Company lists · Data refreshed September 2026

Top 25 Millennial wealth management companies based in South Africa

Name: Millennial wealth management companies based in South Africa
Creator: RevenueBase
License: https://creativecommons.org/licenses/by/4.0/

Compiled by the RevenueBase Data Team Data refreshed Sep 17, 2026 171 companies tracked

RevenueBase identified 171 millennial wealth management companies headquartered in South Africa as of September 2026 and tracks 5,244 professional contacts across them, including 2,024 with verified work emails. Johannesburg is the largest hub.

This list covers millennial wealth management companies 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 17, 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 17, 2026 86% judged on-target in blind review

171Companies

5,244Contacts tracked

2,024Verified emails

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The 25 largest millennial wealth management companies based in South Africa

Ranked by team size

Top 25 of 171 millennial wealth management companies based in South Africa, ranked by team size, largest first. Data refreshed Sep 17, 2026. RevenueBase Smart Search rates how each company's information relates to millennial wealth management companies: 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	PSG Wealth	Strong evidence	Waterfall, South AfricaHQ checked Sep 17, 2026	501-1,000	1,173 contacts →
	Strong evidence “We offer a comprehensive wealth management service, designed to meet your needs as an individual, family or business.” Source: RevenueBase Database · checked Sep 17, 2026
2	Sasfin	Partial evidence	Johannesburg, South AfricaHQ checked Sep 17, 2026	501-1,000	791 contacts →
	Partial evidence “Sasfin Wealth is now Otto1890 and we are investment specialists.” Source: RevenueBase Database · checked Sep 17, 2026
3	RMB	Indirect evidence	Sandton, South AfricaHQ checked Sep 17, 2026	1,001-5,000	586 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 17, 2026
4	Nedbank Private Wealth South Africa	Strong evidence	Sandown, South AfricaHQ checked Sep 17, 2026	201-500	535 contacts →
	Strong 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 17, 2026
5	Citadel Investment Services	Partial evidence	Lynnwood Manor, South AfricaHQ checked Sep 17, 2026	201-500	379 contacts →
	Partial 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 17, 2026
6	Inn8	Partial evidence	Johannesburg, South AfricaHQ checked Sep 17, 2026	51-200	102 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 17, 2026
7	NFB Private Wealth Management	Indirect evidence	Johannesburg, South AfricaHQ checked Sep 17, 2026	51-200	101 contacts →
	Indirect evidence “The only way to obtain financial certainty in challenging conditions is to create it.” Source: RevenueBase Database · checked Sep 17, 2026
8	Alphawealth	Partial evidence	Bryanston, South AfricaHQ checked Sep 17, 2026	51-200	60 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 17, 2026
9	Consolidated Wealth Group	Strong evidence	Kloof, South AfricaHQ checked Sep 17, 2026	11-50	59 contacts →
	Strong evidence “Consolidated Wealth, is a privately owned wealth management company.” Source: RevenueBase Database · checked Sep 17, 2026
10	Everest Wealth	Partial evidence	Pretoria, South AfricaHQ checked Sep 17, 2026	51-200	47 contacts →
	Partial evidence “Building Generational Wealth since 2002.” Source: RevenueBase Database · checked Sep 17, 2026
11	Springpoint Finance PTY LTD	Indirect evidence	Cape Town, South AfricaHQ checked Sep 17, 2026	11-50	44 contacts →
	Indirect evidence “We understand the value that lies in experience, transparency, and collaboration.” Source: RevenueBase Database · checked Sep 17, 2026
12	Netto Invest PTY LTD	Strong evidence	Cape Town, South AfricaHQ checked Sep 17, 2026	11-50	42 contacts →
	Strong evidence “Netto Invest offers independent wealth management that maximises the probability of you achieving your financial goals.” Source: RevenueBase Database · checked Sep 17, 2026
13	Gradidge Mahura Investments	Partial evidence	Illovo, South AfricaHQ checked Sep 17, 2026	11-50	29 contacts →
	Partial evidence “At Gradidge Mahura Investments, we help families, professionals, and entrepreneurs create, grow, and protect wealth through tailored financial solutions.” Source: RevenueBase Database · checked Sep 17, 2026
14	Future Green DOT	Indirect evidence	Johannesburg, South AfricaHQ checked Sep 17, 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 17, 2026
15	Overberg Asset Management PTY LTD	Partial evidence	Greyton, South AfricaHQ checked Sep 17, 2026	11-50	23 contacts →
	Partial 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 17, 2026
16	Woodland Wealth	Indirect evidence	Paardevlei, South AfricaHQ checked Sep 17, 2026	11-50	21 contacts →
	Indirect evidence “Just like trees, your investments take some time to grow.” Source: RevenueBase Database · checked Sep 17, 2026
17	Rosebank Wealth Group PTY LTD	Partial evidence	Rosebank, South AfricaHQ checked Sep 17, 2026	11-50	20 contacts →
	Partial evidence “Founded in June 2009, Rosebank Wealth Group (RWG) is located in Rosebank, Johannesburg and currently employees 16 staff members.” Source: RevenueBase Database · checked Sep 17, 2026
18	Northstar Asset Management	Strong evidence	Constantia, South AfricaHQ checked Sep 17, 2026	11-50	20 contacts →
	Strong 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 17, 2026
19	Caleo Capital	Partial evidence	Johannesburg, South AfricaHQ checked Sep 17, 2026	11-50	19 contacts →
	Partial evidence “At Caleo Capital we nurture a collective spirit, a shared commitment to authenticity, and an unwavering belief that wealth should serve your life's purpose.” Source: RevenueBase Database · checked Sep 17, 2026
20	Ultima Financial Planners PTY LTD	Indirect evidence	Pretoria, South AfricaHQ checked Sep 17, 2026	11-50	19 contacts →
	Indirect evidence “CREATING VALUE TO ENABLE A MEANINGFUL LIFE THROUGH FINANCIAL PLANNING While the journey to a meaningful life is unique for each one of us, its building blocks are universal.” Source: RevenueBase Database · checked Sep 17, 2026
21	Definitive Capital Management	Strong evidence	Cape Town, South AfricaHQ checked Sep 17, 2026	11-50	17 contacts →
	Strong evidence “Definitive is a privately owned wealth management business built on clarity, discipline, and care.” Source: RevenueBase Database · checked Sep 17, 2026
22	QUOIN	Strong evidence	Cape Town, South AfricaHQ checked Sep 17, 2026	11-50	15 contacts →
	Strong evidence “Quoin offers a fully integrated wealth and financial management solution to affluent individuals, their families, trusts and private companies throughout South Africa.” Source: RevenueBase Database · checked Sep 17, 2026
23	Iota Investment Services PTY LTD	Indirect evidence	Johannesburg, South AfricaHQ checked Sep 17, 2026	11-50	14 contacts →
	Indirect evidence “COMPANY HISTORY IOTA Investment Services (Pty) Ltd was established in 1993, through the amalgamation of two businesses which had been running since 1986.” Source: RevenueBase Database · checked Sep 17, 2026
24	Activ8 Group	Indirect evidence	Durban, South AfricaHQ checked Sep 17, 2026	11-50	13 contacts →
	Indirect evidence “The Activ8 Group was created with the vision to be the trusted advisor and confidant to high net worth families and corporate citizens.” Source: RevenueBase Database · checked Sep 17, 2026
25	Investsense PTY LTD	Strong evidence	Rosebank, South AfricaHQ checked Sep 17, 2026	11-50	12 contacts →
	Strong evidence “Independent Financial Advisers InvestSense is a truly independent financial services provider offering tailored wealth management advice to both individual and corporate clients.” Source: RevenueBase Database · checked Sep 17, 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: millennial wealth management companies. 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 millennial wealth management companies.
Partial evidence: Its own public description names part of millennial wealth management companies, so it works in or next to the category without describing itself that way.
Indirect evidence: The description shown does not name millennial wealth management companies. 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 171 millennial wealth management companies based in South Africa

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Millennial wealth management companies based in South Africa at a glance

As of Sep 17, 2026

38.6%Verified-email coverage

30.7Average contacts per company

1-10Median size (employees)

17.5%Largest-city concentration · Johannesburg

Sep 17, 2026Page data refreshed

Companies by employee count

1-10

11-50

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 171 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 millennial wealth management companies, 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 “millennial wealth management companies”. 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 millennial wealth management companies), 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 millennial wealth management companies, 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, 2,024 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 17, 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.

Millennial wealth management companies by metro

Millennial wealth management companies in Johannesburg30
Millennial wealth management companies in Cape Town27

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 millennial wealth management companies, 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 millennial wealth management companies are there based in South Africa?

RevenueBase identified 171 millennial wealth management companies 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 millennial wealth management companies?

Johannesburg leads with 30 headquartered companies, followed by Cape Town (27) and Pretoria (13).

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 2,024 verified decision-maker contacts tracked across these 171 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 17, 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.