Company lists · Data refreshed September 2026
Top 24 Personal finance coaching platforms based in South Africa
RevenueBase identified 128 company matches for personal finance coaching platforms associated with 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 company matches for personal finance coaching platforms associated with South Africa, found by RevenueBase SmartSearch using the meaning of business descriptions in its company graph at Exact. Ranked by professionals tracked, largest first. Rows show recorded descriptions where available, Exact search membership and the snapshot date. Data refreshed September 29, 2026.
Published by RevenueBase, a B2B data infrastructure company. This list was built with RevenueBase SmartSearch, 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.
The 24 largest personal finance coaching platforms based in South Africa
Ranked by team size| # | Company | Contacts | |||
|---|---|---|---|---|---|
| 1 | 65 contacts → | ||||
Exact match “Financial wellbeing for everyday consumers, for life.” Recorded in the RevenueBase company graph · Sep 29, 2026 · View company records in RevenueBase | |||||
| 2 | 40 contacts → | ||||
Exact match “Welltec Financial Services is a leading Financial wellness Technology company.” Recorded in the RevenueBase company graph · Sep 29, 2026 · View company records in RevenueBase | |||||
| 3 | 28 contacts → | ||||
Exact match “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…” Recorded in the RevenueBase company graph · Sep 29, 2026 · View company records in RevenueBase | |||||
| 4 | 27 contacts → | ||||
Exact match “U Covered provides expert financial advice for individuals and businesses across the Discovery portfolio.” Recorded in the RevenueBase company graph · Sep 29, 2026 · View company records in RevenueBase | |||||
| 5 | 21 contacts → | ||||
Exact match “About Riches & Beyond Riches & Beyond is one of South Africa's leading wealth education companies, empowering individuals to build financial freedom through property investing…” Recorded in the RevenueBase company graph · Sep 29, 2026 · View company records in RevenueBase | |||||
| 6 | 20 contacts → | ||||
Exact match “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…” Recorded in the RevenueBase company graph · Sep 29, 2026 · View company records in RevenueBase | |||||
| 7 | 17 contacts → | ||||
Exact match “Global Wealth Advisory provides quality, independent and personalized financial advice and investment management services to individuals, families and small businesses enterprises.” Recorded in the RevenueBase company graph · Sep 29, 2026 · View company records in RevenueBase | |||||
| 8 | 16 contacts → | ||||
Exact match “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.” Recorded in the RevenueBase company graph · Sep 29, 2026 · View company records in RevenueBase | |||||
| 9 | 16 contacts → | ||||
Exact match “JustMoney empowers you to make good money choices, setting you on the path to financial freedom.” Recorded in the RevenueBase company graph · Sep 29, 2026 · View company records in RevenueBase | |||||
| 10 | 14 contacts → | ||||
Exact match “We provide a private client service to individuals who want to ensure that their present and future lifestyle is financially sustainable.” Recorded in the RevenueBase company graph · Sep 29, 2026 · View company records in RevenueBase | |||||
| 11 | 14 contacts → | ||||
Exact match “It's simple.” Recorded in the RevenueBase company graph · Sep 29, 2026 · View company records in RevenueBase | |||||
| 12 | 13 contacts → | ||||
Exact match “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…” Recorded in the RevenueBase company graph · Sep 29, 2026 · View company records in RevenueBase | |||||
| 13 | 11 contacts → | ||||
Exact match “We take financial planning personally.” Recorded in the RevenueBase company graph · Sep 29, 2026 · View company records in RevenueBase | |||||
| 14 | 11 contacts → | ||||
Exact match “Personal financial advice, tailored to you.” Recorded in the RevenueBase company graph · Sep 29, 2026 · View company records in RevenueBase | |||||
| 15 | 8 contacts → | ||||
Exact match “WMD is a financial advisory firm that specialises in guiding clients to manage their finances effectively.” Recorded in the RevenueBase company graph · Sep 29, 2026 · View company records in RevenueBase | |||||
| 16 | 8 contacts → | ||||
Exact match “We are a boutique financial advisory firm that places awareness and empowerment at its core.” Recorded in the RevenueBase company graph · Sep 29, 2026 · View company records in RevenueBase | |||||
| 17 | 7 contacts → | ||||
Exact match “Fairbairn Cafe is a financial advisory dedicated to offering unbiased, expert advice to clients across South Africa.” Recorded in the RevenueBase company graph · Sep 29, 2026 · View company records in RevenueBase | |||||
| 18 | 7 contacts → | ||||
Exact match “Every one of us is unique.” Recorded in the RevenueBase company graph · Sep 29, 2026 · View company records in RevenueBase | |||||
| 19 | 6 contacts → | ||||
Exact match “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’.” Recorded in the RevenueBase company graph · Sep 29, 2026 · View company records in RevenueBase | |||||
| 20 | 6 contacts → | ||||
Exact match “Southern Charter offers a range of financial services to meet your needs.” Recorded in the RevenueBase company graph · Sep 29, 2026 · View company records in RevenueBase | |||||
| 21 | 5 contacts → | ||||
Exact match “Keep in touch with Plan-B BlueStar Financial Advisory Services for articles, news and updates.” Recorded in the RevenueBase company graph · Sep 29, 2026 · View company records in RevenueBase | |||||
| 22 | 5 contacts → | ||||
Exact match “We believe that you should be able to enjoy financial freedom.” Recorded in the RevenueBase company graph · Sep 29, 2026 · View company records in RevenueBase | |||||
| 23 | 5 contacts → | ||||
Exact match “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…” Recorded in the RevenueBase company graph · Sep 29, 2026 · View company records in RevenueBase | |||||
| 24 | 5 contacts → | ||||
Exact match “We are an approved franchise of Fairbairn Consult."At LWC Financial Solutions, we are your trusted partner on the path to financial success.” Recorded in the RevenueBase company graph · Sep 29, 2026 · View company records in RevenueBase | |||||
RevenueBase SmartSearch
Describe a niche business in your own words. RevenueBase SmartSearch compares the meaning of your description with company business descriptions compiled in the RevenueBase company graph. Exact, Similar, Related and Broad control how closely companies must fit.
This list uses Exact for “personal finance coaching platforms”. Each Exact match badge shows membership in that saved search; it is not an individual similarity score or a service-quality rating. Recorded descriptions are shown where available.
Showing 24 of 128 personal finance coaching platforms based in South Africa
See the full list, filter by size, metro and specialty, and access 4,049 tracked professional contacts with verified work emails. Direct dials are available where recorded.
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Personal finance coaching platforms based in South Africa at a glance
As of Sep 29, 2026Companies by employee count
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
The recorded descriptions help you assess these company matches. Check a company’s website for its current services and locations.
- Source
- The RevenueBase company graph: 60 million companies and 398.9 million professional contacts resolved from primary sources, queried with RevenueBase SmartSearch, the natural-language company search available to every RevenueBase user.
- What qualifies
- Company records associated with South Africa whose business descriptions match “personal finance coaching platforms” by meaning at the Exact setting. Descriptions are compiled in the RevenueBase company graph from public websites, profiles and company information where available; they are not guaranteed quotations from the company's website.
- RevenueBase SmartSearch
- Describe a niche company in your own words to find businesses by meaning. Exact, Similar, Related and Broad control the breadth of RevenueBase SmartSearch. This saved list uses Exact. Each row's Exact match badge shows inclusion in that search, not an individual score or a service-quality judgment.
- Public preview
- The public preview omits records without a verified work email. Where headquarters information is recorded, preview rows are also filtered to this page’s location. Dataset totals and geographic summaries describe the full matched records before these preview filters.
- Match quality
- RevenueBase's August 25, 2026 study assessed 4,198 description/company pairs across matching settings. The publisher reports 86% good or better at Exact. This evaluates the method across queries; it does not audit this individual list. Recorded company descriptions, where available, help you judge each match yourself. Read the full methodology: how the lists are built and what the study measures.
- 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 displayed company carries at least one verified work email. RevenueBase tracks 4,049 professional contacts with verified work emails across the full matched dataset. 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.
- Record context
- Company records and descriptions can change. Check the company's website for its current services and locations.
Personal finance coaching platforms by metro
Frequently asked
What is RevenueBase SmartSearch?
RevenueBase SmartSearch finds niche companies by the meaning of their business descriptions in the RevenueBase company graph. Exact, Similar, Related and Broad control how closely companies must fit your description. This list uses Exact for “personal finance coaching platforms”; each Exact match badge shows search membership, not an individual similarity or quality score.
How many personal finance coaching platforms are there based in South Africa?
RevenueBase identified 128 company matches for personal finance coaching platforms associated with South Africa as of September 2026, using the meaning of business descriptions at Exact. This is the recorded matched set in the RevenueBase company graph.
What is the largest company on this list?
Summit Financial Partners tops the displayed preview by professional contacts tracked in RevenueBase. Recorded headquarters appear in the company rows.
Which city has the most personal finance coaching platforms?
Cape Town leads with 27 company records, 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 limited free results with 500 credits to start. Upgrading provides access to the 4,049 professional contacts with verified work emails tracked across these 128 companies; direct dials are available where recorded.
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.
Ready to reach these companies? Verified emails and direct dials for all 128 personal finance coaching platforms based in South Africa. Start with a free account, no credit card.
Download this list →Related lists
Personal finance coaching platforms by geography
- Personal finance coaching platforms based in Melbourne, Australia
- Personal finance coaching platforms based in Sydney, Australia
- Personal finance coaching platforms based in Sao Paulo, Brazil
- Personal finance coaching platforms based in Toronto, Canada
- Personal finance coaching platforms based in Paris, France
- Personal finance coaching platforms based in Bangalore, India
- Personal finance coaching platforms based in Mumbai, India
- Personal finance coaching platforms based in Pune, India
- Personal finance coaching platforms based in Auckland, New Zealand
- Personal finance coaching platforms based in Cape Town, South Africa
- Personal finance coaching platforms based in Dubai, United Arab Emirates
- Personal finance coaching platforms based in London, United Kingdom
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 SmartSearch, 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.
More company lists
- All company lists
- Lists by location
- Lists A-Z
- New lists
- Personal finance coaching platforms based in Melbourne, Australia
- Personal finance coaching platforms based in Sydney, Australia
- Personal finance coaching platforms based in Sao Paulo, Brazil
- Personal finance coaching platforms based in Toronto, Canada
- Personal finance coaching platforms based in Paris, France
- Personal finance coaching platforms based in Bangalore, India
Company intelligence · public preview
Top 24 personal finance coaching platforms based in South Africa
Find companies in any niche.
Describe the businesses you want in your own words. RevenueBase SmartSearch matches company descriptions by meaning.
RevenueBase records 128 matching company records for personal finance coaching platforms based in South Africa, with 15,619 tracked contacts and 4,049 verified work emails.
This public preview shows 24 selected records ordered by tracked contacts. RevenueBase SmartSearch finds company descriptions that match by meaning at Exact. Snapshot: September 29, 2026.
RevenueBase compiles business descriptions for niche-company discovery; each row shows a recorded excerpt where available. Adapt this search to find the companies and contacts you want.
Top 24 personal finance coaching platforms based in South Africa
The public list shows selected company records with contact and verified-email coverage. Reported employee bands provide separate company-size context.
| # | Company | Headquarters on record | Reported employees | RevenueBase SmartSearch | Tracked contacts |
|---|---|---|---|---|---|
| 1 |  Summit Financial Partnerssummitfin.co.zaHQ: Rosebank, South AfricaReported employees: 51-200 | Rosebank, South Africa | 51-200 | Exact match | 65 contacts → |
“Financial wellbeing for everyday consumers, for life.” Recorded description excerpt · September 29, 2026Open company data in RevenueBase ↗Free signup required. | |||||
| 2 |  Welltec Financial Services Credit Gatewaycreditgateway.co.zaHQ: Pretoria, South AfricaReported employees: 11-50 | Pretoria, South Africa | 11-50 | Exact match | 40 contacts → |
“Welltec Financial Services is a leading Financial wellness Technology company.” Recorded description excerpt · September 29, 2026Open company data in RevenueBase ↗Free signup required. | |||||
| 3 |  Future Green DOTfuturewealth.za.comHQ: Johannesburg, South AfricaReported employees: 1-10 | Johannesburg, South Africa | 1-10 | Exact match | 28 contacts → |
“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…” Recorded description excerpt · September 29, 2026Open company data in RevenueBase ↗Free signup required. | |||||
| 4 |  U Covereducovered.co.zaHQ: Johannesburg, South AfricaReported employees: 11-50 | Johannesburg, South Africa | 11-50 | Exact match | 27 contacts → |
“U Covered provides expert financial advice for individuals and businesses across the Discovery portfolio.” Recorded description excerpt · September 29, 2026Open company data in RevenueBase ↗Free signup required. | |||||
| 5 |  Riches & Beyondrichesandbeyond.comHQ: Johannesburg, South AfricaReported employees: 11-50 | Johannesburg, South Africa | 11-50 | Exact match | 21 contacts → |
“About Riches & Beyond Riches & Beyond is one of South Africa's leading wealth education companies, empowering individuals to build financial freedom through property investing…” Recorded description excerpt · September 29, 2026Open company data in RevenueBase ↗Free signup required. | |||||
| 6 |  Helfin Financial Serviceshelfin.co.zaHQ: Pretoria, South AfricaReported employees: 11-50 | Pretoria, South Africa | 11-50 | Exact match | 20 contacts → |
“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…” Recorded description excerpt · September 29, 2026Open company data in RevenueBase ↗Free signup required. | |||||
| 7 |  Global Wealth Advisorygwa.co.zaHQ: City Of Tshwane, South AfricaReported employees: 1-10 | City Of Tshwane, South Africa | 1-10 | Exact match | 17 contacts → |
“Global Wealth Advisory provides quality, independent and personalized financial advice and investment management services to individuals, families and small businesses enterprises.” Recorded description excerpt · September 29, 2026Open company data in RevenueBase ↗Free signup required. | |||||
| 8 |  The Wealth Roomthewealthroom.co.zaHQ: Strand, South AfricaReported employees: 1-10 | Strand, South Africa | 1-10 | Exact match | 16 contacts → |
“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.” Recorded description excerpt · September 29, 2026Open company data in RevenueBase ↗Free signup required. | |||||
| 9 |  justmoney.co.zajustmoney.co.zaHQ: Cape Town, South AfricaReported employees: 51-200 | Cape Town, South Africa | 51-200 | Exact match | 16 contacts → |
“JustMoney empowers you to make good money choices, setting you on the path to financial freedom.” Recorded description excerpt · September 29, 2026Open company data in RevenueBase ↗Free signup required. | |||||
| 10 |  Fiscal Private Client Servicesfiscal.co.zaHQ: Cape Town, South AfricaReported employees: 11-50 | Cape Town, South Africa | 11-50 | Exact match | 14 contacts → |
“We provide a private client service to individuals who want to ensure that their present and future lifestyle is financially sustainable.” Recorded description excerpt · September 29, 2026Open company data in RevenueBase ↗Free signup required. | |||||
| 11 |  PPS Financial Planningpps.co.zaHQ: Stellenbosch, South AfricaReported employees: 201-500 | Stellenbosch, South Africa | 201-500 | Exact match | 14 contacts → |
“It's simple.” Recorded description excerpt · September 29, 2026Open company data in RevenueBase ↗Free signup required. | |||||
| 12 |  Wealthbitwealthbit.coHQ: Johannesburg, South AfricaReported employees: 1-10 | Johannesburg, South Africa | 1-10 | Exact match | 13 contacts → |
“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…” Recorded description excerpt · September 29, 2026Open company data in RevenueBase ↗Free signup required. | |||||
| 13 |  Vickers & Peters Financial Planningvpfp.co.zaHQ: Rivonia, South AfricaReported employees: 11-50 | Rivonia, South Africa | 11-50 | Exact match | 11 contacts → |
“We take financial planning personally.” Recorded description excerpt · September 29, 2026Open company data in RevenueBase ↗Free signup required. | |||||
| 14 | JWR Group Financial Plannersjwr.co.za HQ: Welgemoed, South AfricaReported employees: 11-50 | Welgemoed, South Africa | 11-50 | Exact match | 11 contacts → |
“Personal financial advice, tailored to you.” Recorded description excerpt · September 29, 2026Open company data in RevenueBase ↗Free signup required. | |||||
| 15 | WMD Financial Serviceswmdconsult.co.za HQ: Wellington, South AfricaReported employees: 1-10 | Wellington, South Africa | 1-10 | Exact match | 8 contacts → |
“WMD is a financial advisory firm that specialises in guiding clients to manage their finances effectively.” Recorded description excerpt · September 29, 2026Open company data in RevenueBase ↗Free signup required. | |||||
| 16 |  Perspective Advisory PTY LTDperspectiveadvisory.co.zaHQ: Johannesburg, South AfricaReported employees: 1-10 | Johannesburg, South Africa | 1-10 | Exact match | 8 contacts → |
“We are a boutique financial advisory firm that places awareness and empowerment at its core.” Recorded description excerpt · September 29, 2026Open company data in RevenueBase ↗Free signup required. | |||||
| 17 |  Fairbairn Cafefairbairncafe.appHQ: Cape Town, South AfricaReported employees: 11-50 | Cape Town, South Africa | 11-50 | Exact match | 7 contacts → |
“Fairbairn Cafe is a financial advisory dedicated to offering unbiased, expert advice to clients across South Africa.” Recorded description excerpt · September 29, 2026Open company data in RevenueBase ↗Free signup required. | |||||
| 18 |  Mylifemylife.co.zaHQ: Centurion, South AfricaReported employees: 11-50 | Centurion, South Africa | 11-50 | Exact match | 7 contacts → |
“Every one of us is unique.” Recorded description excerpt · September 29, 2026Open company data in RevenueBase ↗Free signup required. | |||||
| 19 |  Navigatefairtree.comHQ: Bellville, South AfricaReported employees: 51-200 | Bellville, South Africa | 51-200 | Exact match | 6 contacts → |
“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’.” Recorded description excerpt · September 29, 2026Open company data in RevenueBase ↗Free signup required. | |||||
| 20 |  Southern Chartersoutherncharter.co.zaHQ: Cape Town, South AfricaReported employees: 11-50 | Cape Town, South Africa | 11-50 | Exact match | 6 contacts → |
“Southern Charter offers a range of financial services to meet your needs.” Recorded description excerpt · September 29, 2026Open company data in RevenueBase ↗Free signup required. | |||||
| 21 |  Plan-B Bluestarplan-b.co.zaHQ: Cape Town, South AfricaReported employees: 1-10 | Cape Town, South Africa | 1-10 | Exact match | 5 contacts → |
“Keep in touch with Plan-B BlueStar Financial Advisory Services for articles, news and updates.” Recorded description excerpt · September 29, 2026Open company data in RevenueBase ↗Free signup required. | |||||
| 22 |  NLD Independent Financial Advisorsnld.co.zaHQ: Port Elizabeth, South AfricaReported employees: 1-10 | Port Elizabeth, South Africa | 1-10 | Exact match | 5 contacts → |
“We believe that you should be able to enjoy financial freedom.” Recorded description excerpt · September 29, 2026Open company data in RevenueBase ↗Free signup required. | |||||
| 23 |  Velocity Club By Momentumvelocityclub.co.zaHQ: Centurion, South AfricaReported employees: 201-500 | Centurion, South Africa | 201-500 | Exact match | 5 contacts → |
“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…” Recorded description excerpt · September 29, 2026Open company data in RevenueBase ↗Free signup required. | |||||
| 24 |  LWC Financial Solutionsfairbairnconsult.co.zaHQ: Cape Town, South AfricaReported employees: 1-10 | Cape Town, South Africa | 1-10 | Exact match | 5 contacts → |
“We are an approved franchise of Fairbairn Consult."At LWC Financial Solutions, we are your trusted partner on the path to financial success.” Recorded description excerpt · September 29, 2026Open company data in RevenueBase ↗Free signup required. | |||||
Showing 24 of 128 company matches
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Personal finance coaching platforms: dataset insights
September 29, 2026These summaries describe recorded coverage in this saved dataset. This page is derived from saved source records; per-contact mobile coverage and email-recency results are not established by this snapshot.
Reported company sizes
128 records in the displayed employee bands.
0 matching records are outside the displayed bands or do not have a displayed size. Bars show shares of the displayed bands.
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 company list was built
Describe a niche in your own words: companies installing commercial solar, or manufacturers of sustainable packaging. RevenueBase SmartSearch finds companies whose compiled business descriptions match by meaning. This list is one saved example to adapt.
Where the company descriptions come from
RevenueBase compiles company information from public sources, including company websites and public professional profiles such as LinkedIn, alongside information supplied by companies. The short recorded excerpt shown here is separate from the complete business description used for matching; individual source URLs and collection dates are not provided in this public snapshot.
RevenueBase SmartSearch matching settings
- Exact
- Closest fits to the business described.
- Similar
- Similar businesses with a wider range of fits.
- Related
- Related businesses in and around the category.
- Broad
- A broader set of businesses connected to the description.
RevenueBase SmartSearch · Exact match identifies inclusion in this search's closest semantic matching setting. It is not a per-company confidence score, a literal keyword match, or a quality endorsement.
Selection, ordering and scope
The public list shows selected company records with contact and verified-email coverage. Reported employee bands provide separate company-size context.
This page is derived from saved source records; per-contact mobile coverage and email-recency results are not established by this snapshot.
Recorded company descriptions support research; check company websites for current services. The selected preview is ordered by tracked contacts and is not a list of the best service providers.
Snapshot: September 29, 2026.
RevenueBase is a B2B data infrastructure company. Its September 3, 2026 published methodology describes a graph of 60 million companies and 398.9 million professional contacts; these platform figures differ from this page's totals. Published methodology ↗
Personal finance coaching platforms by metro
Questions about this company list
What does Exact match mean for personal finance coaching platforms?
The separate RevenueBase SmartSearch column identifies inclusion at the closest semantic matching preset. It is not a literal keyword match, a per-company confidence score or a quality endorsement. Changing the search form opens a new search in RevenueBase; it does not reclassify these saved rows.
How many personal finance coaching platforms did RevenueBase find based in South Africa?
The saved snapshot records 128 matching company records, 15,619 tracked contacts and 4,049 verified emails. The public preview displays 24 selected records.
Where do the company descriptions come from?
RevenueBase compiles company information from public sources, including company websites and public professional profiles such as LinkedIn, alongside information supplied by companies. The short recorded excerpt shown here is separate from the complete business description used for matching; individual source URLs and collection dates are not provided in this public snapshot.
How are the public companies ordered?
The selected public records are ordered by contacts tracked in RevenueBase, highest first. Contact coverage is a prospecting measure, not an assessment of the company's services or quality.
How can I get contact information?
Select a company's contact count to open its filtered contacts in RevenueBase. Free signup is required and includes 500 credits and limited free results. Verified emails, direct dials and mobile numbers depend on available coverage.
How current is this list?
Snapshot: September 29, 2026. Review each company's website for current services and locations. A recorded business description does not establish that every company offers every service named in the search.
What do headquarters and employee bands mean?
These are recorded company-level fields, rather than a map of every branch or a count of specialists. Missing headquarters or employee bands are labeled; older records may show a location separately from recorded headquarters.
Build your next target company list
Adapt this niche search and work with available contacts in RevenueBase.
Related lists
Personal finance coaching platforms by geography
- Personal finance coaching platforms based in Melbourne, Australia
- Personal finance coaching platforms based in Sydney, Australia
- Personal finance coaching platforms based in Sao Paulo, Brazil
- Personal finance coaching platforms based in Toronto, Canada
- Personal finance coaching platforms based in Paris, France
- Personal finance coaching platforms based in Bangalore, India
- Personal finance coaching platforms based in Mumbai, India
- Personal finance coaching platforms based in Pune, India
- Personal finance coaching platforms based in Auckland, New Zealand
- Personal finance coaching platforms based in Cape Town, South Africa
- Personal finance coaching platforms based in Dubai, United Arab Emirates
- Personal finance coaching platforms based in London, United Kingdom
Cite this list
RevenueBase Data Team. Top 24 personal finance coaching platforms based in South Africa. Snapshot: September 29, 2026. https://revenuebase.ai/companies/personal-finance-coaching-platforms/south-africa.
This is a selected public preview of saved company records, rather than an independently verified census. Open the source page ↗
More company lists
- All company lists
- Lists by location
- Lists A-Z
- New lists
- Personal finance coaching platforms based in Melbourne, Australia
- Personal finance coaching platforms based in Sydney, Australia
- Personal finance coaching platforms based in Sao Paulo, Brazil
- Personal finance coaching platforms based in Toronto, Canada
- Personal finance coaching platforms based in Paris, France
- Personal finance coaching platforms based in Bangalore, India
Company intelligence · public preview
Top 24 personal finance coaching platforms based in South Africa
RevenueBase records 128 matching company records for personal finance coaching platforms based in South Africa, with 15,619 tracked contacts and 4,049 verified work emails.
This public preview shows 24 selected records ordered by tracked contacts. RevenueBase SmartSearch finds company descriptions that match by meaning at Exact. Snapshot: September 29, 2026.
RevenueBase compiles business descriptions for niche-company discovery; each row shows a recorded excerpt where available. Adapt this search to find the companies and contacts you want.
Top 24 personal finance coaching platforms based in South Africa
The public list shows selected company records with contact and verified-email coverage. Reported employee bands provide separate company-size context.
| # | Company | Headquarters on record | Reported employees | RevenueBase SmartSearch | Tracked contacts |
|---|---|---|---|---|---|
| 1 | Summit Financial Partnerssummitfin.co.za HQ: Rosebank, South AfricaReported employees: 51-200 | Rosebank, South Africa | 51-200 | Exact match | 65 contacts → |
“Financial wellbeing for everyday consumers, for life.” Recorded description excerpt · September 29, 2026Open company data in RevenueBase ↗Free signup required. | |||||
| 2 | Welltec Financial Services Credit Gatewaycreditgateway.co.za HQ: Pretoria, South AfricaReported employees: 11-50 | Pretoria, South Africa | 11-50 | Exact match | 40 contacts → |
“Welltec Financial Services is a leading Financial wellness Technology company.” Recorded description excerpt · September 29, 2026Open company data in RevenueBase ↗Free signup required. | |||||
| 3 | Future Green DOTfuturewealth.za.com HQ: Johannesburg, South AfricaReported employees: 1-10 | Johannesburg, South Africa | 1-10 | Exact match | 28 contacts → |
“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…” Recorded description excerpt · September 29, 2026Open company data in RevenueBase ↗Free signup required. | |||||
| 4 | U Covereducovered.co.za HQ: Johannesburg, South AfricaReported employees: 11-50 | Johannesburg, South Africa | 11-50 | Exact match | 27 contacts → |
“U Covered provides expert financial advice for individuals and businesses across the Discovery portfolio.” Recorded description excerpt · September 29, 2026Open company data in RevenueBase ↗Free signup required. | |||||
| 5 | Riches & Beyondrichesandbeyond.com HQ: Johannesburg, South AfricaReported employees: 11-50 | Johannesburg, South Africa | 11-50 | Exact match | 21 contacts → |
“About Riches & Beyond Riches & Beyond is one of South Africa's leading wealth education companies, empowering individuals to build financial freedom through property investing…” Recorded description excerpt · September 29, 2026Open company data in RevenueBase ↗Free signup required. | |||||
| 6 | Helfin Financial Serviceshelfin.co.za HQ: Pretoria, South AfricaReported employees: 11-50 | Pretoria, South Africa | 11-50 | Exact match | 20 contacts → |
“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…” Recorded description excerpt · September 29, 2026Open company data in RevenueBase ↗Free signup required. | |||||
| 7 | Global Wealth Advisorygwa.co.za HQ: City Of Tshwane, South AfricaReported employees: 1-10 | City Of Tshwane, South Africa | 1-10 | Exact match | 17 contacts → |
“Global Wealth Advisory provides quality, independent and personalized financial advice and investment management services to individuals, families and small businesses enterprises.” Recorded description excerpt · September 29, 2026Open company data in RevenueBase ↗Free signup required. | |||||
| 8 | The Wealth Roomthewealthroom.co.za HQ: Strand, South AfricaReported employees: 1-10 | Strand, South Africa | 1-10 | Exact match | 16 contacts → |
“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.” Recorded description excerpt · September 29, 2026Open company data in RevenueBase ↗Free signup required. | |||||
| 9 | justmoney.co.zajustmoney.co.za HQ: Cape Town, South AfricaReported employees: 51-200 | Cape Town, South Africa | 51-200 | Exact match | 16 contacts → |
“JustMoney empowers you to make good money choices, setting you on the path to financial freedom.” Recorded description excerpt · September 29, 2026Open company data in RevenueBase ↗Free signup required. | |||||
| 10 | Fiscal Private Client Servicesfiscal.co.za HQ: Cape Town, South AfricaReported employees: 11-50 | Cape Town, South Africa | 11-50 | Exact match | 14 contacts → |
“We provide a private client service to individuals who want to ensure that their present and future lifestyle is financially sustainable.” Recorded description excerpt · September 29, 2026Open company data in RevenueBase ↗Free signup required. | |||||
| 11 | PPS Financial Planningpps.co.za HQ: Stellenbosch, South AfricaReported employees: 201-500 | Stellenbosch, South Africa | 201-500 | Exact match | 14 contacts → |
“It's simple.” Recorded description excerpt · September 29, 2026Open company data in RevenueBase ↗Free signup required. | |||||
| 12 | Wealthbitwealthbit.co HQ: Johannesburg, South AfricaReported employees: 1-10 | Johannesburg, South Africa | 1-10 | Exact match | 13 contacts → |
“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…” Recorded description excerpt · September 29, 2026Open company data in RevenueBase ↗Free signup required. | |||||
| 13 | Vickers & Peters Financial Planningvpfp.co.za HQ: Rivonia, South AfricaReported employees: 11-50 | Rivonia, South Africa | 11-50 | Exact match | 11 contacts → |
“We take financial planning personally.” Recorded description excerpt · September 29, 2026Open company data in RevenueBase ↗Free signup required. | |||||
| 14 | JWR Group Financial Plannersjwr.co.za HQ: Welgemoed, South AfricaReported employees: 11-50 | Welgemoed, South Africa | 11-50 | Exact match | 11 contacts → |
“Personal financial advice, tailored to you.” Recorded description excerpt · September 29, 2026Open company data in RevenueBase ↗Free signup required. | |||||
| 15 | WMD Financial Serviceswmdconsult.co.za HQ: Wellington, South AfricaReported employees: 1-10 | Wellington, South Africa | 1-10 | Exact match | 8 contacts → |
“WMD is a financial advisory firm that specialises in guiding clients to manage their finances effectively.” Recorded description excerpt · September 29, 2026Open company data in RevenueBase ↗Free signup required. | |||||
| 16 | Perspective Advisory PTY LTDperspectiveadvisory.co.za HQ: Johannesburg, South AfricaReported employees: 1-10 | Johannesburg, South Africa | 1-10 | Exact match | 8 contacts → |
“We are a boutique financial advisory firm that places awareness and empowerment at its core.” Recorded description excerpt · September 29, 2026Open company data in RevenueBase ↗Free signup required. | |||||
| 17 | Fairbairn Cafefairbairncafe.app HQ: Cape Town, South AfricaReported employees: 11-50 | Cape Town, South Africa | 11-50 | Exact match | 7 contacts → |
“Fairbairn Cafe is a financial advisory dedicated to offering unbiased, expert advice to clients across South Africa.” Recorded description excerpt · September 29, 2026Open company data in RevenueBase ↗Free signup required. | |||||
| 18 | Mylifemylife.co.za HQ: Centurion, South AfricaReported employees: 11-50 | Centurion, South Africa | 11-50 | Exact match | 7 contacts → |
“Every one of us is unique.” Recorded description excerpt · September 29, 2026Open company data in RevenueBase ↗Free signup required. | |||||
| 19 | Navigatefairtree.com HQ: Bellville, South AfricaReported employees: 51-200 | Bellville, South Africa | 51-200 | Exact match | 6 contacts → |
“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’.” Recorded description excerpt · September 29, 2026Open company data in RevenueBase ↗Free signup required. | |||||
| 20 | Southern Chartersoutherncharter.co.za HQ: Cape Town, South AfricaReported employees: 11-50 | Cape Town, South Africa | 11-50 | Exact match | 6 contacts → |
“Southern Charter offers a range of financial services to meet your needs.” Recorded description excerpt · September 29, 2026Open company data in RevenueBase ↗Free signup required. | |||||
| 21 | Plan-B Bluestarplan-b.co.za HQ: Cape Town, South AfricaReported employees: 1-10 | Cape Town, South Africa | 1-10 | Exact match | 5 contacts → |
“Keep in touch with Plan-B BlueStar Financial Advisory Services for articles, news and updates.” Recorded description excerpt · September 29, 2026Open company data in RevenueBase ↗Free signup required. | |||||
| 22 | NLD Independent Financial Advisorsnld.co.za HQ: Port Elizabeth, South AfricaReported employees: 1-10 | Port Elizabeth, South Africa | 1-10 | Exact match | 5 contacts → |
“We believe that you should be able to enjoy financial freedom.” Recorded description excerpt · September 29, 2026Open company data in RevenueBase ↗Free signup required. | |||||
| 23 | Velocity Club By Momentumvelocityclub.co.za HQ: Centurion, South AfricaReported employees: 201-500 | Centurion, South Africa | 201-500 | Exact match | 5 contacts → |
“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…” Recorded description excerpt · September 29, 2026Open company data in RevenueBase ↗Free signup required. | |||||
| 24 | LWC Financial Solutionsfairbairnconsult.co.za HQ: Cape Town, South AfricaReported employees: 1-10 | Cape Town, South Africa | 1-10 | Exact match | 5 contacts → |
“We are an approved franchise of Fairbairn Consult."At LWC Financial Solutions, we are your trusted partner on the path to financial success.” Recorded description excerpt · September 29, 2026Open company data in RevenueBase ↗Free signup required. | |||||
Showing 24 of 128 company matches
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Personal finance coaching platforms: dataset insights
September 29, 2026These summaries describe recorded coverage in this saved dataset. This page is derived from saved source records; per-contact mobile coverage and email-recency results are not established by this snapshot.
Reported company sizes
128 records in the displayed employee bands.
0 matching records are outside the displayed bands or do not have a displayed size. Bars show shares of the displayed bands.
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 company list was built
Describe a niche in your own words: companies installing commercial solar, or manufacturers of sustainable packaging. RevenueBase SmartSearch finds companies whose compiled business descriptions match by meaning. This list is one saved example to adapt.
Where the company descriptions come from
RevenueBase compiles company information from public sources, including company websites and public professional profiles such as LinkedIn, alongside information supplied by companies. The short recorded excerpt shown here is separate from the complete business description used for matching; individual source URLs and collection dates are not provided in this public snapshot.
RevenueBase SmartSearch matching settings
- Exact
- Closest fits to the business described.
- Similar
- Similar businesses with a wider range of fits.
- Related
- Related businesses in and around the category.
- Broad
- A broader set of businesses connected to the description.
RevenueBase SmartSearch · Exact match identifies inclusion in this search's closest semantic matching setting. It is not a per-company confidence score, a literal keyword match, or a quality endorsement.
Selection, ordering and scope
The public list shows selected company records with contact and verified-email coverage. Reported employee bands provide separate company-size context.
This page is derived from saved source records; per-contact mobile coverage and email-recency results are not established by this snapshot.
Recorded company descriptions support research; check company websites for current services. The selected preview is ordered by tracked contacts and is not a list of the best service providers.
Snapshot: September 29, 2026.
RevenueBase is a B2B data infrastructure company. Its September 3, 2026 published methodology describes a graph of 60 million companies and 398.9 million professional contacts; these platform figures differ from this page's totals. Published methodology ↗
Personal finance coaching platforms by metro
Questions about this company list
What does Exact match mean for personal finance coaching platforms?
The separate RevenueBase SmartSearch column identifies inclusion at the closest semantic matching preset. It is not a literal keyword match, a per-company confidence score or a quality endorsement. Changing the search form opens a new search in RevenueBase; it does not reclassify these saved rows.
How many personal finance coaching platforms did RevenueBase find based in South Africa?
The saved snapshot records 128 matching company records, 15,619 tracked contacts and 4,049 verified emails. The public preview displays 24 selected records.
Where do the company descriptions come from?
RevenueBase compiles company information from public sources, including company websites and public professional profiles such as LinkedIn, alongside information supplied by companies. The short recorded excerpt shown here is separate from the complete business description used for matching; individual source URLs and collection dates are not provided in this public snapshot.
How are the public companies ordered?
The selected public records are ordered by contacts tracked in RevenueBase, highest first. Contact coverage is a prospecting measure, not an assessment of the company's services or quality.
How can I get contact information?
Select a company's contact count to open its filtered contacts in RevenueBase. Free signup is required and includes 500 credits and limited free results. Verified emails, direct dials and mobile numbers depend on available coverage.
How current is this list?
Snapshot: September 29, 2026. Review each company's website for current services and locations. A recorded business description does not establish that every company offers every service named in the search.
What do headquarters and employee bands mean?
These are recorded company-level fields, rather than a map of every branch or a count of specialists. Missing headquarters or employee bands are labeled; older records may show a location separately from recorded headquarters.
Build your next target company list
Adapt this niche search and work with available contacts in RevenueBase.
Related lists
Personal finance coaching platforms by geography
- Personal finance coaching platforms based in Melbourne, Australia
- Personal finance coaching platforms based in Sydney, Australia
- Personal finance coaching platforms based in Sao Paulo, Brazil
- Personal finance coaching platforms based in Toronto, Canada
- Personal finance coaching platforms based in Paris, France
- Personal finance coaching platforms based in Bangalore, India
- Personal finance coaching platforms based in Mumbai, India
- Personal finance coaching platforms based in Pune, India
- Personal finance coaching platforms based in Auckland, New Zealand
- Personal finance coaching platforms based in Cape Town, South Africa
- Personal finance coaching platforms based in Dubai, United Arab Emirates
- Personal finance coaching platforms based in London, United Kingdom
Cite this list
RevenueBase Data Team. Top 24 personal finance coaching platforms based in South Africa. Snapshot: September 29, 2026. https://revenuebase.ai/companies/personal-finance-coaching-platforms/south-africa.
This is a selected public preview of saved company records, rather than an independently verified census. Open the source page ↗
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- Personal finance coaching platforms based in Melbourne, Australia
- Personal finance coaching platforms based in Sydney, Australia
- Personal finance coaching platforms based in Sao Paulo, Brazil
- Personal finance coaching platforms based in Toronto, Canada
- Personal finance coaching platforms based in Paris, France
- Personal finance coaching platforms based in Bangalore, India