Company lists · Data refreshed September 2026
Top 25 Investment advisory platforms based in South Africa
RevenueBase identified 100 company matches for investment advisory platforms associated with 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 company matches for investment advisory platforms 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 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.
The 25 largest investment advisory platforms based in South Africa
Ranked by team size| # | Company | Contacts | |||
|---|---|---|---|---|---|
| 1 | 330 contacts → | ||||
Exact match “With us, investing is personal.” Recorded in the RevenueBase company graph · Sep 4, 2026 · View company records in RevenueBase | |||||
| 2 | 100 contacts → | ||||
Exact match “As the adviser’s partner, we are inspired by the wealth manager of the future to change the way investments are done.” Recorded in the RevenueBase company graph · Sep 4, 2026 · View company records in RevenueBase | |||||
| 3 | 74 contacts → | ||||
Exact match “Kainos Wealth (Pty) Ltd.” Recorded in the RevenueBase company graph · Sep 4, 2026 · View company records in RevenueBase | |||||
| 4 | 52 contacts → | ||||
Exact match “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…” Recorded in the RevenueBase company graph · Sep 4, 2026 · View company records in RevenueBase | |||||
| 5 | 28 contacts → | ||||
Exact match “We create investment solutions designed not to limit, but to liberate, empowering advisors to serve their clients with clarity, confidence and choice.” Recorded in the RevenueBase company graph · Sep 4, 2026 · View company records in RevenueBase | |||||
| 6 | 27 contacts → | ||||
Exact match “Professional Financial Planning and Portfolio Management” Recorded in the RevenueBase company graph · Sep 4, 2026 · View company records in RevenueBase | |||||
| 7 | 22 contacts → | ||||
Exact match “Elite Wealth provides a software solution for medium to large financial advisory companies.” Recorded in the RevenueBase company graph · Sep 4, 2026 · View company records in RevenueBase | |||||
| 8 | 17 contacts → | ||||
Exact match “Investonline launched in 2009 to provide independent investment advice in a digital age that is forever evolving.” Recorded in the RevenueBase company graph · Sep 4, 2026 · View company records in RevenueBase | |||||
| 9 | 17 contacts → | ||||
Exact match “Global Wealth Advisory provides quality, independent and personalized financial advice and investment management services to individuals, families and small businesses enterprises.” Recorded in the RevenueBase company graph · Sep 4, 2026 · View company records in RevenueBase | |||||
| 10 | 16 contacts → | ||||
Exact match “Investment decisions can be complex.” Recorded in the RevenueBase company graph · Sep 4, 2026 · View company records in RevenueBase | |||||
| 11 | 15 contacts → | ||||
Exact match “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.” Recorded in the RevenueBase company graph · Sep 4, 2026 · View company records in RevenueBase | |||||
| 12 | 12 contacts → | ||||
Exact match “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…” Recorded in the RevenueBase company graph · Sep 4, 2026 · View company records in RevenueBase | |||||
| 13 | 11 contacts → | ||||
Exact match “AFS is a multi-advisory financial services business.” Recorded in the RevenueBase company graph · Sep 4, 2026 · View company records in RevenueBase | |||||
| 14 | 10 contacts → | ||||
Exact match “At Asset Tree, we have been representing the relationship between our clients’ investments, and their needs for them to grow, since 1989.” Recorded in the RevenueBase company graph · Sep 4, 2026 · View company records in RevenueBase | |||||
| 15 | 10 contacts → | ||||
Exact match “Established in 2017, KM Wealth Partners emerges as a fully independent Financial Services firm, leveraging extensive international and local experience within the financial sector.” Recorded in the RevenueBase company graph · Sep 4, 2026 · View company records in RevenueBase | |||||
| 16 | 9 contacts → | ||||
Exact match “Salvo Capital (Pty) Ltd is a registered boutique financial service provider and Investment manager in Bloemfontein.” Recorded in the RevenueBase company graph · Sep 4, 2026 · View company records in RevenueBase | |||||
| 17 | 8 contacts → | ||||
Exact match “We are a boutique financial advisory firm that places awareness and empowerment at its core.” Recorded in the RevenueBase company graph · Sep 4, 2026 · View company records in RevenueBase | |||||
| 18 | 7 contacts → | ||||
Exact match “Founded in 2002, Baymont Wealth offers tailored financial advisory services to a select client base.” Recorded in the RevenueBase company graph · Sep 4, 2026 · View company records in RevenueBase | |||||
| 19 | 6 contacts → | ||||
Exact match “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’.” Recorded in the RevenueBase company graph · Sep 4, 2026 · View company records in RevenueBase | |||||
| 20 | 6 contacts → | ||||
Exact match “AdviceTech offers an industry leading, comprehensive Financial Planning and Advisory software package designed to suit the individualised needs of small, medium and large Category…” Recorded in the RevenueBase company graph · Sep 4, 2026 · View company records in RevenueBase | |||||
| 21 | 6 contacts → | ||||
Exact match “Lautus Solutions provides wealth managers with an industry leading investment administration platform that delivers a single investor view and comprehensive management of…” Recorded in the RevenueBase company graph · Sep 4, 2026 · View company records in RevenueBase | |||||
| 22 | 6 contacts → | ||||
Exact match “PWM is an independent financial advisory firm, with a rich heritage.” Recorded in the RevenueBase company graph · Sep 4, 2026 · View company records in RevenueBase | |||||
| 23 | 6 contacts → | ||||
Exact match “THEZA Capital is an authorised financial services advisory and investment company established in 2007.” Recorded in the RevenueBase company graph · Sep 4, 2026 · View company records in RevenueBase | |||||
| 24 | 5 contacts → | ||||
Exact match “Wealthworks is an independently owned financial advisory business advising clients, family offices, charitable trusts and foundations.” Recorded in the RevenueBase company graph · Sep 4, 2026 · View company records in RevenueBase | |||||
| 25 | 4 contacts → | ||||
Exact match “Our vision is a world in synergy through financial wellbeing.” Recorded in the RevenueBase company graph · Sep 4, 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 “investment advisory platforms”. 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 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, 2026Companies by employee count
Freshness & accuracy
How recently the business emails on this list were verified
Email last verified
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 “investment advisory platforms” 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 412 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 4, 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 “investment advisory platforms”; each Exact match badge shows search membership, not an individual similarity or quality score.
How many investment advisory platforms are there based in South Africa?
RevenueBase identified 100 company matches for investment advisory platforms 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?
Momentum Investments tops the displayed preview by professional contacts tracked in RevenueBase. Recorded headquarters appear in the company rows.
Which city has the most investment advisory platforms?
Johannesburg leads with 21 company records, 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 limited free results with 500 credits to start. Upgrading provides access to the 412 professional contacts with verified work emails tracked across these 100 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 4, 2026.
Ready to reach these companies? Verified emails and direct dials for all 100 investment advisory platforms based in South Africa. Start with a free account, no credit card.
Download this list →Related lists
Investment advisory platforms by geography
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- Investment advisory platforms based in Germany
- Investment advisory platforms based in Switzerland
- Investment advisory platforms based in Spain
- Investment advisory platforms based in the Netherlands
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- Investment advisory platforms based in Argentina
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.
More company lists
- All company lists
- Lists by location
- Lists A-Z
- New lists
- Investment advisory platforms based in the United States
- Investment advisory platforms based in the United Kingdom
- Investment advisory platforms based in Brazil
- Investment advisory platforms based in Australia
- Investment advisory platforms based in France
- Investment advisory platforms based in Canada
Company intelligence · public preview
Top 25 investment advisory platforms based in South Africa
Find companies in any niche.
Describe the businesses you want in your own words. RevenueBase SmartSearch matches company descriptions by meaning.
RevenueBase records 100 matching company records for investment advisory platforms based in South Africa, with 1,324 tracked contacts and 412 verified work emails.
This public preview shows 25 selected records ordered by tracked contacts. RevenueBase SmartSearch finds company descriptions that match by meaning at Exact. Snapshot: September 4, 2026.
RevenueBase compiles business descriptions for niche-company discovery; each row shows a recorded excerpt where available. Adapt this search to find the companies and contacts you want.
Top 25 investment advisory platforms based in South Africa
The public list shows selected company records with contact and verified-email coverage. Reported employee bands provide separate company-size context.
| # | Company | Headquarters on record | Reported employees | RevenueBase SmartSearch | Tracked contacts |
|---|---|---|---|---|---|
| 1 |  Momentum Investmentsmomentum.co.zaHQ: Pretoria, South AfricaReported employees: 501-1,000 | Pretoria, South Africa | 501-1,000 | Exact match | 330 contacts → |
“With us, investing is personal.” Recorded description excerpt · September 4, 2026Open company data in RevenueBase ↗Free signup required. | |||||
| 2 |  Inn8inn8.co.zaHQ: Johannesburg, South AfricaReported employees: 51-200 | Johannesburg, South Africa | 51-200 | Exact match | 100 contacts → |
“As the adviser’s partner, we are inspired by the wealth manager of the future to change the way investments are done.” Recorded description excerpt · September 4, 2026Open company data in RevenueBase ↗Free signup required. | |||||
| 3 |  Kainos Groupkainosgroup.co.zaHQ: Centurion, South AfricaReported employees: 51-200 | Centurion, South Africa | 51-200 | Exact match | 74 contacts → |
“Kainos Wealth (Pty) Ltd.” Recorded description excerpt · September 4, 2026Open company data in RevenueBase ↗Free signup required. | |||||
| 4 |  Stonehouse Capitalstonehousecapital.co.zaHQ: Johannesburg, South AfricaReported employees: 11-50 | Johannesburg, South Africa | 11-50 | Exact match | 52 contacts → |
“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…” Recorded description excerpt · September 4, 2026Open company data in RevenueBase ↗Free signup required. | |||||
| 5 |  Seed Investmentsseedinvestments.co.zaHQ: Bellville, South AfricaReported employees: 11-50 | Bellville, South Africa | 11-50 | Exact match | 28 contacts → |
“We create investment solutions designed not to limit, but to liberate, empowering advisors to serve their clients with clarity, confidence and choice.” Recorded description excerpt · September 4, 2026Open company data in RevenueBase ↗Free signup required. | |||||
| 6 |  Concept Wealth Authorized By Sanlamconceptwealth.co.zaHQ: George, South AfricaReported employees: 1-10 | George, South Africa | 1-10 | Exact match | 27 contacts → |
“Professional Financial Planning and Portfolio Management” Recorded description excerpt · September 4, 2026Open company data in RevenueBase ↗Free signup required. | |||||
| 7 |  Elite Wealth Solutionselitewealth.bizHQ: Pretoria, South AfricaReported employees: 11-50 | Pretoria, South Africa | 11-50 | Exact match | 22 contacts → |
“Elite Wealth provides a software solution for medium to large financial advisory companies.” Recorded description excerpt · September 4, 2026Open company data in RevenueBase ↗Free signup required. | |||||
| 8 |  Investonlineinvestonline.co.zaHQ: Cape Town, South AfricaReported employees: 11-50 | Cape Town, South Africa | 11-50 | Exact match | 17 contacts → |
“Investonline launched in 2009 to provide independent investment advice in a digital age that is forever evolving.” Recorded description excerpt · September 4, 2026Open company data in RevenueBase ↗Free signup required. | |||||
| 9 |  Global Wealth Advisorygwa.co.zaHQ: City Of Tshwane, South AfricaReported employees: 1-10 | City Of Tshwane, South Africa | 1-10 | Exact match | 17 contacts → |
“Global Wealth Advisory provides quality, independent and personalized financial advice and investment management services to individuals, families and small businesses enterprises.” Recorded description excerpt · September 4, 2026Open company data in RevenueBase ↗Free signup required. | |||||
| 10 |  Galileo Capitalgalileocapital.co.zaHQ: Johannesburg, South AfricaReported employees: 11-50 | Johannesburg, South Africa | 11-50 | Exact match | 16 contacts → |
“Investment decisions can be complex.” Recorded description excerpt · September 4, 2026Open company data in RevenueBase ↗Free signup required. | |||||
| 11 |  80eight80eight.ioHQ: Johannesburg, South AfricaReported employees: 11-50 | Johannesburg, South Africa | 11-50 | Exact match | 15 contacts → |
“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.” Recorded description excerpt · September 4, 2026Open company data in RevenueBase ↗Free signup required. | |||||
| 12 |  PSG Wealth Rosebankpsg.co.zaHQ: Johannesburg, South AfricaReported employees: 11-50 | Johannesburg, South Africa | 11-50 | Exact match | 12 contacts → |
“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…” Recorded description excerpt · September 4, 2026Open company data in RevenueBase ↗Free signup required. | |||||
| 13 |  AFS Wealth PTY LTDafswealth.co.zaHQ: Bedfordview, South AfricaReported employees: 11-50 | Bedfordview, South Africa | 11-50 | Exact match | 11 contacts → |
“AFS is a multi-advisory financial services business.” Recorded description excerpt · September 4, 2026Open company data in RevenueBase ↗Free signup required. | |||||
| 14 |  Asset Tree Financial Advisorsassettree.co.zaHQ: Ethekwini, South AfricaReported employees: 11-50 | Ethekwini, South Africa | 11-50 | Exact match | 10 contacts → |
“At Asset Tree, we have been representing the relationship between our clients’ investments, and their needs for them to grow, since 1989.” Recorded description excerpt · September 4, 2026Open company data in RevenueBase ↗Free signup required. | |||||
| 15 |  KM Wealth Management PTY LTDkmwealth.co.zaHQ: Bryanston, South AfricaReported employees: 1-10 | Bryanston, South Africa | 1-10 | Exact match | 10 contacts → |
“Established in 2017, KM Wealth Partners emerges as a fully independent Financial Services firm, leveraging extensive international and local experience within the financial sector.” Recorded description excerpt · September 4, 2026Open company data in RevenueBase ↗Free signup required. | |||||
| 16 |  Salvo Capital PTY LTDsalvocapital.comHQ: Bloemfontein, South AfricaReported employees: 11-50 | Bloemfontein, South Africa | 11-50 | Exact match | 9 contacts → |
“Salvo Capital (Pty) Ltd is a registered boutique financial service provider and Investment manager in Bloemfontein.” Recorded description excerpt · September 4, 2026Open company data in RevenueBase ↗Free signup required. | |||||
| 17 |  Perspective Advisory PTY LTDperspectiveadvisory.co.zaHQ: Rosebank, South AfricaReported employees: 1-10 | Rosebank, South Africa | 1-10 | Exact match | 8 contacts → |
“We are a boutique financial advisory firm that places awareness and empowerment at its core.” Recorded description excerpt · September 4, 2026Open company data in RevenueBase ↗Free signup required. | |||||
| 18 |  Baymont Wealthbaymontwealth.comHQ: Cape Town, South AfricaReported employees: 11-50 | Cape Town, South Africa | 11-50 | Exact match | 7 contacts → |
“Founded in 2002, Baymont Wealth offers tailored financial advisory services to a select client base.” Recorded description excerpt · September 4, 2026Open company data in RevenueBase ↗Free signup required. | |||||
| 19 |  Navigatefairtree.comHQ: Bellville, South AfricaReported employees: 51-200 | Bellville, South Africa | 51-200 | Exact match | 6 contacts → |
“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’.” Recorded description excerpt · September 4, 2026Open company data in RevenueBase ↗Free signup required. | |||||
| 20 |  Advicetech PTY LTDadvicetech.co.zaHQ: Johannesburg, South AfricaReported employees: 1-10 | Johannesburg, South Africa | 1-10 | Exact match | 6 contacts → |
“AdviceTech offers an industry leading, comprehensive Financial Planning and Advisory software package designed to suit the individualised needs of small, medium and large Category…” Recorded description excerpt · September 4, 2026Open company data in RevenueBase ↗Free signup required. | |||||
| 21 |  Lautus Solutionslautus.netHQ: Woodmead, South AfricaReported employees: 11-50 | Woodmead, South Africa | 11-50 | Exact match | 6 contacts → |
“Lautus Solutions provides wealth managers with an industry leading investment administration platform that delivers a single investor view and comprehensive management of…” Recorded description excerpt · September 4, 2026Open company data in RevenueBase ↗Free signup required. | |||||
| 22 |  PWM Advisorspwminvest.co.zaHQ: Ethekwini, South AfricaReported employees: 1-10 | Ethekwini, South Africa | 1-10 | Exact match | 6 contacts → |
“PWM is an independent financial advisory firm, with a rich heritage.” Recorded description excerpt · September 4, 2026Open company data in RevenueBase ↗Free signup required. | |||||
| 23 |  Theza Capital PTY LTDthezacapital.co.zaHQ: Johannesburg, South AfricaReported employees: 1-10 | Johannesburg, South Africa | 1-10 | Exact match | 6 contacts → |
“THEZA Capital is an authorised financial services advisory and investment company established in 2007.” Recorded description excerpt · September 4, 2026Open company data in RevenueBase ↗Free signup required. | |||||
| 24 |  Wealth Works PTY LTDwealthworks.co.zaHQ: Johannesburg, South AfricaReported employees: 1-10 | Johannesburg, South Africa | 1-10 | Exact match | 5 contacts → |
“Wealthworks is an independently owned financial advisory business advising clients, family offices, charitable trusts and foundations.” Recorded description excerpt · September 4, 2026Open company data in RevenueBase ↗Free signup required. | |||||
| 25 |  Mcwalter Financial & Advisorymcwalter.co.zaHQ: Cape Town, South AfricaReported employees: 1-10 | Cape Town, South Africa | 1-10 | Exact match | 4 contacts → |
“Our vision is a world in synergy through financial wellbeing.” Recorded description excerpt · September 4, 2026Open company data in RevenueBase ↗Free signup required. | |||||
Showing 25 of 100 company matches
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Investment advisory platforms: dataset insights
September 4, 2026These summaries describe recorded coverage in this saved dataset. Coverage describes records in RevenueBase, rather than a census of every business in this market.
Reported company sizes
100 records in the displayed employee bands.
0 matching records are outside the displayed bands or do not have a displayed size. Bars show shares of the displayed bands.
Freshness & accuracy
How recently the business emails on this list were verified
Email last verified
How this company list was built
Describe a niche in your own words: companies installing commercial solar, or manufacturers of sustainable packaging. RevenueBase SmartSearch finds companies whose compiled business descriptions match by meaning. This list is one saved example to adapt.
Where the company descriptions come from
RevenueBase compiles company information from public sources, including company websites and public professional profiles such as LinkedIn, alongside information supplied by companies. The short recorded excerpt shown here is separate from the complete business description used for matching; individual source URLs and collection dates are not provided in this public snapshot.
RevenueBase SmartSearch matching settings
- Exact
- Closest fits to the business described.
- Similar
- Similar businesses with a wider range of fits.
- Related
- Related businesses in and around the category.
- Broad
- A broader set of businesses connected to the description.
RevenueBase SmartSearch · Exact match identifies inclusion in this search's closest semantic matching setting. It is not a per-company confidence score, a literal keyword match, or a quality endorsement.
Selection, ordering and scope
The public list shows selected company records with contact and verified-email coverage. Reported employee bands provide separate company-size context.
Coverage describes records in RevenueBase, rather than a census of every business in this market.
Recorded company descriptions support research; check company websites for current services. The selected preview is ordered by tracked contacts and is not a list of the best service providers.
Snapshot: September 4, 2026.
RevenueBase is a B2B data infrastructure company. Its September 3, 2026 published methodology describes a graph of 60 million companies and 398.9 million professional contacts; these platform figures differ from this page's totals. Published methodology ↗
Questions about this company list
What does Exact match mean for investment advisory platforms?
The separate RevenueBase SmartSearch column identifies inclusion at the closest semantic matching preset. It is not a literal keyword match, a per-company confidence score or a quality endorsement. Changing the search form opens a new search in RevenueBase; it does not reclassify these saved rows.
How many investment advisory platforms did RevenueBase find based in South Africa?
The saved snapshot records 100 matching company records, 1,324 tracked contacts and 412 verified emails. The public preview displays 25 selected records.
Where do the company descriptions come from?
RevenueBase compiles company information from public sources, including company websites and public professional profiles such as LinkedIn, alongside information supplied by companies. The short recorded excerpt shown here is separate from the complete business description used for matching; individual source URLs and collection dates are not provided in this public snapshot.
How are the public companies ordered?
The selected public records are ordered by contacts tracked in RevenueBase, highest first. Contact coverage is a prospecting measure, not an assessment of the company's services or quality.
How can I get contact information?
Select a company's contact count to open its filtered contacts in RevenueBase. Free signup is required and includes 500 credits and limited free results. Verified emails, direct dials and mobile numbers depend on available coverage.
How current is this list?
Snapshot: September 4, 2026. Review each company's website for current services and locations. A recorded business description does not establish that every company offers every service named in the search.
What do headquarters and employee bands mean?
These are recorded company-level fields, rather than a map of every branch or a count of specialists. Missing headquarters or employee bands are labeled; older records may show a location separately from recorded headquarters.
Build your next target company list
Adapt this niche search and work with available contacts in RevenueBase.
Related lists
Investment advisory platforms by geography
- Investment advisory platforms based in the United States
- Investment advisory platforms based in the United Kingdom
- Investment advisory platforms based in Brazil
- Investment advisory platforms based in Australia
- Investment advisory platforms based in France
- Investment advisory platforms based in Canada
- Investment advisory platforms based in Germany
- Investment advisory platforms based in Switzerland
- Investment advisory platforms based in Spain
- Investment advisory platforms based in the Netherlands
- Investment advisory platforms based in Mexico
- Investment advisory platforms based in Argentina
Cite this list
RevenueBase Data Team. Top 25 investment advisory platforms based in South Africa. Snapshot: September 4, 2026. https://revenuebase.ai/companies/investment-advisory-platforms/south-africa.
This is a selected public preview of saved company records, rather than an independently verified census. Open the source page ↗
More company lists
- All company lists
- Lists by location
- Lists A-Z
- New lists
- Investment advisory platforms based in the United States
- Investment advisory platforms based in the United Kingdom
- Investment advisory platforms based in Brazil
- Investment advisory platforms based in Australia
- Investment advisory platforms based in France
- Investment advisory platforms based in Canada
Company intelligence · public preview
Top 25 investment advisory platforms based in South Africa
RevenueBase records 100 matching company records for investment advisory platforms based in South Africa, with 1,324 tracked contacts and 412 verified work emails.
This public preview shows 25 selected records ordered by tracked contacts. RevenueBase SmartSearch finds company descriptions that match by meaning at Exact. Snapshot: September 4, 2026.
RevenueBase compiles business descriptions for niche-company discovery; each row shows a recorded excerpt where available. Adapt this search to find the companies and contacts you want.
Top 25 investment advisory platforms based in South Africa
The public list shows selected company records with contact and verified-email coverage. Reported employee bands provide separate company-size context.
| # | Company | Headquarters on record | Reported employees | RevenueBase SmartSearch | Tracked contacts |
|---|---|---|---|---|---|
| 1 | Momentum Investmentsmomentum.co.za HQ: Pretoria, South AfricaReported employees: 501-1,000 | Pretoria, South Africa | 501-1,000 | Exact match | 330 contacts → |
“With us, investing is personal.” Recorded description excerpt · September 4, 2026Open company data in RevenueBase ↗Free signup required. | |||||
| 2 | Inn8inn8.co.za HQ: Johannesburg, South AfricaReported employees: 51-200 | Johannesburg, South Africa | 51-200 | Exact match | 100 contacts → |
“As the adviser’s partner, we are inspired by the wealth manager of the future to change the way investments are done.” Recorded description excerpt · September 4, 2026Open company data in RevenueBase ↗Free signup required. | |||||
| 3 | Kainos Groupkainosgroup.co.za HQ: Centurion, South AfricaReported employees: 51-200 | Centurion, South Africa | 51-200 | Exact match | 74 contacts → |
“Kainos Wealth (Pty) Ltd.” Recorded description excerpt · September 4, 2026Open company data in RevenueBase ↗Free signup required. | |||||
| 4 | Stonehouse Capitalstonehousecapital.co.za HQ: Johannesburg, South AfricaReported employees: 11-50 | Johannesburg, South Africa | 11-50 | Exact match | 52 contacts → |
“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…” Recorded description excerpt · September 4, 2026Open company data in RevenueBase ↗Free signup required. | |||||
| 5 | Seed Investmentsseedinvestments.co.za HQ: Bellville, South AfricaReported employees: 11-50 | Bellville, South Africa | 11-50 | Exact match | 28 contacts → |
“We create investment solutions designed not to limit, but to liberate, empowering advisors to serve their clients with clarity, confidence and choice.” Recorded description excerpt · September 4, 2026Open company data in RevenueBase ↗Free signup required. | |||||
| 6 | Concept Wealth Authorized By Sanlamconceptwealth.co.za HQ: George, South AfricaReported employees: 1-10 | George, South Africa | 1-10 | Exact match | 27 contacts → |
“Professional Financial Planning and Portfolio Management” Recorded description excerpt · September 4, 2026Open company data in RevenueBase ↗Free signup required. | |||||
| 7 | Elite Wealth Solutionselitewealth.biz HQ: Pretoria, South AfricaReported employees: 11-50 | Pretoria, South Africa | 11-50 | Exact match | 22 contacts → |
“Elite Wealth provides a software solution for medium to large financial advisory companies.” Recorded description excerpt · September 4, 2026Open company data in RevenueBase ↗Free signup required. | |||||
| 8 | Investonlineinvestonline.co.za HQ: Cape Town, South AfricaReported employees: 11-50 | Cape Town, South Africa | 11-50 | Exact match | 17 contacts → |
“Investonline launched in 2009 to provide independent investment advice in a digital age that is forever evolving.” Recorded description excerpt · September 4, 2026Open company data in RevenueBase ↗Free signup required. | |||||
| 9 | Global Wealth Advisorygwa.co.za HQ: City Of Tshwane, South AfricaReported employees: 1-10 | City Of Tshwane, South Africa | 1-10 | Exact match | 17 contacts → |
“Global Wealth Advisory provides quality, independent and personalized financial advice and investment management services to individuals, families and small businesses enterprises.” Recorded description excerpt · September 4, 2026Open company data in RevenueBase ↗Free signup required. | |||||
| 10 | Galileo Capitalgalileocapital.co.za HQ: Johannesburg, South AfricaReported employees: 11-50 | Johannesburg, South Africa | 11-50 | Exact match | 16 contacts → |
“Investment decisions can be complex.” Recorded description excerpt · September 4, 2026Open company data in RevenueBase ↗Free signup required. | |||||
| 11 | 80eight80eight.io HQ: Johannesburg, South AfricaReported employees: 11-50 | Johannesburg, South Africa | 11-50 | Exact match | 15 contacts → |
“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.” Recorded description excerpt · September 4, 2026Open company data in RevenueBase ↗Free signup required. | |||||
| 12 | PSG Wealth Rosebankpsg.co.za HQ: Johannesburg, South AfricaReported employees: 11-50 | Johannesburg, South Africa | 11-50 | Exact match | 12 contacts → |
“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…” Recorded description excerpt · September 4, 2026Open company data in RevenueBase ↗Free signup required. | |||||
| 13 | AFS Wealth PTY LTDafswealth.co.za HQ: Bedfordview, South AfricaReported employees: 11-50 | Bedfordview, South Africa | 11-50 | Exact match | 11 contacts → |
“AFS is a multi-advisory financial services business.” Recorded description excerpt · September 4, 2026Open company data in RevenueBase ↗Free signup required. | |||||
| 14 | Asset Tree Financial Advisorsassettree.co.za HQ: Ethekwini, South AfricaReported employees: 11-50 | Ethekwini, South Africa | 11-50 | Exact match | 10 contacts → |
“At Asset Tree, we have been representing the relationship between our clients’ investments, and their needs for them to grow, since 1989.” Recorded description excerpt · September 4, 2026Open company data in RevenueBase ↗Free signup required. | |||||
| 15 | KM Wealth Management PTY LTDkmwealth.co.za HQ: Bryanston, South AfricaReported employees: 1-10 | Bryanston, South Africa | 1-10 | Exact match | 10 contacts → |
“Established in 2017, KM Wealth Partners emerges as a fully independent Financial Services firm, leveraging extensive international and local experience within the financial sector.” Recorded description excerpt · September 4, 2026Open company data in RevenueBase ↗Free signup required. | |||||
| 16 | Salvo Capital PTY LTDsalvocapital.com HQ: Bloemfontein, South AfricaReported employees: 11-50 | Bloemfontein, South Africa | 11-50 | Exact match | 9 contacts → |
“Salvo Capital (Pty) Ltd is a registered boutique financial service provider and Investment manager in Bloemfontein.” Recorded description excerpt · September 4, 2026Open company data in RevenueBase ↗Free signup required. | |||||
| 17 | Perspective Advisory PTY LTDperspectiveadvisory.co.za HQ: Rosebank, South AfricaReported employees: 1-10 | Rosebank, South Africa | 1-10 | Exact match | 8 contacts → |
“We are a boutique financial advisory firm that places awareness and empowerment at its core.” Recorded description excerpt · September 4, 2026Open company data in RevenueBase ↗Free signup required. | |||||
| 18 | Baymont Wealthbaymontwealth.com HQ: Cape Town, South AfricaReported employees: 11-50 | Cape Town, South Africa | 11-50 | Exact match | 7 contacts → |
“Founded in 2002, Baymont Wealth offers tailored financial advisory services to a select client base.” Recorded description excerpt · September 4, 2026Open company data in RevenueBase ↗Free signup required. | |||||
| 19 | Navigatefairtree.com HQ: Bellville, South AfricaReported employees: 51-200 | Bellville, South Africa | 51-200 | Exact match | 6 contacts → |
“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’.” Recorded description excerpt · September 4, 2026Open company data in RevenueBase ↗Free signup required. | |||||
| 20 | Advicetech PTY LTDadvicetech.co.za HQ: Johannesburg, South AfricaReported employees: 1-10 | Johannesburg, South Africa | 1-10 | Exact match | 6 contacts → |
“AdviceTech offers an industry leading, comprehensive Financial Planning and Advisory software package designed to suit the individualised needs of small, medium and large Category…” Recorded description excerpt · September 4, 2026Open company data in RevenueBase ↗Free signup required. | |||||
| 21 | Lautus Solutionslautus.net HQ: Woodmead, South AfricaReported employees: 11-50 | Woodmead, South Africa | 11-50 | Exact match | 6 contacts → |
“Lautus Solutions provides wealth managers with an industry leading investment administration platform that delivers a single investor view and comprehensive management of…” Recorded description excerpt · September 4, 2026Open company data in RevenueBase ↗Free signup required. | |||||
| 22 | PWM Advisorspwminvest.co.za HQ: Ethekwini, South AfricaReported employees: 1-10 | Ethekwini, South Africa | 1-10 | Exact match | 6 contacts → |
“PWM is an independent financial advisory firm, with a rich heritage.” Recorded description excerpt · September 4, 2026Open company data in RevenueBase ↗Free signup required. | |||||
| 23 | Theza Capital PTY LTDthezacapital.co.za HQ: Johannesburg, South AfricaReported employees: 1-10 | Johannesburg, South Africa | 1-10 | Exact match | 6 contacts → |
“THEZA Capital is an authorised financial services advisory and investment company established in 2007.” Recorded description excerpt · September 4, 2026Open company data in RevenueBase ↗Free signup required. | |||||
| 24 | Wealth Works PTY LTDwealthworks.co.za HQ: Johannesburg, South AfricaReported employees: 1-10 | Johannesburg, South Africa | 1-10 | Exact match | 5 contacts → |
“Wealthworks is an independently owned financial advisory business advising clients, family offices, charitable trusts and foundations.” Recorded description excerpt · September 4, 2026Open company data in RevenueBase ↗Free signup required. | |||||
| 25 | Mcwalter Financial & Advisorymcwalter.co.za HQ: Cape Town, South AfricaReported employees: 1-10 | Cape Town, South Africa | 1-10 | Exact match | 4 contacts → |
“Our vision is a world in synergy through financial wellbeing.” Recorded description excerpt · September 4, 2026Open company data in RevenueBase ↗Free signup required. | |||||
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Investment advisory platforms: dataset insights
September 4, 2026These summaries describe recorded coverage in this saved dataset. Coverage describes records in RevenueBase, rather than a census of every business in this market.
Reported company sizes
100 records in the displayed employee bands.
0 matching records are outside the displayed bands or do not have a displayed size. Bars show shares of the displayed bands.
Freshness & accuracy
How recently the business emails on this list were verified
Email last verified
How this company list was built
Describe a niche in your own words: companies installing commercial solar, or manufacturers of sustainable packaging. RevenueBase SmartSearch finds companies whose compiled business descriptions match by meaning. This list is one saved example to adapt.
Where the company descriptions come from
RevenueBase compiles company information from public sources, including company websites and public professional profiles such as LinkedIn, alongside information supplied by companies. The short recorded excerpt shown here is separate from the complete business description used for matching; individual source URLs and collection dates are not provided in this public snapshot.
RevenueBase SmartSearch matching settings
- Exact
- Closest fits to the business described.
- Similar
- Similar businesses with a wider range of fits.
- Related
- Related businesses in and around the category.
- Broad
- A broader set of businesses connected to the description.
RevenueBase SmartSearch · Exact match identifies inclusion in this search's closest semantic matching setting. It is not a per-company confidence score, a literal keyword match, or a quality endorsement.
Selection, ordering and scope
The public list shows selected company records with contact and verified-email coverage. Reported employee bands provide separate company-size context.
Coverage describes records in RevenueBase, rather than a census of every business in this market.
Recorded company descriptions support research; check company websites for current services. The selected preview is ordered by tracked contacts and is not a list of the best service providers.
Snapshot: September 4, 2026.
RevenueBase is a B2B data infrastructure company. Its September 3, 2026 published methodology describes a graph of 60 million companies and 398.9 million professional contacts; these platform figures differ from this page's totals. Published methodology ↗
Questions about this company list
What does Exact match mean for investment advisory platforms?
The separate RevenueBase SmartSearch column identifies inclusion at the closest semantic matching preset. It is not a literal keyword match, a per-company confidence score or a quality endorsement. Changing the search form opens a new search in RevenueBase; it does not reclassify these saved rows.
How many investment advisory platforms did RevenueBase find based in South Africa?
The saved snapshot records 100 matching company records, 1,324 tracked contacts and 412 verified emails. The public preview displays 25 selected records.
Where do the company descriptions come from?
RevenueBase compiles company information from public sources, including company websites and public professional profiles such as LinkedIn, alongside information supplied by companies. The short recorded excerpt shown here is separate from the complete business description used for matching; individual source URLs and collection dates are not provided in this public snapshot.
How are the public companies ordered?
The selected public records are ordered by contacts tracked in RevenueBase, highest first. Contact coverage is a prospecting measure, not an assessment of the company's services or quality.
How can I get contact information?
Select a company's contact count to open its filtered contacts in RevenueBase. Free signup is required and includes 500 credits and limited free results. Verified emails, direct dials and mobile numbers depend on available coverage.
How current is this list?
Snapshot: September 4, 2026. Review each company's website for current services and locations. A recorded business description does not establish that every company offers every service named in the search.
What do headquarters and employee bands mean?
These are recorded company-level fields, rather than a map of every branch or a count of specialists. Missing headquarters or employee bands are labeled; older records may show a location separately from recorded headquarters.
Build your next target company list
Adapt this niche search and work with available contacts in RevenueBase.
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Cite this list
RevenueBase Data Team. Top 25 investment advisory platforms based in South Africa. Snapshot: September 4, 2026. https://revenuebase.ai/companies/investment-advisory-platforms/south-africa.
This is a selected public preview of saved company records, rather than an independently verified census. Open the source page ↗
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