Company lists · Data refreshed September 2026
Top 25 Wealth management accounting firms based in Johannesburg, South Africa
RevenueBase identified 79 wealth management accounting firms headquartered in Johannesburg, South Africa as of September 2026 and tracks 1,735 professional contacts across them, including 633 with verified work emails. Across South Africa, Johannesburg is the largest hub for this category.
This list covers wealth management accounting firms headquartered in Johannesburg, 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 29, 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 wealth management accounting firms based in Johannesburg, South Africa
Ranked by team size| # | Company | Contacts | |||
|---|---|---|---|---|---|
| 1 | 791 contacts → | ||||
Partial evidence “Sasfin Wealth is now Otto1890 and we are investment specialists.” Source: RevenueBase Database · checked Sep 29, 2026Thanks. The Data Team will review it. | |||||
| 2 | 256 contacts → | ||||
Partial evidence “At PKF Octagon we believe that our job is to support your future, the future of your business and personal wealth.” Source: RevenueBase Database · checked Sep 29, 2026Thanks. The Data Team will review it. | |||||
| 3 | 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 29, 2026Thanks. The Data Team will review it. | |||||
| 4 | 35 contacts → | ||||
Partial evidence “Wealth Redefined.” Source: RevenueBase Database · checked Sep 29, 2026Thanks. The Data Team will review it. | |||||
| 5 | 28 contacts → | ||||
Indirect 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 29, 2026Thanks. The Data Team will review it. | |||||
| 6 | 19 contacts → | ||||
Partial evidence “At Caleo Capital we nurture a collective spirit, a shared commitment to authenticity, and an unwavering belief that wealth should serve your life's purpose.” Source: RevenueBase Database · checked Sep 29, 2026Thanks. The Data Team will review it. | |||||
| 7 | 14 contacts → | ||||
Indirect evidence “COMPANY HISTORY IOTA Investment Services (Pty) Ltd was established in 1993, through the amalgamation of two businesses which had been running since 1986.” Source: RevenueBase Database · checked Sep 29, 2026Thanks. The Data Team will review it. | |||||
| 8 | 14 contacts → | ||||
Partial evidence “Welcome to Tundra Tax & Accounting, your trusted financial partner.” Source: RevenueBase Database · checked Sep 29, 2026Thanks. The Data Team will review it. | |||||
| 9 | 12 contacts → | ||||
Partial evidence “As an independently owned financial advisory company, Iza Wealth has the freedom to offer objective specialist oshore financial advice and services to both individuals and…” Source: RevenueBase Database · checked Sep 29, 2026Thanks. The Data Team will review it. | |||||
| 10 | 12 contacts → | ||||
Partial evidence “As complex planners and qualified investment professionals we deliver a better view of the big picture, and enable you to keep more of your wealth to provide for future…” Source: RevenueBase Database · checked Sep 29, 2026Thanks. The Data Team will review it. | |||||
| 11 | 11 contacts → | ||||
Indirect evidence “If you can dream it, we can help you do it What’s life for if not dreaming big, aiming high and making these aspirations reality?” Source: RevenueBase Database · checked Sep 29, 2026Thanks. The Data Team will review it. | |||||
| 12 | 11 contacts → | ||||
Strong evidence “Wealthpoint Capital is a private client wealth and asset management business that specializes in bespoke portfolio management, fund management, and investment family office…” Source: RevenueBase Database · checked Sep 29, 2026Thanks. The Data Team will review it. | |||||
| 13 | 10 contacts → | ||||
Strong evidence “Foundation Family Wealth is a boutique financial consulting firm that surpasses traditional wealth management.” Source: RevenueBase Database · checked Sep 29, 2026Thanks. The Data Team will review it. | |||||
| 14 | 10 contacts → | ||||
Indirect evidence “With years of experience in the financial industry, our team is well-equipped to provide customized investment solutions that are tailored to the unique needs of each individual…” Source: RevenueBase Database · checked Sep 29, 2026Thanks. The Data Team will review it. | |||||
| 15 | 10 contacts → | ||||
Indirect evidence “With offices in London, Malta and Johannesburg, we are proud to say that our business has flourished on referrals passed on by our satisfied clients.” Source: RevenueBase Database · checked Sep 29, 2026Thanks. The Data Team will review it. | |||||
| 16 | 7 contacts → | ||||
Indirect evidence “Your One Stop Financial Shop The difference is that we truly care and take on our client’s challenges on as our own.” Source: RevenueBase Database · checked Sep 29, 2026Thanks. The Data Team will review it. | |||||
| 17 | 6 contacts → | ||||
Indirect evidence Source: RevenueBase Database · checked Sep 29, 2026Thanks. The Data Team will review it. | |||||
| 18 | 6 contacts → | ||||
Strong evidence “We are a boutique wealth management firm licensed by the Financial Sector Conduct Authority.” Source: RevenueBase Database · checked Sep 29, 2026Thanks. The Data Team will review it. | |||||
| 19 | 5 contacts → | ||||
Strong evidence “Allegiant Wealth Management is committed to providing comprehensive financial solutions which are personalised to your financial needs.” Source: RevenueBase Database · checked Sep 29, 2026Thanks. The Data Team will review it. | |||||
| 20 | 5 contacts → | ||||
Partial evidence “Wealthworks is an independently owned financial advisory business advising clients, family offices, charitable trusts and foundations.” Source: RevenueBase Database · checked Sep 29, 2026Thanks. The Data Team will review it. | |||||
| 21 | 4 contacts → | ||||
Indirect evidence “Fintax Consulting Group (Pty) Ltd (trading as Fintax Group) is registered with the Financial Services Board as a Financial Services Provider, License Number FSP642.” Source: RevenueBase Database · checked Sep 29, 2026Thanks. The Data Team will review it. | |||||
| 22 | 4 contacts → | ||||
Partial evidence “At Portman Wealth, we know that for High-Net-Worth Families, managing one's wealth and lifestyle can become increasingly complex.” Source: RevenueBase Database · checked Sep 29, 2026Thanks. The Data Team will review it. | |||||
| 23 | 4 contacts → | ||||
Indirect evidence “We believe that financial independence is a right and not a privilege; all individuals are entitled to quality and sound financial advice, which guides them to financial…” Source: RevenueBase Database · checked Sep 29, 2026Thanks. The Data Team will review it. | |||||
| 24 | 3 contacts → | ||||
Indirect evidence “Established in 1989, Sacks & Associates is an independent financial planning business.” Source: RevenueBase Database · checked Sep 29, 2026Thanks. The Data Team will review it. | |||||
| 25 | 3 contacts → | ||||
Indirect evidence “Multilect is the administrator of Private retirement portfolios.” Source: RevenueBase Database · checked Sep 29, 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: wealth management accounting firms. 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 wealth management accounting firms.
- Partial evidence
- Its own public description names part of wealth management accounting firms, so it works in or next to the category without describing itself that way.
- Indirect evidence
- The description shown does not name wealth management accounting firms. 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 79 wealth management accounting firms based in Johannesburg, South Africa
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Wealth management accounting firms based in Johannesburg, South Africa at a glance
As of Sep 29, 2026Companies by employee count
Email recency for this list is measured across the whole South Africa list rather than for Johannesburg, so it is reported there. Company counts and contact totals on this page are exact for Johannesburg, over 79 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 wealth management accounting firms, 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 Johannesburg, South Africa whose own description of what they do matches “wealth management accounting firms”. 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 wealth management accounting firms), 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 wealth management accounting firms, and records with no verified work email. Companies headquartered outside Johannesburg 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, 633 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 29, 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.
Wealth management accounting firms by metro in South Africa
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 wealth management accounting firms, 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 wealth management accounting firms are there based in Johannesburg, South Africa?
RevenueBase identified 79 wealth management accounting firms headquartered in Johannesburg, 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?
Sasfin, headquartered in Johannesburg, tops this list with the largest team on record.
Which city in South Africa has the most wealth management accounting firms?
Johannesburg leads South Africa with 79 headquartered companies, followed by Cape Town (68) and Pretoria (36).
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 633 verified decision-maker contacts tracked across these 79 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 29, 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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