Company lists · Data refreshed October 2026

Top 11 Insurance advisors for high net worth based in South Africa

RevenueBase identified 29 company matches for insurance advisors for high net worth associated with South Africa as of October 2026 and tracks 681 professional contacts across them, including 355 with verified work emails. Cape Town is the largest hub.

This list covers company matches for insurance advisors for high net worth 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 16, 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 16, 2026 How this list was built
29Companies
681Contacts tracked
355Verified emails
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The 11 largest insurance advisors for high net worth based in South Africa

Ranked by team size
Top 11 of 29 company matches for insurance advisors for high net worth based in South Africa, ordered by professional contacts tracked in RevenueBase, largest first. Recorded Oct 16, 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 matchLynnwood Manor, South AfricaHQ recorded Oct 16, 2026201-500392 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 · Oct 16, 2026 · View company records in RevenueBase
2Exact matchCape Town, South AfricaHQ recorded Oct 16, 202651-200132 contacts →

Exact match

“Carrick Wealth are leaders in offshore wealth and capital management.”

Recorded in the RevenueBase company graph · Oct 16, 2026 · View company records in RevenueBase
3Exact matchPretoria, South AfricaHQ recorded Oct 16, 202611-5051 contacts →

Exact match

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

Recorded in the RevenueBase company graph · Oct 16, 2026 · View company records in RevenueBase
4Exact matchJohannesburg, South AfricaHQ recorded Oct 16, 202611-5014 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 · Oct 16, 2026 · View company records in RevenueBase
5Exact matchDurban, South AfricaHQ recorded Oct 16, 202611-5014 contacts →

Exact match

“The Activ8 Group was created with the vision to be the trusted advisor and confidant to high net worth families and corporate citizens.”

Recorded in the RevenueBase company graph · Oct 16, 2026 · View company records in RevenueBase
6Exact matchKrugersdorp, South AfricaHQ recorded Oct 16, 202611-508 contacts →

Exact match

“A fiercely independent investment advisory and financial planning business, established in and targeting the high net worth market.”

Recorded in the RevenueBase company graph · Oct 16, 2026 · View company records in RevenueBase
7Exact matchCape Town, South AfricaHQ recorded Oct 16, 20261-102 contacts →

Exact match

“Clan Capital provides independent investment advice to select high-net-worth South African families, specializing in portfolio construction, offshore strategies, and alternative…”

Recorded in the RevenueBase company graph · Oct 16, 2026 · View company records in RevenueBase
8Exact matchCape Town, South AfricaHQ recorded Oct 16, 20261-102 contacts →

Exact match

“BellRyck is 'n finansiële adviespraktyk wat holistiese versekeringsoplossings aan ons kliënte verskaf.”

Recorded in the RevenueBase company graph · Oct 16, 2026 · View company records in RevenueBase
9Exact matchIrene, South AfricaHQ recorded Oct 16, 20261-102 contacts →

Exact match

“Wealth creation happens in your business; wealth preservation requires a bird’s-eye view.”

Recorded in the RevenueBase company graph · Oct 16, 2026 · View company records in RevenueBase
10Exact matchOaklands, South AfricaHQ recorded Oct 16, 20261-101 contacts →

Exact match

“Wealth Management - Financial Planning: We identify goals and financial objectives, prepare and implement a financial plan - PMK Wealth Fund Solutions: We ensure all portfolios…”

Recorded in the RevenueBase company graph · Oct 16, 2026 · View company records in RevenueBase
11Exact matchGauteng, South AfricaHQ recorded Oct 16, 20261-101 contacts →

Exact match

“Independent Wealth Advisory Practice specializing in- Tax and Cost-Efficient Investment Planning - Local and Offshore Investments - Retirement Planning - Estate Planning - Risk…”

Recorded in the RevenueBase company graph · Oct 16, 2026 · View company records in RevenueBase

Showing 11 of 29 insurance advisors for high net worth based in South Africa

See the full list, filter by size, metro and specialty, and access 355 tracked professional contacts with verified work emails. Direct dials are available where recorded.

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Insurance advisors for high net worth based in South Africa at a glance

As of Oct 16, 2026
52.1%Verified-email coverage
23.5Average contacts per company
1-10Median size (employees)
20.7%Largest-city concentration · Cape Town
Oct 16, 2026Page data refreshed

Companies by employee count

1-10
16
11-50
11
51-200
1
201-500
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 29 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 “insurance advisors for high net worth” 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 355 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 16, 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 “insurance advisors for high net worth”; each Exact match badge shows search membership, not an individual similarity or quality score.

How many insurance advisors for high net worth are there based in South Africa?

RevenueBase identified 29 company matches for insurance advisors for high net worth 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?

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

Which city has the most insurance advisors for high net worth?

Cape Town leads with 6 company records, followed by Johannesburg (6) and Sandton (3).

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 355 professional contacts with verified work emails tracked across these 29 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 16, 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.