Company lists · Data refreshed September 2026

Top 25 Portfolio analysis companies based in South Africa

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

Compiled by the RevenueBase Data Team Data refreshed Sep 20, 2026 55 companies tracked

RevenueBase identified 55 portfolio analysis companies headquartered in South Africa as of September 2026 and tracks 748 professional contacts across them, including 319 with verified work emails. Cape Town is the largest hub.

This list covers portfolio analysis companies headquartered in South Africa, matched on what each company actually does as described in its own words. Ranked by team size, largest first. Every row shows the company's own description, its RevenueBase Smart Search rating, and when it was last checked. Data refreshed September 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

55Companies

748Contacts tracked

319Verified emails

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The 25 largest portfolio analysis companies based in South Africa

Ranked by team size

Top 25 of 55 portfolio analysis companies 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 portfolio analysis companies: strong evidence (its own description names it), partial (names part of it), indirect (matched on the rest of its profile rather than the description shown). Click a contact count to view that company's people.
#	Company	RevenueBase Smart Search	Headquarters	Employees	Contacts
1	Riscura	Indirect evidence	Cape Town, South AfricaHQ checked Sep 20, 2026	51-200	169 contacts →
	Indirect evidence “What We Do In a world where prudent and impartial financial insights are rare, RisCura provides both security and clarity for our clients.” Source: RevenueBase Database · checked Sep 20, 2026
2	Futurum Financial Group PTY LTD	Indirect evidence	Potchefstroom, South AfricaHQ checked Sep 20, 2026	201-500	115 contacts →
	Indirect evidence “You CREATE the memories, we INSURE the journey.” Source: RevenueBase Database · checked Sep 20, 2026
3	Foord Asset Management	Indirect evidence	Cape Town, South AfricaHQ checked Sep 20, 2026	51-200	59 contacts →
	Indirect evidence “Foord Asset Management has been consistently growing retirement savings since 1981.” Source: RevenueBase Database · checked Sep 20, 2026
4	Mentenova	Indirect evidence	Rosebank, South AfricaHQ checked Sep 20, 2026	11-50	29 contacts →
	Indirect evidence “We are a long-standing; award-winning financial services group and we are synonymous with: • Innovation • Independence • Excellence • Integrity • Long-term partnerships.” Source: RevenueBase Database · checked Sep 20, 2026
5	Concept Wealth Authorized By Sanlam	Partial evidence	George, South AfricaHQ checked Sep 20, 2026	1-10	27 contacts →
	Partial evidence “Professional Financial Planning and Portfolio Management” Source: RevenueBase Database · checked Sep 20, 2026
6	Northstar Asset Management	Indirect evidence	Constantia, South AfricaHQ checked Sep 20, 2026	11-50	20 contacts →
	Indirect evidence “A SINGULAR MISSION: DELIVERING WEALTH TO OUR CLIENTS Northstar Asset Management is a Cape Town based asset manager with a long heritage and impeccable pedigree.” Source: RevenueBase Database · checked Sep 20, 2026
7	Helfin Financial Services	Indirect evidence	Pretoria, South AfricaHQ checked Sep 20, 2026	11-50	20 contacts →
	Indirect 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
8	Complete Financial & Business Solutions	Partial evidence	Cape Town, South AfricaHQ checked Sep 20, 2026	11-50	18 contacts →
	Partial evidence “CFBS is a group of financial advisors and business analysts who are passionate about business, finance and providing peace of mind through the in-depth knowledge and analysis of…” Source: RevenueBase Database · checked Sep 20, 2026
9	Aylett & Co. Fund Managers	Indirect evidence	Cape Town, South AfricaHQ checked Sep 20, 2026	11-50	15 contacts →
	Indirect evidence “We are a boutique investment house offering asset management services to retail, institutional and private clients.” Source: RevenueBase Database · checked Sep 20, 2026
10	Riskcafé	Partial evidence	Johannesburg, South AfricaHQ checked Sep 20, 2026	11-50	15 contacts →
	Partial evidence “RiskCafé offers a full suite of investment portfolio reporting solutions for hedge fund and asset managers across the world.” Source: RevenueBase Database · checked Sep 20, 2026
11	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
12	Realfin Capital Partners PTY LTD	Indirect evidence	Cape Town, South AfricaHQ checked Sep 20, 2026	1-10	12 contacts →
	Indirect evidence “Since its inception in August 2003, the RealFin Group has earned a widely acknowledged reputation as a leader in specialist asset management, advisory, and structured financial…” Source: RevenueBase Database · checked Sep 20, 2026
13	KM Wealth Management PTY LTD	Indirect evidence	Bryanston, South AfricaHQ checked Sep 20, 2026	1-10	10 contacts →
	Indirect evidence “Established in 2017, KM Wealth Partners emerges as a fully independent Financial Services firm, leveraging extensive international and local experience within the financial sector.” Source: RevenueBase Database · checked Sep 20, 2026
14	Pyxis Investment Management	Indirect evidence	Sandton, South AfricaHQ checked Sep 20, 2026	1-10	7 contacts →
	Indirect evidence “Pyxis Investment Management® is a niche asset management company who offers a bespoke, segregated and solutions-based investment management service.” Source: RevenueBase Database · checked Sep 20, 2026
15	Cartesian Capital PTY LTD	Indirect evidence	Johannesburg, South AfricaHQ checked Sep 20, 2026	11-50	7 contacts →
	Indirect evidence “Cartesian is a boutique asset manager that offers a range of carefully designed products and tailor-made solutions across a range of risk return metrics and asset classes.” Source: RevenueBase Database · checked Sep 20, 2026
16	Obsidian Capital SA	Indirect evidence	Johannesburg, South AfricaHQ checked Sep 20, 2026	1-10	6 contacts →
	Indirect evidence “If you want to grow your money in real terms, most of the assets you buy will have an element of risk attached to them.” Source: RevenueBase Database · checked Sep 20, 2026
17	Constellation Capital	Indirect evidence	Cape Town, South AfricaHQ checked Sep 20, 2026	1-10	6 contacts →
	Indirect evidence “Constellation was founded in January 2014 and is a boutique financial services company with an experienced team of professionals that leverages innovative thinking, deep product…” Source: RevenueBase Database · checked Sep 20, 2026
18	Altree Capital	Indirect evidence	Johannesburg, South AfricaHQ checked Sep 20, 2026	11-50	6 contacts →
	Indirect evidence “Delivering asset management and investment advisory services to institutional investors worldwide.” Source: RevenueBase Database · checked Sep 20, 2026
19	LWC Financial Solutions	Indirect evidence	Cape Town, South AfricaHQ checked Sep 20, 2026	1-10	5 contacts →
	Indirect evidence “We are an approved franchise of Fairbairn Consult."At LWC Financial Solutions, we are your trusted partner on the path to financial success.” Source: RevenueBase Database · checked Sep 20, 2026
20	Taylor Made Financial Services CC	Indirect evidence	Cape Town, South AfricaHQ checked Sep 20, 2026	11-50	4 contacts →
	Indirect evidence “With over 16 years of experience in investment management, Taylor Made Financial Services, know how important it is to respond quickly to market events to protect and grow your…” Source: RevenueBase Database · checked Sep 20, 2026
21	Celerity Investments	Indirect evidence	Menlyn, South AfricaHQ checked Sep 20, 2026	1-10	4 contacts →
	Indirect evidence “Your future.” Source: RevenueBase Database · checked Sep 20, 2026
22	Pendulum Advisors	Partial evidence	Cape Town, South AfricaHQ checked Sep 20, 2026	1-10	3 contacts →
	Partial evidence “Pendulum Advisors provides detailed investment analysis and due diligence for individual client's needs, both on publicly owned as well as privately owned companies.” Source: RevenueBase Database · checked Sep 20, 2026
23	VAN DER BYL Bergh PTY LTD	Indirect evidence	Stellenbosch, South AfricaHQ checked Sep 20, 2026	1-10	3 contacts →
	Indirect evidence “Van der Byl Bergh was founded by the late Charl Bergh in September 1989 and has since grown into a comprehensive Financial Services Provider that offers Investment Management and…” Source: RevenueBase Database · checked Sep 20, 2026
24	Lattice	Indirect evidence	Johannesburg, South AfricaHQ checked Sep 20, 2026	1-10	2 contacts →
	Indirect evidence Source: RevenueBase Database · checked Sep 20, 2026
25	Fisher Dugmore Securities PTY LTD	Indirect evidence	City Of Tshwane, South AfricaHQ checked Sep 20, 2026	1-10	2 contacts →
	Indirect evidence “Fisher Dugmore Securities is a reputable financial services firm and asset manager.” 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: portfolio analysis companies. Every row carries its rating and the description the rating was read from, so each one can be checked rather than taken on trust.

Strong evidence: The company's own public description of its business names portfolio analysis companies.
Partial evidence: Its own public description names part of portfolio analysis companies, so it works in or next to the category without describing itself that way.
Indirect evidence: The description shown does not name portfolio analysis companies. The match rests on the rest of the company's public profile rather than the one sentence quoted here, so this is the rating to check first.

RevenueBase Smart Search is how these lists are built: RevenueBase's data engine and AI assemble the companies that match a category defined in a user's own words, so a list can be about what companies actually do rather than about whichever industry code they were filed under.

Showing 25 of 55 portfolio analysis companies based in South Africa

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Portfolio analysis companies based in South Africa at a glance

As of Sep 20, 2026

42.6%Verified-email coverage

13.6Average contacts per company

1-10Median size (employees)

30.9%Largest-city concentration · Cape Town

Sep 20, 2026Page data refreshed

Companies by employee count

1-10

11-50

51-200

201-500

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 55 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 portfolio analysis companies, so some rows will be adjacent to the category rather than pure plays. The description and RevenueBase Smart Search rating on every row are there so you can check each match yourself.

Source: The RevenueBase company graph: 60 million companies and 398.9 million professional contacts resolved from primary sources, queried with RevenueBase Smart Search, the natural-language company search available to every RevenueBase user.
What qualifies: Companies headquartered in South Africa whose own description of what they do matches “portfolio analysis companies”. Matching reads each company's description, not its industry code or its name.
RevenueBase Smart Search: RevenueBase Smart Search is how this list is assembled and how each row is rated. RevenueBase's data engine and AI assess a company's LinkedIn profile, information supplied directly by the company, its website and other publicly available information, then relate it to a category defined in a user's own words. Each row is rated strong evidence (its own description names portfolio analysis companies), partial evidence (it names part of the category) or indirect evidence (the description shown names none of it and the match rests on the rest of the company's profile). The description supporting each rating is quoted on the row.
What we exclude: Companies whose own description does not clearly place them among portfolio analysis companies, and records with no verified work email. Companies headquartered outside South Africa are excluded even when they keep an office there.
Match quality: In blind human judging of this matching method, 86% of matched companies were on target. Expect roughly 1 in 7 rows to be adjacent to the category rather than a pure play. Every row shows the company's own description and its RevenueBase Smart Search rating so you can judge each match yourself. Read the full methodology: how the lists are built, how the judging worked, and what the figure means.
Ranking: Team size, largest first: companies are ordered by the number of professionals RevenueBase tracks at each one. Employee ranges shown are reported bands, for context.
Verification: Every listed company carries at least one verified work email, 319 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 portfolio analysis companies, partial evidence when it names part of the category, and indirect evidence when the description shown names none of it and the match rests on the rest of the company's profile.

How many portfolio analysis companies are there based in South Africa?

RevenueBase identified 55 portfolio analysis companies headquartered in South Africa as of September 2026, matched on each company's own description of what it does rather than its industry code.

What is the largest company on this list?

Riscura, headquartered in Cape Town, tops this list with the largest team on record.

Which city has the most portfolio analysis companies?

Cape Town leads with 17 headquartered companies, followed by Johannesburg (12) and Pretoria (5).

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 319 verified decision-maker contacts tracked across these 55 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.