Company lists · Data refreshed September 2026

Top 24 Personal finance coaching platforms based in South Africa

RevenueBase identified 128 personal finance coaching platforms headquartered in South Africa as of September 2026 and tracks 15,619 professional contacts across them, including 4,049 with verified work emails. Cape Town is the largest hub.

This list covers personal finance coaching platforms 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
128Companies
15,619Contacts tracked
4,049Verified emails
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The 24 largest personal finance coaching platforms based in South Africa

Ranked by team size
Top 24 of 128 personal finance coaching platforms 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 personal finance coaching platforms: 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
1Partial evidenceRosebank, South AfricaHQ checked Sep 29, 202651-20065 contacts →

Partial evidence

“Financial wellbeing for everyday consumers, for life.”

Source: RevenueBase Database · checked Sep 29, 2026
2Partial evidencePretoria, South AfricaHQ checked Sep 29, 202611-5040 contacts →

Partial evidence

“Welltec Financial Services is a leading Financial wellness Technology company.”

Source: RevenueBase Database · checked Sep 29, 2026
3Partial evidenceJohannesburg, South AfricaHQ checked Sep 29, 20261-1028 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 29, 2026
4Partial evidenceJohannesburg, South AfricaHQ checked Sep 29, 202611-5027 contacts →

Partial evidence

“U Covered provides expert financial advice for individuals and businesses across the Discovery portfolio.”

Source: RevenueBase Database · checked Sep 29, 2026
5Partial evidenceJohannesburg, South AfricaHQ checked Sep 29, 202611-5021 contacts →

Partial evidence

“About Riches & Beyond Riches & Beyond is one of South Africa's leading wealth education companies, empowering individuals to build financial freedom through property investing…”

Source: RevenueBase Database · checked Sep 29, 2026
6Partial evidencePretoria, South AfricaHQ checked Sep 29, 202611-5020 contacts →

Partial evidence

“At Helfin Financial Services we offer a wide variety of tailor made financial solutions including sound financial and investment advice, short term insurance, life and medical…”

Source: RevenueBase Database · checked Sep 29, 2026
7Strong evidenceCity Of Tshwane, South AfricaHQ checked Sep 29, 20261-1017 contacts →

Strong evidence

“Global Wealth Advisory provides quality, independent and personalized financial advice and investment management services to individuals, families and small businesses enterprises.”

Source: RevenueBase Database · checked Sep 29, 2026
8Partial evidenceStrand, South AfricaHQ checked Sep 29, 20261-1016 contacts →

Partial evidence

“As a dynamic and passionate team of financial coaches, our goal is to ensure our clients always stay in control of their finances and never their finances in control of them.”

Source: RevenueBase Database · checked Sep 29, 2026
9Partial evidenceCape Town, South AfricaHQ checked Sep 29, 202651-20016 contacts →

Partial evidence

“JustMoney empowers you to make good money choices, setting you on the path to financial freedom.”

Source: RevenueBase Database · checked Sep 29, 2026
10Partial evidenceCape Town, South AfricaHQ checked Sep 29, 202611-5014 contacts →

Partial evidence

“We provide a private client service to individuals who want to ensure that their present and future lifestyle is financially sustainable.”

Source: RevenueBase Database · checked Sep 29, 2026
11Indirect evidenceStellenbosch, South AfricaHQ checked Sep 29, 2026201-50014 contacts →

Indirect evidence

“It's simple.”

Source: RevenueBase Database · checked Sep 29, 2026
12Partial evidenceJohannesburg, South AfricaHQ checked Sep 29, 20261-1013 contacts →

Partial evidence

“3 tools, 1 mission: Empowering people to take control of their money The Financial Freedom Programme™ is designed as a structured step-by-step support system that meets people…”

Source: RevenueBase Database · checked Sep 29, 2026
13Strong evidenceRivonia, South AfricaHQ checked Sep 29, 202611-5011 contacts →

Strong evidence

“We take financial planning personally.”

Source: RevenueBase Database · checked Sep 29, 2026
14Strong evidenceWelgemoed, South AfricaHQ checked Sep 29, 202611-5011 contacts →

Strong evidence

“Personal financial advice, tailored to you.”

Source: RevenueBase Database · checked Sep 29, 2026
15Partial evidenceWellington, South AfricaHQ checked Sep 29, 20261-108 contacts →

Partial evidence

“WMD is a financial advisory firm that specialises in guiding clients to manage their finances effectively.”

Source: RevenueBase Database · checked Sep 29, 2026
16Partial evidenceJohannesburg, South AfricaHQ checked Sep 29, 20261-108 contacts →

Partial evidence

“We are a boutique financial advisory firm that places awareness and empowerment at its core.”

Source: RevenueBase Database · checked Sep 29, 2026
17Partial evidenceCape Town, South AfricaHQ checked Sep 29, 202611-507 contacts →

Partial evidence

“Fairbairn Cafe is a financial advisory dedicated to offering unbiased, expert advice to clients across South Africa.”

Source: RevenueBase Database · checked Sep 29, 2026
18Indirect evidenceCenturion, South AfricaHQ checked Sep 29, 202611-507 contacts →

Indirect evidence

“Every one of us is unique.”

Source: RevenueBase Database · checked Sep 29, 2026
19Strong evidenceBellville, South AfricaHQ checked Sep 29, 202651-2006 contacts →

Strong evidence

“Fairtree Navigate is a platform where we share information, helping you navigate the complex world of Finance and Investing or what we refer to as ‘Your Financial Forest’.”

Source: RevenueBase Database · checked Sep 29, 2026
20Partial evidenceCape Town, South AfricaHQ checked Sep 29, 202611-506 contacts →

Partial evidence

“Southern Charter offers a range of financial services to meet your needs.”

Source: RevenueBase Database · checked Sep 29, 2026
21Partial evidenceCape Town, South AfricaHQ checked Sep 29, 20261-105 contacts →

Partial evidence

“Keep in touch with Plan-B BlueStar Financial Advisory Services for articles, news and updates.”

Source: RevenueBase Database · checked Sep 29, 2026
22Partial evidencePort Elizabeth, South AfricaHQ checked Sep 29, 20261-105 contacts →

Partial evidence

“We believe that you should be able to enjoy financial freedom.”

Source: RevenueBase Database · checked Sep 29, 2026
23Partial evidenceCenturion, South AfricaHQ checked Sep 29, 2026201-5005 contacts →

Partial evidence

“We're a team of expert money coaches and consultants that will assist you in making smarter financial decisions, improving your relationship with money and empowering you to plan…”

Source: RevenueBase Database · checked Sep 29, 2026
24Partial evidenceCape Town, South AfricaHQ checked Sep 29, 20261-105 contacts →

Partial 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 29, 2026

Showing 24 of 128 personal finance coaching platforms based in South Africa

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Personal finance coaching platforms based in South Africa at a glance

As of Sep 29, 2026
25.9%Verified-email coverage
122.0Average contacts per company
1-10Median size (employees)
21.1%Largest-city concentration · Cape Town
Sep 29, 2026Page data refreshed

Companies by employee count

1-10
82
11-50
35
51-200
6
201-500
3
10001+
2

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 128 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 coaching platforms, 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 “personal finance coaching platforms”. 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 coaching platforms), 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 coaching platforms, 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, 4,049 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.

Personal finance coaching platforms by metro

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 coaching platforms, 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 coaching platforms are there based in South Africa?

RevenueBase identified 128 personal finance coaching platforms 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?

Summit Financial Partners, headquartered in Rosebank, tops this list with the largest team on record.

Which city has the most personal finance coaching platforms?

Cape Town leads with 27 headquartered companies, followed by Johannesburg (24) and Pretoria (9).

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 4,049 verified decision-maker contacts tracked across these 128 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.