Company lists · Data refreshed September 2026

Top 25 Personal financial coaches based in South Africa

RevenueBase identified 440 personal financial coaches headquartered in South Africa as of September 2026 and tracks 19,228 professional contacts across them, including 5,440 with verified work emails. Johannesburg is the largest hub.

This list covers personal financial coaches 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 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
440Companies
19,228Contacts tracked
5,440Verified emails
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The 25 largest personal financial coaches based in South Africa

Ranked by team size
Top 25 of 440 personal financial coaches based in 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 financial coaches: strong evidence (its own description names it), partial (names part of it), indirect (matched on the rest of its profile rather than the description shown). Click a contact count to view that company's people.
#CompanyRevenueBase Smart SearchHeadquartersEmployeesContacts
1Indirect evidenceCape Town, South AfricaHQ checked Sep 20, 2026501-1,000551 contacts →

Indirect evidence

“We’ve helped over one million South Africans take control of their finances since 2004, becoming the country’s largest and most trusted debt management company.”

Source: RevenueBase Database · checked Sep 20, 2026
2Indirect evidenceFaerie Glen, South AfricaHQ checked Sep 20, 2026501-1,000403 contacts →

Indirect evidence

“At attooh!”

Source: RevenueBase Database · checked Sep 20, 2026
3Indirect evidenceCenturion, South AfricaHQ checked Sep 20, 2026201-500309 contacts →

Indirect evidence

“Let's journey together.”

Source: RevenueBase Database · checked Sep 20, 2026
4Partial evidenceJohanessburg, South AfricaHQ checked Sep 20, 2026n/a199 contacts →

Partial evidence

“Strategy + 1.618 = Perfect Wealth The 1.618 Golden Ratio is the structure for perfect synergy and growth, which is why we have personally adopted this principle as a firm.”

Source: RevenueBase Database · checked Sep 20, 2026
5Partial evidenceCenturion, South AfricaHQ checked Sep 20, 20261,001-5,000130 contacts →

Partial evidence

“VISION: We are committed to fulfilling your lifelong needs by helping you to plan and achieve your financial goals.”

Source: RevenueBase Database · checked Sep 20, 2026
6Indirect evidencePotchefstroom, South AfricaHQ checked Sep 20, 2026201-500115 contacts →

Indirect evidence

“You CREATE the memories, we INSURE the journey.”

Source: RevenueBase Database · checked Sep 20, 2026
7Indirect evidenceCentury City, South AfricaHQ checked Sep 20, 202651-200109 contacts →

Indirect evidence

“At Private Wealth Management we build partnerships.”

Source: RevenueBase Database · checked Sep 20, 2026
8Indirect evidenceCape Town, South AfricaHQ checked Sep 20, 2026501-1,00074 contacts →

Indirect evidence

“DebtBusters is South Africa’s leading and most trusted debt management company.”

Source: RevenueBase Database · checked Sep 20, 2026
9Partial evidenceRosebank, South AfricaHQ checked Sep 20, 202651-20065 contacts →

Partial evidence

Financial wellbeing for everyday consumers, for life.”

Source: RevenueBase Database · checked Sep 20, 2026
10Indirect evidenceKloof, South AfricaHQ checked Sep 20, 202611-5059 contacts →

Indirect evidence

“Consolidated Wealth, is a privately owned wealth management company.”

Source: RevenueBase Database · checked Sep 20, 2026
11Partial evidenceObservatory, South AfricaHQ checked Sep 20, 202651-20053 contacts →

Partial evidence

“In the past 10 years, Africa Direct has served over 20 public servants in creating their own personal wealth.”

Source: RevenueBase Database · checked Sep 20, 2026
12Indirect evidencePretoria, South AfricaHQ checked Sep 20, 202611-5049 contacts →

Indirect evidence

“Ascor™ Group of Companies - Independent Wealth Managers.”

Source: RevenueBase Database · checked Sep 20, 2026
13Indirect evidenceCape Town, South AfricaHQ checked Sep 20, 202651-20047 contacts →

Indirect evidence

“Origin’s slogan proclaims that we are COMMITTED TO YOU.”

Source: RevenueBase Database · checked Sep 20, 2026
14Partial evidenceCape Town, South AfricaHQ checked Sep 20, 202611-5042 contacts →

Partial evidence

“Netto Invest offers independent wealth management that maximises the probability of you achieving your financial goals.”

Source: RevenueBase Database · checked Sep 20, 2026
15Partial evidenceDurban, South AfricaHQ checked Sep 20, 202651-20037 contacts →

Partial evidence

“Berghshire Wealth BlueStar has a committed team of financial planners dedicated to finding solutions to suit every client's specific financial needs.”

Source: RevenueBase Database · checked Sep 20, 2026
16Strong evidenceBellville, South AfricaHQ checked Sep 20, 202651-20031 contacts →

Strong evidence

“Graviton is a nationwide network of independent financial advisers, delivering personalised, advice-led solutions aligned to clients’ financial goals.”

Source: RevenueBase Database · checked Sep 20, 2026
17Partial evidenceDurban, South AfricaHQ checked Sep 20, 202651-20028 contacts →

Partial evidence

“Quattro is multi-facet financial services group who prides itself in offering financial services of the highest quality whilst tailor making solutions for each individuals needs.”

Source: RevenueBase Database · checked Sep 20, 2026
18Partial evidenceJohannesburg, South AfricaHQ checked Sep 20, 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 20, 2026
19Partial evidenceJohannesburg, South AfricaHQ checked Sep 20, 202611-5027 contacts →

Partial evidence

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

Source: RevenueBase Database · checked Sep 20, 2026
20Partial evidenceGeorge, South AfricaHQ checked Sep 20, 20261-1027 contacts →

Partial evidence

“Professional Financial Planning and Portfolio Management”

Source: RevenueBase Database · checked Sep 20, 2026
21Partial evidencePort Elizabeth, South AfricaHQ checked Sep 20, 202651-20023 contacts →

Partial evidence

“Explore expert financial guidance with Ambiton Financial Services.”

Source: RevenueBase Database · checked Sep 20, 2026
22Indirect evidencePaardevlei, South AfricaHQ checked Sep 20, 202611-5021 contacts →

Indirect evidence

“Just like trees, your investments take some time to grow.”

Source: RevenueBase Database · checked Sep 20, 2026
23Indirect evidenceRosebank, South AfricaHQ checked Sep 20, 202611-5020 contacts →

Indirect evidence

“Founded in June 2009, Rosebank Wealth Group (RWG) is located in Rosebank, Johannesburg and currently employees 16 staff members.”

Source: RevenueBase Database · checked Sep 20, 2026
24Partial evidencePretoria, South AfricaHQ checked Sep 20, 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 20, 2026
25Indirect evidenceJohannesburg, South AfricaHQ checked Sep 20, 202611-5019 contacts →

Indirect evidence

“Daberistic" means different and better.”

Source: RevenueBase Database · checked Sep 20, 2026

Showing 25 of 440 personal financial coaches based in South Africa

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Personal financial coaches based in South Africa at a glance

As of Sep 20, 2026
28.3%Verified-email coverage
43.7Average contacts per company
1-10Median size (employees)
15.7%Largest-city concentration · Johannesburg
Sep 20, 2026Page data refreshed

Companies by employee count

1-10
270
11-50
136
51-200
20
201-500
8
501-1,000
3
1,001-5,000
1
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 440 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 financial coaches, 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 financial coaches”. 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 financial coaches), 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 financial coaches, 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, 5,440 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.

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 financial coaches, 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 financial coaches are there based in South Africa?

RevenueBase identified 440 personal financial coaches 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?

Intelligent Debt Management, headquartered in Pinelands, tops this list with the largest team on record.

Which city has the most personal financial coaches?

Johannesburg leads with 69 headquartered companies, followed by Cape Town (63) and Pretoria (32).

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 5,440 verified decision-maker contacts tracked across these 440 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.

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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.