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, its RevenueBase Smart Search rating, 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 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 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. RevenueBase Smart Search rates how each company's information relates to investment advisory platforms: 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	Momentum Investments	Indirect evidence	Pretoria, South AfricaHQ checked Sep 4, 2026	501-1,000	330 contacts →
	Indirect evidence “With us, investing is personal.” Source: RevenueBase Database · checked Sep 4, 2026
2	Inn8	Partial evidence	Johannesburg, South AfricaHQ checked Sep 4, 2026	51-200	100 contacts →
	Partial evidence “As the adviser’s partner, we are inspired by the wealth manager of the future to change the way investments are done.” Source: RevenueBase Database · checked Sep 4, 2026
3	Kainos Group	Indirect evidence	Centurion, South AfricaHQ checked Sep 4, 2026	51-200	74 contacts →
	Indirect evidence “Kainos Wealth (Pty) Ltd.” Source: RevenueBase Database · checked Sep 4, 2026
4	Stonehouse Capital	Indirect evidence	Johannesburg, South AfricaHQ checked Sep 4, 2026	11-50	52 contacts →
	Indirect evidence “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: RevenueBase Database · checked Sep 4, 2026
5	Seed Investments	Strong evidence	Bellville, South AfricaHQ checked Sep 4, 2026	11-50	28 contacts →
	Strong evidence “We create investment solutions designed not to limit, but to liberate, empowering advisors to serve their clients with clarity, confidence and choice.” Source: RevenueBase Database · checked Sep 4, 2026
6	Concept Wealth Authorized By Sanlam	Indirect evidence	George, South AfricaHQ checked Sep 4, 2026	1-10	27 contacts →
	Indirect evidence “Professional Financial Planning and Portfolio Management” Source: RevenueBase Database · checked Sep 4, 2026
7	Elite Wealth Solutions	Partial evidence	Pretoria, South AfricaHQ checked Sep 4, 2026	11-50	22 contacts →
	Partial evidence “Elite Wealth provides a software solution for medium to large financial advisory companies.” Source: RevenueBase Database · checked Sep 4, 2026
8	Investonline	Partial evidence	Cape Town, South AfricaHQ checked Sep 4, 2026	11-50	17 contacts →
	Partial evidence “Investonline launched in 2009 to provide independent investment advice in a digital age that is forever evolving.” Source: RevenueBase Database · checked Sep 4, 2026
9	Global Wealth Advisory	Strong evidence	City Of Tshwane, South AfricaHQ checked Sep 4, 2026	1-10	17 contacts →
	Strong evidence “Global Wealth Advisory provides quality, independent and personalized financial advice and investment management services to individuals, families and small businesses enterprises.” Source: RevenueBase Database · checked Sep 4, 2026
10	Galileo Capital	Partial evidence	Johannesburg, South AfricaHQ checked Sep 4, 2026	11-50	16 contacts →
	Partial evidence “Investment decisions can be complex.” Source: RevenueBase Database · checked Sep 4, 2026
11	80eight	Indirect evidence	Johannesburg, South AfricaHQ checked Sep 4, 2026	11-50	15 contacts →
	Indirect evidence “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: RevenueBase Database · checked Sep 4, 2026
12	PSG Wealth Rosebank	Partial evidence	Johannesburg, South AfricaHQ checked Sep 4, 2026	11-50	12 contacts →
	Partial evidence “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: RevenueBase Database · checked Sep 4, 2026
13	AFS Wealth PTY LTD	Partial evidence	Bedfordview, South AfricaHQ checked Sep 4, 2026	11-50	11 contacts →
	Partial evidence “AFS is a multi-advisory financial services business.” Source: RevenueBase Database · checked Sep 4, 2026
14	Asset Tree Financial Advisors	Partial evidence	Ethekwini, South AfricaHQ checked Sep 4, 2026	11-50	10 contacts →
	Partial evidence “At Asset Tree, we have been representing the relationship between our clients’ investments, and their needs for them to grow, since 1989.” Source: RevenueBase Database · checked Sep 4, 2026
15	KM Wealth Management PTY LTD	Indirect evidence	Bryanston, South AfricaHQ checked Sep 4, 2026	1-10	10 contacts →
	Indirect evidence “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: RevenueBase Database · checked Sep 4, 2026
16	Salvo Capital PTY LTD	Partial evidence	Bloemfontein, South AfricaHQ checked Sep 4, 2026	11-50	9 contacts →
	Partial evidence “Salvo Capital (Pty) Ltd is a registered boutique financial service provider and Investment manager in Bloemfontein.” Source: RevenueBase Database · checked Sep 4, 2026
17	Perspective Advisory PTY LTD	Partial evidence	Rosebank, South AfricaHQ checked Sep 4, 2026	1-10	8 contacts →
	Partial evidence “We are a boutique financial advisory firm that places awareness and empowerment at its core.” Source: RevenueBase Database · checked Sep 4, 2026
18	Baymont Wealth	Partial evidence	Cape Town, South AfricaHQ checked Sep 4, 2026	11-50	7 contacts →
	Partial evidence “Founded in 2002, Baymont Wealth offers tailored financial advisory services to a select client base.” Source: RevenueBase Database · checked Sep 4, 2026
19	Navigate	Partial evidence	Bellville, South AfricaHQ checked Sep 4, 2026	51-200	6 contacts →
	Partial evidence “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: RevenueBase Database · checked Sep 4, 2026
20	Advicetech PTY LTD	Partial evidence	Johannesburg, South AfricaHQ checked Sep 4, 2026	1-10	6 contacts →
	Partial evidence “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: RevenueBase Database · checked Sep 4, 2026
21	Lautus Solutions	Strong evidence	Woodmead, South AfricaHQ checked Sep 4, 2026	11-50	6 contacts →
	Strong evidence “Lautus Solutions provides wealth managers with an industry leading investment administration platform that delivers a single investor view and comprehensive management of…” Source: RevenueBase Database · checked Sep 4, 2026
22	PWM Advisors	Partial evidence	Ethekwini, South AfricaHQ checked Sep 4, 2026	1-10	6 contacts →
	Partial evidence “PWM is an independent financial advisory firm, with a rich heritage.” Source: RevenueBase Database · checked Sep 4, 2026
23	Theza Capital PTY LTD	Strong evidence	Johannesburg, South AfricaHQ checked Sep 4, 2026	1-10	6 contacts →
	Strong evidence “THEZA Capital is an authorised financial services advisory and investment company established in 2007.” Source: RevenueBase Database · checked Sep 4, 2026
24	Wealth Works PTY LTD	Partial evidence	Johannesburg, South AfricaHQ checked Sep 4, 2026	1-10	5 contacts →
	Partial evidence “Wealthworks is an independently owned financial advisory business advising clients, family offices, charitable trusts and foundations.” Source: RevenueBase Database · checked Sep 4, 2026
25	Mcwalter Financial & Advisory	Indirect evidence	Cape Town, South AfricaHQ checked Sep 4, 2026	1-10	4 contacts →
	Indirect evidence “Our vision is a world in synergy through financial wellbeing.” Source: RevenueBase Database · checked Sep 4, 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: investment advisory platforms. 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 investment advisory platforms.
Partial evidence: Its own public description names part of investment advisory platforms, so it works in or next to the category without describing itself that way.
Indirect evidence: The description shown does not name investment advisory platforms. 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 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

31.1%Verified-email coverage

3.5%Mobile-number coverage

13.2Average contacts per company

1-10Median size (employees)

21.0%Largest-city concentration · Johannesburg

Sep 4, 2026Page data refreshed

Companies by employee count

1-10

11-50

51-200

201-500

501-1,000

Freshness & accuracy

How recently the business emails on this list were verified

Email last verified

00–30

3131–60

21661–90

16190–180

4180+

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 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 “investment advisory platforms”. 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 investment advisory platforms), 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 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 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, 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

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 investment advisory platforms, 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 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 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.