Company lists · Data refreshed September 2026

Top 25 Investment management consulting firms based in South Africa

Name: Investment management consulting firms based in South Africa
Creator: RevenueBase
License: https://creativecommons.org/licenses/by/4.0/

Compiled by the RevenueBase Data Team Data refreshed Sep 21, 2026 338 companies tracked

RevenueBase identified 338 investment management consulting firms headquartered in South Africa as of September 2026 and tracks 3,777 professional contacts across them, including 1,617 with verified work emails. Johannesburg is the largest hub.

This list covers investment management 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 21, 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 21, 2026 86% judged on-target in blind review

338Companies

3,777Contacts tracked

1,617Verified emails

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The 25 largest investment management consulting firms based in South Africa

Ranked by team size

Top 25 of 338 investment management consulting firms based in South Africa, ranked by team size, largest first. Data refreshed Sep 21, 2026. RevenueBase Smart Search rates how each company's information relates to investment management 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.
#	Company	RevenueBase Smart Search	Headquarters	Employees	Contacts
1	NMG Benefits	Indirect evidence	Johannesburg, South AfricaHQ checked Sep 21, 2026	201-500	386 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 21, 2026
2	Citadel Investment Services	Indirect evidence	Lynnwood Manor, South AfricaHQ checked Sep 21, 2026	201-500	379 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 21, 2026
3	Consult	Indirect evidence	Centurion, South AfricaHQ checked Sep 21, 2026	201-500	309 contacts →
	Indirect evidence “Let's journey together.” Source: RevenueBase Database · checked Sep 21, 2026
4	PKF Octagon	Indirect evidence	Johannesburg, South AfricaHQ checked Sep 21, 2026	201-500	256 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 21, 2026
5	Riscura	Indirect evidence	Cape Town, South AfricaHQ checked Sep 21, 2026	51-200	169 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 21, 2026
6	Carrick Wealth	Partial evidence	Cape Town, South AfricaHQ checked Sep 21, 2026	51-200	133 contacts →
	Partial evidence “Carrick Wealth are leaders in offshore wealth and capital management.” Source: RevenueBase Database · checked Sep 21, 2026
7	GCI	Partial evidence	Johannesburg, South AfricaHQ checked Sep 21, 2026	51-200	106 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 21, 2026
8	Exceed Group	Indirect evidence	Cape Town, South AfricaHQ checked Sep 21, 2026	51-200	68 contacts →
	Indirect evidence “Exceed has been operating since and developed a footprint in the Western Cape, Johannesburg, and London.” Source: RevenueBase Database · checked Sep 21, 2026
9	Melville Douglas	Partial evidence	Randburg, South AfricaHQ checked Sep 21, 2026	51-200	52 contacts →
	Partial evidence “Since 1987, Melville Douglas has been delivering superior investment returns across a number of asset classes.” Source: RevenueBase Database · checked Sep 21, 2026
10	Zuydam Konsult	Indirect evidence	Cape Town, South AfricaHQ checked Sep 21, 2026	11-50	45 contacts →
	Indirect evidence “Our vision is to supply dynamic, comprehensive and industry-specific financial advisory services.” Source: RevenueBase Database · checked Sep 21, 2026
11	Netto Invest PTY LTD	Partial evidence	Cape Town, South AfricaHQ checked Sep 21, 2026	11-50	42 contacts →
	Partial evidence “Netto Invest offers independent wealth management that maximises the probability of you achieving your financial goals.” Source: RevenueBase Database · checked Sep 21, 2026
12	Benchmark Capital Group	Indirect evidence	Johannesburg, South AfricaHQ checked Sep 21, 2026	51-200	35 contacts →
	Indirect evidence “We are a financial service and advisory professionals specializing in tailor made solutions and services customized to each individual client's financial life experiences and…” Source: RevenueBase Database · checked Sep 21, 2026
13	Pallidus	Strong evidence	Pretoria East, South AfricaHQ checked Sep 21, 2026	11-50	32 contacts →
	Strong evidence “Pallidus is an independent corporate finance advisory, investment banking and investment management firm based in South Africa.” Source: RevenueBase Database · checked Sep 21, 2026
14	Future Green DOT	Indirect evidence	Johannesburg, South AfricaHQ checked Sep 21, 2026	1-10	28 contacts →
	Indirect evidence “As it is our firm belief that financial planning is a responsibility as opposed to a choice, we have built a business filled with highly skilled financial planners, whose sole…” Source: RevenueBase Database · checked Sep 21, 2026
15	Concept Wealth Authorized By Sanlam	Partial evidence	George, South AfricaHQ checked Sep 21, 2026	1-10	27 contacts →
	Partial evidence “Professional Financial Planning and Portfolio Management” Source: RevenueBase Database · checked Sep 21, 2026
16	NFS Group	Partial evidence	Durban, South AfricaHQ checked Sep 21, 2026	11-50	25 contacts →
	Partial evidence “The NFS Group is a 100% black-owned, independent financial services group offering a one-stop hassle-free accounting & tax, financial planning, compliance, risk management and…” Source: RevenueBase Database · checked Sep 21, 2026
17	Overberg Asset Management PTY LTD	Strong evidence	Greyton, South AfricaHQ checked Sep 21, 2026	11-50	23 contacts →
	Strong evidence “Overberg Asset Management specialises in the management of private share portfolios, tailored to the investment objectives of each client.” Source: RevenueBase Database · checked Sep 21, 2026
18	Woodland Wealth	Partial evidence	Paardevlei, South AfricaHQ checked Sep 21, 2026	11-50	21 contacts →
	Partial evidence “Just like trees, your investments take some time to grow.” Source: RevenueBase Database · checked Sep 21, 2026
19	Northstar Asset Management	Partial evidence	Constantia, South AfricaHQ checked Sep 21, 2026	11-50	20 contacts →
	Partial evidence “A SINGULAR MISSION: DELIVERING WEALTH TO OUR CLIENTS Northstar Asset Management is a Cape Town based asset manager with a long heritage and impeccable pedigree.” Source: RevenueBase Database · checked Sep 21, 2026
20	Complete Financial & Business Solutions	Indirect evidence	Cape Town, South AfricaHQ checked Sep 21, 2026	11-50	18 contacts →
	Indirect evidence “CFBS is a group of financial advisors and business analysts who are passionate about business, finance and providing peace of mind through the in-depth knowledge and analysis of…” Source: RevenueBase Database · checked Sep 21, 2026
21	Solve Business Consulting PTY LTD	Partial evidence	Cape Town, South AfricaHQ checked Sep 21, 2026	11-50	17 contacts →
	Partial evidence “At Solve Business Consulting, we are specialist consultants within the financial services industry.” Source: RevenueBase Database · checked Sep 21, 2026
22	Core Wealth	Indirect evidence	Durbanville, South AfricaHQ checked Sep 21, 2026	11-50	17 contacts →
	Indirect evidence “Core Wealth is an independent financial services business providing tailored solutions to individuals and corporates.” Source: RevenueBase Database · checked Sep 21, 2026
23	Galileo Capital	Partial evidence	Johannesburg, South AfricaHQ checked Sep 21, 2026	11-50	16 contacts →
	Partial evidence “Investment decisions can be complex.” Source: RevenueBase Database · checked Sep 21, 2026
24	Investiplan PTY LTD	Strong evidence	Pretoria, South AfricaHQ checked Sep 21, 2026	11-50	16 contacts →
	Strong evidence “At Investiplan, we combine financial planning, risk management, and investment strategy into one integrated approach designed for long-term results.” Source: RevenueBase Database · checked Sep 21, 2026
25	Aylett & Co. Fund Managers	Strong evidence	Cape Town, South AfricaHQ checked Sep 21, 2026	11-50	15 contacts →
	Strong evidence “We are a boutique investment house offering asset management services to retail, institutional and private clients.” Source: RevenueBase Database · checked Sep 21, 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 management consulting firms. 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 management consulting firms.
Partial evidence: Its own public description names part of investment management consulting firms, so it works in or next to the category without describing itself that way.
Indirect evidence: The description shown does not name investment management consulting firms. 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 338 investment management consulting firms based in South Africa

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Investment management consulting firms based in South Africa at a glance

As of Sep 21, 2026

42.8%Verified-email coverage

11.2Average contacts per company

1-10Median size (employees)

22.5%Largest-city concentration · Johannesburg

Sep 21, 2026Page data refreshed

Companies by employee count

1-10

203

11-50

113

51-200

201-500

501-1,000

1,001-5,000

Email recency for this list is measured worldwide rather than for South Africa, so it is reported there. Company counts and contact totals on this page are exact for South Africa, over 338 companies.

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 management 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 management 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 management 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 management 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, 1,617 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 21, 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.

Investment management consulting firms by metro

Investment management consulting firms in Johannesburg76
Investment management consulting firms in Cape Town54

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 management 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 management consulting firms are there based in South Africa?

RevenueBase identified 338 investment management 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?

NMG Benefits, headquartered in Johannesburg, tops this list with the largest team on record.

Which city has the most investment management consulting firms?

Johannesburg leads with 76 headquartered companies, followed by Cape Town (54) and Pretoria (20).

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 1,617 verified decision-maker contacts tracked across these 338 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 21, 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.