Company lists · Data refreshed September 2026

Top 25 Retirement planning services based in South Africa

RevenueBase identified 466 retirement planning services headquartered in South Africa as of September 2026 and tracks 20,385 professional contacts across them, including 5,916 with verified work emails. Johannesburg is the largest hub.

This list covers retirement planning services 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 21, 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 21, 2026 86% judged on-target in blind review
466Companies
20,385Contacts tracked
5,916Verified emails
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The 25 largest retirement planning services based in South Africa

Ranked by team size
Top 25 of 466 retirement planning services based in South Africa, ranked by team size, largest first. Data refreshed Sep 21, 2026. RevenueBase Smart Search rates how each company's information relates to retirement planning services: strong evidence (its own description names it), partial (names part of it), indirect (matched on the rest of its profile rather than the description shown). Click a contact count to view that company's people.
#CompanyRevenueBase Smart SearchHeadquartersEmployeesContacts
1Indirect evidenceFaerie Glen, South AfricaHQ checked Sep 21, 2026501-1,000403 contacts →

Indirect evidence

“At attooh!”

Source: RevenueBase Database · checked Sep 21, 2026
2Indirect evidenceLynnwood Manor, South AfricaHQ checked Sep 21, 2026201-500379 contacts →

Indirect evidence

“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…”

Source: RevenueBase Database · checked Sep 21, 2026
3Indirect evidenceTshwane, South AfricaHQ checked Sep 21, 2026501-1,000326 contacts →

Indirect evidence

“With us, investing is personal.”

Source: RevenueBase Database · checked Sep 21, 2026
4Indirect evidenceCenturion, South AfricaHQ checked Sep 21, 2026201-500309 contacts →

Indirect evidence

“Let's journey together.”

Source: RevenueBase Database · checked Sep 21, 2026
5Indirect evidenceJohanessburg, South AfricaHQ checked Sep 21, 2026n/a199 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 21, 2026
6Indirect evidencePotchefstroom, South AfricaHQ checked Sep 21, 2026201-500115 contacts →

Indirect evidence

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

Source: RevenueBase Database · checked Sep 21, 2026
7Indirect evidenceCentury City, South AfricaHQ checked Sep 21, 202651-200109 contacts →

Indirect evidence

“At Private Wealth Management we build partnerships.”

Source: RevenueBase Database · checked Sep 21, 2026
8Partial evidenceJohannesburg, South AfricaHQ checked Sep 21, 202651-200106 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 21, 2026
9Strong evidenceJohannesburg, South AfricaHQ checked Sep 21, 202651-20088 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 21, 2026
10Indirect evidenceKloof, South AfricaHQ checked Sep 21, 202611-5059 contacts →

Indirect evidence

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

Source: RevenueBase Database · checked Sep 21, 2026
11Indirect evidenceObservatory, South AfricaHQ checked Sep 21, 202651-20053 contacts →

Indirect evidence

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

Source: RevenueBase Database · checked Sep 21, 2026
12Indirect evidenceJohannesburg, South AfricaHQ checked Sep 21, 202611-5053 contacts →

Indirect evidence

“In an extraordinary world, a personalised approach to advice that demonstrates true care and a commitment to delivering what clients need is the cornerstone of what Stonehouse…”

Source: RevenueBase Database · checked Sep 21, 2026
13Indirect evidencePretoria, South AfricaHQ checked Sep 21, 202611-5049 contacts →

Indirect evidence

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

Source: RevenueBase Database · checked Sep 21, 2026
14Indirect evidenceCape Town, South AfricaHQ checked Sep 21, 202651-20047 contacts →

Indirect evidence

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

Source: RevenueBase Database · checked Sep 21, 2026
15Partial evidenceJohannesburg, South AfricaHQ checked Sep 21, 202651-20045 contacts →

Partial evidence

“Altertude - integrates employee benefits with personal financial planning.”

Source: RevenueBase Database · checked Sep 21, 2026
16Strong evidenceCape Town, South AfricaHQ checked Sep 21, 202611-5044 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 21, 2026
17Indirect evidenceCape Town, South AfricaHQ checked Sep 21, 202611-5042 contacts →

Indirect evidence

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

Source: RevenueBase Database · checked Sep 21, 2026
18Indirect evidenceDurban, South AfricaHQ checked Sep 21, 202651-20037 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 21, 2026
19Indirect evidenceJohannesburg, South AfricaHQ checked Sep 21, 202651-20035 contacts →

Indirect evidence

“Wealth Redefined.”

Source: RevenueBase Database · checked Sep 21, 2026
20Indirect evidenceJohannesburg, South AfricaHQ checked Sep 21, 202651-20035 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 21, 2026
21Indirect evidenceBellville, South AfricaHQ checked Sep 21, 202651-20031 contacts →

Indirect evidence

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

Source: RevenueBase Database · checked Sep 21, 2026
22Indirect evidenceRosebank, South AfricaHQ checked Sep 21, 202611-5029 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 21, 2026
23Partial evidenceJohannesburg, South AfricaHQ checked Sep 21, 20261-1028 contacts →

Partial evidence

“As it is our firm belief that financial planning is a responsibility as opposed to a choice, we have built a business filled with highly skilled financial planners, whose sole…”

Source: RevenueBase Database · checked Sep 21, 2026
24Indirect evidenceJohannesburg, South AfricaHQ checked Sep 21, 202611-5027 contacts →

Indirect evidence

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

Source: RevenueBase Database · checked Sep 21, 2026
25Partial evidenceGeorge, South AfricaHQ checked Sep 21, 20261-1027 contacts →

Partial evidence

“Professional Financial Planning and Portfolio Management”

Source: RevenueBase Database · checked Sep 21, 2026

Showing 25 of 466 retirement planning services based in South Africa

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Retirement planning services based in South Africa at a glance

As of Sep 21, 2026
29.0%Verified-email coverage
43.7Average contacts per company
1-10Median size (employees)
18.0%Largest-city concentration · Johannesburg
Sep 21, 2026Page data refreshed

Companies by employee count

1-10
259
11-50
164
51-200
26
201-500
8
501-1,000
6
1,001-5,000
1
10001+
2

Email recency for this list is measured worldwide rather than for South Africa, so it is reported there. Company counts and contact totals on this page are exact for South Africa, over 466 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 services, 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 services”. 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 services), 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 services, 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, 5,916 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 21, 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 retirement planning services, 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 services are there based in South Africa?

RevenueBase identified 466 retirement planning services 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 services?

Johannesburg leads with 84 headquartered companies, followed by Cape Town (54) and Pretoria (37).

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 5,916 verified decision-maker contacts tracked across these 466 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 21, 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.