Company lists · Data refreshed September 2026

Top 21 Multi-family office software companies based in South Africa

RevenueBase identified 33 multi-family office software companies headquartered in South Africa as of September 2026 and tracks 1,005 professional contacts across them, including 498 with verified work emails. Cape Town is the largest hub.

This list covers multi-family office software 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 29, 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 29, 2026 86% judged on-target in blind review
33Companies
1,005Contacts tracked
498Verified emails
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The 21 largest multi-family office software companies based in South Africa

Ranked by team size
Top 21 of 33 multi-family office software companies based in South Africa, ranked by team size, largest first. Data refreshed Sep 29, 2026. RevenueBase Smart Search rates how each company's information relates to multi-family office software 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.
#CompanyRevenueBase Smart SearchHeadquartersEmployeesContacts
1Indirect evidenceLynnwood Manor, South AfricaHQ checked Sep 29, 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 29, 2026
2Indirect evidenceParktown North, South AfricaHQ checked Sep 29, 202651-200127 contacts →

Indirect evidence

“DMA is a technology-first company that provides an end-to-end SaaS solution to institutional investors.”

Source: RevenueBase Database · checked Sep 29, 2026
3Indirect evidenceJohannesburg, South AfricaHQ checked Sep 29, 202651-200102 contacts →

Indirect 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 29, 2026
4Partial evidenceCape Town, South AfricaHQ checked Sep 29, 202651-20081 contacts →

Partial evidence

“Since 1990, Private Client Holdings has been assisting families define and implement strategies for managing their wealth.”

Source: RevenueBase Database · checked Sep 29, 2026
5Strong evidenceStellenbosch, South AfricaHQ checked Sep 29, 202651-20053 contacts →

Strong evidence

“Schmidt Family Office (SFO) is a multi-family office that supports legacy families.”

Source: RevenueBase Database · checked Sep 29, 2026
6Partial evidenceCape Town, South AfricaHQ checked Sep 29, 202611-5028 contacts →

Partial evidence

“Fundamental Software is a specialist Investment Management Software company providing innovative solutions and quality services to investment companies.”

Source: RevenueBase Database · checked Sep 29, 2026
7Partial evidencePretoria, South AfricaHQ checked Sep 29, 202611-5023 contacts →

Partial evidence

“Elite Wealth provides a software solution for medium to large financial advisory companies.”

Source: RevenueBase Database · checked Sep 29, 2026
8Indirect evidenceCenturion, South AfricaHQ checked Sep 29, 202611-5016 contacts →

Indirect evidence

“FINWorks offers: 1.”

Source: RevenueBase Database · checked Sep 29, 2026
9Indirect evidenceJohannesburg, South AfricaHQ checked Sep 29, 202611-5015 contacts →

Indirect evidence

“RiskCafé offers a full suite of investment portfolio reporting solutions for hedge fund and asset managers across the world.”

Source: RevenueBase Database · checked Sep 29, 2026
10Strong evidenceJohannesburg, South AfricaHQ checked Sep 29, 202611-5011 contacts →

Strong evidence

“Wealthpoint Capital is a private client wealth and asset management business that specializes in bespoke portfolio management, fund management, and investment family office…”

Source: RevenueBase Database · checked Sep 29, 2026
11Strong evidenceJohannesburg, South AfricaHQ checked Sep 29, 20261-109 contacts →

Strong evidence

“Cantilever Family is an established Multi-Family Office.”

Source: RevenueBase Database · checked Sep 29, 2026
12Strong evidenceJohannesburg, South AfricaHQ checked Sep 29, 20261-107 contacts →

Strong evidence

“Bayswater Capital is a well-established investment house trusted by high-net worth and family office clients for our customised investment and derivative solutions.”

Source: RevenueBase Database · checked Sep 29, 2026
13Strong evidenceWeltevredenpark, South AfricaHQ checked Sep 29, 202611-507 contacts →

Strong evidence

“Mosaic Family Office is a multi-family office specialist that provides niche and tailored professional services to affluent individuals, their families, and their related…”

Source: RevenueBase Database · checked Sep 29, 2026
14Indirect evidenceWoodmead, South AfricaHQ checked Sep 29, 202611-506 contacts →

Indirect evidence

“Lautus Solutions provides wealth managers with an industry leading investment administration platform that delivers a single investor view and comprehensive management of…”

Source: RevenueBase Database · checked Sep 29, 2026
15Indirect evidenceCape Town, South AfricaHQ checked Sep 29, 20261-105 contacts →

Indirect evidence

“Finway International is a boutique investment management firm dedicated to growing, preserving and transferring wealth across generations.”

Source: RevenueBase Database · checked Sep 29, 2026
16Strong evidencePaarl, South AfricaHQ checked Sep 29, 20261-104 contacts →

Strong evidence

“Auro is a family wealth office in which the administrative, fiduciary, management and risk aspects of our clients are addressed on a comprehensive basis.”

Source: RevenueBase Database · checked Sep 29, 2026
17Indirect evidenceJohannesburg, South AfricaHQ checked Sep 29, 20261-104 contacts →

Indirect evidence

“Freedom Capital is a broad-based investment management business that offers private client and institutional portfolio management, fund management, private equity and essential…”

Source: RevenueBase Database · checked Sep 29, 2026
18Strong evidenceDevonvallei, South AfricaHQ checked Sep 29, 20261-104 contacts →

Strong evidence

“Garde Capital is a boutique family office management firm based in Stellenbosch, South Africa.”

Source: RevenueBase Database · checked Sep 29, 2026
19Indirect evidenceStellenbosch, South AfricaHQ checked Sep 29, 20261-103 contacts →

Indirect evidence

“Rowan Capital (Pty) Ltd is a fast-growing, owner-managed, boutique investment management and financial advisory firm based in Stellenbosch and Cape Town.”

Source: RevenueBase Database · checked Sep 29, 2026
20Strong evidenceCape Town, South AfricaHQ checked Sep 29, 20261-102 contacts →

Strong evidence

“Maven Insight Capital is a private investment firm which provides wealthy individuals with outsourced family office investment services as well as discretionary portfolio…”

Source: RevenueBase Database · checked Sep 29, 2026
21Strong evidencePretoria, South AfricaHQ checked Sep 29, 202611-501 contacts →

Strong evidence

“Efficient Private Clients is an advisor-centric global investment specialist firm that provides global asset management and family office solutions to entrepreneurs and high net…”

Source: RevenueBase Database · checked Sep 29, 2026

Showing 21 of 33 multi-family office software companies based in South Africa

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Multi-family office software companies based in South Africa at a glance

As of Sep 29, 2026
49.6%Verified-email coverage
30.5Average contacts per company
11-50Median size (employees)
27.3%Largest-city concentration · Cape Town
Sep 29, 2026Page data refreshed

Companies by employee count

1-10
15
11-50
12
51-200
5
201-500
1

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 33 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 multi-family office software 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 “multi-family office software 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 multi-family office software 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 multi-family office software 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, 498 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 29, 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 multi-family office software 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 multi-family office software companies are there based in South Africa?

RevenueBase identified 33 multi-family office software 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?

Citadel Investment Services, headquartered in Pretoria, tops this list with the largest team on record.

Which city has the most multi-family office software companies?

Cape Town leads with 9 headquartered companies, followed by Johannesburg (7) and Stellenbosch (4).

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 498 verified decision-maker contacts tracked across these 33 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 29, 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.