Company lists · Data refreshed September 2026

Top 25 Trust and loan companies based in South Africa

Name: Trust and loan companies based in South Africa
Creator: RevenueBase
License: https://creativecommons.org/licenses/by/4.0/

Compiled by the RevenueBase Data Team Data refreshed Sep 19, 2026 169 companies tracked

RevenueBase identified 169 trust and loan companies headquartered in South Africa as of September 2026 and tracks 4,094 professional contacts across them, including 1,702 with verified work emails. Johannesburg is the largest hub.

This list covers trust and loan 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.

How to read this list HQ checked on every row RevenueBase Smart Search rating on every row Refreshed Sep 19, 2026 86% judged on-target in blind review

169Companies

4,094Contacts tracked

1,702Verified emails

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The 25 largest trust and loan companies based in South Africa

Ranked by team size

Top 25 of 169 trust and loan companies based in South Africa, ranked by team size, largest first. Data refreshed Sep 19, 2026. RevenueBase Smart Search rates how each company's information relates to trust and loan 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	PSG Wealth	Indirect evidence	Waterfall, South AfricaHQ checked Sep 19, 2026	501-1,000	1,173 contacts →
	Indirect evidence “We offer a comprehensive wealth management service, designed to meet your needs as an individual, family or business.” Source: RevenueBase Database · checked Sep 19, 2026
2	RMB	Indirect evidence	Sandton, South AfricaHQ checked Sep 19, 2026	1,001-5,000	586 contacts →
	Indirect evidence “RMB Private Bank is a division of FirstRand Bank Limited, a fully integrated financial services group in South Africa, distinguished by our traditional values and innovative ideas.” Source: RevenueBase Database · checked Sep 19, 2026
3	Citadel Investment Services	Indirect evidence	Lynnwood Manor, South AfricaHQ checked Sep 19, 2026	201-500	379 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 19, 2026
4	Merchant West	Indirect evidence	Cape Town, South AfricaHQ checked Sep 19, 2026	51-200	185 contacts →
	Indirect evidence “The Merchant West Group is a diversified financial services portfolio of businesses with debt securities listed on the JSE.” Source: RevenueBase Database · checked Sep 19, 2026
5	Warwick Wealth	Indirect evidence	Constantia, South AfricaHQ checked Sep 19, 2026	51-200	156 contacts →
	Indirect evidence “Warwick is a local and international investment house, known as ‘The Investment Specialists’.” Source: RevenueBase Database · checked Sep 19, 2026
6	Futurum Financial Group PTY LTD	Indirect evidence	Potchefstroom, South AfricaHQ checked Sep 19, 2026	201-500	115 contacts →
	Indirect evidence “You CREATE the memories, we INSURE the journey.” Source: RevenueBase Database · checked Sep 19, 2026
7	Berghshire Wealth	Indirect evidence	Durban, South AfricaHQ checked Sep 19, 2026	51-200	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, 2026
8	Wealth Associates	Indirect evidence	Johannesburg, South AfricaHQ checked Sep 19, 2026	51-200	35 contacts →
	Indirect evidence “Wealth Redefined.” Source: RevenueBase Database · checked Sep 19, 2026
9	Benchmark Capital Group	Indirect evidence	Johannesburg, South AfricaHQ checked Sep 19, 2026	51-200	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, 2026
10	Financial Wealth Holdings FWH	Indirect evidence	Cape Town, South AfricaHQ checked Sep 19, 2026	11-50	32 contacts →
	Indirect evidence “At FWH, we truly care about your family’s financial future.” Source: RevenueBase Database · checked Sep 19, 2026
11	Quattro Finance Group	Indirect evidence	Durban, South AfricaHQ checked Sep 19, 2026	51-200	28 contacts →
	Indirect evidence “Quattro is multi-facet financial services group who prides itself in offering financial services of the highest quality whilst tailor making solutions for each individuals needs.” Source: RevenueBase Database · checked Sep 19, 2026
12	Circufin Group	Indirect evidence	Nelspruit, South AfricaHQ checked Sep 19, 2026	11-50	28 contacts →
	Indirect evidence “We specialise in the full circle of Financial Services.” Source: RevenueBase Database · checked Sep 19, 2026
13	PW Harvey & CO	Partial evidence	Port Elizabeth, South AfricaHQ checked Sep 19, 2026	11-50	23 contacts →
	Partial evidence “FINANCIAL SERVICES WE OFFER Business Consulting Private Banking Services Share Portfolio Administration Taxation – Individuals, Trusts, CC's and Companies Accounting Offshore…” Source: RevenueBase Database · checked Sep 19, 2026
14	Ambiton Financial Services PTY LTD	Indirect evidence	Port Elizabeth, South AfricaHQ checked Sep 19, 2026	51-200	23 contacts →
	Indirect evidence “Explore expert financial guidance with Ambiton Financial Services.” Source: RevenueBase Database · checked Sep 19, 2026
15	Legatus Trust	Partial evidence	Randburg, South AfricaHQ checked Sep 19, 2026	11-50	22 contacts →
	Partial evidence “Legatus Trust was established in 1992 and was born out of the need in the marketplace for an independent company to render fiduciary services to clients in all segments of the…” Source: RevenueBase Database · checked Sep 19, 2026
16	Concept Wealth Holdings	Indirect evidence	Lynnwood Ridge, South AfricaHQ checked Sep 19, 2026	201-500	22 contacts →
	Indirect evidence “Concept Wealth Holdings is a service company assisting its advisers, brokers and affiliated franchise principals with the necessary support to develop sustainable businesses and…” Source: RevenueBase Database · checked Sep 19, 2026
17	PWG	Indirect evidence	Faerie Glen, South AfricaHQ checked Sep 19, 2026	51-200	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, 2026
18	Helfin Financial Services	Indirect evidence	Pretoria, South AfricaHQ checked Sep 19, 2026	11-50	20 contacts →
	Indirect evidence “At Helfin Financial Services we offer a wide variety of tailor made financial solutions including sound financial and investment advice, short term insurance, life and medical…” Source: RevenueBase Database · checked Sep 19, 2026
19	Daberistic Financial Services	Indirect evidence	Johannesburg, South AfricaHQ checked Sep 19, 2026	11-50	19 contacts →
	Indirect evidence “Daberistic" means different and better.” Source: RevenueBase Database · checked Sep 19, 2026
20	Charles Merrington Executive Financial Services PTY LTD	Indirect evidence	Durban, South AfricaHQ checked Sep 19, 2026	11-50	19 contacts →
	Indirect evidence “We are an independent, family owned South African Financial Services Provider, operating since 1985.” Source: RevenueBase Database · checked Sep 19, 2026
21	Zensure Group	Indirect evidence	Ethekwini, South AfricaHQ checked Sep 19, 2026	11-50	18 contacts →
	Indirect evidence “Zensure Group Provides Business, Legal and Financial consulting solutions to a diverse client base tailor-made to suit your needs and requirements.” Source: RevenueBase Database · checked Sep 19, 2026
22	HVM Group	Indirect evidence	Durban, South AfricaHQ checked Sep 19, 2026	11-50	17 contacts →
	Indirect evidence “At HVM, we offer a range of specialized services designed to support and enhance your business and personal financial well-being: Accounting & Tax Navigating statutory and…” Source: RevenueBase Database · checked Sep 19, 2026
23	Core Wealth	Indirect evidence	Durbanville, South AfricaHQ checked Sep 19, 2026	11-50	17 contacts →
	Indirect evidence “Core Wealth is an independent financial services business providing tailored solutions to individuals and corporates.” Source: RevenueBase Database · checked Sep 19, 2026
24	Verso Wealth PTY LTD	Indirect evidence	Bellville, South AfricaHQ checked Sep 19, 2026	11-50	16 contacts →
	Indirect evidence “We specialise in providing personalised individual life-centred financial planning to individuals.” Source: RevenueBase Database · checked Sep 19, 2026
25	CA Trust Company	Partial evidence	Port Elizabeth, South AfricaHQ checked Sep 19, 2026	11-50	15 contacts →
	Partial evidence “Years of getting to know our clients has taught us that what people really need from a trust company is not only the know‑how and experience that large established companies can…” Source: RevenueBase Database · checked Sep 19, 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: trust and loan 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 trust and loan companies.
Partial evidence: Its own public description names part of trust and loan companies, so it works in or next to the category without describing itself that way.
Indirect evidence: The description shown does not name trust and loan 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 169 trust and loan companies based in South Africa

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Trust and loan companies based in South Africa at a glance

As of Sep 19, 2026

41.6%Verified-email coverage

24.2Average contacts per company

11-50Median size (employees)

17.2%Largest-city concentration · Johannesburg

Sep 19, 2026Page data refreshed

Companies by employee count

1-10

11-50

51-200

201-500

501-1,000

1,001-5,000

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 169 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 trust and loan 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 “trust and loan 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 trust and loan 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 trust and loan 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, 1,702 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.

Trust and loan companies by metro

Trust and loan companies in Johannesburg29

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 trust and loan 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 trust and loan companies are there based in South Africa?

RevenueBase identified 169 trust and loan 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?

PSG Wealth, headquartered in Waterfall, tops this list with the largest team on record.

Which city has the most trust and loan companies?

Johannesburg leads with 29 headquartered companies, followed by Cape Town (19) and Durban (10).

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 1,702 verified decision-maker contacts tracked across these 169 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.