Company lists · Data refreshed September 2026
Top 25 Retirement planning companies based in South Africa
RevenueBase identified 394 retirement planning companies headquartered in South Africa as of September 2026 and tracks 18,808 professional contacts across them, including 5,285 with verified work emails. Johannesburg is the largest hub.
This list covers retirement planning 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 19, 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.
The 25 largest retirement planning companies based in South Africa
Ranked by team size| # | Company | Contacts | |||
|---|---|---|---|---|---|
| 1 | 403 contacts → | ||||
Indirect evidence “At attooh!” Source: RevenueBase Database · checked Sep 19, 2026Thanks. The Data Team will review it. | |||||
| 2 | 309 contacts → | ||||
Indirect evidence “Let's journey together.” Source: RevenueBase Database · checked Sep 19, 2026Thanks. The Data Team will review it. | |||||
| 3 | 199 contacts → | ||||
Indirect 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 19, 2026Thanks. The Data Team will review it. | |||||
| 4 | 130 contacts → | ||||
Indirect 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 19, 2026Thanks. The Data Team will review it. | |||||
| 5 | 115 contacts → | ||||
Indirect evidence “You CREATE the memories, we INSURE the journey.” Source: RevenueBase Database · checked Sep 19, 2026Thanks. The Data Team will review it. | |||||
| 6 | 109 contacts → | ||||
Indirect evidence “At Private Wealth Management we build partnerships.” Source: RevenueBase Database · checked Sep 19, 2026Thanks. The Data Team will review it. | |||||
| 7 | 106 contacts → | ||||
Partial evidence “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…” Source: RevenueBase Database · checked Sep 19, 2026Thanks. The Data Team will review it. | |||||
| 8 | 88 contacts → | ||||
Strong evidence “Chartered Wealth Solutions is an award winning retirement planning business which specialises in helping people merge their money to a unique and authentic life in retirement.” Source: RevenueBase Database · checked Sep 19, 2026Thanks. The Data Team will review it. | |||||
| 9 | 59 contacts → | ||||
Indirect evidence “Consolidated Wealth, is a privately owned wealth management company.” Source: RevenueBase Database · checked Sep 19, 2026Thanks. The Data Team will review it. | |||||
| 10 | 49 contacts → | ||||
Indirect evidence “Ascor™ Group of Companies - Independent Wealth Managers.” Source: RevenueBase Database · checked Sep 19, 2026Thanks. The Data Team will review it. | |||||
| 11 | 47 contacts → | ||||
Indirect evidence “Origin’s slogan proclaims that we are COMMITTED TO YOU.” Source: RevenueBase Database · checked Sep 19, 2026Thanks. The Data Team will review it. | |||||
| 12 | 45 contacts → | ||||
Partial evidence “Altertude - integrates employee benefits with personal financial planning.” Source: RevenueBase Database · checked Sep 19, 2026Thanks. The Data Team will review it. | |||||
| 13 | 44 contacts → | ||||
Strong evidence “We are a financial services firm offering customised financial planning services to retirement funds and their members.” Source: RevenueBase Database · checked Sep 19, 2026Thanks. The Data Team will review it. | |||||
| 14 | 42 contacts → | ||||
Indirect evidence “Netto Invest offers independent wealth management that maximises the probability of you achieving your financial goals.” Source: RevenueBase Database · checked Sep 19, 2026Thanks. The Data Team will review it. | |||||
| 15 | 37 contacts → | ||||
Indirect 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 19, 2026Thanks. The Data Team will review it. | |||||
| 16 | 35 contacts → | ||||
Indirect evidence “Wealth Redefined.” Source: RevenueBase Database · checked Sep 19, 2026Thanks. The Data Team will review it. | |||||
| 17 | 35 contacts → | ||||
Indirect evidence “We are a financial service and advisory professionals specializing in tailor made solutions and services customized to each individual client's financial life experiences and…” Source: RevenueBase Database · checked Sep 19, 2026Thanks. The Data Team will review it. | |||||
| 18 | 28 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 19, 2026Thanks. The Data Team will review it. | |||||
| 19 | 27 contacts → | ||||
Indirect evidence “U Covered provides expert financial advice for individuals and businesses across the Discovery portfolio.” Source: RevenueBase Database · checked Sep 19, 2026Thanks. The Data Team will review it. | |||||
| 20 | 27 contacts → | ||||
Partial evidence “Professional Financial Planning and Portfolio Management” Source: RevenueBase Database · checked Sep 19, 2026Thanks. The Data Team will review it. | |||||
| 21 | 26 contacts → | ||||
Indirect evidence “Empowering Your Financial Future with Personalised Expertise At Edge Financial Group, we specialise in comprehensive financial services, including individual and group portfolio…” Source: RevenueBase Database · checked Sep 19, 2026Thanks. The Data Team will review it. | |||||
| 22 | 23 contacts → | ||||
Indirect evidence “Explore expert financial guidance with Ambiton Financial Services.” Source: RevenueBase Database · checked Sep 19, 2026Thanks. The Data Team will review it. | |||||
| 23 | 21 contacts → | ||||
Indirect evidence “Just like trees, your investments take some time to grow.” Source: RevenueBase Database · checked Sep 19, 2026Thanks. The Data Team will review it. | |||||
| 24 | 20 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 19, 2026Thanks. The Data Team will review it. | |||||
| 25 | 20 contacts → | ||||
Indirect evidence “Founded in 2010 by Chris Snyman after merging with his former firm, Pensionwise Group, PWG has steadily evolved into a trusted leader in financial services.” Source: RevenueBase Database · checked Sep 19, 2026Thanks. The Data Team will review it. | |||||
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: retirement planning 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 retirement planning companies.
- Partial evidence
- Its own public description names part of retirement planning companies, so it works in or next to the category without describing itself that way.
- Indirect evidence
- The description shown does not name retirement planning 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 394 retirement planning companies based in South Africa
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Retirement planning companies based in South Africa at a glance
As of Sep 19, 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 394 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 retirement planning 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 “retirement planning 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 retirement planning 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 retirement planning 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, 5,285 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 19, 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.
Retirement planning companies by metro
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 retirement planning 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 retirement planning companies are there based in South Africa?
RevenueBase identified 394 retirement planning 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?
Attooh, headquartered in Faerie Glen, tops this list with the largest team on record.
Which city has the most retirement planning companies?
Johannesburg leads with 66 headquartered companies, followed by Cape Town (41) and Pretoria (30).
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 5,285 verified decision-maker contacts tracked across these 394 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 19, 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.
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