Company lists · Data refreshed September 2026
Top 25 Portfolio management firms based in South Africa
RevenueBase identified 256 company matches for portfolio management firms associated with South Africa as of September 2026 and tracks 5,252 professional contacts across them, including 2,127 with verified work emails. Johannesburg is the largest hub.
This list covers company matches for portfolio management firms 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 20, 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 25 largest portfolio management firms based in South Africa
Ranked by team size| # | Company | Contacts | |||
|---|---|---|---|---|---|
| 1 | 966 contacts → | ||||
Exact match “STANLIB Asset Management is one of South Africa’s leading investment managers, with over R600 billion in assets under management (as of 31 December 2025).” Recorded in the RevenueBase company graph · Sep 20, 2026 · View company records in RevenueBase | |||||
| 2 | 791 contacts → | ||||
Exact match “Sasfin Wealth is now Otto1890 and we are investment specialists.” Recorded in the RevenueBase company graph · Sep 20, 2026 · View company records in RevenueBase | |||||
| 3 | 379 contacts → | ||||
Exact match “Far more than specialist wealth managers, we’re here to secure and grow your wealth, so that you have the freedom to choose the size of your dreams and the content of your next…” Recorded in the RevenueBase company graph · Sep 20, 2026 · View company records in RevenueBase | |||||
| 4 | 309 contacts → | ||||
Exact match “Let's journey together.” Recorded in the RevenueBase company graph · Sep 20, 2026 · View company records in RevenueBase | |||||
| 5 | 170 contacts → | ||||
Exact match “We help our clients protect and grow their savings, ensuring they can retire comfortably with dignity.” Recorded in the RevenueBase company graph · Sep 20, 2026 · View company records in RevenueBase | |||||
| 6 | 141 contacts → | ||||
Exact match “Fairtree is a leading investment manager that manages traditional and alternative investment portfolios across all asset classes for local and offshore clients.” Recorded in the RevenueBase company graph · Sep 20, 2026 · View company records in RevenueBase | |||||
| 7 | 115 contacts → | ||||
Exact match “You CREATE the memories, we INSURE the journey.” Recorded in the RevenueBase company graph · Sep 20, 2026 · View company records in RevenueBase | |||||
| 8 | 106 contacts → | ||||
Exact match “GCI Wealth is a boutique financial planning and investment group dedicated to ensuring that your future, secured whilst at the same time addressing the potential lifestyle…” Recorded in the RevenueBase company graph · Sep 20, 2026 · View company records in RevenueBase | |||||
| 9 | 59 contacts → | ||||
Exact match “Foord Asset Management has been consistently growing retirement savings since 1981.” Recorded in the RevenueBase company graph · Sep 20, 2026 · View company records in RevenueBase | |||||
| 10 | 59 contacts → | ||||
Exact match “Consolidated Wealth, is a privately owned wealth management company.” Recorded in the RevenueBase company graph · Sep 20, 2026 · View company records in RevenueBase | |||||
| 11 | 52 contacts → | ||||
Exact match “Since 1987, Melville Douglas has been delivering superior investment returns across a number of asset classes.” Recorded in the RevenueBase company graph · Sep 20, 2026 · View company records in RevenueBase | |||||
| 12 | 44 contacts → | ||||
Exact match “Vunani Fund Managers (“Vunani FM”), a subsidiary of Vunani Limited, was established in and is a boutique asset management firm.” Recorded in the RevenueBase company graph · Sep 20, 2026 · View company records in RevenueBase | |||||
| 13 | 35 contacts → | ||||
Exact match “Afrifocus has been a stockbroker member of the JSE since servicing institutional and private clients.” Recorded in the RevenueBase company graph · Sep 20, 2026 · View company records in RevenueBase | |||||
| 14 | 31 contacts → | ||||
Exact match “The Optimum Investment Group (Pty) Ltd was founded in South Africa in 2012 as a Boutique Asset Manager (CAT II).” Recorded in the RevenueBase company graph · Sep 20, 2026 · View company records in RevenueBase | |||||
| 15 | 29 contacts → | ||||
Exact match “We are a long-standing; award-winning financial services group and we are synonymous with: • Innovation • Independence • Excellence • Integrity • Long-term partnerships.” Recorded in the RevenueBase company graph · Sep 20, 2026 · View company records in RevenueBase | |||||
| 16 | 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 20, 2026 · View company records in RevenueBase | |||||
| 17 | 27 contacts → | ||||
Exact match “Professional Financial Planning and Portfolio Management” Recorded in the RevenueBase company graph · Sep 20, 2026 · View company records in RevenueBase | |||||
| 18 | 25 contacts → | ||||
Exact match “Denker Capital is a boutique asset manager based in Cape Town.” Recorded in the RevenueBase company graph · Sep 20, 2026 · View company records in RevenueBase | |||||
| 19 | 23 contacts → | ||||
Exact match “Overberg Asset Management specialises in the management of private share portfolios, tailored to the investment objectives of each client.” Recorded in the RevenueBase company graph · Sep 20, 2026 · View company records in RevenueBase | |||||
| 20 | 23 contacts → | ||||
Exact match “Aeon Investment Management is a Level 1 B-BBEE boutique investment management company based in Claremont, Cape Town, South Africa with a focus on long-term wealth creation.” Recorded in the RevenueBase company graph · Sep 20, 2026 · View company records in RevenueBase | |||||
| 21 | 21 contacts → | ||||
Exact match “Just like trees, your investments take some time to grow.” Recorded in the RevenueBase company graph · Sep 20, 2026 · View company records in RevenueBase | |||||
| 22 | 20 contacts → | ||||
Exact match “Founded in June 2009, Rosebank Wealth Group (RWG) is located in Rosebank, Johannesburg and currently employees 16 staff members.” Recorded in the RevenueBase company graph · Sep 20, 2026 · View company records in RevenueBase | |||||
| 23 | 20 contacts → | ||||
Exact match “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.” Recorded in the RevenueBase company graph · Sep 20, 2026 · View company records in RevenueBase | |||||
| 24 | 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 20, 2026 · View company records in RevenueBase | |||||
| 25 | 19 contacts → | ||||
Exact match “Independent Securities, Your Investment Partner Since 1998 For over 25 years, we’ve stayed true to one purpose: delivering superior investment outcomes without unnecessary…” Recorded in the RevenueBase company graph · Sep 20, 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 “portfolio management firms”. 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 25 of 256 portfolio management firms based in South Africa
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Portfolio management firms based in South Africa at a glance
As of Sep 20, 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 256 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 “portfolio management firms” 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 2,127 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 20, 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.
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 “portfolio management firms”; each Exact match badge shows search membership, not an individual similarity or quality score.
How many portfolio management firms are there based in South Africa?
RevenueBase identified 256 company matches for portfolio management firms 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?
Stanlib tops the displayed preview by professional contacts tracked in RevenueBase. Recorded headquarters appear in the company rows.
Which city has the most portfolio management firms?
Johannesburg leads with 50 company records, followed by Cape Town (44) and Pretoria (19).
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 2,127 professional contacts with verified work emails tracked across these 256 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 20, 2026.
Ready to reach these companies? Verified emails and direct dials for all 256 portfolio management firms based in South Africa. Start with a free account, no credit card.
Download this list →Related lists
Portfolio management firms by geography
- Portfolio management firms based in Calgary, Canada
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- Portfolio management firms based in Toronto, Canada
- Portfolio management firms based in Vancouver, Canada
- Portfolio management firms based in Winnipeg, Canada
- Portfolio management firms based in Ahmedabad, India
- Portfolio management firms based in Bangalore, India
- Portfolio management firms based in Chennai, India
- Portfolio management firms based in Hyderabad, India
- Portfolio management firms based in Kolkata, India
- Portfolio management firms based in Mumbai, India
- Portfolio management firms based in New Delhi, India
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
- Portfolio management firms based in Calgary, Canada
- Portfolio management firms based in Montreal, Canada
- Portfolio management firms based in Toronto, Canada
- Portfolio management firms based in Vancouver, Canada
- Portfolio management firms based in Winnipeg, Canada
- Portfolio management firms based in Ahmedabad, India
Company intelligence · public preview
Top 25 portfolio management firms 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 256 matching company records for portfolio management firms based in South Africa, with 5,252 tracked contacts and 2,127 verified work emails.
This public preview shows 25 selected records ordered by tracked contacts. RevenueBase SmartSearch finds company descriptions that match by meaning at Exact. Snapshot: September 20, 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 25 portfolio management firms 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 |  Stanlibstanlib.comHQ: Johannesburg, South AfricaReported employees: 501-1,000 | Johannesburg, South Africa | 501-1,000 | Exact match | 966 contacts → |
“STANLIB Asset Management is one of South Africa’s leading investment managers, with over R600 billion in assets under management (as of 31 December 2025).” Recorded description excerpt · September 20, 2026Open company data in RevenueBase ↗Free signup required. | |||||
| 2 |  Sasfinotto1890.comHQ: Johannesburg, South AfricaReported employees: 501-1,000 | Johannesburg, South Africa | 501-1,000 | Exact match | 791 contacts → |
“Sasfin Wealth is now Otto1890 and we are investment specialists.” Recorded description excerpt · September 20, 2026Open company data in RevenueBase ↗Free signup required. | |||||
| 3 |  Citadel Investment Servicescitadel.co.zaHQ: Lynnwood Manor, South AfricaReported employees: 201-500 | Lynnwood Manor, South Africa | 201-500 | Exact match | 379 contacts → |
“Far more than specialist wealth managers, we’re here to secure and grow your wealth, so that you have the freedom to choose the size of your dreams and the content of your next…” Recorded description excerpt · September 20, 2026Open company data in RevenueBase ↗Free signup required. | |||||
| 4 |  Consultconsultm.co.zaHQ: Centurion, South AfricaReported employees: 201-500 | Centurion, South Africa | 201-500 | Exact match | 309 contacts → |
“Let's journey together.” Recorded description excerpt · September 20, 2026Open company data in RevenueBase ↗Free signup required. | |||||
| 5 |  M&g Investments Southern Africamandg.co.zaHQ: Cape Town, South AfricaReported employees: 51-200 | Cape Town, South Africa | 51-200 | Exact match | 170 contacts → |
“We help our clients protect and grow their savings, ensuring they can retire comfortably with dignity.” Recorded description excerpt · September 20, 2026Open company data in RevenueBase ↗Free signup required. | |||||
| 6 |  Fairtreefairtree.comHQ: Bellville, South AfricaReported employees: 51-200 | Bellville, South Africa | 51-200 | Exact match | 141 contacts → |
“Fairtree is a leading investment manager that manages traditional and alternative investment portfolios across all asset classes for local and offshore clients.” Recorded description excerpt · September 20, 2026Open company data in RevenueBase ↗Free signup required. | |||||
| 7 |  Futurum Financial Group PTY LTDffg.co.zaHQ: Potchefstroom, South AfricaReported employees: 201-500 | Potchefstroom, South Africa | 201-500 | Exact match | 115 contacts → |
“You CREATE the memories, we INSURE the journey.” Recorded description excerpt · September 20, 2026Open company data in RevenueBase ↗Free signup required. | |||||
| 8 |  GCIgci.co.zaHQ: Johannesburg, South AfricaReported employees: 51-200 | Johannesburg, South Africa | 51-200 | Exact match | 106 contacts → |
“GCI Wealth is a boutique financial planning and investment group dedicated to ensuring that your future, secured whilst at the same time addressing the potential lifestyle…” Recorded description excerpt · September 20, 2026Open company data in RevenueBase ↗Free signup required. | |||||
| 9 |  Foord Asset Managementfoord.co.zaHQ: Cape Town, South AfricaReported employees: 51-200 | Cape Town, South Africa | 51-200 | Exact match | 59 contacts → |
“Foord Asset Management has been consistently growing retirement savings since 1981.” Recorded description excerpt · September 20, 2026Open company data in RevenueBase ↗Free signup required. | |||||
| 10 |  Consolidated Wealth Groupconsolidated.co.zaHQ: Kloof, South AfricaReported employees: 11-50 | Kloof, South Africa | 11-50 | Exact match | 59 contacts → |
“Consolidated Wealth, is a privately owned wealth management company.” Recorded description excerpt · September 20, 2026Open company data in RevenueBase ↗Free signup required. | |||||
| 11 |  Melville Douglasmelvilledouglas.co.zaHQ: Randburg, South AfricaReported employees: 51-200 | Randburg, South Africa | 51-200 | Exact match | 52 contacts → |
“Since 1987, Melville Douglas has been delivering superior investment returns across a number of asset classes.” Recorded description excerpt · September 20, 2026Open company data in RevenueBase ↗Free signup required. | |||||
| 12 |  Vunani Fund Managers PTY LTDvunanifm.co.zaHQ: Cape Town, South AfricaReported employees: 11-50 | Cape Town, South Africa | 11-50 | Exact match | 44 contacts → |
“Vunani Fund Managers (“Vunani FM”), a subsidiary of Vunani Limited, was established in and is a boutique asset management firm.” Recorded description excerpt · September 20, 2026Open company data in RevenueBase ↗Free signup required. | |||||
| 13 |  Afrifocus Securitiesafrifocus.co.zaHQ: Sandton, South AfricaReported employees: 11-50 | Sandton, South Africa | 11-50 | Exact match | 35 contacts → |
“Afrifocus has been a stockbroker member of the JSE since servicing institutional and private clients.” Recorded description excerpt · September 20, 2026Open company data in RevenueBase ↗Free signup required. | |||||
| 14 |  OIGoig-invest.comHQ: Tygervalley, South AfricaReported employees: 11-50 | Tygervalley, South Africa | 11-50 | Exact match | 31 contacts → |
“The Optimum Investment Group (Pty) Ltd was founded in South Africa in 2012 as a Boutique Asset Manager (CAT II).” Recorded description excerpt · September 20, 2026Open company data in RevenueBase ↗Free signup required. | |||||
| 15 |  Mentenovamentenova.co.zaHQ: Rosebank, South AfricaReported employees: 11-50 | Rosebank, South Africa | 11-50 | Exact match | 29 contacts → |
“We are a long-standing; award-winning financial services group and we are synonymous with: • Innovation • Independence • Excellence • Integrity • Long-term partnerships.” Recorded description excerpt · September 20, 2026Open company data in RevenueBase ↗Free signup required. | |||||
| 16 |  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 20, 2026Open company data in RevenueBase ↗Free signup required. | |||||
| 17 |  Concept Wealth Authorized By Sanlamconceptwealth.co.zaHQ: George, South AfricaReported employees: 1-10 | George, South Africa | 1-10 | Exact match | 27 contacts → |
“Professional Financial Planning and Portfolio Management” Recorded description excerpt · September 20, 2026Open company data in RevenueBase ↗Free signup required. | |||||
| 18 |  Denker Capitaldenkercapital.comHQ: Cape Town, South AfricaReported employees: 11-50 | Cape Town, South Africa | 11-50 | Exact match | 25 contacts → |
“Denker Capital is a boutique asset manager based in Cape Town.” Recorded description excerpt · September 20, 2026Open company data in RevenueBase ↗Free signup required. | |||||
| 19 |  Overberg Asset Management PTY LTDoverberg.bizHQ: Greyton, South AfricaReported employees: 11-50 | Greyton, South Africa | 11-50 | Exact match | 23 contacts → |
“Overberg Asset Management specialises in the management of private share portfolios, tailored to the investment objectives of each client.” Recorded description excerpt · September 20, 2026Open company data in RevenueBase ↗Free signup required. | |||||
| 20 |  Aeon Investment Management PTY LTDaeonim.co.zaHQ: Cape Town, South AfricaReported employees: 11-50 | Cape Town, South Africa | 11-50 | Exact match | 23 contacts → |
“Aeon Investment Management is a Level 1 B-BBEE boutique investment management company based in Claremont, Cape Town, South Africa with a focus on long-term wealth creation.” Recorded description excerpt · September 20, 2026Open company data in RevenueBase ↗Free signup required. | |||||
| 21 |  Woodland Wealthwoodlandwealth.co.zaHQ: Paardevlei, South AfricaReported employees: 11-50 | Paardevlei, South Africa | 11-50 | Exact match | 21 contacts → |
“Just like trees, your investments take some time to grow.” Recorded description excerpt · September 20, 2026Open company data in RevenueBase ↗Free signup required. | |||||
| 22 |  Rosebank Wealth Group PTY LTDrosebankwealthgroup.comHQ: Rosebank, South AfricaReported employees: 11-50 | Rosebank, South Africa | 11-50 | Exact match | 20 contacts → |
“Founded in June 2009, Rosebank Wealth Group (RWG) is located in Rosebank, Johannesburg and currently employees 16 staff members.” Recorded description excerpt · September 20, 2026Open company data in RevenueBase ↗Free signup required. | |||||
| 23 |  Northstar Asset Managementnorthstar.co.zaHQ: Constantia, South AfricaReported employees: 11-50 | Constantia, South Africa | 11-50 | Exact match | 20 contacts → |
“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.” Recorded description excerpt · September 20, 2026Open company data in RevenueBase ↗Free signup required. | |||||
| 24 |  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 20, 2026Open company data in RevenueBase ↗Free signup required. | |||||
| 25 |  Independent Securitiesisec.co.zaHQ: Illovo, South AfricaReported employees: 11-50 | Illovo, South Africa | 11-50 | Exact match | 19 contacts → |
“Independent Securities, Your Investment Partner Since 1998 For over 25 years, we’ve stayed true to one purpose: delivering superior investment outcomes without unnecessary…” Recorded description excerpt · September 20, 2026Open company data in RevenueBase ↗Free signup required. | |||||
Showing 25 of 256 company matches
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Portfolio management firms: dataset insights
September 20, 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
256 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 256 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 20, 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 ↗
Questions about this company list
What does Exact match mean for portfolio management firms?
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 portfolio management firms did RevenueBase find based in South Africa?
The saved snapshot records 256 matching company records, 5,252 tracked contacts and 2,127 verified emails. The public preview displays 25 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 20, 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
Portfolio management firms by geography
- Portfolio management firms based in Calgary, Canada
- Portfolio management firms based in Montreal, Canada
- Portfolio management firms based in Toronto, Canada
- Portfolio management firms based in Vancouver, Canada
- Portfolio management firms based in Winnipeg, Canada
- Portfolio management firms based in Ahmedabad, India
- Portfolio management firms based in Bangalore, India
- Portfolio management firms based in Chennai, India
- Portfolio management firms based in Hyderabad, India
- Portfolio management firms based in Kolkata, India
- Portfolio management firms based in Mumbai, India
- Portfolio management firms based in New Delhi, India
Cite this list
RevenueBase Data Team. Top 25 portfolio management firms based in South Africa. Snapshot: September 20, 2026. https://revenuebase.ai/companies/portfolio-management-firms/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
- Portfolio management firms based in Calgary, Canada
- Portfolio management firms based in Montreal, Canada
- Portfolio management firms based in Toronto, Canada
- Portfolio management firms based in Vancouver, Canada
- Portfolio management firms based in Winnipeg, Canada
- Portfolio management firms based in Ahmedabad, India
Company intelligence · public preview
Top 25 portfolio management firms based in South Africa
RevenueBase records 256 matching company records for portfolio management firms based in South Africa, with 5,252 tracked contacts and 2,127 verified work emails.
This public preview shows 25 selected records ordered by tracked contacts. RevenueBase SmartSearch finds company descriptions that match by meaning at Exact. Snapshot: September 20, 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 25 portfolio management firms 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 | Stanlibstanlib.com HQ: Johannesburg, South AfricaReported employees: 501-1,000 | Johannesburg, South Africa | 501-1,000 | Exact match | 966 contacts → |
“STANLIB Asset Management is one of South Africa’s leading investment managers, with over R600 billion in assets under management (as of 31 December 2025).” Recorded description excerpt · September 20, 2026Open company data in RevenueBase ↗Free signup required. | |||||
| 2 | Sasfinotto1890.com HQ: Johannesburg, South AfricaReported employees: 501-1,000 | Johannesburg, South Africa | 501-1,000 | Exact match | 791 contacts → |
“Sasfin Wealth is now Otto1890 and we are investment specialists.” Recorded description excerpt · September 20, 2026Open company data in RevenueBase ↗Free signup required. | |||||
| 3 | Citadel Investment Servicescitadel.co.za HQ: Lynnwood Manor, South AfricaReported employees: 201-500 | Lynnwood Manor, South Africa | 201-500 | Exact match | 379 contacts → |
“Far more than specialist wealth managers, we’re here to secure and grow your wealth, so that you have the freedom to choose the size of your dreams and the content of your next…” Recorded description excerpt · September 20, 2026Open company data in RevenueBase ↗Free signup required. | |||||
| 4 | Consultconsultm.co.za HQ: Centurion, South AfricaReported employees: 201-500 | Centurion, South Africa | 201-500 | Exact match | 309 contacts → |
“Let's journey together.” Recorded description excerpt · September 20, 2026Open company data in RevenueBase ↗Free signup required. | |||||
| 5 | M&g Investments Southern Africamandg.co.za HQ: Cape Town, South AfricaReported employees: 51-200 | Cape Town, South Africa | 51-200 | Exact match | 170 contacts → |
“We help our clients protect and grow their savings, ensuring they can retire comfortably with dignity.” Recorded description excerpt · September 20, 2026Open company data in RevenueBase ↗Free signup required. | |||||
| 6 | Fairtreefairtree.com HQ: Bellville, South AfricaReported employees: 51-200 | Bellville, South Africa | 51-200 | Exact match | 141 contacts → |
“Fairtree is a leading investment manager that manages traditional and alternative investment portfolios across all asset classes for local and offshore clients.” Recorded description excerpt · September 20, 2026Open company data in RevenueBase ↗Free signup required. | |||||
| 7 | Futurum Financial Group PTY LTDffg.co.za HQ: Potchefstroom, South AfricaReported employees: 201-500 | Potchefstroom, South Africa | 201-500 | Exact match | 115 contacts → |
“You CREATE the memories, we INSURE the journey.” Recorded description excerpt · September 20, 2026Open company data in RevenueBase ↗Free signup required. | |||||
| 8 | GCIgci.co.za HQ: Johannesburg, South AfricaReported employees: 51-200 | Johannesburg, South Africa | 51-200 | Exact match | 106 contacts → |
“GCI Wealth is a boutique financial planning and investment group dedicated to ensuring that your future, secured whilst at the same time addressing the potential lifestyle…” Recorded description excerpt · September 20, 2026Open company data in RevenueBase ↗Free signup required. | |||||
| 9 | Foord Asset Managementfoord.co.za HQ: Cape Town, South AfricaReported employees: 51-200 | Cape Town, South Africa | 51-200 | Exact match | 59 contacts → |
“Foord Asset Management has been consistently growing retirement savings since 1981.” Recorded description excerpt · September 20, 2026Open company data in RevenueBase ↗Free signup required. | |||||
| 10 | Consolidated Wealth Groupconsolidated.co.za HQ: Kloof, South AfricaReported employees: 11-50 | Kloof, South Africa | 11-50 | Exact match | 59 contacts → |
“Consolidated Wealth, is a privately owned wealth management company.” Recorded description excerpt · September 20, 2026Open company data in RevenueBase ↗Free signup required. | |||||
| 11 | Melville Douglasmelvilledouglas.co.za HQ: Randburg, South AfricaReported employees: 51-200 | Randburg, South Africa | 51-200 | Exact match | 52 contacts → |
“Since 1987, Melville Douglas has been delivering superior investment returns across a number of asset classes.” Recorded description excerpt · September 20, 2026Open company data in RevenueBase ↗Free signup required. | |||||
| 12 | Vunani Fund Managers PTY LTDvunanifm.co.za HQ: Cape Town, South AfricaReported employees: 11-50 | Cape Town, South Africa | 11-50 | Exact match | 44 contacts → |
“Vunani Fund Managers (“Vunani FM”), a subsidiary of Vunani Limited, was established in and is a boutique asset management firm.” Recorded description excerpt · September 20, 2026Open company data in RevenueBase ↗Free signup required. | |||||
| 13 | Afrifocus Securitiesafrifocus.co.za HQ: Sandton, South AfricaReported employees: 11-50 | Sandton, South Africa | 11-50 | Exact match | 35 contacts → |
“Afrifocus has been a stockbroker member of the JSE since servicing institutional and private clients.” Recorded description excerpt · September 20, 2026Open company data in RevenueBase ↗Free signup required. | |||||
| 14 | OIGoig-invest.com HQ: Tygervalley, South AfricaReported employees: 11-50 | Tygervalley, South Africa | 11-50 | Exact match | 31 contacts → |
“The Optimum Investment Group (Pty) Ltd was founded in South Africa in 2012 as a Boutique Asset Manager (CAT II).” Recorded description excerpt · September 20, 2026Open company data in RevenueBase ↗Free signup required. | |||||
| 15 | Mentenovamentenova.co.za HQ: Rosebank, South AfricaReported employees: 11-50 | Rosebank, South Africa | 11-50 | Exact match | 29 contacts → |
“We are a long-standing; award-winning financial services group and we are synonymous with: • Innovation • Independence • Excellence • Integrity • Long-term partnerships.” Recorded description excerpt · September 20, 2026Open company data in RevenueBase ↗Free signup required. | |||||
| 16 | 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 20, 2026Open company data in RevenueBase ↗Free signup required. | |||||
| 17 | Concept Wealth Authorized By Sanlamconceptwealth.co.za HQ: George, South AfricaReported employees: 1-10 | George, South Africa | 1-10 | Exact match | 27 contacts → |
“Professional Financial Planning and Portfolio Management” Recorded description excerpt · September 20, 2026Open company data in RevenueBase ↗Free signup required. | |||||
| 18 | Denker Capitaldenkercapital.com HQ: Cape Town, South AfricaReported employees: 11-50 | Cape Town, South Africa | 11-50 | Exact match | 25 contacts → |
“Denker Capital is a boutique asset manager based in Cape Town.” Recorded description excerpt · September 20, 2026Open company data in RevenueBase ↗Free signup required. | |||||
| 19 | Overberg Asset Management PTY LTDoverberg.biz HQ: Greyton, South AfricaReported employees: 11-50 | Greyton, South Africa | 11-50 | Exact match | 23 contacts → |
“Overberg Asset Management specialises in the management of private share portfolios, tailored to the investment objectives of each client.” Recorded description excerpt · September 20, 2026Open company data in RevenueBase ↗Free signup required. | |||||
| 20 | Aeon Investment Management PTY LTDaeonim.co.za HQ: Cape Town, South AfricaReported employees: 11-50 | Cape Town, South Africa | 11-50 | Exact match | 23 contacts → |
“Aeon Investment Management is a Level 1 B-BBEE boutique investment management company based in Claremont, Cape Town, South Africa with a focus on long-term wealth creation.” Recorded description excerpt · September 20, 2026Open company data in RevenueBase ↗Free signup required. | |||||
| 21 | Woodland Wealthwoodlandwealth.co.za HQ: Paardevlei, South AfricaReported employees: 11-50 | Paardevlei, South Africa | 11-50 | Exact match | 21 contacts → |
“Just like trees, your investments take some time to grow.” Recorded description excerpt · September 20, 2026Open company data in RevenueBase ↗Free signup required. | |||||
| 22 | Rosebank Wealth Group PTY LTDrosebankwealthgroup.com HQ: Rosebank, South AfricaReported employees: 11-50 | Rosebank, South Africa | 11-50 | Exact match | 20 contacts → |
“Founded in June 2009, Rosebank Wealth Group (RWG) is located in Rosebank, Johannesburg and currently employees 16 staff members.” Recorded description excerpt · September 20, 2026Open company data in RevenueBase ↗Free signup required. | |||||
| 23 | Northstar Asset Managementnorthstar.co.za HQ: Constantia, South AfricaReported employees: 11-50 | Constantia, South Africa | 11-50 | Exact match | 20 contacts → |
“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.” Recorded description excerpt · September 20, 2026Open company data in RevenueBase ↗Free signup required. | |||||
| 24 | 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 20, 2026Open company data in RevenueBase ↗Free signup required. | |||||
| 25 | Independent Securitiesisec.co.za HQ: Illovo, South AfricaReported employees: 11-50 | Illovo, South Africa | 11-50 | Exact match | 19 contacts → |
“Independent Securities, Your Investment Partner Since 1998 For over 25 years, we’ve stayed true to one purpose: delivering superior investment outcomes without unnecessary…” Recorded description excerpt · September 20, 2026Open company data in RevenueBase ↗Free signup required. | |||||
Showing 25 of 256 company matches
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Portfolio management firms: dataset insights
September 20, 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
256 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 256 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 20, 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 ↗
Questions about this company list
What does Exact match mean for portfolio management firms?
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 portfolio management firms did RevenueBase find based in South Africa?
The saved snapshot records 256 matching company records, 5,252 tracked contacts and 2,127 verified emails. The public preview displays 25 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 20, 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
Portfolio management firms by geography
- Portfolio management firms based in Calgary, Canada
- Portfolio management firms based in Montreal, Canada
- Portfolio management firms based in Toronto, Canada
- Portfolio management firms based in Vancouver, Canada
- Portfolio management firms based in Winnipeg, Canada
- Portfolio management firms based in Ahmedabad, India
- Portfolio management firms based in Bangalore, India
- Portfolio management firms based in Chennai, India
- Portfolio management firms based in Hyderabad, India
- Portfolio management firms based in Kolkata, India
- Portfolio management firms based in Mumbai, India
- Portfolio management firms based in New Delhi, India
Cite this list
RevenueBase Data Team. Top 25 portfolio management firms based in South Africa. Snapshot: September 20, 2026. https://revenuebase.ai/companies/portfolio-management-firms/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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