Company lists · Data refreshed October 2026

Top 25 Income distribution planning services based in South Africa

RevenueBase identified 470 company matches for income distribution planning services associated with South Africa as of October 2026 and tracks 19,296 professional contacts across them, including 5,215 with verified work emails. Johannesburg is the largest hub.

This list covers company matches for income distribution planning services 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 October 14, 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.

How to read this list RevenueBase SmartSearch · Exact Recorded Oct 14, 2026 How this list was built
470Companies
19,296Contacts tracked
5,215Verified emails
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The 25 largest income distribution planning services based in South Africa

Ranked by team size
Top 25 of 470 company matches for income distribution planning services based in South Africa, ordered by professional contacts tracked in RevenueBase, largest first. Recorded Oct 14, 2026. The RevenueBase SmartSearch column shows Exact match membership in this saved search. Click a contact count to view that company's people. Totals use company locations recorded by RevenueBase; the displayed preview is a smaller selection.
#CompanyRevenueBase SmartSearchHeadquartersEmployeesContacts
1Exact matchPolokwane, South AfricaHQ recorded Oct 14, 202610001+14,985 contacts →

Exact match

“We’ve finally given a name to that special something a person exudes when they have a plan for their finances.”

Recorded in the RevenueBase company graph · Oct 14, 2026 · View company records in RevenueBase
2Exact matchFaerie Glen, South AfricaHQ recorded Oct 14, 2026501-1,000384 contacts →

Exact match

“At attooh!”

Recorded in the RevenueBase company graph · Oct 14, 2026 · View company records in RevenueBase
3Exact matchJohanessburg, South AfricaHQ recorded Oct 14, 2026n/a194 contacts →

Exact match

“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.”

Recorded in the RevenueBase company graph · Oct 14, 2026 · View company records in RevenueBase
4Exact matchCenturion, South AfricaHQ recorded Oct 14, 20261,001-5,000147 contacts →

Exact match

“VISION: We are committed to fulfilling your lifelong needs by helping you to plan and achieve your financial goals.”

Recorded in the RevenueBase company graph · Oct 14, 2026 · View company records in RevenueBase
5Exact matchPotchefstroom, South AfricaHQ recorded Oct 14, 2026201-500112 contacts →

Exact match

“You CREATE the memories, we INSURE the journey.”

Recorded in the RevenueBase company graph · Oct 14, 2026 · View company records in RevenueBase
6Exact matchCentury City, South AfricaHQ recorded Oct 14, 202651-200110 contacts →

Exact match

“At Private Wealth Management we build partnerships.”

Recorded in the RevenueBase company graph · Oct 14, 2026 · View company records in RevenueBase
7Exact matchJohannesburg, South AfricaHQ recorded Oct 14, 202651-200110 contacts →

Exact match

“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…”

Recorded in the RevenueBase company graph · Oct 14, 2026 · View company records in RevenueBase
8Exact matchDurban, South AfricaHQ recorded Oct 14, 202651-20093 contacts →

Exact match

“Secure Your Financial Future with Expert Tax Services, Accounting, Investment & Insurance Solutions.”

Recorded in the RevenueBase company graph · Oct 14, 2026 · View company records in RevenueBase
9Exact matchJohannesburg, South AfricaHQ recorded Oct 14, 202651-20084 contacts →

Exact match

“Chartered Wealth Solutions is an award winning retirement planning business which specialises in helping people merge their money to a unique and authentic life in retirement.”

Recorded in the RevenueBase company graph · Oct 14, 2026 · View company records in RevenueBase
10Exact matchCape Town, South AfricaHQ recorded Oct 14, 202651-20052 contacts →

Exact match

“Origin’s slogan proclaims that we are COMMITTED TO YOU.”

Recorded in the RevenueBase company graph · Oct 14, 2026 · View company records in RevenueBase
11Exact matchPretoria, South AfricaHQ recorded Oct 14, 202611-5051 contacts →

Exact match

“Ascor™ Group of Companies - Independent Wealth Managers.”

Recorded in the RevenueBase company graph · Oct 14, 2026 · View company records in RevenueBase
12Exact matchCape Town, South AfricaHQ recorded Oct 14, 202611-5048 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 · Oct 14, 2026 · View company records in RevenueBase
13Exact matchJohannesburg, South AfricaHQ recorded Oct 14, 202651-20048 contacts →

Exact match

“Altertude - integrates employee benefits with personal financial planning.”

Recorded in the RevenueBase company graph · Oct 14, 2026 · View company records in RevenueBase
14Exact matchJohannesburg, South AfricaHQ recorded Oct 14, 202651-20048 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 · Oct 14, 2026 · View company records in RevenueBase
15Exact matchCape Town, South AfricaHQ recorded Oct 14, 202611-5042 contacts →

Exact match

“We are a financial services firm offering customised financial planning services to retirement funds and their members.”

Recorded in the RevenueBase company graph · Oct 14, 2026 · View company records in RevenueBase
16Exact matchCape Town, South AfricaHQ recorded Oct 14, 202611-5040 contacts →

Exact match

“Our vision is to supply dynamic, comprehensive and industry-specific financial advisory services.”

Recorded in the RevenueBase company graph · Oct 14, 2026 · View company records in RevenueBase
17Exact matchObservatory, South AfricaHQ recorded Oct 14, 202651-20040 contacts →

Exact match

“In the past 10 years, Africa Direct has served over 20 public servants in creating their own personal wealth.”

Recorded in the RevenueBase company graph · Oct 14, 2026 · View company records in RevenueBase
18Exact matchJohannesburg, South AfricaHQ recorded Oct 14, 202651-20037 contacts →

Exact match

“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…”

Recorded in the RevenueBase company graph · Oct 14, 2026 · View company records in RevenueBase
19Exact matchJohannesburg, South AfricaHQ recorded Oct 14, 202651-20035 contacts →

Exact match

“Wealth Redefined.”

Recorded in the RevenueBase company graph · Oct 14, 2026 · View company records in RevenueBase
20Exact matchJohannesburg, South AfricaHQ recorded Oct 14, 2026n/a35 contacts →

Exact match

“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…”

Recorded in the RevenueBase company graph · Oct 14, 2026 · View company records in RevenueBase
21Exact matchDurban, South AfricaHQ recorded Oct 14, 202651-20034 contacts →

Exact match

“Berghshire Wealth BlueStar has a committed team of financial planners dedicated to finding solutions to suit every client's specific financial needs.”

Recorded in the RevenueBase company graph · Oct 14, 2026 · View company records in RevenueBase
22Exact matchJohannesburg, South AfricaHQ recorded Oct 14, 202611-5028 contacts →

Exact match

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

Recorded in the RevenueBase company graph · Oct 14, 2026 · View company records in RevenueBase
23Exact matchPort Elizabeth, South AfricaHQ recorded Oct 14, 202611-5027 contacts →

Exact match

“Empowering Your Financial Future with Personalised Expertise At Edge Financial Group, we specialise in comprehensive financial services, including individual and group portfolio…”

Recorded in the RevenueBase company graph · Oct 14, 2026 · View company records in RevenueBase
24Exact matchGeorge, South AfricaHQ recorded Oct 14, 20261-1027 contacts →

Exact match

“Professional Financial Planning and Portfolio Management”

Recorded in the RevenueBase company graph · Oct 14, 2026 · View company records in RevenueBase
25Exact matchJohannesburg, South AfricaHQ recorded Oct 14, 202611-5024 contacts →

Exact match

“Accolade was founded by Harry Kalligiannis, a Chartered Accountant with over 30 years experience in financial services.”

Recorded in the RevenueBase company graph · Oct 14, 2026 · View company records in RevenueBase

Showing 25 of 470 income distribution planning services based in South Africa

See the full list, filter by size, metro and specialty, and access 5,215 tracked professional contacts with verified work emails. Direct dials are available where recorded.

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Income distribution planning services based in South Africa at a glance

As of Oct 14, 2026
27.0%Verified-email coverage
41.1Average contacts per company
1-10Median size (employees)
17.4%Largest-city concentration · Johannesburg
Oct 14, 2026Page data refreshed

Companies by employee count

1-10
266
11-50
160
51-200
31
201-500
6
501-1,000
3
1,001-5,000
2
10001+
2

Email recency for this list is measured worldwide rather than for South Africa, so it is reported there. Company counts and contact totals on this page are exact for South Africa, over 470 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 “income distribution planning services” 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 5,215 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 October 14, 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.

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 “income distribution planning services”; each Exact match badge shows search membership, not an individual similarity or quality score.

How many income distribution planning services are there based in South Africa?

RevenueBase identified 470 company matches for income distribution planning services associated with South Africa as of October 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?

Sanlam tops the displayed preview by professional contacts tracked in RevenueBase. Recorded headquarters appear in the company rows.

Which city has the most income distribution planning services?

Johannesburg leads with 82 company records, followed by Cape Town (51) and Pretoria (32).

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 5,215 professional contacts with verified work emails tracked across these 470 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 October 14, 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 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.