBase ↗Free signup required. | |||||
| 11 | Caleo Capitalcaleocapital.com HQ: Johannesburg, South AfricaReported employees: 11-50 | Johannesburg, South Africa | 11-50 | Exact match | 19 contacts → |
“At Caleo Capital we nurture a collective spirit, a shared commitment to authenticity, and an unwavering belief that wealth should serve your life's purpose.” Recorded description excerpt · September 16, 2026Open company data in RevenueBase ↗Free signup required. | |||||
| 12 | Daberistic Financial Servicesdaberistic.com HQ: Johannesburg, South AfricaReported employees: 11-50 | Johannesburg, South Africa | 11-50 | Exact match | 19 contacts → |
“Daberistic" means different and better.” Recorded description excerpt · September 16, 2026Open company data in RevenueBase ↗Free signup required. | |||||
| 13 | Core Wealthcorewealth.co.za HQ: Durbanville, South AfricaReported employees: 11-50 | Durbanville, South Africa | 11-50 | Exact match | 17 contacts → |
“Core Wealth is an independent financial services business providing tailored solutions to individuals and corporates.” Recorded description excerpt · September 16, 2026Open company data in RevenueBase ↗Free signup required. | |||||
| 14 | Galileo Capitalgalileocapital.co.za HQ: Johannesburg, South AfricaReported employees: 11-50 | Johannesburg, South Africa | 11-50 | Exact match | 16 contacts → |
“Investment decisions can be complex.” Recorded description excerpt · September 16, 2026Open company data in RevenueBase ↗Free signup required. | |||||
| 15 | Consult By Momentum 2nd Ave, Newton Parkconsultm.co.za HQ: Port Elizabeth, South AfricaReported employees: 1-10 | Port Elizabeth, South Africa | 1-10 | Exact match | 15 contacts → |
“At Consult by Momentum 2nd Ave, we're your trusted partner in achieving financial success and safeguarding your future.” Recorded description excerpt · September 16, 2026Open company data in RevenueBase ↗Free signup required. | |||||
| 16 | Personix Financial Grouppersonix.co.za HQ: Rondebosch, South AfricaReported employees: 11-50 | Rondebosch, South Africa | 11-50 | Exact match | 15 contacts → |
“Founded as a small insurance brokerage in 1993, Personix has steadily grown into a full-service financial services company, serving both individuals and SMMEs across South Africa.” Recorded description excerpt · September 16, 2026Open company data in RevenueBase ↗Free signup required. | |||||
| 17 | Celtis Financial Servicesceltis.co.za HQ: Rustenburg, South AfricaReported employees: 11-50 | Rustenburg, South Africa | 11-50 | Exact match | 11 contacts → |
“Diligent and strategic in the financial planning process and its outcomes that ultimately benefits the client in achieving their desired position in the most comfortable way.” Recorded description excerpt · September 16, 2026Open company data in RevenueBase ↗Free signup required. | |||||
| 18 | Capitaux Financial Services Trustcapitaux.co.za HQ: Bloemfontein, South AfricaReported employees: 51-200 | Bloemfontein, South Africa | 51-200 | Exact match | 10 contacts → |
“Capitaux Financial Services Trust, an authorised financial services provider, was established in 1998.” Recorded description excerpt · September 16, 2026Open company data in RevenueBase ↗Free signup required. | |||||
| 19 | Salvo Capital PTY LTDsalvocapital.com HQ: Bloemfontein, South AfricaReported employees: 11-50 | Bloemfontein, South Africa | 11-50 | Exact match | 9 contacts → |
“Salvo Capital (Pty) Ltd is a registered boutique financial service provider and Investment manager in Bloemfontein.” Recorded description excerpt · September 16, 2026Open company data in RevenueBase ↗Free signup required. | |||||
| 20 | Proper Grouppropergroup.co.za HQ: Umhlanga Ridge, South AfricaReported employees: 11-50 | Umhlanga Ridge, South Africa | 11-50 | Exact match | 7 contacts → |
“Proper Group is a Financial Services Provider based in Durban, South Africa.” Recorded description excerpt · September 16, 2026Open company data in RevenueBase ↗Free signup required. | |||||
| 21 | Phoenix Group Of Companiesphoenix.co.za HQ: Johannesburg, South AfricaReported employees: 11-50 | Johannesburg, South Africa | 11-50 | Exact match | 7 contacts → |
“Phoenix aims to empower institutions and individual clients to conserve, develop and leverage their financial resources through effective access to relevant knowledge and skills…” Recorded description excerpt · September 16, 2026Open company data in RevenueBase ↗Free signup required. | |||||
| 22 | Olemeraolemera.com HQ: Johannesburg, South AfricaReported employees: 11-50 | Johannesburg, South Africa | 11-50 | Exact match | 7 contacts → |
“Knowing where to turn when it comes to financial decisions is half the battle won.” Recorded description excerpt · September 16, 2026Open company data in RevenueBase ↗Free signup required. | |||||
| 23 | Southern Chartersoutherncharter.co.za HQ: Cape Town, South AfricaReported employees: 11-50 | Cape Town, South Africa | 11-50 | Exact match | 6 contacts → |
“Southern Charter offers a range of financial services to meet your needs.” Recorded description excerpt · September 16, 2026Open company data in RevenueBase ↗Free signup required. | |||||
| 24 | Real Time Wealthrta.co.za HQ: Cape Town, South AfricaReported employees: 1-10 | Cape Town, South Africa | 1-10 | Exact match | 6 contacts → |
“Real Time Wealth is an independent financial services company, offering focused investment and insurance services to individuals and businesses.” Recorded description excerpt · September 16, 2026Open company data in RevenueBase ↗Free signup required. | |||||
| 25 | Firestone Capital Groupfirestonecapital.co.za HQ: Alberton, South AfricaReported employees: 1-10 | Alberton, South Africa | 1-10 | Exact match | 5 contacts → |
“We offer a wide range of financial products and services to suit every clients individual financial needs.” Recorded description excerpt · September 16, 2026Open company data in RevenueBase ↗Free signup required. | |||||
Showing 25 of 110 company matches
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Financial services firms: dataset insights
September 16, 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
110 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 110 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 16, 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 services firms?
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 services firms did RevenueBase find based in South Africa?
The saved snapshot records 110 matching company records, 3,505 tracked contacts and 1,083 verified emails. The public preview displays 25 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 16, 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 services firms by geography
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- Financial services firms based in Houston, United States
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Cite this list
RevenueBase Data Team. Top 25 financial services firms based in South Africa. Snapshot: September 16, 2026. https://revenuebase.ai/companies/financial-services-firms/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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