Company lists · Data refreshed September 2026

Top 25 Portfolio optimization companies based in South Africa

Name: Portfolio optimization 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 71 companies tracked

RevenueBase identified 71 portfolio optimization companies headquartered in South Africa as of September 2026 and tracks 1,095 professional contacts across them, including 394 with verified work emails. Johannesburg is the largest hub.

This list covers portfolio optimization 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

71Companies

1,095Contacts tracked

394Verified emails

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The 25 largest portfolio optimization companies based in South Africa

Ranked by team size

Top 25 of 71 portfolio optimization 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 optimization 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	NMG Benefits	Indirect evidence	Johannesburg, South AfricaHQ checked Sep 20, 2026	201-500	386 contacts →
	Indirect evidence “NMG Benefits is a financial advisory firm that provides unbiased advice, fosters industry competition, and simplifies complex financial matters.” Source: RevenueBase Database · checked Sep 20, 2026
2	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
3	Inn8	Indirect evidence	Johannesburg, South AfricaHQ checked Sep 20, 2026	51-200	102 contacts →
	Indirect evidence “As the adviser’s partner, we are inspired by the wealth manager of the future to change the way investments are done.” Source: RevenueBase Database · checked Sep 20, 2026
4	Fundamental Software	Indirect evidence	Cape Town, South AfricaHQ checked Sep 20, 2026	11-50	28 contacts →
	Indirect evidence “Fundamental Software is a specialist Investment Management Software company providing innovative solutions and quality services to investment companies.” Source: RevenueBase Database · checked Sep 20, 2026
5	Seed Investments	Indirect evidence	Bellville, South AfricaHQ checked Sep 20, 2026	11-50	28 contacts →
	Indirect evidence “We create investment solutions designed not to limit, but to liberate, empowering advisors to serve their clients with clarity, confidence and choice.” Source: RevenueBase Database · checked Sep 20, 2026
6	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
7	Elite Wealth Solutions	Indirect evidence	Pretoria, South AfricaHQ checked Sep 20, 2026	11-50	23 contacts →
	Indirect evidence “Elite Wealth provides a software solution for medium to large financial advisory companies.” Source: RevenueBase Database · checked Sep 20, 2026
8	Seed Analytics	Indirect evidence	Cape Town, South AfricaHQ checked Sep 20, 2026	11-50	21 contacts →
	Indirect evidence “Seed Analytics was founded in 2013 to assist financial advisors and wealth managers by producing innovative and powerful investment reporting and Business Intelligence tools.” Source: RevenueBase Database · checked Sep 20, 2026
9	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
10	AFS Wealth PTY LTD	Indirect evidence	Bedfordview, South AfricaHQ checked Sep 20, 2026	11-50	11 contacts →
	Indirect evidence “AFS is a multi-advisory financial services business.” Source: RevenueBase Database · checked Sep 20, 2026
11	Mi-Plan Asset Management	Indirect evidence	Cape Town, South AfricaHQ checked Sep 20, 2026	1-10	11 contacts →
	Indirect evidence “MiPlan exists to assist financial planners in creating and preserving wealth for their clients through the application of critical thinking.” Source: RevenueBase Database · checked Sep 20, 2026
12	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
13	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
14	Selekane Asset Consultants	Indirect evidence	Bryanston, South AfricaHQ checked Sep 20, 2026	11-50	7 contacts →
	Indirect evidence “Selekane is a 100% owner managed, multiple award winner and trusted provider of investment consulting, employee benefits and technology solutions.” Source: RevenueBase Database · checked Sep 20, 2026
15	Advicetech PTY LTD	Indirect evidence	Johannesburg, South AfricaHQ checked Sep 20, 2026	1-10	6 contacts →
	Indirect evidence “AdviceTech offers an industry leading, comprehensive Financial Planning and Advisory software package designed to suit the individualised needs of small, medium and large Category…” Source: RevenueBase Database · checked Sep 20, 2026
16	2ip Independent Investment Partners	Indirect evidence	Durbanville, South AfricaHQ checked Sep 20, 2026	1-10	6 contacts →
	Indirect evidence “2IP is a truly independent investment research and discretionary fund manager that provides a conflict free professional service for the benefit of its partners.” Source: RevenueBase Database · checked Sep 20, 2026
17	Lautus Solutions	Indirect evidence	Woodmead, South AfricaHQ checked Sep 20, 2026	11-50	6 contacts →
	Indirect evidence “Lautus Solutions provides wealth managers with an industry leading investment administration platform that delivers a single investor view and comprehensive management of…” Source: RevenueBase Database · checked Sep 20, 2026
18	PWM Advisors	Indirect evidence	Ethekwini, South AfricaHQ checked Sep 20, 2026	1-10	6 contacts →
	Indirect evidence “PWM is an independent financial advisory firm, with a rich heritage.” Source: RevenueBase Database · checked Sep 20, 2026
19	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
20	Numoro	Indirect evidence	Bellville, South AfricaHQ checked Sep 20, 2026	1-10	5 contacts →
	Indirect evidence “Markets rarely behave the way headlines suggest.” 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	Deca Wealth Management	Indirect evidence	Pretoria, South AfricaHQ checked Sep 20, 2026	11-50	4 contacts →
	Indirect evidence “At Deca Wealth Management, we transcend mainstream financial advice by combining cutting-edge tools and technology with a personal touch.” Source: RevenueBase Database · checked Sep 20, 2026
23	Rowan Capital PTY LTD	Indirect evidence	Stellenbosch, South AfricaHQ checked Sep 20, 2026	1-10	3 contacts →
	Indirect evidence “Rowan Capital (Pty) Ltd is a fast-growing, owner-managed, boutique investment management and financial advisory firm based in Stellenbosch and Cape Town.” Source: RevenueBase Database · checked Sep 20, 2026
24	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
25	Advisor Assist PTY LTD	Indirect evidence	Durbanville, South AfricaHQ checked Sep 20, 2026	1-10	3 contacts →
	Indirect evidence “Advisor Assist is your dedicated partner in the financial industry, offering expert solutions designed exclusively for brokerage firms.” 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 optimization 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 optimization companies.
Partial evidence: Its own public description names part of portfolio optimization companies, so it works in or next to the category without describing itself that way.
Indirect evidence: The description shown does not name portfolio optimization 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 71 portfolio optimization companies based in South Africa

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Portfolio optimization companies based in South Africa at a glance

As of Sep 20, 2026

36.0%Verified-email coverage

15.4Average contacts per company

1-10Median size (employees)

32.4%Largest-city concentration · Johannesburg

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 71 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 optimization 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 optimization 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 optimization 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 optimization 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, 394 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 optimization 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 optimization companies are there based in South Africa?

RevenueBase identified 71 portfolio optimization 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?

NMG Benefits, headquartered in Johannesburg, tops this list with the largest team on record.

Which city has the most portfolio optimization companies?

Johannesburg leads with 23 headquartered companies, followed by Cape Town (10) and Pretoria (6).

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 394 verified decision-maker contacts tracked across these 71 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.