Company lists · Data refreshed September 2026
Top 25 Fintech wealth platforms based in South Africa
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, how directly it supports the match, 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 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 fintech wealth platforms based in South Africa
Ranked by team size| # | Company | Contacts | |||
|---|---|---|---|---|---|
| 1 | 330 | ||||
“With us, investing is personal.” Source: company website · checked Sep 2, 2026Thanks. The Data Team will review it. | |||||
| 2 | 281 | ||||
“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: company website · checked Sep 2, 2026Thanks. The Data Team will review it. | |||||
| 3 | 100 | ||||
“The only way to obtain financial certainty in challenging conditions is to create it.” Source: company website · checked Sep 2, 2026Thanks. The Data Team will review it. | |||||
| 4 | 100 | ||||
“As the adviser’s partner, we are inspired by the wealth manager of the future to change the way investments are done.” Source: company website · checked Sep 2, 2026Thanks. The Data Team will review it. | |||||
| 5 | 38 | ||||
“JSE Investor Services is a company based out of No 4 Gwen Lane, Sandton, Johannesburg, Gauteng, South Africa.” Source: company website · checked Sep 2, 2026Thanks. The Data Team will review it. | |||||
| 6 | MarbletechPartial evidence | 22 | |||
“MarbleTech is an institutional-focused fintech company operating in Southern Africa.” Source: company website · checked Sep 2, 2026Thanks. The Data Team will review it. | |||||
| 7 | 21 | ||||
“Accelerating Fintech Innovation Since 2008 Your Strategic Partner in Financial Technology Excellence.” Source: company website · checked Sep 2, 2026Thanks. The Data Team will review it. | |||||
| 8 | Sanlam IndieIndirect evidence | 21 | |||
“Financial services redesigned.” Source: company website · checked Sep 2, 2026Thanks. The Data Team will review it. | |||||
| 9 | 20 | ||||
“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: company website · checked Sep 2, 2026Thanks. The Data Team will review it. | |||||
| 10 | 16 | ||||
“Investment decisions can be complex.” Source: company website · checked Sep 2, 2026Thanks. The Data Team will review it. | |||||
| 11 | 15 | ||||
“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: company website · checked Sep 2, 2026Thanks. The Data Team will review it. | |||||
| 12 | 12 | ||||
“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: company website · checked Sep 2, 2026Thanks. The Data Team will review it. | |||||
| 13 | Vickers & Peters Financial PlanningIndirect evidence | 11 | |||
“We take financial planning personally.” Source: company website · checked Sep 2, 2026Thanks. The Data Team will review it. | |||||
| 14 | Rand SwissIndirect evidence | 10 | |||
“Online Trading • Private Broking • Offshore Transfers • TFSAs • Structured Products • Managed Portfolios • Retirement Planning.” Source: company website · checked Sep 2, 2026Thanks. The Data Team will review it. | |||||
| 15 | KM Wealth Management PTY LTDPartial evidence | 10 | |||
“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: company website · checked Sep 2, 2026Thanks. The Data Team will review it. | |||||
| 16 | Salvo Capital PTY LTDIndirect evidence | 9 | |||
“Salvo Capital (Pty) Ltd is a registered boutique financial service provider and Investment manager in Bloemfontein.” Source: company website · checked Sep 2, 2026Thanks. The Data Team will review it. | |||||
| 17 | PSG Wealth OLD OAKPartial evidence | 9 | |||
“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: company website · checked Sep 2, 2026Thanks. The Data Team will review it. | |||||
| 18 | 6 | ||||
“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: company website · checked Sep 2, 2026Thanks. The Data Team will review it. | |||||
| 19 | 6 | ||||
“Southern Charter offers a range of financial services to meet your needs.” Source: company website · checked Sep 2, 2026Thanks. The Data Team will review it. | |||||
| 20 | 6 | ||||
“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: company website · checked Sep 2, 2026Thanks. The Data Team will review it. | |||||
| 21 | Lautus SolutionsStrong evidence | 6 | |||
“Lautus Solutions provides wealth managers with an industry leading investment administration platform that delivers a single investor view and comprehensive management of…” Source: company website · checked Sep 2, 2026Thanks. The Data Team will review it. | |||||
| 22 | 5 | ||||
“We are an approved franchise of Fairbairn Consult."At LWC Financial Solutions, we are your trusted partner on the path to financial success.” Source: company website · checked Sep 2, 2026Thanks. The Data Team will review it. | |||||
| 23 | 4 | ||||
“Our vision is a world in synergy through financial wellbeing.” Source: company website · checked Sep 2, 2026Thanks. The Data Team will review it. | |||||
| 24 | Rockfin Wealth ManagementIndirect evidence | 3 | |||
“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: company website · checked Sep 2, 2026Thanks. The Data Team will review it. | |||||
| 25 | Rowan Capital PTY LTDIndirect evidence | 3 | |||
“Rowan Capital (Pty) Ltd is a fast-growing, owner-managed, boutique investment management and financial advisory firm based in Stellenbosch and Cape Town.” Source: company website · checked Sep 2, 2026Thanks. The Data Team will review it. | |||||
Showing 25 of 83 fintech wealth platforms based in South Africa
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Fintech wealth platforms based in South Africa at a glance
As of Sep 2, 2026Companies by employee count
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 evidence 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 SmartSearch, 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.
- 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 an evidence 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
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.
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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.
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