Company lists · Data refreshed September 2026

Top 25 Fractional cfp services agencies based in South Africa

RevenueBase identified 226 fractional cfp services agencies headquartered in South Africa as of September 2026 and tracks 16,699 professional contacts across them, including 4,453 with verified work emails. Johannesburg is the largest hub.

This list covers fractional cfp services agencies 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 19, 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 19, 2026 86% judged on-target in blind review
226Companies
16,699Contacts tracked
4,453Verified emails
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The 25 largest fractional cfp services agencies based in South Africa

Ranked by team size
Top 25 of 226 fractional cfp services agencies based in South Africa, ranked by team size, largest first. Data refreshed Sep 19, 2026. RevenueBase Smart Search rates how each company's information relates to fractional cfp services agencies: 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
1Indirect evidenceFaerie Glen, South AfricaHQ checked Sep 19, 2026501-1,000403 contacts →

Indirect evidence

“At attooh!”

Source: RevenueBase Database · checked Sep 19, 2026
2Indirect evidenceCenturion, South AfricaHQ checked Sep 19, 2026201-500309 contacts →

Indirect evidence

“Let's journey together.”

Source: RevenueBase Database · checked Sep 19, 2026
3Indirect evidenceJohannesburg, South AfricaHQ checked Sep 19, 20261-1028 contacts →

Indirect evidence

“As it is our firm belief that financial planning is a responsibility as opposed to a choice, we have built a business filled with highly skilled financial planners, whose sole…”

Source: RevenueBase Database · checked Sep 19, 2026
4Indirect evidenceJohannesburg, South AfricaHQ checked Sep 19, 202611-5027 contacts →

Indirect evidence

“U Covered provides expert financial advice for individuals and businesses across the Discovery portfolio.”

Source: RevenueBase Database · checked Sep 19, 2026
5Indirect evidenceGeorge, South AfricaHQ checked Sep 19, 20261-1027 contacts →

Indirect evidence

“Professional Financial Planning and Portfolio Management”

Source: RevenueBase Database · checked Sep 19, 2026
6Indirect evidenceCity Of Tshwane, South AfricaHQ checked Sep 19, 20261-1017 contacts →

Indirect evidence

“Global Wealth Advisory provides quality, independent and personalized financial advice and investment management services to individuals, families and small businesses enterprises.”

Source: RevenueBase Database · checked Sep 19, 2026
7Indirect evidenceJohannesburg, South AfricaHQ checked Sep 19, 202611-5016 contacts →

Indirect evidence

“Investment decisions can be complex.”

Source: RevenueBase Database · checked Sep 19, 2026
8Indirect evidenceSandton, South AfricaHQ checked Sep 19, 202611-5014 contacts →

Indirect evidence

“It is with immense pride and gratitude that we hereby announce the establishment of Perlov & Associates, a boutique financial advisory business, entering the market on 1 October…”

Source: RevenueBase Database · checked Sep 19, 2026
9Indirect evidenceStellenbosch, South AfricaHQ checked Sep 19, 2026201-50014 contacts →

Indirect evidence

“It's simple.”

Source: RevenueBase Database · checked Sep 19, 2026
10Indirect evidenceDurban, South AfricaHQ checked Sep 19, 202611-5013 contacts →

Indirect evidence

“At EDGE, we're dedicated to fueling your path towards financial mastery, partnering closely with committed financial advisors.”

Source: RevenueBase Database · checked Sep 19, 2026
11Indirect evidenceJohannesburg, South AfricaHQ checked Sep 19, 202611-5012 contacts →

Indirect evidence

“Wealth Associates Bespoke Solutions is an Independent Financial advisory firm specialising in advice driven holistic financial planning.”

Source: RevenueBase Database · checked Sep 19, 2026
12Indirect evidenceJohannesburg, South AfricaHQ checked Sep 19, 202611-5012 contacts →

Indirect 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 19, 2026
13Indirect evidenceRivonia, South AfricaHQ checked Sep 19, 202611-5011 contacts →

Indirect evidence

“We take financial planning personally.”

Source: RevenueBase Database · checked Sep 19, 2026
14Indirect evidenceWelgemoed, South AfricaHQ checked Sep 19, 202611-5011 contacts →

Indirect evidence

“Personal financial advice, tailored to you.”

Source: RevenueBase Database · checked Sep 19, 2026
15Indirect evidenceEthekwini, South AfricaHQ checked Sep 19, 202611-5010 contacts →

Indirect evidence

“At Asset Tree, we have been representing the relationship between our clients’ investments, and their needs for them to grow, since 1989.”

Source: RevenueBase Database · checked Sep 19, 2026
16Indirect evidenceEthekwini, South AfricaHQ checked Sep 19, 202611-5010 contacts →

Indirect evidence

“How do we fit into your lives?”

Source: RevenueBase Database · checked Sep 19, 2026
17Indirect evidenceRandburg, South AfricaHQ checked Sep 19, 202611-5010 contacts →

Indirect evidence

“Toro Financial Planners strives to deliver a fully independent high level financial planning service through competent advisors who will attain the highest levels of financial…”

Source: RevenueBase Database · checked Sep 19, 2026
18Indirect evidenceBellville, South AfricaHQ checked Sep 19, 202611-509 contacts →

Indirect evidence

“With roots dating back to the 1980s, Delfin has evolved from a traditional product-based risk and investment practice into a holistic financial planning company.”

Source: RevenueBase Database · checked Sep 19, 2026
19Indirect evidenceJohannesburg, South AfricaHQ checked Sep 19, 20261-109 contacts →

Indirect evidence

“Hewett Wealth was established in 2016 on the premise that it is possible to establish a truly independent, professional financial planning and advisory business that is focused on…”

Source: RevenueBase Database · checked Sep 19, 2026
20Indirect evidenceCape Town, South AfricaHQ checked Sep 19, 20261-108 contacts →

Indirect evidence

“WealthUp is a boutique, fee-based financial planning practice in Cape Town, founded in 2012.”

Source: RevenueBase Database · checked Sep 19, 2026
21Indirect evidenceCape Town, South AfricaHQ checked Sep 19, 202611-508 contacts →

Indirect evidence

“We enable a quality client experience through our unique planning process and professional engagement”

Source: RevenueBase Database · checked Sep 19, 2026
22Indirect evidenceSecunda, South AfricaHQ checked Sep 19, 202611-508 contacts →

Indirect evidence

“Meet your financial planning needs.”

Source: RevenueBase Database · checked Sep 19, 2026
23Indirect evidenceWellington, South AfricaHQ checked Sep 19, 20261-108 contacts →

Indirect evidence

“WMD is a financial advisory firm that specialises in guiding clients to manage their finances effectively.”

Source: RevenueBase Database · checked Sep 19, 2026
24Indirect evidencePretoria, South AfricaHQ checked Sep 19, 20261-108 contacts →

Indirect evidence

“FIDIUS™ is a fee based financial planning and advisory co, assisting clients with planning to optimise their wealth creation, preservation and utilisation goals.”

Source: RevenueBase Database · checked Sep 19, 2026
25Indirect evidenceJohannesburg, South AfricaHQ checked Sep 19, 20261-108 contacts →

Indirect evidence

“We are a boutique financial advisory firm that places awareness and empowerment at its core.”

Source: RevenueBase Database · checked Sep 19, 2026

Showing 25 of 226 fractional cfp services agencies based in South Africa

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Fractional cfp services agencies based in South Africa at a glance

As of Sep 19, 2026
26.7%Verified-email coverage
73.9Average contacts per company
1-10Median size (employees)
15.5%Largest-city concentration · Johannesburg
Sep 19, 2026Page data refreshed

Companies by employee count

1-10
142
11-50
72
51-200
5
201-500
4
501-1,000
1
10001+
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 226 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 fractional cfp services agencies, 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 “fractional cfp services agencies”. 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 fractional cfp services agencies), 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 fractional cfp services agencies, 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, 4,453 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 19, 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.

Fractional cfp services agencies by metro

  • Fractional cfp services agencies in Johannesburg35
  • Fractional cfp services agencies 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 fractional cfp services agencies, 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 fractional cfp services agencies are there based in South Africa?

RevenueBase identified 226 fractional cfp services agencies 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?

Attooh, headquartered in Faerie Glen, tops this list with the largest team on record.

Which city has the most fractional cfp services agencies?

Johannesburg leads with 35 headquartered companies, followed by Cape Town (26) and Pretoria (17).

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 4,453 verified decision-maker contacts tracked across these 226 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 19, 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 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.