Company lists · Data refreshed September 2026

Top 23 Insurance brokers for wealth planning based in Cape Town, South Africa

RevenueBase identified 50 insurance brokers for wealth planning headquartered in Cape Town, South Africa as of September 2026 and tracks 555 professional contacts across them, including 245 with verified work emails. Johannesburg is the largest hub.

This list covers insurance brokers for wealth planning headquartered in Cape Town, 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
50Companies
555Contacts tracked
245Verified emails
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The 23 largest insurance brokers for wealth planning based in Cape Town, South Africa

Ranked by team size
Top 23 of 50 insurance brokers for wealth planning based in Cape Town, 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.
#CompanyRevenueBase Smart SearchHeadquartersEmployeesContacts
1Indirect evidenceCape Town, South AfricaHQ checked Sep 17, 2026501-1,000179 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
2Partial evidenceCape Town, South AfricaHQ checked Sep 17, 202651-200133 contacts →

Partial evidence

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

Source: RevenueBase Database · checked Sep 17, 2026
3Strong evidenceCape Town, South AfricaHQ checked Sep 17, 202651-20030 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
4Strong evidenceCape Town, South AfricaHQ checked Sep 17, 202611-5016 contacts →

Strong evidence

“Established in 1976, Intasure Insurance Brokers is one of the largest independent brokerages in the Western Cape for over 45 years.”

Source: RevenueBase Database · checked Sep 17, 2026
5Partial evidenceCape Town, South AfricaHQ checked Sep 17, 202611-5015 contacts →

Partial evidence

“Quoin offers a fully integrated wealth and financial management solution to affluent individuals, their families, trusts and private companies throughout South Africa.”

Source: RevenueBase Database · checked Sep 17, 2026
6Strong evidenceCape Town, South AfricaHQ checked Sep 17, 202611-5014 contacts →

Strong evidence

“Assurity Insurance Brokers is a local independent insurance Brokerage specializing in personal insurance offerings.”

Source: RevenueBase Database · checked Sep 17, 2026
7Strong evidenceCape Town, South AfricaHQ checked Sep 17, 20261-1011 contacts →

Strong evidence

“Chadwicks is an independent, boutique risk and insurance brokerage based in Century City, Cape Town.”

Source: RevenueBase Database · checked Sep 17, 2026
8Strong evidenceCape Town, South AfricaHQ checked Sep 17, 202611-509 contacts →

Strong evidence

“Veritas Wealth is an independent financial planning company focused on managing wealth.”

Source: RevenueBase Database · checked Sep 17, 2026
9Strong evidenceCape Town, South AfricaHQ checked Sep 17, 202611-507 contacts →

Strong evidence

“Commsure Financial Solutions is an insurance brokerage and personal financial advisory services company that you can trust.”

Source: RevenueBase Database · checked Sep 17, 2026
10Partial evidenceCape Town, South AfricaHQ checked Sep 17, 20261-107 contacts →

Partial evidence

“At Goodsure, we believe insurance should be simple, reliable, and personal.”

Source: RevenueBase Database · checked Sep 17, 2026
11Strong evidenceCape Town, South AfricaHQ checked Sep 17, 20261-106 contacts →

Strong evidence

“Real Time Wealth is an independent financial services company, offering focused investment and insurance services to individuals and businesses.”

Source: RevenueBase Database · checked Sep 17, 2026
12Indirect evidenceCape Town, South AfricaHQ checked Sep 17, 20261-106 contacts →

Indirect evidence

“At Attieh and Associates, we tailor-make our financial plans to suit the needs of both individuals and businesses.”

Source: RevenueBase Database · checked Sep 17, 2026
13Partial evidenceCape Town, South AfricaHQ checked Sep 17, 20261-104 contacts →

Partial evidence

“Clark Ellis is the owner Solutions 2 Wealth.”

Source: RevenueBase Database · checked Sep 17, 2026
14Strong evidenceCape Town, South AfricaHQ checked Sep 17, 20261-104 contacts →

Strong evidence

“Get in touch, info@betawealth.co.za or 081 726 4361.Beta Wealth Financial Services (Pty) Ltd is a Financial Planning and Investment Boutique based in Cape Town.”

Source: RevenueBase Database · checked Sep 17, 2026
15Strong evidenceCape Town, South AfricaHQ checked Sep 17, 20261-104 contacts →

Strong evidence

“Pillar Independent Brokers is a team of dedicated brokers focused on personal risk planning.”

Source: RevenueBase Database · checked Sep 17, 2026
16Partial evidenceCape Town, South AfricaHQ checked Sep 17, 20261-104 contacts →

Partial evidence

“At Nucleus, we have spent more than 3 decades dedicated to the Personal Wealth Management of our clients.”

Source: RevenueBase Database · checked Sep 17, 2026
17Indirect evidenceCape Town, South AfricaHQ checked Sep 17, 202611-503 contacts →

Indirect evidence

Source: RevenueBase Database · checked Sep 17, 2026
18Strong evidenceCape Town, South AfricaHQ checked Sep 17, 20261-103 contacts →

Strong evidence

“Nifsah Insurance Brokers is a leading provider of financial and risk services.”

Source: RevenueBase Database · checked Sep 17, 2026
19Indirect evidenceCape Town, South AfricaHQ checked Sep 17, 20261-103 contacts →

Indirect evidence

“We are a highly motivated team who aspire to achieve optimal results for our clients.”

Source: RevenueBase Database · checked Sep 17, 2026
20Indirect evidenceCape Town, South AfricaHQ checked Sep 17, 202651-2002 contacts →

Indirect evidence

“AGM Financial Services Group (Pty) Ltd is an integrated financial and investment organisation offering a range of financial services.”

Source: RevenueBase Database · checked Sep 17, 2026
21Partial evidenceCape Town, South AfricaHQ checked Sep 17, 202611-502 contacts →

Partial evidence

“PSG Wealth advises clients through a large number of representative offices around the country.”

Source: RevenueBase Database · checked Sep 17, 2026
22Indirect evidenceCape Town, South AfricaHQ checked Sep 17, 20261-102 contacts →

Indirect evidence

“PMG Financial Services is an independent financial services company based in South Africa.”

Source: RevenueBase Database · checked Sep 17, 2026
23Partial evidenceCape Town, South AfricaHQ checked Sep 17, 202611-502 contacts →

Partial evidence

“Ivory Wealth Management was formed to provide local and international clients with honest, professional service rendered by qualified staff.”

Source: RevenueBase Database · checked Sep 17, 2026

Showing 23 of 50 insurance brokers for wealth planning based in Cape Town, South Africa

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

As of Sep 17, 2026
44.1%Verified-email coverage
11.1Average contacts per company
1-10Median size (employees)
218.0%Largest-city concentration · Johannesburg
Sep 17, 2026Page data refreshed

Companies by employee count

1-10
29
11-50
15
51-200
5
501-1,000
1

Email recency for this list is measured across the whole South Africa list rather than for Cape Town, so it is reported there. Company counts and contact totals on this page are exact for Cape Town, over 50 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 Cape Town, 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 Cape Town 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, 245 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 in South Africa

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 Cape Town, South Africa?

RevenueBase identified 50 insurance brokers for wealth planning headquartered in Cape Town, 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?

RBS Insurance Brokers, headquartered in Cape Town, 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 245 verified decision-maker contacts tracked across these 50 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.

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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.