Company lists · Data refreshed September 2026

Top 25 Investment consulting firms based in South Africa

RevenueBase identified 736 investment consulting firms headquartered in 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 investment consulting firms 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 26, 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 26, 2026 86% judged on-target in blind review
736Companies
12,949Contacts tracked
4,901Verified emails
503Mobile numbers
Explore this list → Free signup · no credit card · 500 free credits

The 25 largest investment consulting firms based in South Africa

Ranked by team size
Top 25 of 736 investment consulting firms based in South Africa, ranked by team size, largest first. Data refreshed Sep 26, 2026. RevenueBase Smart Search rates how each company's information relates to investment consulting firms: strong evidence (its own description names it), partial (names part of it), indirect (matched on the rest of its profile rather than the description shown). Click a contact count to view that company's people.
#CompanyRevenueBase Smart SearchHeadquartersEmployeesContacts
1Indirect evidenceWaterfall, South AfricaHQ checked Sep 26, 2026501-1,0001,173 contacts →

Indirect evidence

“We offer a comprehensive wealth management service, designed to meet your needs as an individual, family or business.”

Source: RevenueBase Database · checked Sep 26, 2026
2Partial evidenceJohannesburg, South AfricaHQ checked Sep 26, 2026501-1,000791 contacts →

Partial evidence

“Sasfin Wealth is now Otto1890 and we are investment specialists.”

Source: RevenueBase Database · checked Sep 26, 2026
3Indirect evidenceSandton, South AfricaHQ checked Sep 26, 20261,001-5,000586 contacts →

Indirect evidence

“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.”

Source: RevenueBase Database · checked Sep 26, 2026
4Indirect evidenceSandown, South AfricaHQ checked Sep 26, 2026201-500535 contacts →

Indirect evidence

“Nedbank Private Wealth, a wholly owned subsidiary of Nedbank Group Limited, draws on a heritage of wealth management that goes back to 1834.”

Source: RevenueBase Database · checked Sep 26, 2026
5Indirect evidenceFaerie Glen, South AfricaHQ checked Sep 26, 2026501-1,000403 contacts →

Indirect evidence

“At attooh!”

Source: RevenueBase Database · checked Sep 26, 2026
6Indirect evidenceCape Town, South AfricaHQ checked Sep 26, 2026201-500401 contacts →

Indirect evidence

“Welcome to Hereford Group!”

Source: RevenueBase Database · checked Sep 26, 2026
7Indirect evidenceJohannesburg, South AfricaHQ checked Sep 26, 2026201-500386 contacts →

Indirect evidence

“NMG Benefits is a financial advisory firm that provides unbiased advice, fosters industry competition, and simplifies complex financial matters.”

Source: RevenueBase Database · checked Sep 26, 2026
8Indirect evidenceLynnwood Manor, South AfricaHQ checked Sep 26, 2026201-500379 contacts →

Indirect evidence

“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…”

Source: RevenueBase Database · checked Sep 26, 2026
9Indirect evidenceTshwane, South AfricaHQ checked Sep 26, 2026501-1,000326 contacts →

Indirect evidence

“With us, investing is personal.”

Source: RevenueBase Database · checked Sep 26, 2026
10Indirect evidenceCenturion, South AfricaHQ checked Sep 26, 2026201-500309 contacts →

Indirect evidence

“Let's journey together.”

Source: RevenueBase Database · checked Sep 26, 2026
11Indirect evidenceJohannesburg, South AfricaHQ checked Sep 26, 2026201-500256 contacts →

Indirect evidence

“At PKF Octagon we believe that our job is to support your future, the future of your business and personal wealth.”

Source: RevenueBase Database · checked Sep 26, 2026
12Indirect evidencePretoria, South AfricaHQ checked Sep 26, 2026501-1,000208 contacts →

Indirect evidence

“Efficient Group was established in 2002, primarily as an asset management company.”

Source: RevenueBase Database · checked Sep 26, 2026
13Indirect evidenceJohanessburg, South AfricaHQ checked Sep 26, 2026n/a199 contacts →

Indirect evidence

“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.”

Source: RevenueBase Database · checked Sep 26, 2026
14Indirect evidenceCape Town, South AfricaHQ checked Sep 26, 202651-200169 contacts →

Indirect evidence

“What We Do In a world where prudent and impartial financial insights are rare, RisCura provides both security and clarity for our clients.”

Source: RevenueBase Database · checked Sep 26, 2026
15Indirect evidenceCape Town, South AfricaHQ checked Sep 26, 202651-200133 contacts →

Indirect evidence

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

Source: RevenueBase Database · checked Sep 26, 2026
16Indirect evidencePotchefstroom, South AfricaHQ checked Sep 26, 2026201-500115 contacts →

Indirect evidence

“You CREATE the memories, we INSURE the journey.”

Source: RevenueBase Database · checked Sep 26, 2026
17Indirect evidenceCentury City, South AfricaHQ checked Sep 26, 202651-200109 contacts →

Indirect evidence

“At Private Wealth Management we build partnerships.”

Source: RevenueBase Database · checked Sep 26, 2026
18Partial evidenceJohannesburg, South AfricaHQ checked Sep 26, 202651-200106 contacts →

Partial evidence

“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…”

Source: RevenueBase Database · checked Sep 26, 2026
19Partial evidenceJohannesburg, South AfricaHQ checked Sep 26, 202651-200102 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 26, 2026
20Indirect evidenceJohannesburg, South AfricaHQ checked Sep 26, 202651-200101 contacts →

Indirect evidence

“The only way to obtain financial certainty in challenging conditions is to create it.”

Source: RevenueBase Database · checked Sep 26, 2026
21Partial evidenceJohannesburg, South AfricaHQ checked Sep 26, 202651-20078 contacts →

Partial evidence

“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.”

Source: RevenueBase Database · checked Sep 26, 2026
22Indirect evidenceCenturion, South AfricaHQ checked Sep 26, 202651-20075 contacts →

Indirect evidence

“Kainos Wealth (Pty) Ltd.”

Source: RevenueBase Database · checked Sep 26, 2026
23Indirect evidenceCape Town, South AfricaHQ checked Sep 26, 202651-20067 contacts →

Indirect evidence

“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.”

Source: RevenueBase Database · checked Sep 26, 2026
24Partial evidenceBryanston, South AfricaHQ checked Sep 26, 202651-20060 contacts →

Partial evidence

“AlphaWealth provides investment and wealth planning services to high-net-worth individuals, families, selected institutions and charitable trusts.”

Source: RevenueBase Database · checked Sep 26, 2026
25Indirect evidenceCape Town, South AfricaHQ checked Sep 26, 202651-20059 contacts →

Indirect evidence

“Foord Asset Management has been consistently growing retirement savings since 1981.”

Source: RevenueBase Database · checked Sep 26, 2026

Showing 25 of 736 investment consulting firms based in South Africa

See the full list, filter by size, metro and specialty, and get verified emails and direct dials for all 4,901 reachable decision-makers.

Free signup · no credit card

View the full list →

Investment consulting firms based in South Africa at a glance

As of Sep 26, 2026
37.8%Verified-email coverage
3.9%Mobile-number coverage
17.6Average contacts per company
1-10Median size (employees)
20.4%Largest-city concentration · Johannesburg
Sep 26, 2026Page data refreshed

Companies by employee count

1-10
403
11-50
260
51-200
43
201-500
18
501-1,000
9
1,001-5,000
2
10001+
1

Freshness & accuracy

How recently the business emails were verified and the company information checked

Email last verified

Median 28.0d

Company record updated

Median 93.0d

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 consulting firms, 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 consulting firms”. 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 consulting firms), 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 consulting firms, 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, 4,901 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 26, 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 consulting firms, 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 consulting firms are there based in South Africa?

RevenueBase identified 736 investment consulting firms 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?

PSG Wealth, headquartered in Waterfall, tops this list with the largest team on record.

Which city has the most investment consulting firms?

Johannesburg leads with 150 headquartered companies, 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 the top results, verified emails and direct dials included. Upgrading unlocks all 4,901 verified decision-maker contacts tracked across these 736 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 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

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.