Company lists · Data refreshed November 2026
Top 21 Legacy planning services based in South Africa
RevenueBase identified 51 company matches for legacy planning services associated with South Africa as of November 2026 and tracks 941 professional contacts across them, including 490 with verified work emails. Johannesburg is the largest hub.
This list covers company matches for legacy planning services 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 November 6, 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 21 largest legacy planning services based in South Africa
Ranked by team size| # | Company | Contacts | |||
|---|---|---|---|---|---|
| 1 | 720 contacts → | ||||
Exact match “Trust us to help you Leave a Legacy.” Recorded in the RevenueBase company graph · Nov 6, 2026 · View company records in RevenueBase | |||||
| 2 | 73 contacts → | ||||
Exact match “At The Legacy Planning Institute, we understand that life is a journey filled with uncertainties.” Recorded in the RevenueBase company graph · Nov 6, 2026 · View company records in RevenueBase | |||||
| 3 | 10 contacts → | ||||
Exact match “Fidelis Vox is the trusted voice of passionate and skilled individuals who work together in an agreed value system to maximise your Family Wealth.” Recorded in the RevenueBase company graph · Nov 6, 2026 · View company records in RevenueBase | |||||
| 4 | 9 contacts → | ||||
Exact match “As a purpose-driven brand, our focus is on effective generational wealth management and transfer.” Recorded in the RevenueBase company graph · Nov 6, 2026 · View company records in RevenueBase | |||||
| 5 | 5 contacts → | ||||
Exact match “At Zwano M Wealth our goal is simple: Assist our clients in building and preserving intergenerational wealth.” Recorded in the RevenueBase company graph · Nov 6, 2026 · View company records in RevenueBase | |||||
| 6 | 5 contacts → | ||||
Exact match “We’re Your Capital.” Recorded in the RevenueBase company graph · Nov 6, 2026 · View company records in RevenueBase | |||||
| 7 | 5 contacts → | ||||
Exact match “The U-Sorted Financial Services is a proud partner of Capital Legacy, South Africa’s leading provider of Wills and Estate Administration.” Recorded in the RevenueBase company graph · Nov 6, 2026 · View company records in RevenueBase | |||||
| 8 | 5 contacts → | ||||
Exact match “WealthyMe offers wealth advisory services with a focus on generational wealth creation and legacy protection.” Recorded in the RevenueBase company graph · Nov 6, 2026 · View company records in RevenueBase | |||||
| 9 | 5 contacts → | ||||
Exact match “Trustees for the Future (Pty) Ltd is a company dedicated to serve you as a client with regard to your succession planning.” Recorded in the RevenueBase company graph · Nov 6, 2026 · View company records in RevenueBase | |||||
| 10 | 5 contacts → | ||||
Exact match “At Nucleus, we have spent more than 3 decades dedicated to the Personal Wealth Management of our clients.” Recorded in the RevenueBase company graph · Nov 6, 2026 · View company records in RevenueBase | |||||
| 11 | 4 contacts → | ||||
Exact match “Garde Capital is a boutique family office management firm based in Stellenbosch, South Africa.” Recorded in the RevenueBase company graph · Nov 6, 2026 · View company records in RevenueBase | |||||
| 12 | 3 contacts → | ||||
Exact match “KLU WEALTH AND LEGACY PLANNING is a licensed Financial Service Provider, that specialises in Wealth and Legacy planning as well as Estate services.” Recorded in the RevenueBase company graph · Nov 6, 2026 · View company records in RevenueBase | |||||
| 13 | 2 contacts → | ||||
Exact match “Legacies are built over a lifetime.” Recorded in the RevenueBase company graph · Nov 6, 2026 · View company records in RevenueBase | |||||
| 14 | 2 contacts → | ||||
Exact match “KP Fiduciary Solutions is a premier fiduciary services company that provides comprehensive estate planning, administration, and trust services to individuals directly as well as…” Recorded in the RevenueBase company graph · Nov 6, 2026 · View company records in RevenueBase | |||||
| 15 | 2 contacts → | ||||
Exact match “We provide holistic estate planning solutions to business owners and individuals in Gauteng and across South Africa.” Recorded in the RevenueBase company graph · Nov 6, 2026 · View company records in RevenueBase | |||||
| 16 | 2 contacts → | ||||
Exact match “Independent Executor and Trust is a well-established business assisting clients with the administration of Will and Estates and the administration of Trusts.” Recorded in the RevenueBase company graph · Nov 6, 2026 · View company records in RevenueBase | |||||
| 17 | 2 contacts → | ||||
Exact match “CRS - Retirement & Estate Services is involved in creating, monitoring and maintaining holistic financial planning solutions for individual and corporate clients according to…” Recorded in the RevenueBase company graph · Nov 6, 2026 · View company records in RevenueBase | |||||
| 18 | 1 contacts → | ||||
Exact match “TDF is able to offer the entire spectrum of investment risk and makes sensible investments at sensible prices through reputable companies.” Recorded in the RevenueBase company graph · Nov 6, 2026 · View company records in RevenueBase | |||||
| 19 | 1 contacts → | ||||
Exact match “We are a team of qualified professionals in the legal, fiduciary and tax industries.” Recorded in the RevenueBase company graph · Nov 6, 2026 · View company records in RevenueBase | |||||
| 20 | 1 contacts → | ||||
Exact match “MST Financial Services provides a complete Personal and Corporate wealth advisory service.” Recorded in the RevenueBase company graph · Nov 6, 2026 · View company records in RevenueBase | |||||
| 21 | 1 contacts → | ||||
Exact match “Wealth structuring and legacy creation through estate planning and administration.” Recorded in the RevenueBase company graph · Nov 6, 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 “legacy planning services”. 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 21 of 51 legacy planning services based in South Africa
See the full list, filter by size, metro and specialty, and access 490 tracked professional contacts with verified work emails. Direct dials are available where recorded.
Free signup · no credit card
Legacy planning services based in South Africa at a glance
As of Nov 6, 2026Companies by employee count
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 51 companies.
How this list was built
The recorded descriptions help you assess these company matches. Check a company’s website for its current services and locations.
- Source
- The RevenueBase company graph: 60 million companies and 398.9 million professional contacts resolved from primary sources, queried with RevenueBase SmartSearch, the natural-language company search available to every RevenueBase user.
- What qualifies
- Company records associated with South Africa whose business descriptions match “legacy planning services” 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 490 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 November 6, 2026. Lists refresh periodically as the graph is re-checked.
- Record context
- Company records and descriptions can change. Check the company's website for its current services and locations.
Frequently asked
What is RevenueBase SmartSearch?
RevenueBase SmartSearch finds niche companies by the meaning of their business descriptions in the RevenueBase company graph. Exact, Similar, Related and Broad control how closely companies must fit your description. This list uses Exact for “legacy planning services”; each Exact match badge shows search membership, not an individual similarity or quality score.
How many legacy planning services are there based in South Africa?
RevenueBase identified 51 company matches for legacy planning services associated with South Africa as of November 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?
Capital Legacy tops the displayed preview by professional contacts tracked in RevenueBase. Recorded headquarters appear in the company rows.
Which city has the most legacy planning services?
Johannesburg leads with 12 company records, followed by Bryanston (5) and Pretoria (5).
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 490 professional contacts with verified work emails tracked across these 51 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 November 6, 2026.
Ready to reach these companies? Verified emails and direct dials for all 51 legacy planning services based in South Africa. Start with a free account, no credit card.
Download this list →Related lists
Legacy planning services by geography
- Legacy planning services based in Toronto, Canada
- Legacy planning services based in London, United Kingdom
- Legacy planning services based in Atlanta, United States
- Legacy planning services based in Austin, United States
- Legacy planning services based in Charlotte, United States
- Legacy planning services based in Chicago, United States
- Legacy planning services based in Dallas, United States
- Legacy planning services based in Denver, United States
- Legacy planning services based in Houston, United States
- Legacy planning services based in New York, United States
- Legacy planning services based in Phoenix, United States
- Legacy planning services based in San Diego, United States
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
- Legacy planning services based in Toronto, Canada
- Legacy planning services based in London, United Kingdom
- Legacy planning services based in Atlanta, United States
- Legacy planning services based in Austin, United States
- Legacy planning services based in Charlotte, United States
- Legacy planning services based in Chicago, United States
Company intelligence · public preview
Top 21 legacy planning services 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 51 matching company records for legacy planning services based in South Africa, with 941 tracked contacts and 490 verified work emails.
This public preview shows 21 selected records ordered by tracked contacts. RevenueBase SmartSearch finds company descriptions that match by meaning at Exact. Snapshot: November 6, 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 21 legacy planning services 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 |  Capital Legacycapitallegacy.co.zaHQ: Bryanston, South AfricaReported employees: 501-1,000 | Bryanston, South Africa | 501-1,000 | Exact match | 720 contacts → |
“Trust us to help you Leave a Legacy.” Recorded description excerpt · November 6, 2026Open company data in RevenueBase ↗Free signup required. | |||||
| 2 | HQ: Johannesburg, South AfricaReported employees: 201-500 | Johannesburg, South Africa | 201-500 | Exact match | 73 contacts → |
“At The Legacy Planning Institute, we understand that life is a journey filled with uncertainties.” Recorded description excerpt · November 6, 2026Open company data in RevenueBase ↗Free signup required. | |||||
| 3 |  Fidelis VOXfidelisvox.co.zaHQ: Bryanston, South AfricaReported employees: 1-10 | Bryanston, South Africa | 1-10 | Exact match | 10 contacts → |
“Fidelis Vox is the trusted voice of passionate and skilled individuals who work together in an agreed value system to maximise your Family Wealth.” Recorded description excerpt · November 6, 2026Open company data in RevenueBase ↗Free signup required. | |||||
| 4 |  Wealth Successionwealthsuccession.co.zaHQ: Pretoria, South AfricaReported employees: 1-10 | Pretoria, South Africa | 1-10 | Exact match | 9 contacts → |
“As a purpose-driven brand, our focus is on effective generational wealth management and transfer.” Recorded description excerpt · November 6, 2026Open company data in RevenueBase ↗Free signup required. | |||||
| 5 |  Zwano M Wealthzwanom.co.zaHQ: Nieuw Mucklenuek, South AfricaReported employees: 1-10 | Nieuw Mucklenuek, South Africa | 1-10 | Exact match | 5 contacts → |
“At Zwano M Wealth our goal is simple: Assist our clients in building and preserving intergenerational wealth.” Recorded description excerpt · November 6, 2026Open company data in RevenueBase ↗Free signup required. | |||||
| 6 |  Your Capital PTY LTDyourcapital.co.zaHQ: Centurion, South AfricaReported employees: 1-10 | Centurion, South Africa | 1-10 | Exact match | 5 contacts → |
“We’re Your Capital.” Recorded description excerpt · November 6, 2026Open company data in RevenueBase ↗Free signup required. | |||||
| 7 |  U Sorted Financial Servicesusorted.co.zaHQ: Johannesburg, South AfricaReported employees: 11-50 | Johannesburg, South Africa | 11-50 | Exact match | 5 contacts → |
“The U-Sorted Financial Services is a proud partner of Capital Legacy, South Africa’s leading provider of Wills and Estate Administration.” Recorded description excerpt · November 6, 2026Open company data in RevenueBase ↗Free signup required. | |||||
| 8 |  Wealthymewealthymefs.co.zaHQ: Dainfern, South AfricaReported employees: 11-50 | Dainfern, South Africa | 11-50 | Exact match | 5 contacts → |
“WealthyMe offers wealth advisory services with a focus on generational wealth creation and legacy protection.” Recorded description excerpt · November 6, 2026Open company data in RevenueBase ↗Free signup required. | |||||
| 9 |  Trustees For The Future PTY LTDtrusteesforthefuture.co.zaHQ: Potchefstroom, South AfricaReported employees: 11-50 | Potchefstroom, South Africa | 11-50 | Exact match | 5 contacts → |
“Trustees for the Future (Pty) Ltd is a company dedicated to serve you as a client with regard to your succession planning.” Recorded description excerpt · November 6, 2026Open company data in RevenueBase ↗Free signup required. | |||||
| 10 |  Nucleus Financial Servicesnucleusfamily.co.zaHQ: Cape Town, South AfricaReported employees: 1-10 | Cape Town, South Africa | 1-10 | Exact match | 5 contacts → |
“At Nucleus, we have spent more than 3 decades dedicated to the Personal Wealth Management of our clients.” Recorded description excerpt · November 6, 2026Open company data in RevenueBase ↗Free signup required. | |||||
| 11 |  Garde Capital Family Officegardecapital.co.zaHQ: Devonvallei, South AfricaReported employees: 1-10 | Devonvallei, South Africa | 1-10 | Exact match | 4 contacts → |
“Garde Capital is a boutique family office management firm based in Stellenbosch, South Africa.” Recorded description excerpt · November 6, 2026Open company data in RevenueBase ↗Free signup required. | |||||
| 12 |  KLU Wealth And Legacy Planningkluwealth.co.zaHQ: Sandton, South AfricaReported employees: 1-10 | Sandton, South Africa | 1-10 | Exact match | 3 contacts → |
“KLU WEALTH AND LEGACY PLANNING is a licensed Financial Service Provider, that specialises in Wealth and Legacy planning as well as Estate services.” Recorded description excerpt · November 6, 2026Open company data in RevenueBase ↗Free signup required. | |||||
| 13 |  Capta Fiduciarycaptafiduciary.co.zaHQ: Bryanston, South AfricaReported employees: 1-10 | Bryanston, South Africa | 1-10 | Exact match | 2 contacts → |
“Legacies are built over a lifetime.” Recorded description excerpt · November 6, 2026Open company data in RevenueBase ↗Free signup required. | |||||
| 14 |  KP Fiduciary Solutions PTY LTDkpfiduciary.co.zaHQ: Johannesburg, South AfricaReported employees: 1-10 | Johannesburg, South Africa | 1-10 | Exact match | 2 contacts → |
“KP Fiduciary Solutions is a premier fiduciary services company that provides comprehensive estate planning, administration, and trust services to individuals directly as well as…” Recorded description excerpt · November 6, 2026Open company data in RevenueBase ↗Free signup required. | |||||
| 15 |  Taxcor Trust Servicestaxcortrust.comHQ: Johannesburg, South AfricaReported employees: 1-10 | Johannesburg, South Africa | 1-10 | Exact match | 2 contacts → |
“We provide holistic estate planning solutions to business owners and individuals in Gauteng and across South Africa.” Recorded description excerpt · November 6, 2026Open company data in RevenueBase ↗Free signup required. | |||||
| 16 |  Independent Executor And Trustiet.co.zaHQ: East London, South AfricaReported employees: 1-10 | East London, South Africa | 1-10 | Exact match | 2 contacts → |
“Independent Executor and Trust is a well-established business assisting clients with the administration of Will and Estates and the administration of Trusts.” Recorded description excerpt · November 6, 2026Open company data in RevenueBase ↗Free signup required. | |||||
| 17 |  CRSretirementservices.co.zaHQ: Bedfordview, South AfricaReported employees: 1-10 | Bedfordview, South Africa | 1-10 | Exact match | 2 contacts → |
“CRS - Retirement & Estate Services is involved in creating, monitoring and maintaining holistic financial planning solutions for individual and corporate clients according to…” Recorded description excerpt · November 6, 2026Open company data in RevenueBase ↗Free signup required. | |||||
| 18 |  Tracey Devonport Financial CCdevonport.co.zaHQ: Johannesburg, South AfricaReported employees: 11-50 | Johannesburg, South Africa | 11-50 | Exact match | 1 contacts → |
“TDF is able to offer the entire spectrum of investment risk and makes sensible investments at sensible prices through reputable companies.” Recorded description excerpt · November 6, 2026Open company data in RevenueBase ↗Free signup required. | |||||
| 19 |  Legaletclegaletc.co.zaHQ: Sandton, South AfricaReported employees: 1-10 | Sandton, South Africa | 1-10 | Exact match | 1 contacts → |
“We are a team of qualified professionals in the legal, fiduciary and tax industries.” Recorded description excerpt · November 6, 2026Open company data in RevenueBase ↗Free signup required. | |||||
| 20 |  MST Financial Servicesmst.co.zaHQ: Bryanston, South AfricaReported employees: 1-10 | Bryanston, South Africa | 1-10 | Exact match | 1 contacts → |
“MST Financial Services provides a complete Personal and Corporate wealth advisory service.” Recorded description excerpt · November 6, 2026Open company data in RevenueBase ↗Free signup required. | |||||
| 21 |  FPF TEN PTY LTDfpften.co.zaHQ: Pretoria, South AfricaReported employees: 1-10 | Pretoria, South Africa | 1-10 | Exact match | 1 contacts → |
“Wealth structuring and legacy creation through estate planning and administration.” Recorded description excerpt · November 6, 2026Open company data in RevenueBase ↗Free signup required. | |||||
Showing 21 of 51 company matches
Build a targeted audience, find relevant contacts and export available records to your workflow.
Free signup · 500 credits · limited free results
Legacy planning services: dataset insights
November 6, 2026These summaries describe recorded coverage in this saved dataset. This page is derived from saved source records; per-contact mobile coverage and email-recency results are not established by this snapshot.
Reported company sizes
51 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.
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 51 companies.
How this company list was built
Describe a niche in your own words: companies installing commercial solar, or manufacturers of sustainable packaging. RevenueBase SmartSearch finds companies whose compiled business descriptions match by meaning. This list is one saved example to adapt.
Where the company descriptions come from
RevenueBase compiles company information from public sources, including company websites and public professional profiles such as LinkedIn, alongside information supplied by companies. The short recorded excerpt shown here is separate from the complete business description used for matching; individual source URLs and collection dates are not provided in this public snapshot.
RevenueBase SmartSearch matching settings
- Exact
- Closest fits to the business described.
- Similar
- Similar businesses with a wider range of fits.
- Related
- Related businesses in and around the category.
- Broad
- A broader set of businesses connected to the description.
RevenueBase SmartSearch · Exact match identifies inclusion in this search's closest semantic matching setting. It is not a per-company confidence score, a literal keyword match, or a quality endorsement.
Selection, ordering and scope
The public list shows selected company records with contact and verified-email coverage. Reported employee bands provide separate company-size context.
This page is derived from saved source records; per-contact mobile coverage and email-recency results are not established by this snapshot.
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: November 6, 2026.
RevenueBase is a B2B data infrastructure company. Its September 3, 2026 published methodology describes a graph of 60 million companies and 398.9 million professional contacts; these platform figures differ from this page's totals. Published methodology ↗
Questions about this company list
What does Exact match mean for legacy planning services?
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 legacy planning services did RevenueBase find based in South Africa?
The saved snapshot records 51 matching company records, 941 tracked contacts and 490 verified emails. The public preview displays 21 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: November 6, 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
Legacy planning services by geography
- Legacy planning services based in Toronto, Canada
- Legacy planning services based in London, United Kingdom
- Legacy planning services based in Atlanta, United States
- Legacy planning services based in Austin, United States
- Legacy planning services based in Charlotte, United States
- Legacy planning services based in Chicago, United States
- Legacy planning services based in Dallas, United States
- Legacy planning services based in Denver, United States
- Legacy planning services based in Houston, United States
- Legacy planning services based in New York, United States
- Legacy planning services based in Phoenix, United States
- Legacy planning services based in San Diego, United States
Cite this list
RevenueBase Data Team. Top 21 legacy planning services based in South Africa. Snapshot: November 6, 2026. https://revenuebase.ai/companies/legacy-planning-services/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
- Legacy planning services based in Toronto, Canada
- Legacy planning services based in London, United Kingdom
- Legacy planning services based in Atlanta, United States
- Legacy planning services based in Austin, United States
- Legacy planning services based in Charlotte, United States
- Legacy planning services based in Chicago, United States
Company intelligence · public preview
Top 21 legacy planning services based in South Africa
RevenueBase records 51 matching company records for legacy planning services based in South Africa, with 941 tracked contacts and 490 verified work emails.
This public preview shows 21 selected records ordered by tracked contacts. RevenueBase SmartSearch finds company descriptions that match by meaning at Exact. Snapshot: November 6, 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 21 legacy planning services 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 | Capital Legacycapitallegacy.co.za HQ: Bryanston, South AfricaReported employees: 501-1,000 | Bryanston, South Africa | 501-1,000 | Exact match | 720 contacts → |
“Trust us to help you Leave a Legacy.” Recorded description excerpt · November 6, 2026Open company data in RevenueBase ↗Free signup required. | |||||
| 2 | HQ: Johannesburg, South AfricaReported employees: 201-500 | Johannesburg, South Africa | 201-500 | Exact match | 73 contacts → |
“At The Legacy Planning Institute, we understand that life is a journey filled with uncertainties.” Recorded description excerpt · November 6, 2026Open company data in RevenueBase ↗Free signup required. | |||||
| 3 | Fidelis VOXfidelisvox.co.za HQ: Bryanston, South AfricaReported employees: 1-10 | Bryanston, South Africa | 1-10 | Exact match | 10 contacts → |
“Fidelis Vox is the trusted voice of passionate and skilled individuals who work together in an agreed value system to maximise your Family Wealth.” Recorded description excerpt · November 6, 2026Open company data in RevenueBase ↗Free signup required. | |||||
| 4 | Wealth Successionwealthsuccession.co.za HQ: Pretoria, South AfricaReported employees: 1-10 | Pretoria, South Africa | 1-10 | Exact match | 9 contacts → |
“As a purpose-driven brand, our focus is on effective generational wealth management and transfer.” Recorded description excerpt · November 6, 2026Open company data in RevenueBase ↗Free signup required. | |||||
| 5 | Zwano M Wealthzwanom.co.za HQ: Nieuw Mucklenuek, South AfricaReported employees: 1-10 | Nieuw Mucklenuek, South Africa | 1-10 | Exact match | 5 contacts → |
“At Zwano M Wealth our goal is simple: Assist our clients in building and preserving intergenerational wealth.” Recorded description excerpt · November 6, 2026Open company data in RevenueBase ↗Free signup required. | |||||
| 6 | Your Capital PTY LTDyourcapital.co.za HQ: Centurion, South AfricaReported employees: 1-10 | Centurion, South Africa | 1-10 | Exact match | 5 contacts → |
“We’re Your Capital.” Recorded description excerpt · November 6, 2026Open company data in RevenueBase ↗Free signup required. | |||||
| 7 | U Sorted Financial Servicesusorted.co.za HQ: Johannesburg, South AfricaReported employees: 11-50 | Johannesburg, South Africa | 11-50 | Exact match | 5 contacts → |
“The U-Sorted Financial Services is a proud partner of Capital Legacy, South Africa’s leading provider of Wills and Estate Administration.” Recorded description excerpt · November 6, 2026Open company data in RevenueBase ↗Free signup required. | |||||
| 8 | Wealthymewealthymefs.co.za HQ: Dainfern, South AfricaReported employees: 11-50 | Dainfern, South Africa | 11-50 | Exact match | 5 contacts → |
“WealthyMe offers wealth advisory services with a focus on generational wealth creation and legacy protection.” Recorded description excerpt · November 6, 2026Open company data in RevenueBase ↗Free signup required. | |||||
| 9 | Trustees For The Future PTY LTDtrusteesforthefuture.co.za HQ: Potchefstroom, South AfricaReported employees: 11-50 | Potchefstroom, South Africa | 11-50 | Exact match | 5 contacts → |
“Trustees for the Future (Pty) Ltd is a company dedicated to serve you as a client with regard to your succession planning.” Recorded description excerpt · November 6, 2026Open company data in RevenueBase ↗Free signup required. | |||||
| 10 | Nucleus Financial Servicesnucleusfamily.co.za HQ: Cape Town, South AfricaReported employees: 1-10 | Cape Town, South Africa | 1-10 | Exact match | 5 contacts → |
“At Nucleus, we have spent more than 3 decades dedicated to the Personal Wealth Management of our clients.” Recorded description excerpt · November 6, 2026Open company data in RevenueBase ↗Free signup required. | |||||
| 11 | Garde Capital Family Officegardecapital.co.za HQ: Devonvallei, South AfricaReported employees: 1-10 | Devonvallei, South Africa | 1-10 | Exact match | 4 contacts → |
“Garde Capital is a boutique family office management firm based in Stellenbosch, South Africa.” Recorded description excerpt · November 6, 2026Open company data in RevenueBase ↗Free signup required. | |||||
| 12 | KLU Wealth And Legacy Planningkluwealth.co.za HQ: Sandton, South AfricaReported employees: 1-10 | Sandton, South Africa | 1-10 | Exact match | 3 contacts → |
“KLU WEALTH AND LEGACY PLANNING is a licensed Financial Service Provider, that specialises in Wealth and Legacy planning as well as Estate services.” Recorded description excerpt · November 6, 2026Open company data in RevenueBase ↗Free signup required. | |||||
| 13 | Capta Fiduciarycaptafiduciary.co.za HQ: Bryanston, South AfricaReported employees: 1-10 | Bryanston, South Africa | 1-10 | Exact match | 2 contacts → |
“Legacies are built over a lifetime.” Recorded description excerpt · November 6, 2026Open company data in RevenueBase ↗Free signup required. | |||||
| 14 | KP Fiduciary Solutions PTY LTDkpfiduciary.co.za HQ: Johannesburg, South AfricaReported employees: 1-10 | Johannesburg, South Africa | 1-10 | Exact match | 2 contacts → |
“KP Fiduciary Solutions is a premier fiduciary services company that provides comprehensive estate planning, administration, and trust services to individuals directly as well as…” Recorded description excerpt · November 6, 2026Open company data in RevenueBase ↗Free signup required. | |||||
| 15 | Taxcor Trust Servicestaxcortrust.com HQ: Johannesburg, South AfricaReported employees: 1-10 | Johannesburg, South Africa | 1-10 | Exact match | 2 contacts → |
“We provide holistic estate planning solutions to business owners and individuals in Gauteng and across South Africa.” Recorded description excerpt · November 6, 2026Open company data in RevenueBase ↗Free signup required. | |||||
| 16 | Independent Executor And Trustiet.co.za HQ: East London, South AfricaReported employees: 1-10 | East London, South Africa | 1-10 | Exact match | 2 contacts → |
“Independent Executor and Trust is a well-established business assisting clients with the administration of Will and Estates and the administration of Trusts.” Recorded description excerpt · November 6, 2026Open company data in RevenueBase ↗Free signup required. | |||||
| 17 | CRSretirementservices.co.za HQ: Bedfordview, South AfricaReported employees: 1-10 | Bedfordview, South Africa | 1-10 | Exact match | 2 contacts → |
“CRS - Retirement & Estate Services is involved in creating, monitoring and maintaining holistic financial planning solutions for individual and corporate clients according to…” Recorded description excerpt · November 6, 2026Open company data in RevenueBase ↗Free signup required. | |||||
| 18 | Tracey Devonport Financial CCdevonport.co.za HQ: Johannesburg, South AfricaReported employees: 11-50 | Johannesburg, South Africa | 11-50 | Exact match | 1 contacts → |
“TDF is able to offer the entire spectrum of investment risk and makes sensible investments at sensible prices through reputable companies.” Recorded description excerpt · November 6, 2026Open company data in RevenueBase ↗Free signup required. | |||||
| 19 | Legaletclegaletc.co.za HQ: Sandton, South AfricaReported employees: 1-10 | Sandton, South Africa | 1-10 | Exact match | 1 contacts → |
“We are a team of qualified professionals in the legal, fiduciary and tax industries.” Recorded description excerpt · November 6, 2026Open company data in RevenueBase ↗Free signup required. | |||||
| 20 | MST Financial Servicesmst.co.za HQ: Bryanston, South AfricaReported employees: 1-10 | Bryanston, South Africa | 1-10 | Exact match | 1 contacts → |
“MST Financial Services provides a complete Personal and Corporate wealth advisory service.” Recorded description excerpt · November 6, 2026Open company data in RevenueBase ↗Free signup required. | |||||
| 21 | FPF TEN PTY LTDfpften.co.za HQ: Pretoria, South AfricaReported employees: 1-10 | Pretoria, South Africa | 1-10 | Exact match | 1 contacts → |
“Wealth structuring and legacy creation through estate planning and administration.” Recorded description excerpt · November 6, 2026Open company data in RevenueBase ↗Free signup required. | |||||
Showing 21 of 51 company matches
Build a targeted audience, find relevant contacts and export available records to your workflow.
Free signup · 500 credits · limited free results
Legacy planning services: dataset insights
November 6, 2026These summaries describe recorded coverage in this saved dataset. This page is derived from saved source records; per-contact mobile coverage and email-recency results are not established by this snapshot.
Reported company sizes
51 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.
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 51 companies.
How this company list was built
Describe a niche in your own words: companies installing commercial solar, or manufacturers of sustainable packaging. RevenueBase SmartSearch finds companies whose compiled business descriptions match by meaning. This list is one saved example to adapt.
Where the company descriptions come from
RevenueBase compiles company information from public sources, including company websites and public professional profiles such as LinkedIn, alongside information supplied by companies. The short recorded excerpt shown here is separate from the complete business description used for matching; individual source URLs and collection dates are not provided in this public snapshot.
RevenueBase SmartSearch matching settings
- Exact
- Closest fits to the business described.
- Similar
- Similar businesses with a wider range of fits.
- Related
- Related businesses in and around the category.
- Broad
- A broader set of businesses connected to the description.
RevenueBase SmartSearch · Exact match identifies inclusion in this search's closest semantic matching setting. It is not a per-company confidence score, a literal keyword match, or a quality endorsement.
Selection, ordering and scope
The public list shows selected company records with contact and verified-email coverage. Reported employee bands provide separate company-size context.
This page is derived from saved source records; per-contact mobile coverage and email-recency results are not established by this snapshot.
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: November 6, 2026.
RevenueBase is a B2B data infrastructure company. Its September 3, 2026 published methodology describes a graph of 60 million companies and 398.9 million professional contacts; these platform figures differ from this page's totals. Published methodology ↗
Questions about this company list
What does Exact match mean for legacy planning services?
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 legacy planning services did RevenueBase find based in South Africa?
The saved snapshot records 51 matching company records, 941 tracked contacts and 490 verified emails. The public preview displays 21 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: November 6, 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
Legacy planning services by geography
- Legacy planning services based in Toronto, Canada
- Legacy planning services based in London, United Kingdom
- Legacy planning services based in Atlanta, United States
- Legacy planning services based in Austin, United States
- Legacy planning services based in Charlotte, United States
- Legacy planning services based in Chicago, United States
- Legacy planning services based in Dallas, United States
- Legacy planning services based in Denver, United States
- Legacy planning services based in Houston, United States
- Legacy planning services based in New York, United States
- Legacy planning services based in Phoenix, United States
- Legacy planning services based in San Diego, United States
Cite this list
RevenueBase Data Team. Top 21 legacy planning services based in South Africa. Snapshot: November 6, 2026. https://revenuebase.ai/companies/legacy-planning-services/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
- Legacy planning services based in Toronto, Canada
- Legacy planning services based in London, United Kingdom
- Legacy planning services based in Atlanta, United States
- Legacy planning services based in Austin, United States
- Legacy planning services based in Charlotte, United States
- Legacy planning services based in Chicago, United States