Company lists · Data refreshed September 2026

Top 25 Fintech wealth advisors based in South Africa

Name: Fintech wealth advisors 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 84 companies tracked

RevenueBase identified 84 company matches for fintech wealth advisors associated with South Africa as of September 2026 and tracks 1,326 professional contacts across them, including 590 with verified work emails. Cape Town is the largest hub.

This list covers company matches for fintech wealth advisors 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

84Companies

1,326Contacts tracked

590Verified emails

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The 25 largest fintech wealth advisors based in South Africa

Ranked by team size

Top 25 of 84 company matches for fintech wealth advisors 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	Citadel Investment Services	Exact match	Lynnwood Manor, South AfricaHQ recorded Sep 28, 2026	201-500	379 contacts →
	Exact match “Far more than specialist wealth managers, we’re here to secure and grow your wealth, so that you have the freedom to choose the size of your dreams and the content of your next…” Recorded in the RevenueBase company graph · Sep 28, 2026 · View company records in RevenueBase
2	Inn8	Exact match	Johannesburg, South AfricaHQ recorded Sep 28, 2026	51-200	102 contacts →
	Exact match “As the adviser’s partner, we are inspired by the wealth manager of the future to change the way investments are done.” Recorded in the RevenueBase company graph · Sep 28, 2026 · View company records in RevenueBase
3	NFB Private Wealth Management	Exact match	Johannesburg, South AfricaHQ recorded Sep 28, 2026	51-200	101 contacts →
	Exact match “The only way to obtain financial certainty in challenging conditions is to create it.” Recorded in the RevenueBase company graph · Sep 28, 2026 · View company records in RevenueBase
4	Lifecheq	Exact match	Cape Town, South AfricaHQ recorded Sep 28, 2026	51-200	76 contacts →
	Exact match “At Lifecheq, we believe everyone deserves great financial advice.” Recorded in the RevenueBase company graph · Sep 28, 2026 · View company records in RevenueBase
5	Kainos Group	Exact match	Centurion, South AfricaHQ recorded Sep 28, 2026	51-200	75 contacts →
	Exact match “Kainos Wealth (Pty) Ltd.” Recorded in the RevenueBase company graph · Sep 28, 2026 · View company records in RevenueBase
6	Consolidated Wealth Group	Exact match	Kloof, South AfricaHQ recorded Sep 28, 2026	11-50	59 contacts →
	Exact match “Consolidated Wealth, is a privately owned wealth management company.” Recorded in the RevenueBase company graph · Sep 28, 2026 · View company records in RevenueBase
7	Netto Invest PTY LTD	Exact match	Cape Town, South AfricaHQ recorded Sep 28, 2026	11-50	42 contacts →
	Exact match “Netto Invest offers independent wealth management that maximises the probability of you achieving your financial goals.” 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	Marbletech	Exact match	Sandton, South AfricaHQ recorded Sep 28, 2026	11-50	22 contacts →
	Exact match “MarbleTech is an institutional-focused fintech company operating in Southern Africa.” Recorded in the RevenueBase company graph · Sep 28, 2026 · View company records in RevenueBase
10	Ultima Financial Planners PTY LTD	Exact match	Pretoria, South AfricaHQ recorded Sep 28, 2026	11-50	19 contacts →
	Exact match “CREATING VALUE TO ENABLE A MEANINGFUL LIFE THROUGH FINANCIAL PLANNING While the journey to a meaningful life is unique for each one of us, its building blocks are universal.” Recorded in the RevenueBase company graph · Sep 28, 2026 · View company records in RevenueBase
11	Investonline	Exact match	Cape Town, South AfricaHQ recorded Sep 28, 2026	11-50	17 contacts →
	Exact match “Investonline launched in 2009 to provide independent investment advice in a digital age that is forever evolving.” Recorded in the RevenueBase company graph · Sep 28, 2026 · View company records in RevenueBase
12	80eight	Exact match	Johannesburg, South AfricaHQ recorded Sep 28, 2026	11-50	15 contacts →
	Exact match “With access to the latest tech tools, we use our expertise in financial markets to realise your goals – whether you are based in South Africa, or abroad.” Recorded in the RevenueBase company graph · Sep 28, 2026 · View company records in RevenueBase
13	Iota Investment Services PTY LTD	Exact match	Johannesburg, South AfricaHQ recorded Sep 28, 2026	11-50	14 contacts →
	Exact match “COMPANY HISTORY IOTA Investment Services (Pty) Ltd was established in 1993, through the amalgamation of two businesses which had been running since 1986.” Recorded in the RevenueBase company graph · Sep 28, 2026 · View company records in RevenueBase
14	PSG Wealth Rosebank	Exact match	Johannesburg, South AfricaHQ recorded Sep 28, 2026	11-50	12 contacts →
	Exact match “As complex planners and qualified investment professionals we deliver a better view of the big picture, and enable you to keep more of your wealth to provide for future…” Recorded in the RevenueBase company graph · Sep 28, 2026 · View company records in RevenueBase
15	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
16	AFS Wealth PTY LTD	Exact match	Bedfordview, South AfricaHQ recorded Sep 28, 2026	11-50	11 contacts →
	Exact match “AFS is a multi-advisory financial services business.” Recorded in the RevenueBase company graph · Sep 28, 2026 · View company records in RevenueBase
17	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
18	KM Wealth Management PTY LTD	Exact match	Bryanston, South AfricaHQ recorded Sep 28, 2026	1-10	10 contacts →
	Exact match “Established in 2017, KM Wealth Partners emerges as a fully independent Financial Services firm, leveraging extensive international and local experience within the financial sector.” Recorded in the RevenueBase company graph · Sep 28, 2026 · View company records in RevenueBase
19	Dynasty Asset Management	Exact match	Melrose Arch, South AfricaHQ recorded Sep 28, 2026	1-10	10 contacts →
	Exact match “Dynasty is a leading boutique and advice-driven firm that assists affluent clients to grow, protect, globalise and administer their wealth in an increasingly complex and uncertain…” Recorded in the RevenueBase company graph · Sep 28, 2026 · View company records in RevenueBase
20	Perspective Advisory PTY LTD	Exact match	Johannesburg, South AfricaHQ recorded Sep 28, 2026	1-10	8 contacts →
	Exact match “We are a boutique financial advisory firm that places awareness and empowerment at its core.” Recorded in the RevenueBase company graph · Sep 28, 2026 · View company records in RevenueBase
21	Gresham Wealth	Exact match	Pietermaritzburg, South AfricaHQ recorded Sep 28, 2026	11-50	7 contacts →
	Exact match “Gresham Wealth was founded in by Mike Brauteseth.” Recorded in the RevenueBase company graph · Sep 28, 2026 · View company records in RevenueBase
22	Virtual Adviser	Exact match	Umhlanga, South AfricaHQ recorded Sep 28, 2026	11-50	7 contacts →
	Exact match “Virtual Adviser is a fintech company.” Recorded in the RevenueBase company graph · Sep 28, 2026 · View company records in RevenueBase
23	PWM Advisors	Exact match	Ethekwini, South AfricaHQ recorded Sep 28, 2026	1-10	6 contacts →
	Exact match “PWM is an independent financial advisory firm, with a rich heritage.” Recorded in the RevenueBase company graph · Sep 28, 2026 · View company records in RevenueBase
24	Pangea Wealth	Exact match	Johannesburg, South AfricaHQ recorded Sep 28, 2026	1-10	6 contacts →
	Exact match “We are a boutique wealth management firm licensed by the Financial Sector Conduct Authority.” Recorded in the RevenueBase company graph · Sep 28, 2026 · View company records in RevenueBase
25	Franzsen & VAN Reenen Wealth Advisory	Exact match	Somerset West, South AfricaHQ recorded Sep 28, 2026	1-10	5 contacts →
	Exact match “At FRANZSEN & VAN REENEN we believe that an individual investor’s portfolio should represent almost the same individuality as his or her own fingerprint.” 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 “fintech wealth advisors”. 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 84 fintech wealth advisors based in South Africa

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Fintech wealth advisors based in South Africa at a glance

As of Sep 28, 2026

44.5%Verified-email coverage

15.8Average contacts per company

1-10Median size (employees)

22.6%Largest-city concentration · Cape Town

Sep 28, 2026Page data refreshed

Companies by employee count

1-10

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 84 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 “fintech wealth advisors” 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 590 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 “fintech wealth advisors”; each Exact match badge shows search membership, not an individual similarity or quality score.

How many fintech wealth advisors are there based in South Africa?

RevenueBase identified 84 company matches for fintech wealth advisors 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?

Citadel Investment Services tops the displayed preview by professional contacts tracked in RevenueBase. Recorded headquarters appear in the company rows.

Which city has the most fintech wealth advisors?

Cape Town leads with 19 company records, followed by Johannesburg (11) 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 590 professional contacts with verified work emails tracked across these 84 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.