Company lists · Data refreshed September 2026

Top 25 Fintech wealth management companies based in South Africa

RevenueBase identified 63 fintech wealth management companies headquartered in South Africa as of September 2026 and tracks 1,016 professional contacts across them, including 474 with verified work emails. Cape Town is the largest hub.

This list covers fintech wealth management companies 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 28, 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 28, 2026 86% judged on-target in blind review
63Companies
1,016Contacts tracked
474Verified emails
Explore this list → Free signup · no credit card · 500 free credits

The 25 largest fintech wealth management companies based in South Africa

Ranked by team size
Top 25 of 63 fintech wealth management companies based in South Africa, ranked by team size, largest first. Data refreshed Sep 28, 2026. RevenueBase Smart Search rates how each company's information relates to fintech wealth management companies: 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.
#CompanyRevenueBase Smart SearchHeadquartersEmployeesContacts
1Partial evidenceLynnwood Manor, South AfricaHQ checked Sep 28, 2026201-500379 contacts →

Partial evidence

“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…”

Source: RevenueBase Database · checked Sep 28, 2026
2Partial evidenceJohannesburg, South AfricaHQ checked Sep 28, 202651-200102 contacts →

Partial evidence

“As the adviser’s partner, we are inspired by the wealth manager of the future to change the way investments are done.”

Source: RevenueBase Database · checked Sep 28, 2026
3Indirect evidenceJohannesburg, South AfricaHQ checked Sep 28, 202651-200101 contacts →

Indirect evidence

“The only way to obtain financial certainty in challenging conditions is to create it.”

Source: RevenueBase Database · checked Sep 28, 2026
4Strong evidenceKloof, South AfricaHQ checked Sep 28, 202611-5059 contacts →

Strong evidence

“Consolidated Wealth, is a privately owned wealth management company.”

Source: RevenueBase Database · checked Sep 28, 2026
5Strong evidenceCape Town, South AfricaHQ checked Sep 28, 202611-5042 contacts →

Strong evidence

“Netto Invest offers independent wealth management that maximises the probability of you achieving your financial goals.”

Source: RevenueBase Database · checked Sep 28, 2026
6Partial evidencePretoria, South AfricaHQ checked Sep 28, 202611-5023 contacts →

Partial evidence

“Elite Wealth provides a software solution for medium to large financial advisory companies.”

Source: RevenueBase Database · checked Sep 28, 2026
7Partial evidenceSandton, South AfricaHQ checked Sep 28, 202611-5022 contacts →

Partial evidence

“MarbleTech is an institutional-focused fintech company operating in Southern Africa.”

Source: RevenueBase Database · checked Sep 28, 2026
8Indirect evidenceJohannesburg, South AfricaHQ checked Sep 28, 202611-5015 contacts →

Indirect evidence

“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.”

Source: RevenueBase Database · checked Sep 28, 2026
9Partial evidenceJohannesburg, South AfricaHQ checked Sep 28, 202611-5012 contacts →

Partial evidence

“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…”

Source: RevenueBase Database · checked Sep 28, 2026
10Partial evidenceCape Town, South AfricaHQ checked Sep 28, 20261-1011 contacts →

Partial evidence

“MiPlan exists to assist financial planners in creating and preserving wealth for their clients through the application of critical thinking.”

Source: RevenueBase Database · checked Sep 28, 2026
11Partial evidenceBryanston, South AfricaHQ checked Sep 28, 20261-1010 contacts →

Partial evidence

“Established in 2017, KM Wealth Partners emerges as a fully independent Financial Services firm, leveraging extensive international and local experience within the financial sector.”

Source: RevenueBase Database · checked Sep 28, 2026
12Strong evidenceSandton, South AfricaHQ checked Sep 28, 202611-509 contacts →

Strong evidence

“Classic Private Wealth is a niche wealth management company focused on providing comprehensive financial management services that takes care of all our clients’ needs.”

Source: RevenueBase Database · checked Sep 28, 2026
13Partial evidenceUmhlanga, South AfricaHQ checked Sep 28, 202611-507 contacts →

Partial evidence

“Virtual Adviser is a fintech company.”

Source: RevenueBase Database · checked Sep 28, 2026
14Indirect evidenceBellville, South AfricaHQ checked Sep 28, 202651-2006 contacts →

Indirect evidence

“Fairtree Navigate is a platform where we share information, helping you navigate the complex world of Finance and Investing or what we refer to as ‘Your Financial Forest’.”

Source: RevenueBase Database · checked Sep 28, 2026
15Strong evidenceWoodmead, South AfricaHQ checked Sep 28, 202611-506 contacts →

Strong evidence

“Lautus Solutions provides wealth managers with an industry leading investment administration platform that delivers a single investor view and comprehensive management of…”

Source: RevenueBase Database · checked Sep 28, 2026
16Strong evidenceJohannesburg, South AfricaHQ checked Sep 28, 20261-106 contacts →

Strong evidence

“We are a boutique wealth management firm licensed by the Financial Sector Conduct Authority.”

Source: RevenueBase Database · checked Sep 28, 2026
17Indirect evidenceMenlyn, South AfricaHQ checked Sep 28, 20261-104 contacts →

Indirect evidence

“Your future.”

Source: RevenueBase Database · checked Sep 28, 2026
18Indirect evidenceJohannesburg, South AfricaHQ checked Sep 28, 20261-104 contacts →

Indirect evidence

“We believe that financial independence is a right and not a privilege; all individuals are entitled to quality and sound financial advice, which guides them to financial…”

Source: RevenueBase Database · checked Sep 28, 2026
19Indirect evidenceCape Town, South AfricaHQ checked Sep 28, 20261-103 contacts →

Indirect evidence

“Our vision is a world in synergy through financial wellbeing.”

Source: RevenueBase Database · checked Sep 28, 2026
20Partial evidenceStellenbosch, South AfricaHQ checked Sep 28, 20261-103 contacts →

Partial evidence

“Rowan Capital (Pty) Ltd is a fast-growing, owner-managed, boutique investment management and financial advisory firm based in Stellenbosch and Cape Town.”

Source: RevenueBase Database · checked Sep 28, 2026
21Indirect evidenceDurban, South AfricaHQ checked Sep 28, 2026n/a3 contacts →

Indirect evidence

Source: RevenueBase Database · checked Sep 28, 2026
22Indirect evidenceCape Town, South AfricaHQ checked Sep 28, 20261-103 contacts →

Indirect evidence

“We are a highly motivated team who aspire to achieve optimal results for our clients.”

Source: RevenueBase Database · checked Sep 28, 2026
23Strong evidenceOaklands, South AfricaHQ checked Sep 28, 20261-102 contacts →

Strong evidence

“Wealth Management - Financial Planning: We identify goals and financial objectives, prepare and implement a financial plan - PMK Wealth Fund Solutions: We ensure all portfolios…”

Source: RevenueBase Database · checked Sep 28, 2026
24Indirect evidenceBryanston, South AfricaHQ checked Sep 28, 20261-102 contacts →

Indirect evidence

“Gray Capital was formed with the concept of applying the best of breed products that meet the needs of our clients.”

Source: RevenueBase Database · checked Sep 28, 2026
25Strong evidenceCape Town, South AfricaHQ checked Sep 28, 20261-102 contacts →

Strong evidence

“Belmont Asset Management is a Cape Town-based wealth management company that provides a specialist investment management service to high-net-worth private clients, both offshore…”

Source: RevenueBase Database · checked Sep 28, 2026

Showing 25 of 63 fintech wealth management companies based in South Africa

See the full list, filter by size, metro and specialty, and get verified emails and direct dials for all 474 reachable decision-makers.

Free signup · no credit card

View the full list →

Fintech wealth management companies based in South Africa at a glance

As of Sep 28, 2026
46.7%Verified-email coverage
16.1Average contacts per company
1-10Median size (employees)
20.6%Largest-city concentration · Cape Town
Sep 28, 2026Page data refreshed

Companies by employee count

1-10
32
11-50
25
51-200
3
201-500
2

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 63 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 fintech wealth management companies, 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 “fintech wealth management companies”. 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 fintech wealth management companies), 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 fintech wealth management companies, 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, 474 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 28, 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.

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 fintech wealth management companies, 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 fintech wealth management companies are there based in South Africa?

RevenueBase identified 63 fintech wealth management companies 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?

Citadel Investment Services, headquartered in Pretoria, tops this list with the largest team on record.

Which city has the most fintech wealth management companies?

Cape Town leads with 13 headquartered companies, followed by Johannesburg (11) and Pretoria (8).

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 474 verified decision-maker contacts tracked across these 63 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 28, 2026.

Ready to reach these companies? Verified emails and direct dials for all 63 fintech wealth management companies based in South Africa. Start with a free account, no credit card.

Download this list →

Related lists

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.