Company lists · Data refreshed September 2026

Top 25 Insurance brokers for wealth planning based in South Africa

Name: Insurance brokers for wealth planning based in South Africa
Creator: RevenueBase
License: https://creativecommons.org/licenses/by/4.0/

Compiled by the RevenueBase Data Team Data refreshed Sep 17, 2026 540 companies tracked

RevenueBase identified 540 insurance brokers for wealth planning headquartered in South Africa as of September 2026 and tracks 8,061 professional contacts across them, including 2,808 with verified work emails. Johannesburg is the largest hub.

This list covers insurance brokers for wealth planning 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 17, 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 17, 2026 86% judged on-target in blind review

540Companies

8,061Contacts tracked

2,808Verified emails

Explore this list → Free signup · no credit card · 500 free credits

The 25 largest insurance brokers for wealth planning based in South Africa

Ranked by team size

Top 25 of 540 insurance brokers for wealth planning based in South Africa, ranked by team size, largest first. Data refreshed Sep 17, 2026. RevenueBase Smart Search rates how each company's information relates to insurance brokers for wealth planning: strong evidence (its own description names it), partial (names part of it), indirect (matched on the rest of its profile rather than the description shown). Click a contact count to view that company's people.
#	Company	RevenueBase Smart Search	Headquarters	Employees	Contacts
1	PSG Wealth	Partial evidence	Waterfall, South AfricaHQ checked Sep 17, 2026	501-1,000	1,173 contacts →
	Partial evidence “We offer a comprehensive wealth management service, designed to meet your needs as an individual, family or business.” Source: RevenueBase Database · checked Sep 17, 2026
2	Indwe Risk Services	Indirect evidence	Johannesburg, South AfricaHQ checked Sep 17, 2026	501-1,000	581 contacts →
	Indirect evidence “At Indwe Risk Services, we offer comprehensive personal and business cover through reputable insurers.” Source: RevenueBase Database · checked Sep 17, 2026
3	Citadel Investment Services	Partial evidence	Lynnwood Manor, South AfricaHQ checked Sep 17, 2026	201-500	379 contacts →
	Partial evidence “Far more than specialist wealth managers, we’re here to secure and grow your wealth, so that you have the freedom to choose the size of your dreams and the content of your next…” Source: RevenueBase Database · checked Sep 17, 2026
4	1.618 Advisory Services	Partial evidence	Johanessburg, South AfricaHQ checked Sep 17, 2026	n/a	199 contacts →
	Partial 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 17, 2026
5	RBS Insurance Brokers	Indirect evidence	Cape Town, South AfricaHQ checked Sep 17, 2026	501-1,000	179 contacts →
	Indirect evidence “ABOUT US Risk Benefit Solutions (RBS) originated from a small proprietorship in 1998 to become one of the largest fully fledged financial services advisory firms in Southern…” Source: RevenueBase Database · checked Sep 17, 2026
6	Carrick Wealth	Partial evidence	Cape Town, South AfricaHQ checked Sep 17, 2026	51-200	133 contacts →
	Partial evidence “Carrick Wealth are leaders in offshore wealth and capital management.” Source: RevenueBase Database · checked Sep 17, 2026
7	Mont Blanc Financial Services	Indirect evidence	Bedfordview, South AfricaHQ checked Sep 17, 2026	51-200	118 contacts →
	Indirect evidence “Since our establishment in MONT BLANC Financial Services (Pty) Ltd has matured into a highly competitive Financial Services Provider (FSP), to become one of the leading…” Source: RevenueBase Database · checked Sep 17, 2026
8	Futurum Financial Group PTY LTD	Indirect evidence	Potchefstroom, South AfricaHQ checked Sep 17, 2026	201-500	115 contacts →
	Indirect evidence “You CREATE the memories, we INSURE the journey.” Source: RevenueBase Database · checked Sep 17, 2026
9	GCI	Strong evidence	Johannesburg, South AfricaHQ checked Sep 17, 2026	51-200	106 contacts →
	Strong evidence “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…” Source: RevenueBase Database · checked Sep 17, 2026
10	NFB Private Wealth Management	Indirect evidence	Johannesburg, South AfricaHQ checked Sep 17, 2026	51-200	101 contacts →
	Indirect evidence “The only way to obtain financial certainty in challenging conditions is to create it.” Source: RevenueBase Database · checked Sep 17, 2026
11	Optimum Financial Services Group	Indirect evidence	Pretoria, South AfricaHQ checked Sep 17, 2026	201-500	101 contacts →
	Indirect evidence “As an independent Financial Services Provider, we constantly strive to provide our clients with sound financial advice and solutions.” Source: RevenueBase Database · checked Sep 17, 2026
12	Garrun Group	Partial evidence	Houghton, South AfricaHQ checked Sep 17, 2026	51-200	98 contacts →
	Partial evidence “As an established Financial Services Provider in the South African short-term insurance industry with a committed and experienced leadership team, the Garrun Group is an…” Source: RevenueBase Database · checked Sep 17, 2026
13	Oakhurst Insurance Company LTD	Strong evidence	George, South AfricaHQ checked Sep 17, 2026	201-500	85 contacts →
	Strong evidence “Oakhurst Insurance Company Limited is a licensed insurance company focusing very specifically on our brokers and their client’s individual insurance needs.” Source: RevenueBase Database · checked Sep 17, 2026
14	Commrisk Insurance Brokers	Strong evidence	Johannesburg, South AfricaHQ checked Sep 17, 2026	51-200	80 contacts →
	Strong evidence “Commrisk Insurance Brokers is a dynamic financial services group, dedicated to providing broking, advisory and related services in risk management and insurance.” Source: RevenueBase Database · checked Sep 17, 2026
15	Independent Risk Distribution South Africa Irdsa PTY LTD	Strong evidence	Ekurhuleni, South AfricaHQ checked Sep 17, 2026	51-200	75 contacts →
	Strong evidence “IRDSA is a full-service brokerage commissioned by various Insurance Companies to sell quality insurance products.” Source: RevenueBase Database · checked Sep 17, 2026
16	Alphawealth	Strong evidence	Bryanston, South AfricaHQ checked Sep 17, 2026	51-200	60 contacts →
	Strong evidence “AlphaWealth provides investment and wealth planning services to high-net-worth individuals, families, selected institutions and charitable trusts.” Source: RevenueBase Database · checked Sep 17, 2026
17	Consolidated Wealth Group	Partial evidence	Kloof, South AfricaHQ checked Sep 17, 2026	11-50	59 contacts →
	Partial evidence “Consolidated Wealth, is a privately owned wealth management company.” Source: RevenueBase Database · checked Sep 17, 2026
18	Libra Insurance Brokers	Strong evidence	Kimberly, South AfricaHQ checked Sep 17, 2026	201-500	50 contacts →
	Strong evidence “Welcome to the world of Libra Brokers, a market leader in the insurance industry with a portfolio of services ranging from insurance risk profiling, customised insurance solutions…” Source: RevenueBase Database · checked Sep 17, 2026
19	Ascor Independent Wealth Managers	Partial evidence	Pretoria, South AfricaHQ checked Sep 17, 2026	11-50	49 contacts →
	Partial evidence “Ascor™ Group of Companies - Independent Wealth Managers.” Source: RevenueBase Database · checked Sep 17, 2026
20	Altitude Wealth Group	Partial evidence	City Of Tshwane, South AfricaHQ checked Sep 17, 2026	11-50	42 contacts →
	Partial evidence “The Altitude Wealth Group consists of the following group companies, each with a focus to provide growth and wealth creation for individuals and companies alike: Altitude…” Source: RevenueBase Database · checked Sep 17, 2026
21	Wealth Associates	Partial evidence	Johannesburg, South AfricaHQ checked Sep 17, 2026	51-200	35 contacts →
	Partial evidence “Wealth Redefined.” Source: RevenueBase Database · checked Sep 17, 2026
22	Benchmark Capital Group	Indirect evidence	Johannesburg, South AfricaHQ checked Sep 17, 2026	51-200	35 contacts →
	Indirect evidence “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…” Source: RevenueBase Database · checked Sep 17, 2026
23	AIB Cape	Strong evidence	Cape Town, South AfricaHQ checked Sep 17, 2026	51-200	30 contacts →
	Strong evidence “Associated Insurance Brokers (Cape) was established in 1983 and today, is one of the largest independently run insurance brokerages in South Africa.” Source: RevenueBase Database · checked Sep 17, 2026
24	Gradidge Mahura Investments	Partial evidence	Illovo, South AfricaHQ checked Sep 17, 2026	11-50	29 contacts →
	Partial evidence “At Gradidge Mahura Investments, we help families, professionals, and entrepreneurs create, grow, and protect wealth through tailored financial solutions.” Source: RevenueBase Database · checked Sep 17, 2026
25	Success Brokers PTY LTD	Indirect evidence	Johannesburg, South AfricaHQ checked Sep 17, 2026	11-50	28 contacts →
	Indirect evidence “Established in 1973 in Johannesburg, Success Group has consistently grown by seeking and creating opportunities whilst remaining steadfast in our commitment to become the best…” Source: RevenueBase Database · checked Sep 17, 2026

RevenueBase Smart Search

RevenueBase Smart Search assesses information from a company’s LinkedIn profile, information supplied directly by the company, its website, and other publicly available sources. It uses that information to rate how closely the company relates to this list’s category: insurance brokers for wealth planning. Every row carries its rating and the description the rating was read from, so each one can be checked rather than taken on trust.

Strong evidence: The company's own public description of its business names insurance brokers for wealth planning.
Partial evidence: Its own public description names part of insurance brokers for wealth planning, so it works in or next to the category without describing itself that way.
Indirect evidence: The description shown does not name insurance brokers for wealth planning. The match rests on the rest of the company's public profile rather than the one sentence quoted here, so this is the rating to check first.

RevenueBase Smart Search is how these lists are built: RevenueBase's data engine and AI assemble the companies that match a category defined in a user's own words, so a list can be about what companies actually do rather than about whichever industry code they were filed under.

Showing 25 of 540 insurance brokers for wealth planning based in South Africa

See the full list, filter by size, metro and specialty, and get verified emails and direct dials for all 2,808 reachable decision-makers.

Free signup · no credit card

View the full list →

Insurance brokers for wealth planning based in South Africa at a glance

As of Sep 17, 2026

34.8%Verified-email coverage

14.9Average contacts per company

11-50Median size (employees)

20.2%Largest-city concentration · Johannesburg

Sep 17, 2026Page data refreshed

Companies by employee count

1-10

265

11-50

210

51-200

201-500

501-1,000

10001+

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 540 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 insurance brokers for wealth planning, 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 “insurance brokers for wealth planning”. 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 insurance brokers for wealth planning), 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 insurance brokers for wealth planning, 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, 2,808 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 17, 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.

Insurance brokers for wealth planning 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 insurance brokers for wealth planning, 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 insurance brokers for wealth planning are there based in South Africa?

RevenueBase identified 540 insurance brokers for wealth planning headquartered in South Africa as of September 2026, matched on each company's own description of what it does rather than its industry code.

What is the largest company on this list?

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

Which city has the most insurance brokers for wealth planning?

Johannesburg leads with 109 headquartered companies, followed by Cape Town (50) and Pretoria (31).

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 2,808 verified decision-maker contacts tracked across these 540 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 17, 2026.

Ready to reach these companies? Verified emails and direct dials for all 540 insurance brokers for wealth planning based in South Africa. Start with a free account, no credit card.

Download this list →

Related lists

Insurance brokers for wealth planning by geography

Browse the directory

Browse: Companies home · All South Africa lists · All Insurance brokers for wealth planning lists · New lists

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.