Company lists · Data refreshed September 2026

Top 25 Personal finance advisors based in Johannesburg, South Africa

Name: Personal finance advisors based in Johannesburg, South Africa
Creator: RevenueBase
License: https://creativecommons.org/licenses/by/4.0/

Compiled by the RevenueBase Data Team Data refreshed Sep 20, 2026 73 companies tracked

RevenueBase identified 73 personal finance advisors headquartered in Johannesburg, South Africa as of September 2026 and tracks 483 professional contacts across them, including 149 with verified work emails. Johannesburg is the largest hub.

This list covers personal finance advisors headquartered in Johannesburg, 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 20, 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 20, 2026 86% judged on-target in blind review

73Companies

483Contacts tracked

149Verified emails

Explore this list → Free signup · no credit card · 500 free credits

The 25 largest personal finance advisors based in Johannesburg, South Africa

Ranked by team size

Top 25 of 73 personal finance advisors based in Johannesburg, South Africa, ranked by team size, largest first. Data refreshed Sep 20, 2026. RevenueBase Smart Search rates how each company's information relates to personal finance advisors: 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	Wealth Associates	Indirect evidence	Johannesburg, South AfricaHQ checked Sep 20, 2026	51-200	35 contacts →
	Indirect evidence “Wealth Redefined.” Source: RevenueBase Database · checked Sep 20, 2026
2	Future Green DOT	Partial evidence	Johannesburg, South AfricaHQ checked Sep 20, 2026	1-10	28 contacts →
	Partial 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 20, 2026
3	Daberistic Financial Services	Indirect evidence	Johannesburg, South AfricaHQ checked Sep 20, 2026	11-50	19 contacts →
	Indirect evidence “Daberistic" means different and better.” Source: RevenueBase Database · checked Sep 20, 2026
4	Galileo Capital	Indirect evidence	Johannesburg, South AfricaHQ checked Sep 20, 2026	11-50	16 contacts →
	Indirect evidence “Investment decisions can be complex.” Source: RevenueBase Database · checked Sep 20, 2026
5	FDC Group	Indirect evidence	Johannesburg, South AfricaHQ checked Sep 20, 2026	11-50	15 contacts →
	Indirect evidence “Welcome to Freedom Debt Counsellors "The main objective of debt counselling is to develop a repayment plan that is affordable for the consumer and acceptable to all credit…” Source: RevenueBase Database · checked Sep 20, 2026
6	80eight	Partial evidence	Johannesburg, South AfricaHQ checked Sep 20, 2026	11-50	15 contacts →
	Partial 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 20, 2026
7	Wealth Associates Bespokesolutions	Strong evidence	Johannesburg, South AfricaHQ checked Sep 20, 2026	11-50	12 contacts →
	Strong evidence “Wealth Associates Bespoke Solutions is an Independent Financial advisory firm specialising in advice driven holistic financial planning.” Source: RevenueBase Database · checked Sep 20, 2026
8	PSG Wealth Rosebank	Indirect evidence	Johannesburg, South AfricaHQ checked Sep 20, 2026	11-50	12 contacts →
	Indirect evidence “As complex planners and qualified investment professionals we deliver a better view of the big picture, and enable you to keep more of your wealth to provide for future…” Source: RevenueBase Database · checked Sep 20, 2026
9	Balondolozi Investment Services	Partial evidence	Johannesburg, South AfricaHQ checked Sep 20, 2026	51-200	10 contacts →
	Partial evidence “With years of experience in the financial industry, our team is well-equipped to provide customized investment solutions that are tailored to the unique needs of each individual…” Source: RevenueBase Database · checked Sep 20, 2026
10	Remnant	Partial evidence	Johannesburg, South AfricaHQ checked Sep 20, 2026	1-10	10 contacts →
	Partial evidence “Remnant is passionate about empowering our clients to take control of their lives and their finances.” Source: RevenueBase Database · checked Sep 20, 2026
11	Olemera	Partial evidence	Johannesburg, South AfricaHQ checked Sep 20, 2026	11-50	7 contacts →
	Partial evidence “Knowing where to turn when it comes to financial decisions is half the battle won.” Source: RevenueBase Database · checked Sep 20, 2026
12	Resolute Capital Advisory	Strong evidence	Johannesburg, South AfricaHQ checked Sep 20, 2026	11-50	6 contacts →
	Strong evidence “As an affiliate of Discovery Financial Services, our team at Resolute Capital Advisory is strategically positioned to offer financial solutions for both businesses and individuals.” Source: RevenueBase Database · checked Sep 20, 2026
13	Elevation Financial Advisor Services	Indirect evidence	Johannesburg, South AfricaHQ checked Sep 20, 2026	11-50	6 contacts →
	Indirect evidence “When you PARTNER with us, you will experience an organization that is relevant and a noteworthy player in servicing your myriad needs.” Source: RevenueBase Database · checked Sep 20, 2026
14	Allegiant Wealth Management PTY LTD	Strong evidence	Johannesburg, South AfricaHQ checked Sep 20, 2026	1-10	5 contacts →
	Strong evidence “Allegiant Wealth Management is committed to providing comprehensive financial solutions which are personalised to your financial needs.” Source: RevenueBase Database · checked Sep 20, 2026
15	Wealth Works PTY LTD	Strong evidence	Johannesburg, South AfricaHQ checked Sep 20, 2026	1-10	5 contacts →
	Strong evidence “Wealthworks is an independently owned financial advisory business advising clients, family offices, charitable trusts and foundations.” Source: RevenueBase Database · checked Sep 20, 2026
16	PBA Financial Services	Strong evidence	Johannesburg, South AfricaHQ checked Sep 20, 2026	11-50	5 contacts →
	Strong evidence “PBA Financial Services (FSP 13751) is an independent financial advisory firm based in Sandton, dedicated to helping individuals, families, and businesses build secure financial…” Source: RevenueBase Database · checked Sep 20, 2026
17	Rich Ideas Group PTY LTD	Partial evidence	Johannesburg, South AfricaHQ checked Sep 20, 2026	1-10	5 contacts →
	Partial evidence “Financial planning is so often an overwhelming, time-consuming, and downright scary thing.” Source: RevenueBase Database · checked Sep 20, 2026
18	Naso Insurance Brokers	Partial evidence	Johannesburg, South AfricaHQ checked Sep 20, 2026	1-10	4 contacts →
	Partial evidence “Naso is a financial establishment which provide clients with advice in attaining lasting financial wellbeing as well as assisting in making sound business decisions.” Source: RevenueBase Database · checked Sep 20, 2026
19	Sacks & Associates	Partial evidence	Johannesburg, South AfricaHQ checked Sep 20, 2026	1-10	3 contacts →
	Partial evidence “Established in 1989, Sacks & Associates is an independent financial planning business.” Source: RevenueBase Database · checked Sep 20, 2026
20	Summa Financial Services	Partial evidence	Johannesburg, South AfricaHQ checked Sep 20, 2026	11-50	2 contacts →
	Partial evidence “We serve business owners, entrepreneurs and professionals who want more than a financial product, who want a trusted partner who integrates every dimension of their financial life…” Source: RevenueBase Database · checked Sep 20, 2026
21	Finplanco PTY LTD	Partial evidence	Johannesburg, South AfricaHQ checked Sep 20, 2026	1-10	2 contacts →
	Partial evidence “We provide clients with a professional, systematic approach to financial planning.” Source: RevenueBase Database · checked Sep 20, 2026
22	Antler Financial Services PTY LTD	Partial evidence	Johannesburg, South AfricaHQ checked Sep 20, 2026	1-10	2 contacts →
	Partial evidence “Antler Financial Services strives to ensure the optimal balance is achieved and maintained between your current needs (Risk & Tax Planning) and long term benefit (Retirement, Debt…” Source: RevenueBase Database · checked Sep 20, 2026
23	Creation Wealth	Partial evidence	Johannesburg, South AfricaHQ checked Sep 20, 2026	1-10	2 contacts →
	Partial evidence “At Creation Wealth, we believe your financial plan should reflect your life, your values, and your goals.” Source: RevenueBase Database · checked Sep 20, 2026
24	Psiber Financial Planners	Strong evidence	Johannesburg, South AfricaHQ checked Sep 20, 2026	1-10	2 contacts →
	Strong evidence “Psiber Financial Planning is more than just an Independent Financial & Insurance Advisor, we are your trusted one-stop solution to all your personal and business financial…” Source: RevenueBase Database · checked Sep 20, 2026
25	EAP Financial Services PTY LTD	Partial evidence	Johannesburg, South AfricaHQ checked Sep 20, 2026	11-50	2 contacts →
	Partial evidence “At EAP Financial Services, we are more than just a financial services provider; we are your trusted partner on the path to financial well-being.” Source: RevenueBase Database · checked Sep 20, 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: personal finance advisors. 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 personal finance advisors.
Partial evidence: Its own public description names part of personal finance advisors, so it works in or next to the category without describing itself that way.
Indirect evidence: The description shown does not name personal finance advisors. 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 73 personal finance advisors based in Johannesburg, South Africa

See the full list, filter by size, metro and specialty, and get verified emails and direct dials for all 149 reachable decision-makers.

Free signup · no credit card

View the full list →

Personal finance advisors based in Johannesburg, South Africa at a glance

As of Sep 20, 2026

30.8%Verified-email coverage

6.6Average contacts per company

1-10Median size (employees)

100.0%Largest-city concentration · Johannesburg

Sep 20, 2026Page data refreshed

Companies by employee count

1-10

11-50

51-200

201-500

Email recency for this list is measured across the whole South Africa list rather than for Johannesburg, so it is reported there. Company counts and contact totals on this page are exact for Johannesburg, over 73 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 personal finance advisors, 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 Johannesburg, South Africa whose own description of what they do matches “personal finance advisors”. 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 personal finance advisors), 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 personal finance advisors, and records with no verified work email. Companies headquartered outside Johannesburg 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, 149 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 20, 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.

Personal finance advisors by metro in South Africa

Personal finance advisors in Johannesburg73
Personal finance advisors in Cape Town55
Personal finance advisors in Pretoria38

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 personal finance advisors, 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 personal finance advisors are there based in Johannesburg, South Africa?

RevenueBase identified 73 personal finance advisors headquartered in Johannesburg, 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?

Wealth Associates, headquartered in Johannesburg, tops this list with the largest team on record.

Which city has the most personal finance advisors?

Johannesburg leads with 73 headquartered companies, followed by Cape Town (55) and Pretoria (38).

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 149 verified decision-maker contacts tracked across these 73 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 20, 2026.

Ready to reach these companies? Verified emails and direct dials for all 73 personal finance advisors based in Johannesburg, South Africa. Start with a free account, no credit card.

Download this list →

Related lists

Personal finance advisors by geography

Browse the directory

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.