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 company matches for insurance brokers for wealth planning associated with 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 company matches for insurance brokers for wealth planning 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 17, 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 Sep 17, 2026 How this list was built

540Companies

8,061Contacts tracked

2,808Verified emails

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

Ranked by team size

Top 25 of 540 company matches for insurance brokers for wealth planning based in South Africa, ordered by professional contacts tracked in RevenueBase, largest first. Recorded Sep 17, 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.
#	Company	RevenueBase SmartSearch	Headquarters	Employees	Contacts
1	PSG Wealth	Exact match	Waterfall, South AfricaHQ recorded Sep 17, 2026	501-1,000	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 17, 2026 · View company records in RevenueBase
2	Indwe Risk Services	Exact match	Johannesburg, South AfricaHQ recorded Sep 17, 2026	501-1,000	581 contacts →
	Exact match “At Indwe Risk Services, we offer comprehensive personal and business cover through reputable insurers.” Recorded in the RevenueBase company graph · Sep 17, 2026 · View company records in RevenueBase
3	Citadel Investment Services	Exact match	Lynnwood Manor, South AfricaHQ recorded Sep 17, 2026	201-500	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 17, 2026 · View company records in RevenueBase
4	1.618 Advisory Services	Exact match	Johanessburg, South AfricaHQ recorded Sep 17, 2026	n/a	199 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 · Sep 17, 2026 · View company records in RevenueBase
5	RBS Insurance Brokers	Exact match	Cape Town, South AfricaHQ recorded Sep 17, 2026	501-1,000	179 contacts →
	Exact match “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…” Recorded in the RevenueBase company graph · Sep 17, 2026 · View company records in RevenueBase
6	Carrick Wealth	Exact match	Cape Town, South AfricaHQ recorded Sep 17, 2026	51-200	133 contacts →
	Exact match “Carrick Wealth are leaders in offshore wealth and capital management.” Recorded in the RevenueBase company graph · Sep 17, 2026 · View company records in RevenueBase
7	Mont Blanc Financial Services	Exact match	Bedfordview, South AfricaHQ recorded Sep 17, 2026	51-200	118 contacts →
	Exact match “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…” Recorded in the RevenueBase company graph · Sep 17, 2026 · View company records in RevenueBase
8	Futurum Financial Group PTY LTD	Exact match	Potchefstroom, South AfricaHQ recorded Sep 17, 2026	201-500	115 contacts →
	Exact match “You CREATE the memories, we INSURE the journey.” Recorded in the RevenueBase company graph · Sep 17, 2026 · View company records in RevenueBase
9	GCI	Exact match	Johannesburg, South AfricaHQ recorded Sep 17, 2026	51-200	106 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 · Sep 17, 2026 · View company records in RevenueBase
10	NFB Private Wealth Management	Exact match	Johannesburg, South AfricaHQ recorded Sep 17, 2026	51-200	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 17, 2026 · View company records in RevenueBase
11	Optimum Financial Services Group	Exact match	Pretoria, South AfricaHQ recorded Sep 17, 2026	201-500	101 contacts →
	Exact match “As an independent Financial Services Provider, we constantly strive to provide our clients with sound financial advice and solutions.” Recorded in the RevenueBase company graph · Sep 17, 2026 · View company records in RevenueBase
12	Garrun Group	Exact match	Houghton, South AfricaHQ recorded Sep 17, 2026	51-200	98 contacts →
	Exact match “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…” Recorded in the RevenueBase company graph · Sep 17, 2026 · View company records in RevenueBase
13	Oakhurst Insurance Company LTD	Exact match	George, South AfricaHQ recorded Sep 17, 2026	201-500	85 contacts →
	Exact match “Oakhurst Insurance Company Limited is a licensed insurance company focusing very specifically on our brokers and their client’s individual insurance needs.” Recorded in the RevenueBase company graph · Sep 17, 2026 · View company records in RevenueBase
14	Commrisk Insurance Brokers	Exact match	Johannesburg, South AfricaHQ recorded Sep 17, 2026	51-200	80 contacts →
	Exact match “Commrisk Insurance Brokers is a dynamic financial services group, dedicated to providing broking, advisory and related services in risk management and insurance.” Recorded in the RevenueBase company graph · Sep 17, 2026 · View company records in RevenueBase
15	Independent Risk Distribution South Africa Irdsa PTY LTD	Exact match	Ekurhuleni, South AfricaHQ recorded Sep 17, 2026	51-200	75 contacts →
	Exact match “IRDSA is a full-service brokerage commissioned by various Insurance Companies to sell quality insurance products.” Recorded in the RevenueBase company graph · Sep 17, 2026 · View company records in RevenueBase
16	Alphawealth	Exact match	Bryanston, South AfricaHQ recorded Sep 17, 2026	51-200	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 17, 2026 · View company records in RevenueBase
17	Consolidated Wealth Group	Exact match	Kloof, South AfricaHQ recorded Sep 17, 2026	11-50	59 contacts →
	Exact match “Consolidated Wealth, is a privately owned wealth management company.” Recorded in the RevenueBase company graph · Sep 17, 2026 · View company records in RevenueBase
18	Libra Insurance Brokers	Exact match	Kimberly, South AfricaHQ recorded Sep 17, 2026	201-500	50 contacts →
	Exact match “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…” Recorded in the RevenueBase company graph · Sep 17, 2026 · View company records in RevenueBase
19	Ascor Independent Wealth Managers	Exact match	Pretoria, South AfricaHQ recorded Sep 17, 2026	11-50	49 contacts →
	Exact match “Ascor™ Group of Companies - Independent Wealth Managers.” Recorded in the RevenueBase company graph · Sep 17, 2026 · View company records in RevenueBase
20	Altitude Wealth Group	Exact match	City Of Tshwane, South AfricaHQ recorded Sep 17, 2026	11-50	42 contacts →
	Exact match “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…” Recorded in the RevenueBase company graph · Sep 17, 2026 · View company records in RevenueBase
21	Wealth Associates	Exact match	Johannesburg, South AfricaHQ recorded Sep 17, 2026	51-200	35 contacts →
	Exact match “Wealth Redefined.” Recorded in the RevenueBase company graph · Sep 17, 2026 · View company records in RevenueBase
22	Benchmark Capital Group	Exact match	Johannesburg, South AfricaHQ recorded Sep 17, 2026	51-200	35 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 · Sep 17, 2026 · View company records in RevenueBase
23	AIB Cape	Exact match	Cape Town, South AfricaHQ recorded Sep 17, 2026	51-200	30 contacts →
	Exact match “Associated Insurance Brokers (Cape) was established in 1983 and today, is one of the largest independently run insurance brokerages in South Africa.” Recorded in the RevenueBase company graph · Sep 17, 2026 · View company records in RevenueBase
24	Gradidge Mahura Investments	Exact match	Illovo, South AfricaHQ recorded Sep 17, 2026	11-50	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 17, 2026 · View company records in RevenueBase
25	Success Brokers PTY LTD	Exact match	Johannesburg, South AfricaHQ recorded Sep 17, 2026	11-50	28 contacts →
	Exact match “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…” Recorded in the RevenueBase company graph · Sep 17, 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 “insurance brokers for wealth planning”. 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 540 insurance brokers for wealth planning based in South Africa

See the full list, filter by size, metro and specialty, and access 2,808 tracked professional contacts with verified work emails. Direct dials are available where recorded.

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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

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 brokers for wealth planning” 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 2,808 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 17, 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.

Insurance brokers for wealth planning 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 “insurance brokers for wealth planning”; each Exact match badge shows search membership, not an individual similarity or quality score.

How many insurance brokers for wealth planning are there based in South Africa?

RevenueBase identified 540 company matches for insurance brokers for wealth planning 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 insurance brokers for wealth planning?

Johannesburg leads with 109 company records, 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 limited free results with 500 credits to start. Upgrading provides access to the 2,808 professional contacts with verified work emails tracked across these 540 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 17, 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.