Company lists · Data refreshed September 2026
Top 25 Goal based wealth management platforms based in South Africa
RevenueBase identified 128 company matches for goal based wealth management platforms associated with 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 company matches for goal based wealth management platforms associated with South Africa, found by RevenueBase SmartSearch using the meaning of business descriptions in its company graph at Exact. Ranked by professionals tracked, largest first. Rows show recorded descriptions where available, Exact search membership and the snapshot date. Data refreshed September 28, 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 goal based wealth management platforms based in South Africa
Ranked by team size| # | Company | Contacts | |||
|---|---|---|---|---|---|
| 1 | 1,173 contacts → | ||||
Exact match “We offer a comprehensive wealth management service, designed to meet your needs as an individual, family or business.” Recorded in the RevenueBase company graph · Sep 28, 2026 · View company records in RevenueBase | |||||
| 2 | 379 contacts → | ||||
Exact match “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…” Recorded in the RevenueBase company graph · Sep 28, 2026 · View company records in RevenueBase | |||||
| 3 | 109 contacts → | ||||
Exact match “At Private Wealth Management we build partnerships.” Recorded in the RevenueBase company graph · Sep 28, 2026 · View company records in RevenueBase | |||||
| 4 | 102 contacts → | ||||
Exact match “As the adviser’s partner, we are inspired by the wealth manager of the future to change the way investments are done.” Recorded in the RevenueBase company graph · Sep 28, 2026 · View company records in RevenueBase | |||||
| 5 | 101 contacts → | ||||
Exact match “The only way to obtain financial certainty in challenging conditions is to create it.” Recorded in the RevenueBase company graph · Sep 28, 2026 · View company records in RevenueBase | |||||
| 6 | 60 contacts → | ||||
Exact match “AlphaWealth provides investment and wealth planning services to high-net-worth individuals, families, selected institutions and charitable trusts.” Recorded in the RevenueBase company graph · Sep 28, 2026 · View company records in RevenueBase | |||||
| 7 | 52 contacts → | ||||
Exact match “Skilled financial planning not only serves as a solid foundation for the future, but also helps you to utilize your resources more effectively.” Recorded in the RevenueBase company graph · Sep 28, 2026 · View company records in RevenueBase | |||||
| 8 | 42 contacts → | ||||
Exact match “Netto Invest offers independent wealth management that maximises the probability of you achieving your financial goals.” Recorded in the RevenueBase company graph · Sep 28, 2026 · View company records in RevenueBase | |||||
| 9 | 29 contacts → | ||||
Exact match “At Gradidge Mahura Investments, we help families, professionals, and entrepreneurs create, grow, and protect wealth through tailored financial solutions.” Recorded in the RevenueBase company graph · Sep 28, 2026 · View company records in RevenueBase | |||||
| 10 | 23 contacts → | ||||
Exact match “Overberg Asset Management specialises in the management of private share portfolios, tailored to the investment objectives of each client.” Recorded in the RevenueBase company graph · Sep 28, 2026 · View company records in RevenueBase | |||||
| 11 | 23 contacts → | ||||
Exact match “Elite Wealth provides a software solution for medium to large financial advisory companies.” Recorded in the RevenueBase company graph · Sep 28, 2026 · View company records in RevenueBase | |||||
| 12 | 21 contacts → | ||||
Exact match “Just like trees, your investments take some time to grow.” Recorded in the RevenueBase company graph · Sep 28, 2026 · View company records in RevenueBase | |||||
| 13 | 20 contacts → | ||||
Exact match “Founded in June 2009, Rosebank Wealth Group (RWG) is located in Rosebank, Johannesburg and currently employees 16 staff members.” Recorded in the RevenueBase company graph · Sep 28, 2026 · View company records in RevenueBase | |||||
| 14 | 19 contacts → | ||||
Exact match “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.” Recorded in the RevenueBase company graph · Sep 28, 2026 · View company records in RevenueBase | |||||
| 15 | 17 contacts → | ||||
Exact match “Definitive is a privately owned wealth management business built on clarity, discipline, and care.” Recorded in the RevenueBase company graph · Sep 28, 2026 · View company records in RevenueBase | |||||
| 16 | 16 contacts → | ||||
Exact match “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.” Recorded in the RevenueBase company graph · Sep 28, 2026 · View company records in RevenueBase | |||||
| 17 | 16 contacts → | ||||
Exact match “At Investiplan, we combine financial planning, risk management, and investment strategy into one integrated approach designed for long-term results.” Recorded in the RevenueBase company graph · Sep 28, 2026 · View company records in RevenueBase | |||||
| 18 | 15 contacts → | ||||
Exact match “Quoin offers a fully integrated wealth and financial management solution to affluent individuals, their families, trusts and private companies throughout South Africa.” Recorded in the RevenueBase company graph · Sep 28, 2026 · View company records in RevenueBase | |||||
| 19 | 14 contacts → | ||||
Exact match “COMPANY HISTORY IOTA Investment Services (Pty) Ltd was established in 1993, through the amalgamation of two businesses which had been running since 1986.” Recorded in the RevenueBase company graph · Sep 28, 2026 · View company records in RevenueBase | |||||
| 20 | 12 contacts → | ||||
Exact match “Independent Financial Advisers InvestSense is a truly independent financial services provider offering tailored wealth management advice to both individual and corporate clients.” Recorded in the RevenueBase company graph · Sep 28, 2026 · View company records in RevenueBase | |||||
| 21 | 11 contacts → | ||||
Exact match “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?” Recorded in the RevenueBase company graph · Sep 28, 2026 · View company records in RevenueBase | |||||
| 22 | 11 contacts → | ||||
Exact match “AFS is a multi-advisory financial services business.” Recorded in the RevenueBase company graph · Sep 28, 2026 · View company records in RevenueBase | |||||
| 23 | 11 contacts → | ||||
Exact match “Established in Centaur Asset Management emerged with a clear vision: to deliver exceptional returns with absolute integrity to our discerning clientele.” Recorded in the RevenueBase company graph · Sep 28, 2026 · View company records in RevenueBase | |||||
| 24 | 11 contacts → | ||||
Exact match “MiPlan exists to assist financial planners in creating and preserving wealth for their clients through the application of critical thinking.” Recorded in the RevenueBase company graph · Sep 28, 2026 · View company records in RevenueBase | |||||
| 25 | 10 contacts → | ||||
Exact match “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…” Recorded in the RevenueBase company graph · Sep 28, 2026 · View company records in RevenueBase | |||||
RevenueBase SmartSearch
Describe a niche business in your own words. RevenueBase SmartSearch compares the meaning of your description with company business descriptions compiled in the RevenueBase company graph. Exact, Similar, Related and Broad control how closely companies must fit.
This list uses Exact for “goal based wealth management platforms”. Each Exact match badge shows membership in that saved search; it is not an individual similarity score or a service-quality rating. Recorded descriptions are shown where available.
Showing 25 of 128 goal based wealth management platforms based in South Africa
See the full list, filter by size, metro and specialty, and access 1,368 tracked professional contacts with verified work emails. Direct dials are available where recorded.
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Goal based wealth management platforms based in South Africa at a glance
As of Sep 28, 2026Companies by employee count
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
The recorded descriptions help you assess these company matches. Check a company’s website for its current services and locations.
- 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
- Company records associated with South Africa whose business descriptions match “goal based wealth management platforms” by meaning at the Exact setting. Descriptions are compiled in the RevenueBase company graph from public websites, profiles and company information where available; they are not guaranteed quotations from the company's website.
- RevenueBase SmartSearch
- Describe a niche company in your own words to find businesses by meaning. Exact, Similar, Related and Broad control the breadth of RevenueBase SmartSearch. This saved list uses Exact. Each row's Exact match badge shows inclusion in that search, not an individual score or a service-quality judgment.
- Public preview
- The public preview omits records without a verified work email. Where headquarters information is recorded, preview rows are also filtered to this page’s location. Dataset totals and geographic summaries describe the full matched records before these preview filters.
- Match quality
- RevenueBase's August 25, 2026 study assessed 4,198 description/company pairs across matching settings. The publisher reports 86% good or better at Exact. This evaluates the method across queries; it does not audit this individual list. Recorded company descriptions, where available, help you judge each match yourself. Read the full methodology: how the lists are built and what the study measures.
- 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 displayed company carries at least one verified work email. RevenueBase tracks 1,368 professional contacts with verified work emails across the full matched dataset. 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.
- Record context
- Company records and descriptions can change. Check the company's website for its current services and locations.
Goal based wealth management platforms by metro
Frequently asked
What is RevenueBase SmartSearch?
RevenueBase SmartSearch finds niche companies by the meaning of their business descriptions in the RevenueBase company graph. Exact, Similar, Related and Broad control how closely companies must fit your description. This list uses Exact for “goal based wealth management platforms”; each Exact match badge shows search membership, not an individual similarity or quality score.
How many goal based wealth management platforms are there based in South Africa?
RevenueBase identified 128 company matches for goal based wealth management platforms associated with South Africa as of September 2026, using the meaning of business descriptions at Exact. This is the recorded matched set in the RevenueBase company graph.
What is the largest company on this list?
PSG Wealth tops the displayed preview by professional contacts tracked in RevenueBase. Recorded headquarters appear in the company rows.
Which city has the most goal based wealth management platforms?
Johannesburg leads with 26 company records, 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 limited free results with 500 credits to start. Upgrading provides access to the 1,368 professional contacts with verified work emails tracked across these 128 companies; direct dials are available where recorded.
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.
Ready to reach these companies? Verified emails and direct dials for all 128 goal based wealth management platforms based in South Africa. Start with a free account, no credit card.
Download this list →Related lists
Goal based wealth management platforms by geography
- Goal based wealth management platforms based in Melbourne, Australia
- Goal based wealth management platforms based in Sydney, Australia
- Goal based wealth management platforms based in Sao Paulo, Brazil
- Goal based wealth management platforms based in Calgary, Canada
- Goal based wealth management platforms based in Toronto, Canada
- Goal based wealth management platforms based in Vancouver, Canada
- Goal based wealth management platforms based in Bordeaux, France
- Goal based wealth management platforms based in Lyon, France
- Goal based wealth management platforms based in Paris, France
- Goal based wealth management platforms based in Hong Kong, Hong Kong
- Goal based wealth management platforms based in Bangalore, India
- Goal based wealth management platforms based in Hyderabad, India
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.
More company lists
- All company lists
- Lists by location
- Lists A-Z
- New lists
- Goal based wealth management platforms based in Melbourne, Australia
- Goal based wealth management platforms based in Sydney, Australia
- Goal based wealth management platforms based in Sao Paulo, Brazil
- Goal based wealth management platforms based in Calgary, Canada
- Goal based wealth management platforms based in Toronto, Canada
- Goal based wealth management platforms based in Vancouver, Canada
Company intelligence · public preview
Top 25 goal based wealth management platforms based in South Africa
Find companies in any niche.
Describe the businesses you want in your own words. RevenueBase SmartSearch matches company descriptions by meaning.
RevenueBase records 128 matching company records for goal based wealth management platforms based in South Africa, with 3,144 tracked contacts and 1,368 verified work emails.
This public preview shows 25 selected records ordered by tracked contacts. RevenueBase SmartSearch finds company descriptions that match by meaning at Exact. Snapshot: September 28, 2026.
RevenueBase compiles business descriptions for niche-company discovery; each row shows a recorded excerpt where available. Adapt this search to find the companies and contacts you want.
Top 25 goal based wealth management platforms based in South Africa
The public list shows selected company records with contact and verified-email coverage. Reported employee bands provide separate company-size context.
| # | Company | Headquarters on record | Reported employees | RevenueBase SmartSearch | Tracked contacts |
|---|---|---|---|---|---|
| 1 |  PSG Wealthpsg.co.zaHQ: Waterfall, South AfricaReported employees: 501-1,000 | Waterfall, South Africa | 501-1,000 | Exact match | 1,173 contacts → |
“We offer a comprehensive wealth management service, designed to meet your needs as an individual, family or business.” Recorded description excerpt · September 28, 2026Open company data in RevenueBase ↗Free signup required. | |||||
| 2 |  Citadel Investment Servicescitadel.co.zaHQ: Lynnwood Manor, South AfricaReported employees: 201-500 | Lynnwood Manor, South Africa | 201-500 | Exact match | 379 contacts → |
“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…” Recorded description excerpt · September 28, 2026Open company data in RevenueBase ↗Free signup required. | |||||
| 3 |  Private Wealth Management PTY LTDprivatewealth.co.zaHQ: Century City, South AfricaReported employees: 51-200 | Century City, South Africa | 51-200 | Exact match | 109 contacts → |
“At Private Wealth Management we build partnerships.” Recorded description excerpt · September 28, 2026Open company data in RevenueBase ↗Free signup required. | |||||
| 4 |  Inn8inn8.co.zaHQ: Johannesburg, South AfricaReported employees: 51-200 | Johannesburg, South Africa | 51-200 | Exact match | 102 contacts → |
“As the adviser’s partner, we are inspired by the wealth manager of the future to change the way investments are done.” Recorded description excerpt · September 28, 2026Open company data in RevenueBase ↗Free signup required. | |||||
| 5 |  NFB Private Wealth Managementnfb.co.zaHQ: Johannesburg, South AfricaReported employees: 51-200 | Johannesburg, South Africa | 51-200 | Exact match | 101 contacts → |
“The only way to obtain financial certainty in challenging conditions is to create it.” Recorded description excerpt · September 28, 2026Open company data in RevenueBase ↗Free signup required. | |||||
| 6 |  Alphawealthalphawealth.co.zaHQ: Bryanston, South AfricaReported employees: 51-200 | Bryanston, South Africa | 51-200 | Exact match | 60 contacts → |
“AlphaWealth provides investment and wealth planning services to high-net-worth individuals, families, selected institutions and charitable trusts.” Recorded description excerpt · September 28, 2026Open company data in RevenueBase ↗Free signup required. | |||||
| 7 | Genesis Advisory Servicesgenesisadvisory.co.za HQ: Johannesburg, South AfricaReported employees: 51-200 | Johannesburg, South Africa | 51-200 | Exact match | 52 contacts → |
“Skilled financial planning not only serves as a solid foundation for the future, but also helps you to utilize your resources more effectively.” Recorded description excerpt · September 28, 2026Open company data in RevenueBase ↗Free signup required. | |||||
| 8 |  Netto Invest PTY LTDnetto.co.zaHQ: Cape Town, South AfricaReported employees: 11-50 | Cape Town, South Africa | 11-50 | Exact match | 42 contacts → |
“Netto Invest offers independent wealth management that maximises the probability of you achieving your financial goals.” Recorded description excerpt · September 28, 2026Open company data in RevenueBase ↗Free signup required. | |||||
| 9 | Gradidge Mahura Investmentsgminvestments.co.za HQ: Illovo, South AfricaReported employees: 11-50 | Illovo, South Africa | 11-50 | Exact match | 29 contacts → |
“At Gradidge Mahura Investments, we help families, professionals, and entrepreneurs create, grow, and protect wealth through tailored financial solutions.” Recorded description excerpt · September 28, 2026Open company data in RevenueBase ↗Free signup required. | |||||
| 10 |  Overberg Asset Management PTY LTDoverberg.bizHQ: Greyton, South AfricaReported employees: 11-50 | Greyton, South Africa | 11-50 | Exact match | 23 contacts → |
“Overberg Asset Management specialises in the management of private share portfolios, tailored to the investment objectives of each client.” Recorded description excerpt · September 28, 2026Open company data in RevenueBase ↗Free signup required. | |||||
| 11 |  Elite Wealth Solutionselitewealth.bizHQ: Pretoria, South AfricaReported employees: 11-50 | Pretoria, South Africa | 11-50 | Exact match | 23 contacts → |
“Elite Wealth provides a software solution for medium to large financial advisory companies.” Recorded description excerpt · September 28, 2026Open company data in RevenueBase ↗Free signup required. | |||||
| 12 |  Woodland Wealthwoodlandwealth.co.zaHQ: Paardevlei, South AfricaReported employees: 11-50 | Paardevlei, South Africa | 11-50 | Exact match | 21 contacts → |
“Just like trees, your investments take some time to grow.” Recorded description excerpt · September 28, 2026Open company data in RevenueBase ↗Free signup required. | |||||
| 13 |  Rosebank Wealth Group PTY LTDrosebankwealthgroup.comHQ: Rosebank, South AfricaReported employees: 11-50 | Rosebank, South Africa | 11-50 | Exact match | 20 contacts → |
“Founded in June 2009, Rosebank Wealth Group (RWG) is located in Rosebank, Johannesburg and currently employees 16 staff members.” Recorded description excerpt · September 28, 2026Open company data in RevenueBase ↗Free signup required. | |||||
| 14 |  Ultima Financial Planners PTY LTDultimafp.co.zaHQ: Pretoria, South AfricaReported employees: 11-50 | Pretoria, South Africa | 11-50 | Exact match | 19 contacts → |
“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.” Recorded description excerpt · September 28, 2026Open company data in RevenueBase ↗Free signup required. | |||||
| 15 |  Definitive Capital Managementdefinitivecm.comHQ: Cape Town, South AfricaReported employees: 11-50 | Cape Town, South Africa | 11-50 | Exact match | 17 contacts → |
“Definitive is a privately owned wealth management business built on clarity, discipline, and care.” Recorded description excerpt · September 28, 2026Open company data in RevenueBase ↗Free signup required. | |||||
| 16 |  The Wealth Roomthewealthroom.co.zaHQ: Strand, South AfricaReported employees: 1-10 | Strand, South Africa | 1-10 | Exact match | 16 contacts → |
“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.” Recorded description excerpt · September 28, 2026Open company data in RevenueBase ↗Free signup required. | |||||
| 17 |  Investiplan PTY LTDinvestiplan.co.zaHQ: Pretoria, South AfricaReported employees: 11-50 | Pretoria, South Africa | 11-50 | Exact match | 16 contacts → |
“At Investiplan, we combine financial planning, risk management, and investment strategy into one integrated approach designed for long-term results.” Recorded description excerpt · September 28, 2026Open company data in RevenueBase ↗Free signup required. | |||||
| 18 |  QUOINquoin.co.zaHQ: Cape Town, South AfricaReported employees: 11-50 | Cape Town, South Africa | 11-50 | Exact match | 15 contacts → |
“Quoin offers a fully integrated wealth and financial management solution to affluent individuals, their families, trusts and private companies throughout South Africa.” Recorded description excerpt · September 28, 2026Open company data in RevenueBase ↗Free signup required. | |||||
| 19 |  Iota Investment Services PTY LTDiota.co.zaHQ: Johannesburg, South AfricaReported employees: 11-50 | Johannesburg, South Africa | 11-50 | Exact match | 14 contacts → |
“COMPANY HISTORY IOTA Investment Services (Pty) Ltd was established in 1993, through the amalgamation of two businesses which had been running since 1986.” Recorded description excerpt · September 28, 2026Open company data in RevenueBase ↗Free signup required. | |||||
| 20 |  Investsense PTY LTDinvestsense.co.zaHQ: Rosebank, South AfricaReported employees: 11-50 | Rosebank, South Africa | 11-50 | Exact match | 12 contacts → |
“Independent Financial Advisers InvestSense is a truly independent financial services provider offering tailored wealth management advice to both individual and corporate clients.” Recorded description excerpt · September 28, 2026Open company data in RevenueBase ↗Free signup required. | |||||
| 21 |  Octagon Financial Services South Africaoctagonfinancial.co.zaHQ: Johannesburg, South AfricaReported employees: 11-50 | Johannesburg, South Africa | 11-50 | Exact match | 11 contacts → |
“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?” Recorded description excerpt · September 28, 2026Open company data in RevenueBase ↗Free signup required. | |||||
| 22 |  AFS Wealth PTY LTDafswealth.co.zaHQ: Bedfordview, South AfricaReported employees: 11-50 | Bedfordview, South Africa | 11-50 | Exact match | 11 contacts → |
“AFS is a multi-advisory financial services business.” Recorded description excerpt · September 28, 2026Open company data in RevenueBase ↗Free signup required. | |||||
| 23 |  Centaur Asset Managementcentaur.co.zaHQ: Cape Town, South AfricaReported employees: 1-10 | Cape Town, South Africa | 1-10 | Exact match | 11 contacts → |
“Established in Centaur Asset Management emerged with a clear vision: to deliver exceptional returns with absolute integrity to our discerning clientele.” Recorded description excerpt · September 28, 2026Open company data in RevenueBase ↗Free signup required. | |||||
| 24 |  Mi-Plan Asset Managementmi-plan.co.zaHQ: Cape Town, South AfricaReported employees: 1-10 | Cape Town, South Africa | 1-10 | Exact match | 11 contacts → |
“MiPlan exists to assist financial planners in creating and preserving wealth for their clients through the application of critical thinking.” Recorded description excerpt · September 28, 2026Open company data in RevenueBase ↗Free signup required. | |||||
| 25 | Dynasty Asset Managementdynasty.co.za HQ: Melrose Arch, South AfricaReported employees: 1-10 | Melrose Arch, South Africa | 1-10 | Exact match | 10 contacts → |
“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…” Recorded description excerpt · September 28, 2026Open company data in RevenueBase ↗Free signup required. | |||||
Showing 25 of 128 company matches
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Goal based wealth management platforms: dataset insights
September 28, 2026These summaries describe recorded coverage in this saved dataset. This page is derived from saved source records; per-contact mobile coverage and email-recency results are not established by this snapshot.
Reported company sizes
128 records in the displayed employee bands.
0 matching records are outside the displayed bands or do not have a displayed size. Bars show shares of the displayed bands.
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 company list was built
Describe a niche in your own words: companies installing commercial solar, or manufacturers of sustainable packaging. RevenueBase SmartSearch finds companies whose compiled business descriptions match by meaning. This list is one saved example to adapt.
Where the company descriptions come from
RevenueBase compiles company information from public sources, including company websites and public professional profiles such as LinkedIn, alongside information supplied by companies. The short recorded excerpt shown here is separate from the complete business description used for matching; individual source URLs and collection dates are not provided in this public snapshot.
RevenueBase SmartSearch matching settings
- Exact
- Closest fits to the business described.
- Similar
- Similar businesses with a wider range of fits.
- Related
- Related businesses in and around the category.
- Broad
- A broader set of businesses connected to the description.
RevenueBase SmartSearch · Exact match identifies inclusion in this search's closest semantic matching setting. It is not a per-company confidence score, a literal keyword match, or a quality endorsement.
Selection, ordering and scope
The public list shows selected company records with contact and verified-email coverage. Reported employee bands provide separate company-size context.
This page is derived from saved source records; per-contact mobile coverage and email-recency results are not established by this snapshot.
Recorded company descriptions support research; check company websites for current services. The selected preview is ordered by tracked contacts and is not a list of the best service providers.
Snapshot: September 28, 2026.
RevenueBase is a B2B data infrastructure company. Its September 3, 2026 published methodology describes a graph of 60 million companies and 398.9 million professional contacts; these platform figures differ from this page's totals. Published methodology ↗
Goal based wealth management platforms by metro
Questions about this company list
What does Exact match mean for goal based wealth management platforms?
The separate RevenueBase SmartSearch column identifies inclusion at the closest semantic matching preset. It is not a literal keyword match, a per-company confidence score or a quality endorsement. Changing the search form opens a new search in RevenueBase; it does not reclassify these saved rows.
How many goal based wealth management platforms did RevenueBase find based in South Africa?
The saved snapshot records 128 matching company records, 3,144 tracked contacts and 1,368 verified emails. The public preview displays 25 selected records.
Where do the company descriptions come from?
RevenueBase compiles company information from public sources, including company websites and public professional profiles such as LinkedIn, alongside information supplied by companies. The short recorded excerpt shown here is separate from the complete business description used for matching; individual source URLs and collection dates are not provided in this public snapshot.
How are the public companies ordered?
The selected public records are ordered by contacts tracked in RevenueBase, highest first. Contact coverage is a prospecting measure, not an assessment of the company's services or quality.
How can I get contact information?
Select a company's contact count to open its filtered contacts in RevenueBase. Free signup is required and includes 500 credits and limited free results. Verified emails, direct dials and mobile numbers depend on available coverage.
How current is this list?
Snapshot: September 28, 2026. Review each company's website for current services and locations. A recorded business description does not establish that every company offers every service named in the search.
What do headquarters and employee bands mean?
These are recorded company-level fields, rather than a map of every branch or a count of specialists. Missing headquarters or employee bands are labeled; older records may show a location separately from recorded headquarters.
Build your next target company list
Adapt this niche search and work with available contacts in RevenueBase.
Related lists
Goal based wealth management platforms by geography
- Goal based wealth management platforms based in Melbourne, Australia
- Goal based wealth management platforms based in Sydney, Australia
- Goal based wealth management platforms based in Sao Paulo, Brazil
- Goal based wealth management platforms based in Calgary, Canada
- Goal based wealth management platforms based in Toronto, Canada
- Goal based wealth management platforms based in Vancouver, Canada
- Goal based wealth management platforms based in Bordeaux, France
- Goal based wealth management platforms based in Lyon, France
- Goal based wealth management platforms based in Paris, France
- Goal based wealth management platforms based in Hong Kong, Hong Kong
- Goal based wealth management platforms based in Bangalore, India
- Goal based wealth management platforms based in Hyderabad, India
Cite this list
RevenueBase Data Team. Top 25 goal based wealth management platforms based in South Africa. Snapshot: September 28, 2026. https://revenuebase.ai/companies/goal-based-wealth-management-platforms/south-africa.
This is a selected public preview of saved company records, rather than an independently verified census. Open the source page ↗
More company lists
- All company lists
- Lists by location
- Lists A-Z
- New lists
- Goal based wealth management platforms based in Melbourne, Australia
- Goal based wealth management platforms based in Sydney, Australia
- Goal based wealth management platforms based in Sao Paulo, Brazil
- Goal based wealth management platforms based in Calgary, Canada
- Goal based wealth management platforms based in Toronto, Canada
- Goal based wealth management platforms based in Vancouver, Canada
Company intelligence · public preview
Top 25 goal based wealth management platforms based in South Africa
RevenueBase records 128 matching company records for goal based wealth management platforms based in South Africa, with 3,144 tracked contacts and 1,368 verified work emails.
This public preview shows 25 selected records ordered by tracked contacts. RevenueBase SmartSearch finds company descriptions that match by meaning at Exact. Snapshot: September 28, 2026.
RevenueBase compiles business descriptions for niche-company discovery; each row shows a recorded excerpt where available. Adapt this search to find the companies and contacts you want.
Top 25 goal based wealth management platforms based in South Africa
The public list shows selected company records with contact and verified-email coverage. Reported employee bands provide separate company-size context.
| # | Company | Headquarters on record | Reported employees | RevenueBase SmartSearch | Tracked contacts |
|---|---|---|---|---|---|
| 1 | PSG Wealthpsg.co.za HQ: Waterfall, South AfricaReported employees: 501-1,000 | Waterfall, South Africa | 501-1,000 | Exact match | 1,173 contacts → |
“We offer a comprehensive wealth management service, designed to meet your needs as an individual, family or business.” Recorded description excerpt · September 28, 2026Open company data in RevenueBase ↗Free signup required. | |||||
| 2 | Citadel Investment Servicescitadel.co.za HQ: Lynnwood Manor, South AfricaReported employees: 201-500 | Lynnwood Manor, South Africa | 201-500 | Exact match | 379 contacts → |
“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…” Recorded description excerpt · September 28, 2026Open company data in RevenueBase ↗Free signup required. | |||||
| 3 | Private Wealth Management PTY LTDprivatewealth.co.za HQ: Century City, South AfricaReported employees: 51-200 | Century City, South Africa | 51-200 | Exact match | 109 contacts → |
“At Private Wealth Management we build partnerships.” Recorded description excerpt · September 28, 2026Open company data in RevenueBase ↗Free signup required. | |||||
| 4 | Inn8inn8.co.za HQ: Johannesburg, South AfricaReported employees: 51-200 | Johannesburg, South Africa | 51-200 | Exact match | 102 contacts → |
“As the adviser’s partner, we are inspired by the wealth manager of the future to change the way investments are done.” Recorded description excerpt · September 28, 2026Open company data in RevenueBase ↗Free signup required. | |||||
| 5 | NFB Private Wealth Managementnfb.co.za HQ: Johannesburg, South AfricaReported employees: 51-200 | Johannesburg, South Africa | 51-200 | Exact match | 101 contacts → |
“The only way to obtain financial certainty in challenging conditions is to create it.” Recorded description excerpt · September 28, 2026Open company data in RevenueBase ↗Free signup required. | |||||
| 6 | Alphawealthalphawealth.co.za HQ: Bryanston, South AfricaReported employees: 51-200 | Bryanston, South Africa | 51-200 | Exact match | 60 contacts → |
“AlphaWealth provides investment and wealth planning services to high-net-worth individuals, families, selected institutions and charitable trusts.” Recorded description excerpt · September 28, 2026Open company data in RevenueBase ↗Free signup required. | |||||
| 7 | Genesis Advisory Servicesgenesisadvisory.co.za HQ: Johannesburg, South AfricaReported employees: 51-200 | Johannesburg, South Africa | 51-200 | Exact match | 52 contacts → |
“Skilled financial planning not only serves as a solid foundation for the future, but also helps you to utilize your resources more effectively.” Recorded description excerpt · September 28, 2026Open company data in RevenueBase ↗Free signup required. | |||||
| 8 | Netto Invest PTY LTDnetto.co.za HQ: Cape Town, South AfricaReported employees: 11-50 | Cape Town, South Africa | 11-50 | Exact match | 42 contacts → |
“Netto Invest offers independent wealth management that maximises the probability of you achieving your financial goals.” Recorded description excerpt · September 28, 2026Open company data in RevenueBase ↗Free signup required. | |||||
| 9 | Gradidge Mahura Investmentsgminvestments.co.za HQ: Illovo, South AfricaReported employees: 11-50 | Illovo, South Africa | 11-50 | Exact match | 29 contacts → |
“At Gradidge Mahura Investments, we help families, professionals, and entrepreneurs create, grow, and protect wealth through tailored financial solutions.” Recorded description excerpt · September 28, 2026Open company data in RevenueBase ↗Free signup required. | |||||
| 10 | Overberg Asset Management PTY LTDoverberg.biz HQ: Greyton, South AfricaReported employees: 11-50 | Greyton, South Africa | 11-50 | Exact match | 23 contacts → |
“Overberg Asset Management specialises in the management of private share portfolios, tailored to the investment objectives of each client.” Recorded description excerpt · September 28, 2026Open company data in RevenueBase ↗Free signup required. | |||||
| 11 | Elite Wealth Solutionselitewealth.biz HQ: Pretoria, South AfricaReported employees: 11-50 | Pretoria, South Africa | 11-50 | Exact match | 23 contacts → |
“Elite Wealth provides a software solution for medium to large financial advisory companies.” Recorded description excerpt · September 28, 2026Open company data in RevenueBase ↗Free signup required. | |||||
| 12 | Woodland Wealthwoodlandwealth.co.za HQ: Paardevlei, South AfricaReported employees: 11-50 | Paardevlei, South Africa | 11-50 | Exact match | 21 contacts → |
“Just like trees, your investments take some time to grow.” Recorded description excerpt · September 28, 2026Open company data in RevenueBase ↗Free signup required. | |||||
| 13 | Rosebank Wealth Group PTY LTDrosebankwealthgroup.com HQ: Rosebank, South AfricaReported employees: 11-50 | Rosebank, South Africa | 11-50 | Exact match | 20 contacts → |
“Founded in June 2009, Rosebank Wealth Group (RWG) is located in Rosebank, Johannesburg and currently employees 16 staff members.” Recorded description excerpt · September 28, 2026Open company data in RevenueBase ↗Free signup required. | |||||
| 14 | Ultima Financial Planners PTY LTDultimafp.co.za HQ: Pretoria, South AfricaReported employees: 11-50 | Pretoria, South Africa | 11-50 | Exact match | 19 contacts → |
“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.” Recorded description excerpt · September 28, 2026Open company data in RevenueBase ↗Free signup required. | |||||
| 15 | Definitive Capital Managementdefinitivecm.com HQ: Cape Town, South AfricaReported employees: 11-50 | Cape Town, South Africa | 11-50 | Exact match | 17 contacts → |
“Definitive is a privately owned wealth management business built on clarity, discipline, and care.” Recorded description excerpt · September 28, 2026Open company data in RevenueBase ↗Free signup required. | |||||
| 16 | The Wealth Roomthewealthroom.co.za HQ: Strand, South AfricaReported employees: 1-10 | Strand, South Africa | 1-10 | Exact match | 16 contacts → |
“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.” Recorded description excerpt · September 28, 2026Open company data in RevenueBase ↗Free signup required. | |||||
| 17 | Investiplan PTY LTDinvestiplan.co.za HQ: Pretoria, South AfricaReported employees: 11-50 | Pretoria, South Africa | 11-50 | Exact match | 16 contacts → |
“At Investiplan, we combine financial planning, risk management, and investment strategy into one integrated approach designed for long-term results.” Recorded description excerpt · September 28, 2026Open company data in RevenueBase ↗Free signup required. | |||||
| 18 | QUOINquoin.co.za HQ: Cape Town, South AfricaReported employees: 11-50 | Cape Town, South Africa | 11-50 | Exact match | 15 contacts → |
“Quoin offers a fully integrated wealth and financial management solution to affluent individuals, their families, trusts and private companies throughout South Africa.” Recorded description excerpt · September 28, 2026Open company data in RevenueBase ↗Free signup required. | |||||
| 19 | Iota Investment Services PTY LTDiota.co.za HQ: Johannesburg, South AfricaReported employees: 11-50 | Johannesburg, South Africa | 11-50 | Exact match | 14 contacts → |
“COMPANY HISTORY IOTA Investment Services (Pty) Ltd was established in 1993, through the amalgamation of two businesses which had been running since 1986.” Recorded description excerpt · September 28, 2026Open company data in RevenueBase ↗Free signup required. | |||||
| 20 | Investsense PTY LTDinvestsense.co.za HQ: Rosebank, South AfricaReported employees: 11-50 | Rosebank, South Africa | 11-50 | Exact match | 12 contacts → |
“Independent Financial Advisers InvestSense is a truly independent financial services provider offering tailored wealth management advice to both individual and corporate clients.” Recorded description excerpt · September 28, 2026Open company data in RevenueBase ↗Free signup required. | |||||
| 21 | Octagon Financial Services South Africaoctagonfinancial.co.za HQ: Johannesburg, South AfricaReported employees: 11-50 | Johannesburg, South Africa | 11-50 | Exact match | 11 contacts → |
“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?” Recorded description excerpt · September 28, 2026Open company data in RevenueBase ↗Free signup required. | |||||
| 22 | AFS Wealth PTY LTDafswealth.co.za HQ: Bedfordview, South AfricaReported employees: 11-50 | Bedfordview, South Africa | 11-50 | Exact match | 11 contacts → |
“AFS is a multi-advisory financial services business.” Recorded description excerpt · September 28, 2026Open company data in RevenueBase ↗Free signup required. | |||||
| 23 | Centaur Asset Managementcentaur.co.za HQ: Cape Town, South AfricaReported employees: 1-10 | Cape Town, South Africa | 1-10 | Exact match | 11 contacts → |
“Established in Centaur Asset Management emerged with a clear vision: to deliver exceptional returns with absolute integrity to our discerning clientele.” Recorded description excerpt · September 28, 2026Open company data in RevenueBase ↗Free signup required. | |||||
| 24 | Mi-Plan Asset Managementmi-plan.co.za HQ: Cape Town, South AfricaReported employees: 1-10 | Cape Town, South Africa | 1-10 | Exact match | 11 contacts → |
“MiPlan exists to assist financial planners in creating and preserving wealth for their clients through the application of critical thinking.” Recorded description excerpt · September 28, 2026Open company data in RevenueBase ↗Free signup required. | |||||
| 25 | Dynasty Asset Managementdynasty.co.za HQ: Melrose Arch, South AfricaReported employees: 1-10 | Melrose Arch, South Africa | 1-10 | Exact match | 10 contacts → |
“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…” Recorded description excerpt · September 28, 2026Open company data in RevenueBase ↗Free signup required. | |||||
Showing 25 of 128 company matches
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Goal based wealth management platforms: dataset insights
September 28, 2026These summaries describe recorded coverage in this saved dataset. This page is derived from saved source records; per-contact mobile coverage and email-recency results are not established by this snapshot.
Reported company sizes
128 records in the displayed employee bands.
0 matching records are outside the displayed bands or do not have a displayed size. Bars show shares of the displayed bands.
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 company list was built
Describe a niche in your own words: companies installing commercial solar, or manufacturers of sustainable packaging. RevenueBase SmartSearch finds companies whose compiled business descriptions match by meaning. This list is one saved example to adapt.
Where the company descriptions come from
RevenueBase compiles company information from public sources, including company websites and public professional profiles such as LinkedIn, alongside information supplied by companies. The short recorded excerpt shown here is separate from the complete business description used for matching; individual source URLs and collection dates are not provided in this public snapshot.
RevenueBase SmartSearch matching settings
- Exact
- Closest fits to the business described.
- Similar
- Similar businesses with a wider range of fits.
- Related
- Related businesses in and around the category.
- Broad
- A broader set of businesses connected to the description.
RevenueBase SmartSearch · Exact match identifies inclusion in this search's closest semantic matching setting. It is not a per-company confidence score, a literal keyword match, or a quality endorsement.
Selection, ordering and scope
The public list shows selected company records with contact and verified-email coverage. Reported employee bands provide separate company-size context.
This page is derived from saved source records; per-contact mobile coverage and email-recency results are not established by this snapshot.
Recorded company descriptions support research; check company websites for current services. The selected preview is ordered by tracked contacts and is not a list of the best service providers.
Snapshot: September 28, 2026.
RevenueBase is a B2B data infrastructure company. Its September 3, 2026 published methodology describes a graph of 60 million companies and 398.9 million professional contacts; these platform figures differ from this page's totals. Published methodology ↗
Goal based wealth management platforms by metro
Questions about this company list
What does Exact match mean for goal based wealth management platforms?
The separate RevenueBase SmartSearch column identifies inclusion at the closest semantic matching preset. It is not a literal keyword match, a per-company confidence score or a quality endorsement. Changing the search form opens a new search in RevenueBase; it does not reclassify these saved rows.
How many goal based wealth management platforms did RevenueBase find based in South Africa?
The saved snapshot records 128 matching company records, 3,144 tracked contacts and 1,368 verified emails. The public preview displays 25 selected records.
Where do the company descriptions come from?
RevenueBase compiles company information from public sources, including company websites and public professional profiles such as LinkedIn, alongside information supplied by companies. The short recorded excerpt shown here is separate from the complete business description used for matching; individual source URLs and collection dates are not provided in this public snapshot.
How are the public companies ordered?
The selected public records are ordered by contacts tracked in RevenueBase, highest first. Contact coverage is a prospecting measure, not an assessment of the company's services or quality.
How can I get contact information?
Select a company's contact count to open its filtered contacts in RevenueBase. Free signup is required and includes 500 credits and limited free results. Verified emails, direct dials and mobile numbers depend on available coverage.
How current is this list?
Snapshot: September 28, 2026. Review each company's website for current services and locations. A recorded business description does not establish that every company offers every service named in the search.
What do headquarters and employee bands mean?
These are recorded company-level fields, rather than a map of every branch or a count of specialists. Missing headquarters or employee bands are labeled; older records may show a location separately from recorded headquarters.
Build your next target company list
Adapt this niche search and work with available contacts in RevenueBase.
Related lists
Goal based wealth management platforms by geography
- Goal based wealth management platforms based in Melbourne, Australia
- Goal based wealth management platforms based in Sydney, Australia
- Goal based wealth management platforms based in Sao Paulo, Brazil
- Goal based wealth management platforms based in Calgary, Canada
- Goal based wealth management platforms based in Toronto, Canada
- Goal based wealth management platforms based in Vancouver, Canada
- Goal based wealth management platforms based in Bordeaux, France
- Goal based wealth management platforms based in Lyon, France
- Goal based wealth management platforms based in Paris, France
- Goal based wealth management platforms based in Hong Kong, Hong Kong
- Goal based wealth management platforms based in Bangalore, India
- Goal based wealth management platforms based in Hyderabad, India
Cite this list
RevenueBase Data Team. Top 25 goal based wealth management platforms based in South Africa. Snapshot: September 28, 2026. https://revenuebase.ai/companies/goal-based-wealth-management-platforms/south-africa.
This is a selected public preview of saved company records, rather than an independently verified census. Open the source page ↗
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- Goal based wealth management platforms based in Melbourne, Australia
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- Goal based wealth management platforms based in Sao Paulo, Brazil
- Goal based wealth management platforms based in Calgary, Canada
- Goal based wealth management platforms based in Toronto, Canada
- Goal based wealth management platforms based in Vancouver, Canada