Company lists · Data refreshed September 2026

Top 25 Mutual funds companies based in South Africa

Name: Mutual funds companies based in South Africa
Creator: RevenueBase
License: https://creativecommons.org/licenses/by/4.0/

Compiled by the RevenueBase Data Team Data refreshed Sep 19, 2026 84 companies tracked

RevenueBase identified 84 mutual funds companies headquartered in South Africa as of September 2026 and tracks 1,124 professional contacts across them, including 500 with verified work emails. Cape Town is the largest hub.

This list covers mutual funds 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 19, 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 19, 2026 86% judged on-target in blind review

84Companies

1,124Contacts tracked

500Verified emails

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The 25 largest mutual funds companies based in South Africa

Ranked by team size

Top 25 of 84 mutual funds companies based in South Africa, ranked by team size, largest first. Data refreshed Sep 19, 2026. RevenueBase Smart Search rates how each company's information relates to mutual funds 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	M&g Investments Southern Africa	Indirect evidence	Cape Town, South AfricaHQ checked Sep 19, 2026	51-200	170 contacts →
	Indirect evidence “We help our clients protect and grow their savings, ensuring they can retire comfortably with dignity.” Source: RevenueBase Database · checked Sep 19, 2026
2	Warwick Wealth	Indirect evidence	Constantia, South AfricaHQ checked Sep 19, 2026	51-200	156 contacts →
	Indirect evidence “Warwick is a local and international investment house, known as ‘The Investment Specialists’.” Source: RevenueBase Database · checked Sep 19, 2026
3	PSG Asset Management	Partial evidence	Cape Town, South AfricaHQ checked Sep 19, 2026	51-200	105 contacts →
	Partial evidence “PSG Asset Management is an established, recognised and respected investment management company with a simple, but comprehensive, range of local unit trusts and international funds.” Source: RevenueBase Database · checked Sep 19, 2026
4	Foord Asset Management	Indirect evidence	Cape Town, South AfricaHQ checked Sep 19, 2026	51-200	59 contacts →
	Indirect evidence “Foord Asset Management has been consistently growing retirement savings since 1981.” Source: RevenueBase Database · checked Sep 19, 2026
5	Melville Douglas	Indirect evidence	Randburg, South AfricaHQ checked Sep 19, 2026	51-200	52 contacts →
	Indirect evidence “Since 1987, Melville Douglas has been delivering superior investment returns across a number of asset classes.” Source: RevenueBase Database · checked Sep 19, 2026
6	Afrifocus Securities	Indirect evidence	Sandton, South AfricaHQ checked Sep 19, 2026	11-50	35 contacts →
	Indirect evidence “Afrifocus has been a stockbroker member of the JSE since servicing institutional and private clients.” Source: RevenueBase Database · checked Sep 19, 2026
7	Mentenova	Indirect evidence	Rosebank, South AfricaHQ checked Sep 19, 2026	11-50	29 contacts →
	Indirect evidence “We are a long-standing; award-winning financial services group and we are synonymous with: • Innovation • Independence • Excellence • Integrity • Long-term partnerships.” Source: RevenueBase Database · checked Sep 19, 2026
8	Concept Wealth Authorized By Sanlam	Indirect evidence	George, South AfricaHQ checked Sep 19, 2026	1-10	27 contacts →
	Indirect evidence “Professional Financial Planning and Portfolio Management” Source: RevenueBase Database · checked Sep 19, 2026
9	Denker Capital	Indirect evidence	Cape Town, South AfricaHQ checked Sep 19, 2026	11-50	25 contacts →
	Indirect evidence “Denker Capital is a boutique asset manager based in Cape Town.” Source: RevenueBase Database · checked Sep 19, 2026
10	Overberg Asset Management PTY LTD	Indirect evidence	Greyton, South AfricaHQ checked Sep 19, 2026	11-50	23 contacts →
	Indirect 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 19, 2026
11	Independent Securities	Indirect evidence	Illovo, South AfricaHQ checked Sep 19, 2026	11-50	19 contacts →
	Indirect evidence “Independent Securities, Your Investment Partner Since 1998 For over 25 years, we’ve stayed true to one purpose: delivering superior investment outcomes without unnecessary…” Source: RevenueBase Database · checked Sep 19, 2026
12	80eight	Indirect evidence	Johannesburg, South AfricaHQ checked Sep 19, 2026	11-50	15 contacts →
	Indirect evidence “With access to the latest tech tools, we use our expertise in financial markets to realise your goals – whether you are based in South Africa, or abroad.” Source: RevenueBase Database · checked Sep 19, 2026
13	Umthombo Wealth PTY LTD	Indirect evidence	Johannebsurg, South AfricaHQ checked Sep 19, 2026	11-50	15 contacts →
	Indirect evidence “Umthombo Wealth is an independent, owner managed company that provides investment management services.” Source: RevenueBase Database · checked Sep 19, 2026
14	Clucasgray PTY LTD	Indirect evidence	Johannesburg, South AfricaHQ checked Sep 19, 2026	11-50	13 contacts →
	Indirect evidence “INTRODUCTION ClucasGray is a privately-owned, investment management boutique.” Source: RevenueBase Database · checked Sep 19, 2026
15	Hollard Investments	Indirect evidence	Johannesburg, South AfricaHQ checked Sep 19, 2026	1,001-5,000	12 contacts →
	Indirect evidence “Hollard Investments is a proudly South African, privately owned investment management business.” Source: RevenueBase Database · checked Sep 19, 2026
16	Realfin Capital Partners PTY LTD	Indirect evidence	Cape Town, South AfricaHQ checked Sep 19, 2026	1-10	12 contacts →
	Indirect evidence “Since its inception in August 2003, the RealFin Group has earned a widely acknowledged reputation as a leader in specialist asset management, advisory, and structured financial…” Source: RevenueBase Database · checked Sep 19, 2026
17	KM Wealth Management PTY LTD	Indirect evidence	Bryanston, South AfricaHQ checked Sep 19, 2026	1-10	10 contacts →
	Indirect evidence “Established in 2017, KM Wealth Partners emerges as a fully independent Financial Services firm, leveraging extensive international and local experience within the financial sector.” Source: RevenueBase Database · checked Sep 19, 2026
18	Salvo Capital PTY LTD	Indirect evidence	Bloemfontein, South AfricaHQ checked Sep 19, 2026	11-50	9 contacts →
	Indirect evidence “Salvo Capital (Pty) Ltd is a registered boutique financial service provider and Investment manager in Bloemfontein.” Source: RevenueBase Database · checked Sep 19, 2026
19	SA Asset Management	Indirect evidence	Pretoria, South AfricaHQ checked Sep 19, 2026	11-50	9 contacts →
	Indirect evidence “SA Asset Management was established in 1995 as Equity managers on the Johannesburg Stock Exchange.” Source: RevenueBase Database · checked Sep 19, 2026
20	NEW GX Capital	Indirect evidence	Johannesburg, South AfricaHQ checked Sep 19, 2026	201-500	8 contacts →
	Indirect evidence “Established in 2005, New GX Capital Holdings Proprietary Limited or “New GX”, is a black owned and controlled investment company formed on strong entrepreneurial principles…” Source: RevenueBase Database · checked Sep 19, 2026
21	Southern Charter	Indirect evidence	Cape Town, South AfricaHQ checked Sep 19, 2026	11-50	6 contacts →
	Indirect evidence “Southern Charter offers a range of financial services to meet your needs.” Source: RevenueBase Database · checked Sep 19, 2026
22	Interactive Portfolios	Indirect evidence	Johannesburg, South AfricaHQ checked Sep 19, 2026	1-10	6 contacts →
	Indirect evidence “Interactive Portfolios is an owner-managed and independent fund management company.” Source: RevenueBase Database · checked Sep 19, 2026
23	Altree Capital	Indirect evidence	Johannesburg, South AfricaHQ checked Sep 19, 2026	11-50	6 contacts →
	Indirect evidence “Delivering asset management and investment advisory services to institutional investors worldwide.” Source: RevenueBase Database · checked Sep 19, 2026
24	Franzsen & VAN Reenen Wealth Advisory	Indirect evidence	Somerset West, South AfricaHQ checked Sep 19, 2026	1-10	5 contacts →
	Indirect evidence “At FRANZSEN & VAN REENEN we believe that an individual investor’s portfolio should represent almost the same individuality as his or her own fingerprint.” Source: RevenueBase Database · checked Sep 19, 2026
25	LWC Financial Solutions	Indirect evidence	Cape Town, South AfricaHQ checked Sep 19, 2026	1-10	5 contacts →
	Indirect evidence “We are an approved franchise of Fairbairn Consult."At LWC Financial Solutions, we are your trusted partner on the path to financial success.” Source: RevenueBase Database · checked Sep 19, 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: mutual funds 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 mutual funds companies.
Partial evidence: Its own public description names part of mutual funds companies, so it works in or next to the category without describing itself that way.
Indirect evidence: The description shown does not name mutual funds 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 84 mutual funds companies based in South Africa

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Mutual funds companies based in South Africa at a glance

As of Sep 19, 2026

44.5%Verified-email coverage

13.4Average contacts per company

1-10Median size (employees)

22.6%Largest-city concentration · Cape Town

Sep 19, 2026Page data refreshed

Companies by employee count

1-10

11-50

51-200

201-500

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 84 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 mutual funds 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 “mutual funds 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 mutual funds 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 mutual funds 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, 500 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 19, 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 mutual funds 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 mutual funds companies are there based in South Africa?

RevenueBase identified 84 mutual funds 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?

M&g Investments Southern Africa, headquartered in Cape Town, tops this list with the largest team on record.

Which city has the most mutual funds companies?

Cape Town leads with 19 headquartered companies, followed by Johannesburg (14) and Pretoria (6).

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 500 verified decision-maker contacts tracked across these 84 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 19, 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.