Company lists · Data refreshed September 2026

Top 25 Goal-based investment advisors based in Johannesburg, South Africa

Name: Goal-based investment advisors based in Johannesburg, South Africa
Creator: RevenueBase
License: https://creativecommons.org/licenses/by/4.0/

Compiled by the RevenueBase Data Team Data refreshed Sep 19, 2026 134 companies tracked

RevenueBase identified 134 goal-based investment advisors headquartered in Johannesburg, South Africa as of September 2026 and tracks 2,027 professional contacts across them, including 715 with verified work emails. Johannesburg is the largest hub.

This list covers goal-based investment advisors headquartered in Johannesburg, 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

134Companies

2,027Contacts tracked

715Verified emails

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The 25 largest goal-based investment advisors based in Johannesburg, South Africa

Ranked by team size

Top 25 of 134 goal-based investment advisors based in Johannesburg, South Africa, ranked by team size, largest first. Data refreshed Sep 19, 2026. RevenueBase Smart Search rates how each company's information relates to goal-based investment advisors: 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	Sasfin	Partial evidence	Johannesburg, South AfricaHQ checked Sep 19, 2026	501-1,000	791 contacts →
	Partial evidence “Sasfin Wealth is now Otto1890 and we are investment specialists.” Source: RevenueBase Database · checked Sep 19, 2026
2	GCI	Partial evidence	Johannesburg, South AfricaHQ checked Sep 19, 2026	51-200	106 contacts →
	Partial evidence “GCI Wealth is a boutique financial planning and investment group dedicated to ensuring that your future, secured whilst at the same time addressing the potential lifestyle…” Source: RevenueBase Database · checked Sep 19, 2026
3	Portfoliometrix	Partial evidence	Johannesburg, South AfricaHQ checked Sep 19, 2026	51-200	78 contacts →
	Partial evidence “With PMX as their investment partner, advisers are free from the distractions that risk holding them back, giving them the space to focus on the conversations that matter.” Source: RevenueBase Database · checked Sep 19, 2026
4	Stonehouse Capital	Indirect evidence	Johannesburg, South AfricaHQ checked Sep 19, 2026	11-50	53 contacts →
	Indirect evidence “In an extraordinary world, a personalised approach to advice that demonstrates true care and a commitment to delivering what clients need is the cornerstone of what Stonehouse…” Source: RevenueBase Database · checked Sep 19, 2026
5	Genesis Advisory Services	Indirect evidence	Johannesburg, South AfricaHQ checked Sep 19, 2026	51-200	52 contacts →
	Indirect evidence “Skilled financial planning not only serves as a solid foundation for the future, but also helps you to utilize your resources more effectively.” Source: RevenueBase Database · checked Sep 19, 2026
6	GTC	Indirect evidence	Johannesburg, South AfricaHQ checked Sep 19, 2026	51-200	45 contacts →
	Indirect evidence “Altertude - integrates employee benefits with personal financial planning.” Source: RevenueBase Database · checked Sep 19, 2026
7	SDC Wealth Management	Indirect evidence	Johannesburg, South AfricaHQ checked Sep 19, 2026	11-50	45 contacts →
	Indirect evidence “SDC Wealth Management is an authorised Financial Services Provider (FSP) dedicated to delivering highly competitive and personalised financial products for individuals and…” Source: RevenueBase Database · checked Sep 19, 2026
8	Wealth Associates	Indirect evidence	Johannesburg, South AfricaHQ checked Sep 19, 2026	51-200	35 contacts →
	Indirect evidence “Wealth Redefined.” Source: RevenueBase Database · checked Sep 19, 2026
9	Benchmark Capital Group	Partial evidence	Johannesburg, South AfricaHQ checked Sep 19, 2026	51-200	35 contacts →
	Partial evidence “We are a financial service and advisory professionals specializing in tailor made solutions and services customized to each individual client's financial life experiences and…” Source: RevenueBase Database · checked Sep 19, 2026
10	Resolute Wealth Management South Africa	Indirect evidence	Johannesburg, South AfricaHQ checked Sep 19, 2026	11-50	28 contacts →
	Indirect evidence “Resolute Wealth Management is a registered FSP, offering bespoke financial advice and fiduciary services to a wide array of people.” Source: RevenueBase Database · checked Sep 19, 2026
11	Future Green DOT	Indirect evidence	Johannesburg, South AfricaHQ checked Sep 19, 2026	1-10	28 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
12	Cratos Life	Indirect evidence	Johannesburg, South AfricaHQ checked Sep 19, 2026	501-1,000	20 contacts →
	Indirect evidence “Cratos Life was established in April 2013, by Graeme Twidale.” Source: RevenueBase Database · checked Sep 19, 2026
13	Caleo Capital	Indirect evidence	Johannesburg, South AfricaHQ checked Sep 19, 2026	11-50	19 contacts →
	Indirect evidence “At Caleo Capital we nurture a collective spirit, a shared commitment to authenticity, and an unwavering belief that wealth should serve your life's purpose.” Source: RevenueBase Database · checked Sep 19, 2026
14	Daberistic Financial Services	Indirect evidence	Johannesburg, South AfricaHQ checked Sep 19, 2026	11-50	19 contacts →
	Indirect evidence “Daberistic" means different and better.” Source: RevenueBase Database · checked Sep 19, 2026
15	Galileo Capital	Partial evidence	Johannesburg, South AfricaHQ checked Sep 19, 2026	11-50	16 contacts →
	Partial evidence “Investment decisions can be complex.” Source: RevenueBase Database · checked Sep 19, 2026
16	80eight	Partial evidence	Johannesburg, South AfricaHQ checked Sep 19, 2026	11-50	15 contacts →
	Partial 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 19, 2026
17	Iota Investment Services PTY LTD	Partial evidence	Johannesburg, South AfricaHQ checked Sep 19, 2026	11-50	14 contacts →
	Partial evidence “COMPANY HISTORY IOTA Investment Services (Pty) Ltd was established in 1993, through the amalgamation of two businesses which had been running since 1986.” Source: RevenueBase Database · checked Sep 19, 2026
18	IZA Wealth PTY LTD	Partial evidence	Johannesburg, South AfricaHQ checked Sep 19, 2026	11-50	12 contacts →
	Partial evidence “As an independently owned financial advisory company, Iza Wealth has the freedom to offer objective specialist oshore financial advice and services to both individuals and…” Source: RevenueBase Database · checked Sep 19, 2026
19	Wealth Associates Bespokesolutions	Partial evidence	Johannesburg, South AfricaHQ checked Sep 19, 2026	11-50	12 contacts →
	Partial 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
20	Hollard Investments	Partial evidence	Johannesburg, South AfricaHQ checked Sep 19, 2026	1,001-5,000	12 contacts →
	Partial evidence “Hollard Investments is a proudly South African, privately owned investment management business.” Source: RevenueBase Database · checked Sep 19, 2026
21	PSG Wealth Rosebank	Partial evidence	Johannesburg, South AfricaHQ checked Sep 19, 2026	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 19, 2026
22	Octagon Financial Services South Africa	Indirect evidence	Johannesburg, South AfricaHQ checked Sep 19, 2026	11-50	11 contacts →
	Indirect evidence “If you can dream it, we can help you do it What’s life for if not dreaming big, aiming high and making these aspirations reality?” Source: RevenueBase Database · checked Sep 19, 2026
23	Foundation Family Wealth	Indirect evidence	Johannesburg, South AfricaHQ checked Sep 19, 2026	1-10	10 contacts →
	Indirect evidence “Foundation Family Wealth is a boutique financial consulting firm that surpasses traditional wealth management.” Source: RevenueBase Database · checked Sep 19, 2026
24	Balondolozi Investment Services	Partial evidence	Johannesburg, South AfricaHQ checked Sep 19, 2026	51-200	10 contacts →
	Partial evidence “With years of experience in the financial industry, our team is well-equipped to provide customized investment solutions that are tailored to the unique needs of each individual…” Source: RevenueBase Database · checked Sep 19, 2026
25	Financial Junction Investments	Indirect evidence	Johannesburg, South AfricaHQ checked Sep 19, 2026	11-50	10 contacts →
	Indirect evidence “With offices in London, Malta and Johannesburg, we are proud to say that our business has flourished on referrals passed on by our satisfied clients.” Source: RevenueBase Database · checked Sep 19, 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: goal-based investment advisors. 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 goal-based investment advisors.
Partial evidence: Its own public description names part of goal-based investment advisors, so it works in or next to the category without describing itself that way.
Indirect evidence: The description shown does not name goal-based investment advisors. 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 134 goal-based investment advisors based in Johannesburg, South Africa

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Goal-based investment advisors based in Johannesburg, South Africa at a glance

As of Sep 19, 2026

35.3%Verified-email coverage

15.1Average contacts per company

1-10Median size (employees)

100.0%Largest-city concentration · Johannesburg

Sep 19, 2026Page data refreshed

Companies by employee count

1-10

11-50

51-200

201-500

501-1,000

1,001-5,000

Email recency for this list is measured across the whole South Africa list rather than for Johannesburg, so it is reported there. Company counts and contact totals on this page are exact for Johannesburg, over 134 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 goal-based investment advisors, 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 Johannesburg, South Africa whose own description of what they do matches “goal-based investment advisors”. 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 goal-based investment advisors), 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 goal-based investment advisors, and records with no verified work email. Companies headquartered outside Johannesburg 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, 715 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.

Goal-based investment advisors by metro in South Africa

Goal-based investment advisors in Johannesburg134
Goal-based investment advisors in Cape Town99
Goal-based investment advisors in Pretoria53
Goal-based investment advisors in Durban25

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 goal-based investment advisors, 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 goal-based investment advisors are there based in Johannesburg, South Africa?

RevenueBase identified 134 goal-based investment advisors headquartered in Johannesburg, 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?

Sasfin, headquartered in Johannesburg, tops this list with the largest team on record.

Which city has the most goal-based investment advisors?

Johannesburg leads with 134 headquartered companies, followed by Cape Town (99) and Pretoria (53).

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 715 verified decision-maker contacts tracked across these 134 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.