Company lists · Data refreshed September 2026
Top 25 Investment consulting firms based in South Africa
RevenueBase identified 736 company matches for investment consulting firms associated with South Africa as of September 2026 and tracks 12,949 professional contacts across them, including 4,901 with verified work emails and 503 with mobile numbers. Johannesburg is the largest hub.
This list covers company matches for investment consulting firms 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 26, 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 consulting firms based in South Africa
Ranked by team size| # | Company | Contacts | |||
|---|---|---|---|---|---|
| 1 | 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 26, 2026 · View company records in RevenueBase | |||||
| 2 | 791 contacts → | ||||
Exact match “Sasfin Wealth is now Otto1890 and we are investment specialists.” Recorded in the RevenueBase company graph · Sep 26, 2026 · View company records in RevenueBase | |||||
| 3 | 586 contacts → | ||||
Exact match “RMB Private Bank is a division of FirstRand Bank Limited, a fully integrated financial services group in South Africa, distinguished by our traditional values and innovative ideas.” Recorded in the RevenueBase company graph · Sep 26, 2026 · View company records in RevenueBase | |||||
| 4 | 535 contacts → | ||||
Exact match “Nedbank Private Wealth, a wholly owned subsidiary of Nedbank Group Limited, draws on a heritage of wealth management that goes back to 1834.” Recorded in the RevenueBase company graph · Sep 26, 2026 · View company records in RevenueBase | |||||
| 5 | 403 contacts → | ||||
Exact match “At attooh!” Recorded in the RevenueBase company graph · Sep 26, 2026 · View company records in RevenueBase | |||||
| 6 | 401 contacts → | ||||
Exact match “Welcome to Hereford Group!” Recorded in the RevenueBase company graph · Sep 26, 2026 · View company records in RevenueBase | |||||
| 7 | 386 contacts → | ||||
Exact match “NMG Benefits is a financial advisory firm that provides unbiased advice, fosters industry competition, and simplifies complex financial matters.” Recorded in the RevenueBase company graph · Sep 26, 2026 · View company records in RevenueBase | |||||
| 8 | 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 26, 2026 · View company records in RevenueBase | |||||
| 9 | 326 contacts → | ||||
Exact match “With us, investing is personal.” Recorded in the RevenueBase company graph · Sep 26, 2026 · View company records in RevenueBase | |||||
| 10 | 309 contacts → | ||||
Exact match “Let's journey together.” Recorded in the RevenueBase company graph · Sep 26, 2026 · View company records in RevenueBase | |||||
| 11 | 256 contacts → | ||||
Exact match “At PKF Octagon we believe that our job is to support your future, the future of your business and personal wealth.” Recorded in the RevenueBase company graph · Sep 26, 2026 · View company records in RevenueBase | |||||
| 12 | 208 contacts → | ||||
Exact match “Efficient Group was established in 2002, primarily as an asset management company.” Recorded in the RevenueBase company graph · Sep 26, 2026 · View company records in RevenueBase | |||||
| 13 | 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 26, 2026 · View company records in RevenueBase | |||||
| 14 | 169 contacts → | ||||
Exact match “What We Do In a world where prudent and impartial financial insights are rare, RisCura provides both security and clarity for our clients.” Recorded in the RevenueBase company graph · Sep 26, 2026 · View company records in RevenueBase | |||||
| 15 | 133 contacts → | ||||
Exact match “Carrick Wealth are leaders in offshore wealth and capital management.” Recorded in the RevenueBase company graph · Sep 26, 2026 · View company records in RevenueBase | |||||
| 16 | 115 contacts → | ||||
Exact match “You CREATE the memories, we INSURE the journey.” Recorded in the RevenueBase company graph · Sep 26, 2026 · View company records in RevenueBase | |||||
| 17 | 109 contacts → | ||||
Exact match “At Private Wealth Management we build partnerships.” Recorded in the RevenueBase company graph · Sep 26, 2026 · View company records in RevenueBase | |||||
| 18 | 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 26, 2026 · View company records in RevenueBase | |||||
| 19 | 102 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 26, 2026 · View company records in RevenueBase | |||||
| 20 | 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 26, 2026 · View company records in RevenueBase | |||||
| 21 | 78 contacts → | ||||
Exact match “With PMX as their investment partner, advisers are free from the distractions that risk holding them back, giving them the space to focus on the conversations that matter.” Recorded in the RevenueBase company graph · Sep 26, 2026 · View company records in RevenueBase | |||||
| 22 | 75 contacts → | ||||
Exact match “Kainos Wealth (Pty) Ltd.” Recorded in the RevenueBase company graph · Sep 26, 2026 · View company records in RevenueBase | |||||
| 23 | 67 contacts → | ||||
Exact match “We are a 100% black-owned financial services company on a mission to help secure financial freedom for our clients, through innovative and flexible financial solutions.” Recorded in the RevenueBase company graph · Sep 26, 2026 · View company records in RevenueBase | |||||
| 24 | 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 26, 2026 · View company records in RevenueBase | |||||
| 25 | 59 contacts → | ||||
Exact match “Foord Asset Management has been consistently growing retirement savings since 1981.” Recorded in the RevenueBase company graph · Sep 26, 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 consulting firms”. 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 736 investment consulting firms based in South Africa
See the full list, filter by size, metro and specialty, and access 4,901 tracked professional contacts with verified work emails. Direct dials are available where recorded.
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Investment consulting firms based in South Africa at a glance
As of Sep 26, 2026Companies by employee count
Freshness & accuracy
How recently the business emails were verified and the company information checked
Email last verified
Median 28.0dCompany record updated
Median 93.0dHow 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 consulting firms” 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 4,901 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 26, 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.
Investment consulting firms 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 “investment consulting firms”; each Exact match badge shows search membership, not an individual similarity or quality score.
How many investment consulting firms are there based in South Africa?
RevenueBase identified 736 company matches for investment consulting firms 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 investment consulting firms?
Johannesburg leads with 150 company records, followed by Cape Town (116) and Pretoria (51).
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 4,901 professional contacts with verified work emails tracked across these 736 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 26, 2026.
Ready to reach these companies? Verified emails and direct dials for all 736 investment consulting firms based in South Africa. Start with a free account, no credit card.
Download this list →Related lists
Investment consulting firms by geography
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- Investment consulting firms based in Switzerland
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- Investment consulting firms based in the Netherlands
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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.
More company lists
- All company lists
- Lists by location
- Lists A-Z
- New lists
- Investment consulting firms based in the United States
- Investment consulting firms based in the United Kingdom
- Investment consulting firms based in France
- Investment consulting firms based in Australia
- Investment consulting firms based in Canada
- Investment consulting firms based in Brazil
Company intelligence · public preview
Top 25 investment consulting firms 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 736 matching company records for investment consulting firms based in South Africa, with 12,949 tracked contacts and 4,901 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 26, 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 consulting firms 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 |  PSG Wealthpsg.co.zaHQ: Waterfall, South AfricaReported employees: 501-1,000 | Waterfall, South Africa | 501-1,000 | Exact match | 1,173 contacts → |
“We offer a comprehensive wealth management service, designed to meet your needs as an individual, family or business.” Recorded description excerpt · September 26, 2026Open company data in RevenueBase ↗Free signup required. | |||||
| 2 |  Sasfinotto1890.comHQ: Johannesburg, South AfricaReported employees: 501-1,000 | Johannesburg, South Africa | 501-1,000 | Exact match | 791 contacts → |
“Sasfin Wealth is now Otto1890 and we are investment specialists.” Recorded description excerpt · September 26, 2026Open company data in RevenueBase ↗Free signup required. | |||||
| 3 |  RMBrmbprivatebank.comHQ: Sandton, South AfricaReported employees: 1,001-5,000 | Sandton, South Africa | 1,001-5,000 | Exact match | 586 contacts → |
“RMB Private Bank is a division of FirstRand Bank Limited, a fully integrated financial services group in South Africa, distinguished by our traditional values and innovative ideas.” Recorded description excerpt · September 26, 2026Open company data in RevenueBase ↗Free signup required. | |||||
| 4 |  Nedbank Private Wealth South Africanedbankprivatewealth.co.zaHQ: Sandown, South AfricaReported employees: 201-500 | Sandown, South Africa | 201-500 | Exact match | 535 contacts → |
“Nedbank Private Wealth, a wholly owned subsidiary of Nedbank Group Limited, draws on a heritage of wealth management that goes back to 1834.” Recorded description excerpt · September 26, 2026Open company data in RevenueBase ↗Free signup required. | |||||
| 5 |  Attoohattooh.co.zaHQ: Faerie Glen, South AfricaReported employees: 501-1,000 | Faerie Glen, South Africa | 501-1,000 | Exact match | 403 contacts → |
“At attooh!” Recorded description excerpt · September 26, 2026Open company data in RevenueBase ↗Free signup required. | |||||
| 6 |  Hereford Groupherefordgroup.co.zaHQ: Cape Town, South AfricaReported employees: 201-500 | Cape Town, South Africa | 201-500 | Exact match | 401 contacts → |
“Welcome to Hereford Group!” Recorded description excerpt · September 26, 2026Open company data in RevenueBase ↗Free signup required. | |||||
| 7 |  NMG Benefitsnmg.co.zaHQ: Johannesburg, South AfricaReported employees: 201-500 | Johannesburg, South Africa | 201-500 | Exact match | 386 contacts → |
“NMG Benefits is a financial advisory firm that provides unbiased advice, fosters industry competition, and simplifies complex financial matters.” Recorded description excerpt · September 26, 2026Open company data in RevenueBase ↗Free signup required. | |||||
| 8 |  Citadel Investment Servicescitadel.co.zaHQ: Lynnwood Manor, South AfricaReported employees: 201-500 | Lynnwood Manor, South Africa | 201-500 | Exact match | 379 contacts → |
“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 description excerpt · September 26, 2026Open company data in RevenueBase ↗Free signup required. | |||||
| 9 |  Momentum Investmentsmomentum.co.zaHQ: Tshwane, South AfricaReported employees: 501-1,000 | Tshwane, South Africa | 501-1,000 | Exact match | 326 contacts → |
“With us, investing is personal.” Recorded description excerpt · September 26, 2026Open company data in RevenueBase ↗Free signup required. | |||||
| 10 |  Consultconsultm.co.zaHQ: Centurion, South AfricaReported employees: 201-500 | Centurion, South Africa | 201-500 | Exact match | 309 contacts → |
“Let's journey together.” Recorded description excerpt · September 26, 2026Open company data in RevenueBase ↗Free signup required. | |||||
| 11 |  PKF Octagonpkfoctagon.comHQ: Johannesburg, South AfricaReported employees: 201-500 | Johannesburg, South Africa | 201-500 | Exact match | 256 contacts → |
“At PKF Octagon we believe that our job is to support your future, the future of your business and personal wealth.” Recorded description excerpt · September 26, 2026Open company data in RevenueBase ↗Free signup required. | |||||
| 12 |  Efficient Wealth PTY LTDefw.co.zaHQ: Pretoria, South AfricaReported employees: 501-1,000 | Pretoria, South Africa | 501-1,000 | Exact match | 208 contacts → |
“Efficient Group was established in 2002, primarily as an asset management company.” Recorded description excerpt · September 26, 2026Open company data in RevenueBase ↗Free signup required. | |||||
| 13 |  1.618 Advisory Services1618financialservices.co.zaHQ: Johanessburg, South AfricaReported employees: Not recorded | Johanessburg, South Africa | Not recorded | Exact match | 199 contacts → |
“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 description excerpt · September 26, 2026Open company data in RevenueBase ↗Free signup required. | |||||
| 14 |  Riscurariscura.comHQ: Cape Town, South AfricaReported employees: 51-200 | Cape Town, South Africa | 51-200 | Exact match | 169 contacts → |
“What We Do In a world where prudent and impartial financial insights are rare, RisCura provides both security and clarity for our clients.” Recorded description excerpt · September 26, 2026Open company data in RevenueBase ↗Free signup required. | |||||
| 15 |  Carrick Wealthcarrick-wealth.comHQ: Cape Town, South AfricaReported employees: 51-200 | Cape Town, South Africa | 51-200 | Exact match | 133 contacts → |
“Carrick Wealth are leaders in offshore wealth and capital management.” Recorded description excerpt · September 26, 2026Open company data in RevenueBase ↗Free signup required. | |||||
| 16 |  Futurum Financial Group PTY LTDffg.co.zaHQ: Potchefstroom, South AfricaReported employees: 201-500 | Potchefstroom, South Africa | 201-500 | Exact match | 115 contacts → |
“You CREATE the memories, we INSURE the journey.” Recorded description excerpt · September 26, 2026Open company data in RevenueBase ↗Free signup required. | |||||
| 17 |  Private Wealth Management PTY LTDprivatewealth.co.zaHQ: Century City, South AfricaReported employees: 51-200 | Century City, South Africa | 51-200 | Exact match | 109 contacts → |
“At Private Wealth Management we build partnerships.” Recorded description excerpt · September 26, 2026Open company data in RevenueBase ↗Free signup required. | |||||
| 18 |  GCIgci.co.zaHQ: Johannesburg, South AfricaReported employees: 51-200 | Johannesburg, South Africa | 51-200 | Exact match | 106 contacts → |
“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 description excerpt · September 26, 2026Open company data in RevenueBase ↗Free signup required. | |||||
| 19 |  Inn8inn8.co.zaHQ: Johannesburg, South AfricaReported employees: 51-200 | Johannesburg, South Africa | 51-200 | Exact match | 102 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 26, 2026Open company data in RevenueBase ↗Free signup required. | |||||
| 20 |  NFB Private Wealth Managementnfb.co.zaHQ: Johannesburg, South AfricaReported employees: 51-200 | Johannesburg, South Africa | 51-200 | Exact match | 101 contacts → |
“The only way to obtain financial certainty in challenging conditions is to create it.” Recorded description excerpt · September 26, 2026Open company data in RevenueBase ↗Free signup required. | |||||
| 21 |  Portfoliometrixportfoliometrix.comHQ: Johannesburg, South AfricaReported employees: 51-200 | Johannesburg, South Africa | 51-200 | Exact match | 78 contacts → |
“With PMX as their investment partner, advisers are free from the distractions that risk holding them back, giving them the space to focus on the conversations that matter.” Recorded description excerpt · September 26, 2026Open company data in RevenueBase ↗Free signup required. | |||||
| 22 |  Kainos Groupkainosgroup.co.zaHQ: Centurion, South AfricaReported employees: 51-200 | Centurion, South Africa | 51-200 | Exact match | 75 contacts → |
“Kainos Wealth (Pty) Ltd.” Recorded description excerpt · September 26, 2026Open company data in RevenueBase ↗Free signup required. | |||||
| 23 |  Fairsurefairsure.co.zaHQ: Cape Town, South AfricaReported employees: 51-200 | Cape Town, South Africa | 51-200 | Exact match | 67 contacts → |
“We are a 100% black-owned financial services company on a mission to help secure financial freedom for our clients, through innovative and flexible financial solutions.” Recorded description excerpt · September 26, 2026Open company data in RevenueBase ↗Free signup required. | |||||
| 24 |  Alphawealthalphawealth.co.zaHQ: Bryanston, South AfricaReported employees: 51-200 | Bryanston, South Africa | 51-200 | Exact match | 60 contacts → |
“AlphaWealth provides investment and wealth planning services to high-net-worth individuals, families, selected institutions and charitable trusts.” Recorded description excerpt · September 26, 2026Open company data in RevenueBase ↗Free signup required. | |||||
| 25 |  Foord Asset Managementfoord.co.zaHQ: Cape Town, South AfricaReported employees: 51-200 | Cape Town, South Africa | 51-200 | Exact match | 59 contacts → |
“Foord Asset Management has been consistently growing retirement savings since 1981.” Recorded description excerpt · September 26, 2026Open company data in RevenueBase ↗Free signup required. | |||||
Showing 25 of 736 company matches
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Investment consulting firms: dataset insights
September 26, 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
736 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 were verified and the company information checked
Email last verified
Median 28.0dCompany record updated
Median 93.0dHow 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 26, 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 ↗
Investment consulting firms by metro
Questions about this company list
What does Exact match mean for investment consulting firms?
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 consulting firms did RevenueBase find based in South Africa?
The saved snapshot records 736 matching company records, 12,949 tracked contacts and 4,901 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 26, 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 consulting firms by geography
- Investment consulting firms based in the United States
- Investment consulting firms based in the United Kingdom
- Investment consulting firms based in France
- Investment consulting firms based in Australia
- Investment consulting firms based in Canada
- Investment consulting firms based in Brazil
- Investment consulting firms based in Germany
- Investment consulting firms based in Switzerland
- Investment consulting firms based in Spain
- Investment consulting firms based in the Netherlands
- Investment consulting firms based in Mexico
- Investment consulting firms based in Italy
Cite this list
RevenueBase Data Team. Top 25 investment consulting firms based in South Africa. Snapshot: September 26, 2026. https://revenuebase.ai/companies/investment-consulting-firms/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 consulting firms based in the United States
- Investment consulting firms based in the United Kingdom
- Investment consulting firms based in France
- Investment consulting firms based in Australia
- Investment consulting firms based in Canada
- Investment consulting firms based in Brazil
Company intelligence · public preview
Top 25 investment consulting firms based in South Africa
RevenueBase records 736 matching company records for investment consulting firms based in South Africa, with 12,949 tracked contacts and 4,901 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 26, 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 consulting firms 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 | PSG Wealthpsg.co.za HQ: Waterfall, South AfricaReported employees: 501-1,000 | Waterfall, South Africa | 501-1,000 | Exact match | 1,173 contacts → |
“We offer a comprehensive wealth management service, designed to meet your needs as an individual, family or business.” Recorded description excerpt · September 26, 2026Open company data in RevenueBase ↗Free signup required. | |||||
| 2 | Sasfinotto1890.com HQ: Johannesburg, South AfricaReported employees: 501-1,000 | Johannesburg, South Africa | 501-1,000 | Exact match | 791 contacts → |
“Sasfin Wealth is now Otto1890 and we are investment specialists.” Recorded description excerpt · September 26, 2026Open company data in RevenueBase ↗Free signup required. | |||||
| 3 | RMBrmbprivatebank.com HQ: Sandton, South AfricaReported employees: 1,001-5,000 | Sandton, South Africa | 1,001-5,000 | Exact match | 586 contacts → |
“RMB Private Bank is a division of FirstRand Bank Limited, a fully integrated financial services group in South Africa, distinguished by our traditional values and innovative ideas.” Recorded description excerpt · September 26, 2026Open company data in RevenueBase ↗Free signup required. | |||||
| 4 | Nedbank Private Wealth South Africanedbankprivatewealth.co.za HQ: Sandown, South AfricaReported employees: 201-500 | Sandown, South Africa | 201-500 | Exact match | 535 contacts → |
“Nedbank Private Wealth, a wholly owned subsidiary of Nedbank Group Limited, draws on a heritage of wealth management that goes back to 1834.” Recorded description excerpt · September 26, 2026Open company data in RevenueBase ↗Free signup required. | |||||
| 5 | Attoohattooh.co.za HQ: Faerie Glen, South AfricaReported employees: 501-1,000 | Faerie Glen, South Africa | 501-1,000 | Exact match | 403 contacts → |
“At attooh!” Recorded description excerpt · September 26, 2026Open company data in RevenueBase ↗Free signup required. | |||||
| 6 | Hereford Groupherefordgroup.co.za HQ: Cape Town, South AfricaReported employees: 201-500 | Cape Town, South Africa | 201-500 | Exact match | 401 contacts → |
“Welcome to Hereford Group!” Recorded description excerpt · September 26, 2026Open company data in RevenueBase ↗Free signup required. | |||||
| 7 | NMG Benefitsnmg.co.za HQ: Johannesburg, South AfricaReported employees: 201-500 | Johannesburg, South Africa | 201-500 | Exact match | 386 contacts → |
“NMG Benefits is a financial advisory firm that provides unbiased advice, fosters industry competition, and simplifies complex financial matters.” Recorded description excerpt · September 26, 2026Open company data in RevenueBase ↗Free signup required. | |||||
| 8 | Citadel Investment Servicescitadel.co.za HQ: Lynnwood Manor, South AfricaReported employees: 201-500 | Lynnwood Manor, South Africa | 201-500 | Exact match | 379 contacts → |
“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 description excerpt · September 26, 2026Open company data in RevenueBase ↗Free signup required. | |||||
| 9 | Momentum Investmentsmomentum.co.za HQ: Tshwane, South AfricaReported employees: 501-1,000 | Tshwane, South Africa | 501-1,000 | Exact match | 326 contacts → |
“With us, investing is personal.” Recorded description excerpt · September 26, 2026Open company data in RevenueBase ↗Free signup required. | |||||
| 10 | Consultconsultm.co.za HQ: Centurion, South AfricaReported employees: 201-500 | Centurion, South Africa | 201-500 | Exact match | 309 contacts → |
“Let's journey together.” Recorded description excerpt · September 26, 2026Open company data in RevenueBase ↗Free signup required. | |||||
| 11 | PKF Octagonpkfoctagon.com HQ: Johannesburg, South AfricaReported employees: 201-500 | Johannesburg, South Africa | 201-500 | Exact match | 256 contacts → |
“At PKF Octagon we believe that our job is to support your future, the future of your business and personal wealth.” Recorded description excerpt · September 26, 2026Open company data in RevenueBase ↗Free signup required. | |||||
| 12 | Efficient Wealth PTY LTDefw.co.za HQ: Pretoria, South AfricaReported employees: 501-1,000 | Pretoria, South Africa | 501-1,000 | Exact match | 208 contacts → |
“Efficient Group was established in 2002, primarily as an asset management company.” Recorded description excerpt · September 26, 2026Open company data in RevenueBase ↗Free signup required. | |||||
| 13 | 1.618 Advisory Services1618financialservices.co.za HQ: Johanessburg, South AfricaReported employees: Not recorded | Johanessburg, South Africa | Not recorded | Exact match | 199 contacts → |
“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 description excerpt · September 26, 2026Open company data in RevenueBase ↗Free signup required. | |||||
| 14 | Riscurariscura.com HQ: Cape Town, South AfricaReported employees: 51-200 | Cape Town, South Africa | 51-200 | Exact match | 169 contacts → |
“What We Do In a world where prudent and impartial financial insights are rare, RisCura provides both security and clarity for our clients.” Recorded description excerpt · September 26, 2026Open company data in RevenueBase ↗Free signup required. | |||||
| 15 | Carrick Wealthcarrick-wealth.com HQ: Cape Town, South AfricaReported employees: 51-200 | Cape Town, South Africa | 51-200 | Exact match | 133 contacts → |
“Carrick Wealth are leaders in offshore wealth and capital management.” Recorded description excerpt · September 26, 2026Open company data in RevenueBase ↗Free signup required. | |||||
| 16 | Futurum Financial Group PTY LTDffg.co.za HQ: Potchefstroom, South AfricaReported employees: 201-500 | Potchefstroom, South Africa | 201-500 | Exact match | 115 contacts → |
“You CREATE the memories, we INSURE the journey.” Recorded description excerpt · September 26, 2026Open company data in RevenueBase ↗Free signup required. | |||||
| 17 | Private Wealth Management PTY LTDprivatewealth.co.za HQ: Century City, South AfricaReported employees: 51-200 | Century City, South Africa | 51-200 | Exact match | 109 contacts → |
“At Private Wealth Management we build partnerships.” Recorded description excerpt · September 26, 2026Open company data in RevenueBase ↗Free signup required. | |||||
| 18 | GCIgci.co.za HQ: Johannesburg, South AfricaReported employees: 51-200 | Johannesburg, South Africa | 51-200 | Exact match | 106 contacts → |
“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 description excerpt · September 26, 2026Open company data in RevenueBase ↗Free signup required. | |||||
| 19 | Inn8inn8.co.za HQ: Johannesburg, South AfricaReported employees: 51-200 | Johannesburg, South Africa | 51-200 | Exact match | 102 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 26, 2026Open company data in RevenueBase ↗Free signup required. | |||||
| 20 | NFB Private Wealth Managementnfb.co.za HQ: Johannesburg, South AfricaReported employees: 51-200 | Johannesburg, South Africa | 51-200 | Exact match | 101 contacts → |
“The only way to obtain financial certainty in challenging conditions is to create it.” Recorded description excerpt · September 26, 2026Open company data in RevenueBase ↗Free signup required. | |||||
| 21 | Portfoliometrixportfoliometrix.com HQ: Johannesburg, South AfricaReported employees: 51-200 | Johannesburg, South Africa | 51-200 | Exact match | 78 contacts → |
“With PMX as their investment partner, advisers are free from the distractions that risk holding them back, giving them the space to focus on the conversations that matter.” Recorded description excerpt · September 26, 2026Open company data in RevenueBase ↗Free signup required. | |||||
| 22 | Kainos Groupkainosgroup.co.za HQ: Centurion, South AfricaReported employees: 51-200 | Centurion, South Africa | 51-200 | Exact match | 75 contacts → |
“Kainos Wealth (Pty) Ltd.” Recorded description excerpt · September 26, 2026Open company data in RevenueBase ↗Free signup required. | |||||
| 23 | Fairsurefairsure.co.za HQ: Cape Town, South AfricaReported employees: 51-200 | Cape Town, South Africa | 51-200 | Exact match | 67 contacts → |
“We are a 100% black-owned financial services company on a mission to help secure financial freedom for our clients, through innovative and flexible financial solutions.” Recorded description excerpt · September 26, 2026Open company data in RevenueBase ↗Free signup required. | |||||
| 24 | Alphawealthalphawealth.co.za HQ: Bryanston, South AfricaReported employees: 51-200 | Bryanston, South Africa | 51-200 | Exact match | 60 contacts → |
“AlphaWealth provides investment and wealth planning services to high-net-worth individuals, families, selected institutions and charitable trusts.” Recorded description excerpt · September 26, 2026Open company data in RevenueBase ↗Free signup required. | |||||
| 25 | Foord Asset Managementfoord.co.za HQ: Cape Town, South AfricaReported employees: 51-200 | Cape Town, South Africa | 51-200 | Exact match | 59 contacts → |
“Foord Asset Management has been consistently growing retirement savings since 1981.” Recorded description excerpt · September 26, 2026Open company data in RevenueBase ↗Free signup required. | |||||
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Investment consulting firms: dataset insights
September 26, 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
736 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 were verified and the company information checked
Email last verified
Median 28.0dCompany record updated
Median 93.0dHow 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 26, 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 ↗
Investment consulting firms by metro
Questions about this company list
What does Exact match mean for investment consulting firms?
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 consulting firms did RevenueBase find based in South Africa?
The saved snapshot records 736 matching company records, 12,949 tracked contacts and 4,901 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 26, 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 consulting firms based in South Africa. Snapshot: September 26, 2026. https://revenuebase.ai/companies/investment-consulting-firms/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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