Company lists · Data refreshed September 2026

Top 25 Hybrid advisory software companies based in South Africa

RevenueBase identified 173 hybrid advisory software companies headquartered in South Africa as of September 2026 and tracks 3,454 professional contacts across them, including 1,293 with verified work emails. Johannesburg is the largest hub.

This list covers hybrid advisory software companies 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
173Companies
3,454Contacts tracked
1,293Verified emails
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The 25 largest hybrid advisory software companies based in South Africa

Ranked by team size
Top 25 of 173 hybrid advisory software companies 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 hybrid advisory software companies: 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 28, 2026501-1,000403 contacts →

Indirect evidence

“At attooh!”

Source: RevenueBase Database · checked Sep 28, 2026
2Partial evidenceJohannesburg, South AfricaHQ checked Sep 28, 2026201-500386 contacts →

Partial evidence

“NMG Benefits is a financial advisory firm that provides unbiased advice, fosters industry competition, and simplifies complex financial matters.”

Source: RevenueBase Database · checked Sep 28, 2026
3Indirect evidenceTshwane, South AfricaHQ checked Sep 28, 2026501-1,000326 contacts →

Indirect evidence

“With us, investing is personal.”

Source: RevenueBase Database · checked Sep 28, 2026
4Indirect evidenceCenturion, South AfricaHQ checked Sep 28, 2026201-500309 contacts →

Indirect evidence

“Let's journey together.”

Source: RevenueBase Database · checked Sep 28, 2026
5Indirect evidenceJohanessburg, South AfricaHQ checked Sep 28, 2026n/a199 contacts →

Indirect evidence

“Strategy + 1.618 = Perfect Wealth The 1.618 Golden Ratio is the structure for perfect synergy and growth, which is why we have personally adopted this principle as a firm.”

Source: RevenueBase Database · checked Sep 28, 2026
6Indirect evidenceParktown North, South AfricaHQ checked Sep 28, 202651-200127 contacts →

Indirect evidence

“DMA is a technology-first company that provides an end-to-end SaaS solution to institutional investors.”

Source: RevenueBase Database · checked Sep 28, 2026
7Indirect evidenceJohannesburg, South AfricaHQ checked Sep 28, 202651-200102 contacts →

Indirect evidence

“At GrowthHouse, we develop the aspirations and dreams of both our clients and our team, creating abundance for generations to come.”

Source: RevenueBase Database · checked Sep 28, 2026
8Indirect evidenceJohannesburg, South AfricaHQ checked Sep 28, 202651-200102 contacts →

Indirect 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
9Indirect evidenceJohannesburg, South AfricaHQ checked Sep 28, 202651-20078 contacts →

Indirect 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 28, 2026
10Indirect evidenceCenturion, South AfricaHQ checked Sep 28, 202651-20075 contacts →

Indirect evidence

“Kainos Wealth (Pty) Ltd.”

Source: RevenueBase Database · checked Sep 28, 2026
11Indirect evidenceJohannesburg, South AfricaHQ checked Sep 28, 202611-5053 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 28, 2026
12Indirect evidenceCape Town, South AfricaHQ checked Sep 28, 202611-5044 contacts →

Indirect evidence

“We understand the value that lies in experience, transparency, and collaboration.”

Source: RevenueBase Database · checked Sep 28, 2026
13Indirect evidencePretoria, South AfricaHQ checked Sep 28, 202611-5029 contacts →

Indirect evidence

“Empowering better financial decisions through advanced financial engineering.”

Source: RevenueBase Database · checked Sep 28, 2026
14Partial evidenceCape Town, South AfricaHQ checked Sep 28, 202611-5028 contacts →

Partial evidence

“Fundamental Software is a specialist Investment Management Software company providing innovative solutions and quality services to investment companies.”

Source: RevenueBase Database · checked Sep 28, 2026
15Partial evidenceBellville, South AfricaHQ checked Sep 28, 202611-5028 contacts →

Partial evidence

“We create investment solutions designed not to limit, but to liberate, empowering advisors to serve their clients with clarity, confidence and choice.”

Source: RevenueBase Database · checked Sep 28, 2026
16Indirect evidenceDurban, South AfricaHQ checked Sep 28, 202651-20028 contacts →

Indirect evidence

“Quattro is multi-facet financial services group who prides itself in offering financial services of the highest quality whilst tailor making solutions for each individuals needs.”

Source: RevenueBase Database · checked Sep 28, 2026
17Indirect evidenceJohannesburg, South AfricaHQ checked Sep 28, 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 28, 2026
18Indirect evidencePretoria, South AfricaHQ checked Sep 28, 202611-5027 contacts →

Indirect evidence

“Established in 1998, atWORK is a cloud-based solution for the financial planning industry.”

Source: RevenueBase Database · checked Sep 28, 2026
19Indirect evidenceGeorge, South AfricaHQ checked Sep 28, 20261-1027 contacts →

Indirect evidence

“Professional Financial Planning and Portfolio Management”

Source: RevenueBase Database · checked Sep 28, 2026
20Strong evidencePretoria, South AfricaHQ checked Sep 28, 202611-5023 contacts →

Strong evidence

“Elite Wealth provides a software solution for medium to large financial advisory companies.”

Source: RevenueBase Database · checked Sep 28, 2026
21Partial evidenceCape Town, South AfricaHQ checked Sep 28, 202611-5021 contacts →

Partial evidence

“Seed Analytics was founded in 2013 to assist financial advisors and wealth managers by producing innovative and powerful investment reporting and Business Intelligence tools.”

Source: RevenueBase Database · checked Sep 28, 2026
22Indirect evidencePretoria, South AfricaHQ checked Sep 28, 202611-5019 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
23Indirect evidenceNorthwold, South AfricaHQ checked Sep 28, 202611-5019 contacts →

Indirect evidence

“Netsure, established in 2010, was borne out of a desire to build an innovative, service-orientated organisation that provides reputable financial planning solutions to our…”

Source: RevenueBase Database · checked Sep 28, 2026
24Indirect evidenceJohannesburg, South AfricaHQ checked Sep 28, 202611-5016 contacts →

Indirect evidence

“Investment decisions can be complex.”

Source: RevenueBase Database · checked Sep 28, 2026
25Indirect evidenceCenturion, South AfricaHQ checked Sep 28, 202611-5016 contacts →

Indirect evidence

“FINWorks offers: 1.”

Source: RevenueBase Database · checked Sep 28, 2026

Showing 25 of 173 hybrid advisory software companies based in South Africa

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Hybrid advisory software companies based in South Africa at a glance

As of Sep 28, 2026
37.4%Verified-email coverage
20.0Average contacts per company
1-10Median size (employees)
17.3%Largest-city concentration · Johannesburg
Sep 28, 2026Page data refreshed

Companies by employee count

1-10
96
11-50
58
51-200
10
201-500
6
501-1,000
2
10001+
1

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 173 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 hybrid advisory software companies, 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 “hybrid advisory software companies”. 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 hybrid advisory software companies), 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 hybrid advisory software companies, 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, 1,293 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.

Hybrid advisory software companies by metro

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 hybrid advisory software companies, 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 hybrid advisory software companies are there based in South Africa?

RevenueBase identified 173 hybrid advisory software companies 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 hybrid advisory software companies?

Johannesburg leads with 30 headquartered companies, followed by Cape Town (23) and Pretoria (18).

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 1,293 verified decision-maker contacts tracked across these 173 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.