Company lists · Data refreshed September 2026

Top 25 Fintech wealth platforms based in South Africa

Name: Fintech wealth platforms based in South Africa
Creator: RevenueBase
License: https://creativecommons.org/licenses/by/4.0/

Compiled by the RevenueBase Data Team Data refreshed Sep 2, 2026 83 companies tracked

RevenueBase identified 83 fintech wealth platforms headquartered in South Africa as of September 2026 and tracks 1,281 professional contacts across them, including 604 with verified work emails and 44 with mobile numbers. Cape Town is the largest hub.

This list covers fintech wealth platforms 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 2, 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 RevenueBase Smart Search rating on every row Refreshed Sep 2, 2026 86% judged on-target in blind review

83Companies

1,281Contacts tracked

604Verified emails

44Mobile numbers

Explore this list → Free signup · no credit card · 500 free credits

The 25 largest fintech wealth platforms based in South Africa

Ranked by team size

Top 25 of 83 fintech wealth platforms based in South Africa, ranked by team size, largest first. Data refreshed Sep 2, 2026. RevenueBase Smart Search rates how each company's information relates to fintech wealth platforms: 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	Momentum Investments	Indirect evidence	Pretoria, South Africa	501-1,000	330 contacts →
	Indirect evidence “With us, investing is personal.” Source: RevenueBase Database · checked Sep 2, 2026
2	FNB Wealth And Investments	Partial evidence	Johannesburg, South Africa	1,001-5,000	281 contacts →
	Partial evidence “In June 2017 FNB announced the formation of their Wealth and Investments pillar, comprising of FNB Online Share Trading, Stockbroking, Portfolio Management, Horizon Series Unit…” Source: RevenueBase Database · checked Sep 2, 2026
3	NFB Private Wealth Management	Indirect evidence	Cape Town, South Africa	51-200	100 contacts →
	Indirect evidence “The only way to obtain financial certainty in challenging conditions is to create it.” Source: RevenueBase Database · checked Sep 2, 2026
4	Inn8	Partial evidence	Johannesburg, South Africa	51-200	100 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 2, 2026
5	JSE Investor Services	Indirect evidence	Johannesburg, South Africa	201-500	38 contacts →
	Indirect evidence “JSE Investor Services is a company based out of No 4 Gwen Lane, Sandton, Johannesburg, Gauteng, South Africa.” Source: RevenueBase Database · checked Sep 2, 2026
6	Marbletech	Partial evidence	Sandton, South Africa	11-50	22 contacts →
	Partial evidence “MarbleTech is an institutional-focused fintech company operating in Southern Africa.” Source: RevenueBase Database · checked Sep 2, 2026
7	Origin Fintech	Partial evidence	Cape Town, South Africa	11-50	21 contacts →
	Partial evidence “Accelerating Fintech Innovation Since 2008 Your Strategic Partner in Financial Technology Excellence.” Source: RevenueBase Database · checked Sep 2, 2026
8	Sanlam Indie	Indirect evidence	Bellville, South Africa	51-200	21 contacts →
	Indirect evidence “Financial services redesigned.” Source: RevenueBase Database · checked Sep 2, 2026
9	Helfin Financial Services	Indirect evidence	Pretoria, South Africa	11-50	20 contacts →
	Indirect 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 2, 2026
10	Galileo Capital	Indirect evidence	Johannesburg, South Africa	11-50	16 contacts →
	Indirect evidence “Investment decisions can be complex.” Source: RevenueBase Database · checked Sep 2, 2026
11	80eight	Indirect evidence	Johannesburg, South Africa	11-50	15 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 2, 2026
12	PSG Wealth Rosebank	Partial evidence	Johannesburg, South Africa	11-50	12 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 2, 2026
13	Vickers & Peters Financial Planning	Indirect evidence	Sandton, South Africa	11-50	11 contacts →
	Indirect evidence “We take financial planning personally.” Source: RevenueBase Database · checked Sep 2, 2026
14	Rand Swiss	Indirect evidence	Johannesburg, South Africa	11-50	10 contacts →
	Indirect evidence “Online Trading • Private Broking • Offshore Transfers • TFSAs • Structured Products • Managed Portfolios • Retirement Planning.” Source: RevenueBase Database · checked Sep 2, 2026
15	KM Wealth Management PTY LTD	Partial evidence	Bryanston, South Africa	1-10	10 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 2, 2026
16	Salvo Capital PTY LTD	Indirect evidence	Bloemfontein, South Africa	11-50	9 contacts →
	Indirect evidence “Salvo Capital (Pty) Ltd is a registered boutique financial service provider and Investment manager in Bloemfontein.” Source: RevenueBase Database · checked Sep 2, 2026
17	PSG Wealth OLD OAK	Partial evidence	Bellville, South Africa	11-50	9 contacts →
	Partial evidence “PSG Wealth Old Oak is a leading registered financial services & investment group.Tweets are opinions only & are not to be taken as advice, nor endorsements.” Source: RevenueBase Database · checked Sep 2, 2026
18	Navigate	Partial evidence	Bellville, South Africa	51-200	6 contacts →
	Partial 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 2, 2026
19	Southern Charter	Indirect evidence	Cape Town, South Africa	11-50	6 contacts →
	Indirect evidence “Southern Charter offers a range of financial services to meet your needs.” Source: RevenueBase Database · checked Sep 2, 2026
20	Rehive	Strong evidence	Cape Town, South Africa	11-50	6 contacts →
	Strong evidence “Rehive is a ready-to-deploy fintech platform pre-integrated with Bridge offering branded web, iOS, and Android apps with stablecoin wallets, fiat rails, built-in compliance, and…” Source: RevenueBase Database · checked Sep 2, 2026
21	Lautus Solutions	Strong evidence	Woodmead, South Africa	11-50	6 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 2, 2026
22	LWC Financial Solutions	Indirect evidence	Cape Town, South Africa	1-10	5 contacts →
	Indirect evidence “We are an approved franchise of Fairbairn Consult."At LWC Financial Solutions, we are your trusted partner on the path to financial success.” Source: RevenueBase Database · checked Sep 2, 2026
23	Mcwalter Financial & Advisory	Indirect evidence	Cape Town, South Africa	1-10	4 contacts →
	Indirect evidence “Our vision is a world in synergy through financial wellbeing.” Source: RevenueBase Database · checked Sep 2, 2026
24	Rockfin Wealth Management	Indirect evidence	Cape Town, South Africa	11-50	3 contacts →
	Indirect evidence “Whether you are in the capital accumulation phase, approaching retirement, or enjoying the fruits of your labour, your financial well-being is our primary concern.” Source: RevenueBase Database · checked Sep 2, 2026
25	Rowan Capital PTY LTD	Indirect evidence	Stellenbosch, South Africa	1-10	3 contacts →
	Indirect 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 2, 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: fintech wealth platforms. 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 fintech wealth platforms.
Partial evidence: Its own public description names part of fintech wealth platforms, so it works in or next to the category without describing itself that way.
Indirect evidence: The description shown does not name fintech wealth platforms. 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 83 fintech wealth platforms based in South Africa

See the full list, filter by size, metro and specialty, and get verified emails and direct dials for all 604 reachable decision-makers.

Free signup · no credit card

View the full list →

Fintech wealth platforms based in South Africa at a glance

As of Sep 2, 2026

47.2%Verified-email coverage

3.4%Mobile-number coverage

15.4Average contacts per company

11-50Median size (employees)

31.3%Largest-city concentration · Cape Town

Sep 2, 2026Page data refreshed

Companies by employee count

1-10

11-50

51-200

201-500

501-1,000

1,001-5,000

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 platforms, 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 platforms”. 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 platforms), 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 platforms, 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, 604 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 2, 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.

Fintech wealth platforms by metro

Fintech wealth platforms in Cape Town26

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 platforms, 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 platforms are there based in South Africa?

RevenueBase identified 83 fintech wealth platforms 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?

Momentum Investments, headquartered in Pretoria, tops this list with the largest team on record.

Which city has the most fintech wealth platforms?

Cape Town leads with 26 headquartered companies, followed by Johannesburg (16) and Pretoria (7).

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 604 verified decision-maker contacts tracked across these 83 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 2, 2026.

Ready to reach these companies? Verified emails and direct dials for all 83 fintech wealth platforms based in South Africa. Start with a free account, no credit card.

Download this list →

Related lists

Fintech wealth platforms by geography

Browse the directory

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.