Company lists · Data refreshed September 2026

Top 25 Goal based wealth management platforms based in South Africa

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

Compiled by the RevenueBase Data Team Data refreshed Sep 28, 2026 128 companies tracked

RevenueBase identified 128 goal based wealth management platforms headquartered in South Africa as of September 2026 and tracks 3,144 professional contacts across them, including 1,368 with verified work emails. Johannesburg is the largest hub.

This list covers goal based wealth management 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 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

128Companies

3,144Contacts tracked

1,368Verified emails

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The 25 largest goal based wealth management platforms based in South Africa

Ranked by team size

Top 25 of 128 goal based wealth management platforms 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 goal based wealth management 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	PSG Wealth	Strong evidence	Waterfall, South AfricaHQ checked Sep 28, 2026	501-1,000	1,173 contacts →
	Strong evidence “We offer a comprehensive wealth management service, designed to meet your needs as an individual, family or business.” Source: RevenueBase Database · checked Sep 28, 2026
2	Citadel Investment Services	Partial evidence	Lynnwood Manor, South AfricaHQ checked Sep 28, 2026	201-500	379 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
3	Private Wealth Management PTY LTD	Strong evidence	Century City, South AfricaHQ checked Sep 28, 2026	51-200	109 contacts →
	Strong evidence “At Private Wealth Management we build partnerships.” Source: RevenueBase Database · checked Sep 28, 2026
4	Inn8	Partial evidence	Johannesburg, South AfricaHQ checked Sep 28, 2026	51-200	102 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
5	NFB Private Wealth Management	Indirect evidence	Johannesburg, South AfricaHQ checked Sep 28, 2026	51-200	101 contacts →
	Indirect evidence “The only way to obtain financial certainty in challenging conditions is to create it.” Source: RevenueBase Database · checked Sep 28, 2026
6	Alphawealth	Partial evidence	Bryanston, South AfricaHQ checked Sep 28, 2026	51-200	60 contacts →
	Partial evidence “AlphaWealth provides investment and wealth planning services to high-net-worth individuals, families, selected institutions and charitable trusts.” Source: RevenueBase Database · checked Sep 28, 2026
7	Genesis Advisory Services	Indirect evidence	Johannesburg, South AfricaHQ checked Sep 28, 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 28, 2026
8	Netto Invest PTY LTD	Strong evidence	Cape Town, South AfricaHQ checked Sep 28, 2026	11-50	42 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
9	Gradidge Mahura Investments	Partial evidence	Illovo, South AfricaHQ checked Sep 28, 2026	11-50	29 contacts →
	Partial evidence “At Gradidge Mahura Investments, we help families, professionals, and entrepreneurs create, grow, and protect wealth through tailored financial solutions.” Source: RevenueBase Database · checked Sep 28, 2026
10	Overberg Asset Management PTY LTD	Partial evidence	Greyton, South AfricaHQ checked Sep 28, 2026	11-50	23 contacts →
	Partial evidence “Overberg Asset Management specialises in the management of private share portfolios, tailored to the investment objectives of each client.” Source: RevenueBase Database · checked Sep 28, 2026
11	Elite Wealth Solutions	Partial evidence	Pretoria, South AfricaHQ checked Sep 28, 2026	11-50	23 contacts →
	Partial evidence “Elite Wealth provides a software solution for medium to large financial advisory companies.” Source: RevenueBase Database · checked Sep 28, 2026
12	Woodland Wealth	Indirect evidence	Paardevlei, South AfricaHQ checked Sep 28, 2026	11-50	21 contacts →
	Indirect evidence “Just like trees, your investments take some time to grow.” Source: RevenueBase Database · checked Sep 28, 2026
13	Rosebank Wealth Group PTY LTD	Partial evidence	Rosebank, South AfricaHQ checked Sep 28, 2026	11-50	20 contacts →
	Partial evidence “Founded in June 2009, Rosebank Wealth Group (RWG) is located in Rosebank, Johannesburg and currently employees 16 staff members.” Source: RevenueBase Database · checked Sep 28, 2026
14	Ultima Financial Planners PTY LTD	Indirect evidence	Pretoria, South AfricaHQ checked Sep 28, 2026	11-50	19 contacts →
	Indirect evidence “CREATING VALUE TO ENABLE A MEANINGFUL LIFE THROUGH FINANCIAL PLANNING While the journey to a meaningful life is unique for each one of us, its building blocks are universal.” Source: RevenueBase Database · checked Sep 28, 2026
15	Definitive Capital Management	Strong evidence	Cape Town, South AfricaHQ checked Sep 28, 2026	11-50	17 contacts →
	Strong evidence “Definitive is a privately owned wealth management business built on clarity, discipline, and care.” Source: RevenueBase Database · checked Sep 28, 2026
16	The Wealth Room	Partial evidence	Strand, South AfricaHQ checked Sep 28, 2026	1-10	16 contacts →
	Partial evidence “As a dynamic and passionate team of financial coaches, our goal is to ensure our clients always stay in control of their finances and never their finances in control of them.” Source: RevenueBase Database · checked Sep 28, 2026
17	Investiplan PTY LTD	Partial evidence	Pretoria, South AfricaHQ checked Sep 28, 2026	11-50	16 contacts →
	Partial evidence “At Investiplan, we combine financial planning, risk management, and investment strategy into one integrated approach designed for long-term results.” Source: RevenueBase Database · checked Sep 28, 2026
18	QUOIN	Strong evidence	Cape Town, South AfricaHQ checked Sep 28, 2026	11-50	15 contacts →
	Strong evidence “Quoin offers a fully integrated wealth and financial management solution to affluent individuals, their families, trusts and private companies throughout South Africa.” Source: RevenueBase Database · checked Sep 28, 2026
19	Iota Investment Services PTY LTD	Indirect evidence	Johannesburg, South AfricaHQ checked Sep 28, 2026	11-50	14 contacts →
	Indirect 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 28, 2026
20	Investsense PTY LTD	Strong evidence	Rosebank, South AfricaHQ checked Sep 28, 2026	11-50	12 contacts →
	Strong evidence “Independent Financial Advisers InvestSense is a truly independent financial services provider offering tailored wealth management advice to both individual and corporate clients.” Source: RevenueBase Database · checked Sep 28, 2026
21	Octagon Financial Services South Africa	Indirect evidence	Johannesburg, South AfricaHQ checked Sep 28, 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 28, 2026
22	AFS Wealth PTY LTD	Indirect evidence	Bedfordview, South AfricaHQ checked Sep 28, 2026	11-50	11 contacts →
	Indirect evidence “AFS is a multi-advisory financial services business.” Source: RevenueBase Database · checked Sep 28, 2026
23	Centaur Asset Management	Partial evidence	Cape Town, South AfricaHQ checked Sep 28, 2026	1-10	11 contacts →
	Partial evidence “Established in Centaur Asset Management emerged with a clear vision: to deliver exceptional returns with absolute integrity to our discerning clientele.” Source: RevenueBase Database · checked Sep 28, 2026
24	Mi-Plan Asset Management	Partial evidence	Cape Town, South AfricaHQ checked Sep 28, 2026	1-10	11 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
25	Dynasty Asset Management	Partial evidence	Melrose Arch, South AfricaHQ checked Sep 28, 2026	1-10	10 contacts →
	Partial evidence “Dynasty is a leading boutique and advice-driven firm that assists affluent clients to grow, protect, globalise and administer their wealth in an increasingly complex and uncertain…” Source: RevenueBase Database · checked Sep 28, 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 wealth management 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 goal based wealth management platforms.
Partial evidence: Its own public description names part of goal based wealth management platforms, so it works in or next to the category without describing itself that way.
Indirect evidence: The description shown does not name goal based wealth management 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 128 goal based wealth management platforms based in South Africa

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Goal based wealth management platforms based in South Africa at a glance

As of Sep 28, 2026

43.5%Verified-email coverage

24.6Average contacts per company

1-10Median size (employees)

20.3%Largest-city concentration · Johannesburg

Sep 28, 2026Page data refreshed

Companies by employee count

1-10

11-50

51-200

201-500

501-1,000

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 128 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 wealth management 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 “goal based wealth management 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 goal based wealth management 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 goal based wealth management 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, 1,368 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.

Goal based wealth management platforms by metro

Goal based wealth management platforms in Johannesburg26

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 wealth management 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 goal based wealth management platforms are there based in South Africa?

RevenueBase identified 128 goal based wealth management 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?

PSG Wealth, headquartered in Waterfall, tops this list with the largest team on record.

Which city has the most goal based wealth management platforms?

Johannesburg leads with 26 headquartered companies, followed by Cape Town (23) and Pretoria (11).

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 1,368 verified decision-maker contacts tracked across these 128 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.

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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.