Company lists · Data refreshed September 2026
Top 25 Senior financial planning firms based in South Africa
RevenueBase identified 754 company matches for senior financial planning firms associated with South Africa as of September 2026 and tracks 23,604 professional contacts across them, including 7,314 with verified work emails. Johannesburg is the largest hub.
This list covers company matches for senior financial planning 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 22, 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 senior financial planning firms based in South Africa
Ranked by team size| # | Company | Contacts | |||
|---|---|---|---|---|---|
| 1 | 1,173 contacts → | ||||
Exact match “We offer a comprehensive wealth management service, designed to meet your needs as an individual, family or business.” Recorded in the RevenueBase company graph · Sep 22, 2026 · View company records in RevenueBase | |||||
| 2 | 403 contacts → | ||||
Exact match “At attooh!” Recorded in the RevenueBase company graph · Sep 22, 2026 · View company records in RevenueBase | |||||
| 3 | 401 contacts → | ||||
Exact match “Welcome to Hereford Group!” Recorded in the RevenueBase company graph · Sep 22, 2026 · View company records in RevenueBase | |||||
| 4 | 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 22, 2026 · View company records in RevenueBase | |||||
| 5 | 309 contacts → | ||||
Exact match “Let's journey together.” Recorded in the RevenueBase company graph · Sep 22, 2026 · View company records in RevenueBase | |||||
| 6 | 199 contacts → | ||||
Exact match “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.” Recorded in the RevenueBase company graph · Sep 22, 2026 · View company records in RevenueBase | |||||
| 7 | 130 contacts → | ||||
Exact match “VISION: We are committed to fulfilling your lifelong needs by helping you to plan and achieve your financial goals.” Recorded in the RevenueBase company graph · Sep 22, 2026 · View company records in RevenueBase | |||||
| 8 | 115 contacts → | ||||
Exact match “You CREATE the memories, we INSURE the journey.” Recorded in the RevenueBase company graph · Sep 22, 2026 · View company records in RevenueBase | |||||
| 9 | 109 contacts → | ||||
Exact match “At Private Wealth Management we build partnerships.” Recorded in the RevenueBase company graph · Sep 22, 2026 · View company records in RevenueBase | |||||
| 10 | 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 22, 2026 · View company records in RevenueBase | |||||
| 11 | 102 contacts → | ||||
Exact match “At GrowthHouse, we develop the aspirations and dreams of both our clients and our team, creating abundance for generations to come.” Recorded in the RevenueBase company graph · Sep 22, 2026 · View company records in RevenueBase | |||||
| 12 | 101 contacts → | ||||
Exact match “As an independent Financial Services Provider, we constantly strive to provide our clients with sound financial advice and solutions.” Recorded in the RevenueBase company graph · Sep 22, 2026 · View company records in RevenueBase | |||||
| 13 | 89 contacts → | ||||
Exact match “Secure Your Financial Future with Expert Tax Services, Accounting, Investment & Insurance Solutions.” Recorded in the RevenueBase company graph · Sep 22, 2026 · View company records in RevenueBase | |||||
| 14 | 88 contacts → | ||||
Exact match “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.” Recorded in the RevenueBase company graph · Sep 22, 2026 · View company records in RevenueBase | |||||
| 15 | 62 contacts → | ||||
Exact match “We began doing what we do in August 2006 and have since built a team of over 100 independent financial planners, some of whom are contracted to Kestrel – an Oracle subsidiary that…” Recorded in the RevenueBase company graph · Sep 22, 2026 · View company records in RevenueBase | |||||
| 16 | 59 contacts → | ||||
Exact match “Consolidated Wealth, is a privately owned wealth management company.” Recorded in the RevenueBase company graph · Sep 22, 2026 · View company records in RevenueBase | |||||
| 17 | 53 contacts → | ||||
Exact match “In the past 10 years, Africa Direct has served over 20 public servants in creating their own personal wealth.” Recorded in the RevenueBase company graph · Sep 22, 2026 · View company records in RevenueBase | |||||
| 18 | 52 contacts → | ||||
Exact match “Fiduciary Services, Life Insurance, Investments, Group Benefits, and more.” Recorded in the RevenueBase company graph · Sep 22, 2026 · View company records in RevenueBase | |||||
| 19 | 52 contacts → | ||||
Exact match “Skilled financial planning not only serves as a solid foundation for the future, but also helps you to utilize your resources more effectively.” Recorded in the RevenueBase company graph · Sep 22, 2026 · View company records in RevenueBase | |||||
| 20 | 49 contacts → | ||||
Exact match “Ascor™ Group of Companies - Independent Wealth Managers.” Recorded in the RevenueBase company graph · Sep 22, 2026 · View company records in RevenueBase | |||||
| 21 | 47 contacts → | ||||
Exact match “Origin’s slogan proclaims that we are COMMITTED TO YOU.” Recorded in the RevenueBase company graph · Sep 22, 2026 · View company records in RevenueBase | |||||
| 22 | 45 contacts → | ||||
Exact match “Altertude - integrates employee benefits with personal financial planning.” Recorded in the RevenueBase company graph · Sep 22, 2026 · View company records in RevenueBase | |||||
| 23 | 45 contacts → | ||||
Exact match “Our vision is to supply dynamic, comprehensive and industry-specific financial advisory services.” Recorded in the RevenueBase company graph · Sep 22, 2026 · View company records in RevenueBase | |||||
| 24 | 45 contacts → | ||||
Exact match “SDC Wealth Management is an authorised Financial Services Provider (FSP) dedicated to delivering highly competitive and personalised financial products for individuals and…” Recorded in the RevenueBase company graph · Sep 22, 2026 · View company records in RevenueBase | |||||
| 25 | 44 contacts → | ||||
Exact match “We understand the value that lies in experience, transparency, and collaboration.” Recorded in the RevenueBase company graph · Sep 22, 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 “senior financial planning 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 754 senior financial planning firms based in South Africa
See the full list, filter by size, metro and specialty, and access 7,314 tracked professional contacts with verified work emails. Direct dials are available where recorded.
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Senior financial planning firms based in South Africa at a glance
As of Sep 22, 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 754 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 “senior financial planning 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 7,314 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 22, 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.
Senior financial planning firms by metro
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 “senior financial planning firms”; each Exact match badge shows search membership, not an individual similarity or quality score.
How many senior financial planning firms are there based in South Africa?
RevenueBase identified 754 company matches for senior financial planning 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?
PSG Wealth tops the displayed preview by professional contacts tracked in RevenueBase. Recorded headquarters appear in the company rows.
Which city has the most senior financial planning firms?
Johannesburg leads with 136 company records, followed by Cape Town (99) and Pretoria (46).
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 7,314 professional contacts with verified work emails tracked across these 754 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 22, 2026.
Ready to reach these companies? Verified emails and direct dials for all 754 senior financial planning firms based in South Africa. Start with a free account, no credit card.
Download this list →Related lists
Senior financial planning firms by geography
- Senior financial planning firms based in Adelaide, Australia
- Senior financial planning firms based in Brisbane City, Australia
- Senior financial planning firms based in Brisbane, Australia
- Senior financial planning firms based in Melbourne, Australia
- Senior financial planning firms based in North Sydney, Australia
- Senior financial planning firms based in Parramatta, Australia
- Senior financial planning firms based in Perth, Australia
- Senior financial planning firms based in Subiaco, Australia
- Senior financial planning firms based in Sydney, Australia
- Senior financial planning firms based in Belo Horizonte, Brazil
- Senior financial planning firms based in Curitiba, Brazil
- Senior financial planning firms based in Porto Alegre, Brazil
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
- Senior financial planning firms based in Adelaide, Australia
- Senior financial planning firms based in Brisbane City, Australia
- Senior financial planning firms based in Brisbane, Australia
- Senior financial planning firms based in Melbourne, Australia
- Senior financial planning firms based in North Sydney, Australia
- Senior financial planning firms based in Parramatta, Australia
Company intelligence · public preview
Top 25 senior financial planning 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 754 matching company records for senior financial planning firms based in South Africa, with 23,604 tracked contacts and 7,314 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 22, 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 senior financial planning 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 |  PSG Wealthpsg.co.zaHQ: Waterfall, South AfricaReported employees: 501-1,000 | Waterfall, South Africa | 501-1,000 | Exact match | 1,173 contacts → |
“We offer a comprehensive wealth management service, designed to meet your needs as an individual, family or business.” Recorded description excerpt · September 22, 2026Open company data in RevenueBase ↗Free signup required. | |||||
| 2 |  Attoohattooh.co.zaHQ: Faerie Glen, South AfricaReported employees: 501-1,000 | Faerie Glen, South Africa | 501-1,000 | Exact match | 403 contacts → |
“At attooh!” Recorded description excerpt · September 22, 2026Open company data in RevenueBase ↗Free signup required. | |||||
| 3 |  Hereford Groupherefordgroup.co.zaHQ: Cape Town, South AfricaReported employees: 201-500 | Cape Town, South Africa | 201-500 | Exact match | 401 contacts → |
“Welcome to Hereford Group!” Recorded description excerpt · September 22, 2026Open company data in RevenueBase ↗Free signup required. | |||||
| 4 |  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 22, 2026Open company data in RevenueBase ↗Free signup required. | |||||
| 5 |  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 22, 2026Open company data in RevenueBase ↗Free signup required. | |||||
| 6 |  1.618 Advisory Services1618financialservices.co.zaHQ: Johanessburg, South AfricaReported employees: Not recorded | Johanessburg, South Africa | Not recorded | Exact match | 199 contacts → |
“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.” Recorded description excerpt · September 22, 2026Open company data in RevenueBase ↗Free signup required. | |||||
| 7 |  Momentum Financial Planningmomentum.co.zaHQ: Centurion, South AfricaReported employees: 1,001-5,000 | Centurion, South Africa | 1,001-5,000 | Exact match | 130 contacts → |
“VISION: We are committed to fulfilling your lifelong needs by helping you to plan and achieve your financial goals.” Recorded description excerpt · September 22, 2026Open company data in RevenueBase ↗Free signup required. | |||||
| 8 |  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 22, 2026Open company data in RevenueBase ↗Free signup required. | |||||
| 9 |  Private Wealth Management PTY LTDprivatewealth.co.zaHQ: Century City, South AfricaReported employees: 51-200 | Century City, South Africa | 51-200 | Exact match | 109 contacts → |
“At Private Wealth Management we build partnerships.” Recorded description excerpt · September 22, 2026Open company data in RevenueBase ↗Free signup required. | |||||
| 10 |  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 22, 2026Open company data in RevenueBase ↗Free signup required. | |||||
| 11 | Growthhouse Financial Planning Servicesgrowthhouse.co.za HQ: Johannesburg, South AfricaReported employees: 51-200 | Johannesburg, South Africa | 51-200 | Exact match | 102 contacts → |
“At GrowthHouse, we develop the aspirations and dreams of both our clients and our team, creating abundance for generations to come.” Recorded description excerpt · September 22, 2026Open company data in RevenueBase ↗Free signup required. | |||||
| 12 |  Optimum Financial Services Groupoptimumgroup.co.zaHQ: Pretoria, South AfricaReported employees: 201-500 | Pretoria, South Africa | 201-500 | Exact match | 101 contacts → |
“As an independent Financial Services Provider, we constantly strive to provide our clients with sound financial advice and solutions.” Recorded description excerpt · September 22, 2026Open company data in RevenueBase ↗Free signup required. | |||||
| 13 |  TTT Financial Groupttt-tax.co.zaHQ: Durban, South AfricaReported employees: 51-200 | Durban, South Africa | 51-200 | Exact match | 89 contacts → |
“Secure Your Financial Future with Expert Tax Services, Accounting, Investment & Insurance Solutions.” Recorded description excerpt · September 22, 2026Open company data in RevenueBase ↗Free signup required. | |||||
| 14 |  Chartered Wealth Solutionscharteredwealth.co.zaHQ: Johannesburg, South AfricaReported employees: 51-200 | Johannesburg, South Africa | 51-200 | Exact match | 88 contacts → |
“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.” Recorded description excerpt · September 22, 2026Open company data in RevenueBase ↗Free signup required. | |||||
| 15 | Oracle Broker Services PTY LTDoraclebrokers.com HQ: Johannesburg, South AfricaReported employees: 201-500 | Johannesburg, South Africa | 201-500 | Exact match | 62 contacts → |
“We began doing what we do in August 2006 and have since built a team of over 100 independent financial planners, some of whom are contracted to Kestrel – an Oracle subsidiary that…” Recorded description excerpt · September 22, 2026Open company data in RevenueBase ↗Free signup required. | |||||
| 16 |  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 22, 2026Open company data in RevenueBase ↗Free signup required. | |||||
| 17 |  Africa Direct Groupafricadirectgroup.co.zaHQ: Observatory, South AfricaReported employees: 51-200 | Observatory, South Africa | 51-200 | Exact match | 53 contacts → |
“In the past 10 years, Africa Direct has served over 20 public servants in creating their own personal wealth.” Recorded description excerpt · September 22, 2026Open company data in RevenueBase ↗Free signup required. | |||||
| 18 |  Dynasty Financial Advisor Servicesdynastyfas.co.zaHQ: Cape Town, South AfricaReported employees: 51-200 | Cape Town, South Africa | 51-200 | Exact match | 52 contacts → |
“Fiduciary Services, Life Insurance, Investments, Group Benefits, and more.” Recorded description excerpt · September 22, 2026Open company data in RevenueBase ↗Free signup required. | |||||
| 19 | Genesis Advisory Servicesgenesisadvisory.co.za HQ: Johannesburg, South AfricaReported employees: 51-200 | Johannesburg, South Africa | 51-200 | Exact match | 52 contacts → |
“Skilled financial planning not only serves as a solid foundation for the future, but also helps you to utilize your resources more effectively.” Recorded description excerpt · September 22, 2026Open company data in RevenueBase ↗Free signup required. | |||||
| 20 |  Ascor Independent Wealth Managersascor.co.zaHQ: Pretoria, South AfricaReported employees: 11-50 | Pretoria, South Africa | 11-50 | Exact match | 49 contacts → |
“Ascor™ Group of Companies - Independent Wealth Managers.” Recorded description excerpt · September 22, 2026Open company data in RevenueBase ↗Free signup required. | |||||
| 21 |  Origin Financial Group Of Companiesoriginfin.comHQ: Cape Town, South AfricaReported employees: 51-200 | Cape Town, South Africa | 51-200 | Exact match | 47 contacts → |
“Origin’s slogan proclaims that we are COMMITTED TO YOU.” Recorded description excerpt · September 22, 2026Open company data in RevenueBase ↗Free signup required. | |||||
| 22 |  GTCgtc.co.zaHQ: Johannesburg, South AfricaReported employees: 51-200 | Johannesburg, South Africa | 51-200 | Exact match | 45 contacts → |
“Altertude - integrates employee benefits with personal financial planning.” Recorded description excerpt · September 22, 2026Open company data in RevenueBase ↗Free signup required. | |||||
| 23 |  Zuydam Konsultzuydam.co.zaHQ: Cape Town, South AfricaReported employees: 11-50 | Cape Town, South Africa | 11-50 | Exact match | 45 contacts → |
“Our vision is to supply dynamic, comprehensive and industry-specific financial advisory services.” Recorded description excerpt · September 22, 2026Open company data in RevenueBase ↗Free signup required. | |||||
| 24 |  SDC Wealth Managementsdcwealth.co.zaHQ: Johannesburg, South AfricaReported employees: 11-50 | Johannesburg, South Africa | 11-50 | Exact match | 45 contacts → |
“SDC Wealth Management is an authorised Financial Services Provider (FSP) dedicated to delivering highly competitive and personalised financial products for individuals and…” Recorded description excerpt · September 22, 2026Open company data in RevenueBase ↗Free signup required. | |||||
| 25 |  Springpoint Finance PTY LTDspringpointfinance.co.zaHQ: Cape Town, South AfricaReported employees: 11-50 | Cape Town, South Africa | 11-50 | Exact match | 44 contacts → |
“We understand the value that lies in experience, transparency, and collaboration.” Recorded description excerpt · September 22, 2026Open company data in RevenueBase ↗Free signup required. | |||||
Showing 25 of 754 company matches
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Senior financial planning firms: dataset insights
September 22, 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
754 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 754 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 22, 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 ↗
Senior financial planning firms by metro
Questions about this company list
What does Exact match mean for senior financial planning 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 senior financial planning firms did RevenueBase find based in South Africa?
The saved snapshot records 754 matching company records, 23,604 tracked contacts and 7,314 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 22, 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
Senior financial planning firms by geography
- Senior financial planning firms based in Adelaide, Australia
- Senior financial planning firms based in Brisbane City, Australia
- Senior financial planning firms based in Brisbane, Australia
- Senior financial planning firms based in Melbourne, Australia
- Senior financial planning firms based in North Sydney, Australia
- Senior financial planning firms based in Parramatta, Australia
- Senior financial planning firms based in Perth, Australia
- Senior financial planning firms based in Subiaco, Australia
- Senior financial planning firms based in Sydney, Australia
- Senior financial planning firms based in Belo Horizonte, Brazil
- Senior financial planning firms based in Curitiba, Brazil
- Senior financial planning firms based in Porto Alegre, Brazil
Cite this list
RevenueBase Data Team. Top 25 senior financial planning firms based in South Africa. Snapshot: September 22, 2026. https://revenuebase.ai/companies/senior-financial-planning-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
- Senior financial planning firms based in Adelaide, Australia
- Senior financial planning firms based in Brisbane City, Australia
- Senior financial planning firms based in Brisbane, Australia
- Senior financial planning firms based in Melbourne, Australia
- Senior financial planning firms based in North Sydney, Australia
- Senior financial planning firms based in Parramatta, Australia
Company intelligence · public preview
Top 25 senior financial planning firms based in South Africa
RevenueBase records 754 matching company records for senior financial planning firms based in South Africa, with 23,604 tracked contacts and 7,314 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 22, 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 senior financial planning 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 | PSG Wealthpsg.co.za HQ: Waterfall, South AfricaReported employees: 501-1,000 | Waterfall, South Africa | 501-1,000 | Exact match | 1,173 contacts → |
“We offer a comprehensive wealth management service, designed to meet your needs as an individual, family or business.” Recorded description excerpt · September 22, 2026Open company data in RevenueBase ↗Free signup required. | |||||
| 2 | Attoohattooh.co.za HQ: Faerie Glen, South AfricaReported employees: 501-1,000 | Faerie Glen, South Africa | 501-1,000 | Exact match | 403 contacts → |
“At attooh!” Recorded description excerpt · September 22, 2026Open company data in RevenueBase ↗Free signup required. | |||||
| 3 | Hereford Groupherefordgroup.co.za HQ: Cape Town, South AfricaReported employees: 201-500 | Cape Town, South Africa | 201-500 | Exact match | 401 contacts → |
“Welcome to Hereford Group!” Recorded description excerpt · September 22, 2026Open company data in RevenueBase ↗Free signup required. | |||||
| 4 | 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 22, 2026Open company data in RevenueBase ↗Free signup required. | |||||
| 5 | 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 22, 2026Open company data in RevenueBase ↗Free signup required. | |||||
| 6 | 1.618 Advisory Services1618financialservices.co.za HQ: Johanessburg, South AfricaReported employees: Not recorded | Johanessburg, South Africa | Not recorded | Exact match | 199 contacts → |
“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.” Recorded description excerpt · September 22, 2026Open company data in RevenueBase ↗Free signup required. | |||||
| 7 | Momentum Financial Planningmomentum.co.za HQ: Centurion, South AfricaReported employees: 1,001-5,000 | Centurion, South Africa | 1,001-5,000 | Exact match | 130 contacts → |
“VISION: We are committed to fulfilling your lifelong needs by helping you to plan and achieve your financial goals.” Recorded description excerpt · September 22, 2026Open company data in RevenueBase ↗Free signup required. | |||||
| 8 | 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 22, 2026Open company data in RevenueBase ↗Free signup required. | |||||
| 9 | Private Wealth Management PTY LTDprivatewealth.co.za HQ: Century City, South AfricaReported employees: 51-200 | Century City, South Africa | 51-200 | Exact match | 109 contacts → |
“At Private Wealth Management we build partnerships.” Recorded description excerpt · September 22, 2026Open company data in RevenueBase ↗Free signup required. | |||||
| 10 | 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 22, 2026Open company data in RevenueBase ↗Free signup required. | |||||
| 11 | Growthhouse Financial Planning Servicesgrowthhouse.co.za HQ: Johannesburg, South AfricaReported employees: 51-200 | Johannesburg, South Africa | 51-200 | Exact match | 102 contacts → |
“At GrowthHouse, we develop the aspirations and dreams of both our clients and our team, creating abundance for generations to come.” Recorded description excerpt · September 22, 2026Open company data in RevenueBase ↗Free signup required. | |||||
| 12 | Optimum Financial Services Groupoptimumgroup.co.za HQ: Pretoria, South AfricaReported employees: 201-500 | Pretoria, South Africa | 201-500 | Exact match | 101 contacts → |
“As an independent Financial Services Provider, we constantly strive to provide our clients with sound financial advice and solutions.” Recorded description excerpt · September 22, 2026Open company data in RevenueBase ↗Free signup required. | |||||
| 13 | TTT Financial Groupttt-tax.co.za HQ: Durban, South AfricaReported employees: 51-200 | Durban, South Africa | 51-200 | Exact match | 89 contacts → |
“Secure Your Financial Future with Expert Tax Services, Accounting, Investment & Insurance Solutions.” Recorded description excerpt · September 22, 2026Open company data in RevenueBase ↗Free signup required. | |||||
| 14 | Chartered Wealth Solutionscharteredwealth.co.za HQ: Johannesburg, South AfricaReported employees: 51-200 | Johannesburg, South Africa | 51-200 | Exact match | 88 contacts → |
“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.” Recorded description excerpt · September 22, 2026Open company data in RevenueBase ↗Free signup required. | |||||
| 15 | Oracle Broker Services PTY LTDoraclebrokers.com HQ: Johannesburg, South AfricaReported employees: 201-500 | Johannesburg, South Africa | 201-500 | Exact match | 62 contacts → |
“We began doing what we do in August 2006 and have since built a team of over 100 independent financial planners, some of whom are contracted to Kestrel – an Oracle subsidiary that…” Recorded description excerpt · September 22, 2026Open company data in RevenueBase ↗Free signup required. | |||||
| 16 | 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 22, 2026Open company data in RevenueBase ↗Free signup required. | |||||
| 17 | Africa Direct Groupafricadirectgroup.co.za HQ: Observatory, South AfricaReported employees: 51-200 | Observatory, South Africa | 51-200 | Exact match | 53 contacts → |
“In the past 10 years, Africa Direct has served over 20 public servants in creating their own personal wealth.” Recorded description excerpt · September 22, 2026Open company data in RevenueBase ↗Free signup required. | |||||
| 18 | Dynasty Financial Advisor Servicesdynastyfas.co.za HQ: Cape Town, South AfricaReported employees: 51-200 | Cape Town, South Africa | 51-200 | Exact match | 52 contacts → |
“Fiduciary Services, Life Insurance, Investments, Group Benefits, and more.” Recorded description excerpt · September 22, 2026Open company data in RevenueBase ↗Free signup required. | |||||
| 19 | Genesis Advisory Servicesgenesisadvisory.co.za HQ: Johannesburg, South AfricaReported employees: 51-200 | Johannesburg, South Africa | 51-200 | Exact match | 52 contacts → |
“Skilled financial planning not only serves as a solid foundation for the future, but also helps you to utilize your resources more effectively.” Recorded description excerpt · September 22, 2026Open company data in RevenueBase ↗Free signup required. | |||||
| 20 | Ascor Independent Wealth Managersascor.co.za HQ: Pretoria, South AfricaReported employees: 11-50 | Pretoria, South Africa | 11-50 | Exact match | 49 contacts → |
“Ascor™ Group of Companies - Independent Wealth Managers.” Recorded description excerpt · September 22, 2026Open company data in RevenueBase ↗Free signup required. | |||||
| 21 | Origin Financial Group Of Companiesoriginfin.com HQ: Cape Town, South AfricaReported employees: 51-200 | Cape Town, South Africa | 51-200 | Exact match | 47 contacts → |
“Origin’s slogan proclaims that we are COMMITTED TO YOU.” Recorded description excerpt · September 22, 2026Open company data in RevenueBase ↗Free signup required. | |||||
| 22 | GTCgtc.co.za HQ: Johannesburg, South AfricaReported employees: 51-200 | Johannesburg, South Africa | 51-200 | Exact match | 45 contacts → |
“Altertude - integrates employee benefits with personal financial planning.” Recorded description excerpt · September 22, 2026Open company data in RevenueBase ↗Free signup required. | |||||
| 23 | Zuydam Konsultzuydam.co.za HQ: Cape Town, South AfricaReported employees: 11-50 | Cape Town, South Africa | 11-50 | Exact match | 45 contacts → |
“Our vision is to supply dynamic, comprehensive and industry-specific financial advisory services.” Recorded description excerpt · September 22, 2026Open company data in RevenueBase ↗Free signup required. | |||||
| 24 | SDC Wealth Managementsdcwealth.co.za HQ: Johannesburg, South AfricaReported employees: 11-50 | Johannesburg, South Africa | 11-50 | Exact match | 45 contacts → |
“SDC Wealth Management is an authorised Financial Services Provider (FSP) dedicated to delivering highly competitive and personalised financial products for individuals and…” Recorded description excerpt · September 22, 2026Open company data in RevenueBase ↗Free signup required. | |||||
| 25 | Springpoint Finance PTY LTDspringpointfinance.co.za HQ: Cape Town, South AfricaReported employees: 11-50 | Cape Town, South Africa | 11-50 | Exact match | 44 contacts → |
“We understand the value that lies in experience, transparency, and collaboration.” Recorded description excerpt · September 22, 2026Open company data in RevenueBase ↗Free signup required. | |||||
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Senior financial planning firms: dataset insights
September 22, 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
754 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 754 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 22, 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 ↗
Senior financial planning firms by metro
Questions about this company list
What does Exact match mean for senior financial planning 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 senior financial planning firms did RevenueBase find based in South Africa?
The saved snapshot records 754 matching company records, 23,604 tracked contacts and 7,314 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 22, 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
Senior financial planning firms by geography
- Senior financial planning firms based in Adelaide, Australia
- Senior financial planning firms based in Brisbane City, Australia
- Senior financial planning firms based in Brisbane, Australia
- Senior financial planning firms based in Melbourne, Australia
- Senior financial planning firms based in North Sydney, Australia
- Senior financial planning firms based in Parramatta, Australia
- Senior financial planning firms based in Perth, Australia
- Senior financial planning firms based in Subiaco, Australia
- Senior financial planning firms based in Sydney, Australia
- Senior financial planning firms based in Belo Horizonte, Brazil
- Senior financial planning firms based in Curitiba, Brazil
- Senior financial planning firms based in Porto Alegre, Brazil
Cite this list
RevenueBase Data Team. Top 25 senior financial planning firms based in South Africa. Snapshot: September 22, 2026. https://revenuebase.ai/companies/senior-financial-planning-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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- Senior financial planning firms based in Adelaide, Australia
- Senior financial planning firms based in Brisbane City, Australia
- Senior financial planning firms based in Brisbane, Australia
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