Company lists · Data refreshed September 2026

Top 25 Investment advisory platforms based in South Africa

Name: Investment advisory platforms based in South Africa
Creator: RevenueBase
License: https://creativecommons.org/licenses/by/4.0/

Compiled by the RevenueBase Data Team Data refreshed Sep 4, 2026 100 companies tracked

RevenueBase identified 100 investment advisory platforms headquartered in South Africa as of September 2026 and tracks 1,324 professional contacts across them, including 412 with verified work emails and 47 with mobile numbers. Johannesburg is the largest hub.

This list covers investment advisory platforms 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, how directly it supports the match, and when it was last checked. Data refreshed September 4, 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 HQ checked on every row Match evidence on every row Refreshed Sep 4, 2026 86% judged on-target in blind review

100Companies

1,324Contacts tracked

412Verified emails

47Mobile numbers

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The 25 largest investment advisory platforms based in South Africa

Ranked by team size

Top 25 of 100 investment advisory platforms based in South Africa, ranked by team size, largest first. Data refreshed Sep 4, 2026. Evidence rates how directly each company's own description names investment advisory platforms: strong (names it), partial (names part of it), indirect (matched on its full profile rather than the summary shown). Click a count to unlock that company's people.
#	Company	Headquarters	Employees	Contacts
1	Momentum InvestmentsIndirect evidence	Pretoria, South AfricaHQ checked Sep 4, 2026	501-1,000	330
	“With us, investing is personal.” Source: company website · checked Sep 4, 2026
2	Inn8Partial evidence	Johannesburg, South AfricaHQ checked Sep 4, 2026	51-200	100
	“As the adviser’s partner, we are inspired by the wealth manager of the future to change the way investments are done.” Source: company website · checked Sep 4, 2026
3	Kainos GroupIndirect evidence	Centurion, South AfricaHQ checked Sep 4, 2026	51-200	74
	“Kainos Wealth (Pty) Ltd.” Source: company website · checked Sep 4, 2026
4	Stonehouse CapitalIndirect evidence	Johannesburg, South AfricaHQ checked Sep 4, 2026	11-50	52
	“In an extraordinary world, a personalised approach to advice that demonstrates true care and a commitment to delivering what clients need is the cornerstone of what Stonehouse…” Source: company website · checked Sep 4, 2026
5	Seed InvestmentsStrong evidence	Bellville, South AfricaHQ checked Sep 4, 2026	11-50	28
	“We create investment solutions designed not to limit, but to liberate, empowering advisors to serve their clients with clarity, confidence and choice.” Source: company website · checked Sep 4, 2026
6	Concept Wealth Authorized By SanlamIndirect evidence	George, South AfricaHQ checked Sep 4, 2026	1-10	27
	“Professional Financial Planning and Portfolio Management” Source: company website · checked Sep 4, 2026
7	Elite Wealth SolutionsPartial evidence	Pretoria, South AfricaHQ checked Sep 4, 2026	11-50	22
	“Elite Wealth provides a software solution for medium to large financial advisory companies.” Source: company website · checked Sep 4, 2026
8	InvestonlinePartial evidence	Cape Town, South AfricaHQ checked Sep 4, 2026	11-50	17
	“Investonline launched in 2009 to provide independent investment advice in a digital age that is forever evolving.” Source: company website · checked Sep 4, 2026
9	Global Wealth AdvisoryStrong evidence	City Of Tshwane, South AfricaHQ checked Sep 4, 2026	1-10	17
	“Global Wealth Advisory provides quality, independent and personalized financial advice and investment management services to individuals, families and small businesses enterprises.” Source: company website · checked Sep 4, 2026
10	Galileo CapitalPartial evidence	Johannesburg, South AfricaHQ checked Sep 4, 2026	11-50	16
	“Investment decisions can be complex.” Source: company website · checked Sep 4, 2026
11	80eightIndirect evidence	Johannesburg, South AfricaHQ checked Sep 4, 2026	11-50	15
	“With access to the latest tech tools, we use our expertise in financial markets to realise your goals – whether you are based in South Africa, or abroad.” Source: company website · checked Sep 4, 2026
12	PSG Wealth RosebankPartial evidence	Johannesburg, South AfricaHQ checked Sep 4, 2026	11-50	12
	“As complex planners and qualified investment professionals we deliver a better view of the big picture, and enable you to keep more of your wealth to provide for future…” Source: company website · checked Sep 4, 2026
13	AFS Wealth PTY LTDPartial evidence	Bedfordview, South AfricaHQ checked Sep 4, 2026	11-50	11
	“AFS is a multi-advisory financial services business.” Source: company website · checked Sep 4, 2026
14	Asset Tree Financial AdvisorsPartial evidence	Ethekwini, South AfricaHQ checked Sep 4, 2026	11-50	10
	“At Asset Tree, we have been representing the relationship between our clients’ investments, and their needs for them to grow, since 1989.” Source: company website · checked Sep 4, 2026
15	KM Wealth Management PTY LTDIndirect evidence	Bryanston, South AfricaHQ checked Sep 4, 2026	1-10	10
	“Established in 2017, KM Wealth Partners emerges as a fully independent Financial Services firm, leveraging extensive international and local experience within the financial sector.” Source: company website · checked Sep 4, 2026
16	Salvo Capital PTY LTDPartial evidence	Bloemfontein, South AfricaHQ checked Sep 4, 2026	11-50	9
	“Salvo Capital (Pty) Ltd is a registered boutique financial service provider and Investment manager in Bloemfontein.” Source: company website · checked Sep 4, 2026
17	Perspective Advisory PTY LTDPartial evidence	Rosebank, South AfricaHQ checked Sep 4, 2026	1-10	8
	“We are a boutique financial advisory firm that places awareness and empowerment at its core.” Source: company website · checked Sep 4, 2026
18	Baymont WealthPartial evidence	Cape Town, South AfricaHQ checked Sep 4, 2026	11-50	7
	“Founded in 2002, Baymont Wealth offers tailored financial advisory services to a select client base.” Source: company website · checked Sep 4, 2026
19	NavigatePartial evidence	Bellville, South AfricaHQ checked Sep 4, 2026	51-200	6
	“Fairtree Navigate is a platform where we share information, helping you navigate the complex world of Finance and Investing or what we refer to as ‘Your Financial Forest’.” Source: company website · checked Sep 4, 2026
20	Advicetech PTY LTDPartial evidence	Johannesburg, South AfricaHQ checked Sep 4, 2026	1-10	6
	“AdviceTech offers an industry leading, comprehensive Financial Planning and Advisory software package designed to suit the individualised needs of small, medium and large Category…” Source: company website · checked Sep 4, 2026
21	Lautus SolutionsStrong evidence	Woodmead, South AfricaHQ checked Sep 4, 2026	11-50	6
	“Lautus Solutions provides wealth managers with an industry leading investment administration platform that delivers a single investor view and comprehensive management of…” Source: company website · checked Sep 4, 2026
22	PWM AdvisorsPartial evidence	Ethekwini, South AfricaHQ checked Sep 4, 2026	1-10	6
	“PWM is an independent financial advisory firm, with a rich heritage.” Source: company website · checked Sep 4, 2026
23	Theza Capital PTY LTDStrong evidence	Johannesburg, South AfricaHQ checked Sep 4, 2026	1-10	6
	“THEZA Capital is an authorised financial services advisory and investment company established in 2007.” Source: company website · checked Sep 4, 2026
24	Wealth Works PTY LTDPartial evidence	Johannesburg, South AfricaHQ checked Sep 4, 2026	1-10	5
	“Wealthworks is an independently owned financial advisory business advising clients, family offices, charitable trusts and foundations.” Source: company website · checked Sep 4, 2026
25	Mcwalter Financial & AdvisoryIndirect evidence	Cape Town, South AfricaHQ checked Sep 4, 2026	1-10	4
	“Our vision is a world in synergy through financial wellbeing.” Source: company website · checked Sep 4, 2026

Showing 25 of 100 investment advisory platforms based in South Africa

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Investment advisory platforms based in South Africa at a glance

As of Sep 4, 2026

1-10Median size (employees)

JohannesburgLargest hub · 21 HQs

47Contacts with mobile numbers

Sep 4, 2026Data refreshed

Companies by employee count

1-10

11-50

51-200

201-500

501-1,000

Verified emails by last verification

0–30

31–60

61–90

216

90–180

161

180+

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 investment advisory platforms, so some rows will be adjacent to the category rather than pure plays. The description and evidence 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 SmartSearch, 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 “investment advisory platforms”. Matching reads each company's description, not its industry code or its name.
What we exclude: Companies whose own description does not clearly place them among investment advisory platforms, 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 an evidence 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, 412 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 4, 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.

Frequently asked

How many investment advisory platforms are there based in South Africa?

RevenueBase identified 100 investment advisory platforms 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?

Momentum Investments, headquartered in Pretoria, tops this list with the largest team on record.

Which city has the most investment advisory platforms?

Johannesburg leads with 21 headquartered companies, followed by Cape Town (20) and Pretoria (9).

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 412 verified decision-maker contacts tracked across these 100 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 4, 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.