Company lists · Data refreshed September 2026

Top 15 Wealth management advisors based in Pretoria, South Africa

RevenueBase identified 43 company matches for wealth management advisors associated with Pretoria, South Africa as of September 2026 and tracks 718 professional contacts across them, including 364 with verified work emails. Across South Africa, Johannesburg is the largest hub for this category (111 companies); Pretoria has 43.

This list covers company matches for wealth management advisors associated with Pretoria, 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 19, 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.

How to read this list RevenueBase SmartSearch · Exact Recorded Sep 19, 2026 How this list was built
43Companies
718Contacts tracked
364Verified emails
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The 15 largest wealth management advisors based in Pretoria, South Africa

Ranked by team size
Top 15 of 43 company matches for wealth management advisors based in Pretoria, South Africa, ordered by professional contacts tracked in RevenueBase, largest first. Recorded Sep 19, 2026. The RevenueBase SmartSearch column shows Exact match membership in this saved search. Click a contact count to view that company's people. Totals use company locations recorded by RevenueBase; the displayed preview is a smaller selection.
#CompanyRevenueBase SmartSearchHeadquartersEmployeesContacts
1Exact matchPretoria, South AfricaHQ recorded Sep 19, 202611-5049 contacts →

Exact match

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

Recorded in the RevenueBase company graph · Sep 19, 2026 · View company records in RevenueBase
2Exact matchPretoria, South AfricaHQ recorded Sep 19, 202651-20047 contacts →

Exact match

“Building Generational Wealth since 2002.”

Recorded in the RevenueBase company graph · Sep 19, 2026 · View company records in RevenueBase
3Exact matchPretoria, South AfricaHQ recorded Sep 19, 202611-5020 contacts →

Exact match

“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…”

Recorded in the RevenueBase company graph · Sep 19, 2026 · View company records in RevenueBase
4Exact matchPretoria, South AfricaHQ recorded Sep 19, 202611-5019 contacts →

Exact match

“CREATING VALUE TO ENABLE A MEANINGFUL LIFE THROUGH FINANCIAL PLANNING While the journey to a meaningful life is unique for each one of us, its building blocks are universal.”

Recorded in the RevenueBase company graph · Sep 19, 2026 · View company records in RevenueBase
5Exact matchPretoria, South AfricaHQ recorded Sep 19, 20261-1017 contacts →

Exact match

“We are passionate about financial services and advise.”

Recorded in the RevenueBase company graph · Sep 19, 2026 · View company records in RevenueBase
6Exact matchPretoria, South AfricaHQ recorded Sep 19, 202611-5016 contacts →

Exact match

“At Investiplan, we combine financial planning, risk management, and investment strategy into one integrated approach designed for long-term results.”

Recorded in the RevenueBase company graph · Sep 19, 2026 · View company records in RevenueBase
7Exact matchPretoria, South AfricaHQ recorded Sep 19, 202611-5013 contacts →

Exact match

“Equity Trust is an independent financial advisory firm that focuses on delivering professional and bespoke financial solutions to our clients – individuals and corporates.”

Recorded in the RevenueBase company graph · Sep 19, 2026 · View company records in RevenueBase
8Exact matchPretoria, South AfricaHQ recorded Sep 19, 20261-108 contacts →

Exact match

“FIDIUS™ is a fee based financial planning and advisory co, assisting clients with planning to optimise their wealth creation, preservation and utilisation goals.”

Recorded in the RevenueBase company graph · Sep 19, 2026 · View company records in RevenueBase
9Exact matchPretoria, South AfricaHQ recorded Sep 19, 20261-106 contacts →

Exact match

“Concept Atterbury is a Gauteng based Financial Services Business that provide tailor-made financial solutions to clients.”

Recorded in the RevenueBase company graph · Sep 19, 2026 · View company records in RevenueBase
10Exact matchPretoria, South AfricaHQ recorded Sep 19, 20261-105 contacts →

Exact match

“Stewards of Generational Wealth”

Recorded in the RevenueBase company graph · Sep 19, 2026 · View company records in RevenueBase
11Exact matchPretoria, South AfricaHQ recorded Sep 19, 202611-504 contacts →

Exact match

“At Deca Wealth Management, we transcend mainstream financial advice by combining cutting-edge tools and technology with a personal touch.”

Recorded in the RevenueBase company graph · Sep 19, 2026 · View company records in RevenueBase
12Exact matchPretoria, South AfricaHQ recorded Sep 19, 202611-502 contacts →

Exact match

“PSG Silver Lakes Outeniqua have offices in Pretoria (Silver Lakes), George Central and Mossel Bay Diaz.”

Recorded in the RevenueBase company graph · Sep 19, 2026 · View company records in RevenueBase
13Exact matchPretoria, South AfricaHQ recorded Sep 19, 202611-501 contacts →

Exact match

“Efficient Private Clients is an advisor-centric global investment specialist firm that provides global asset management and family office solutions to entrepreneurs and high net…”

Recorded in the RevenueBase company graph · Sep 19, 2026 · View company records in RevenueBase
14Exact matchPretoria, South AfricaHQ recorded Sep 19, 20261-101 contacts →

Exact match

“Impetus was founded in 1998 by Pieter Venter who had a vision of building an independent advisory practice who places the interest of clients first.”

Recorded in the RevenueBase company graph · Sep 19, 2026 · View company records in RevenueBase
15Exact matchPretoria, South AfricaHQ recorded Sep 19, 20261-101 contacts →

Exact match

“Wealth structuring and legacy creation through estate planning and administration.”

Recorded in the RevenueBase company graph · Sep 19, 2026 · View company records in RevenueBase

Showing 15 of 43 wealth management advisors based in Pretoria, South Africa

See the full list, filter by size, metro and specialty, and access 364 tracked professional contacts with verified work emails. Direct dials are available where recorded.

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Wealth management advisors based in Pretoria, South Africa at a glance

As of Sep 19, 2026
50.7%Verified-email coverage
16.7Average contacts per company
11-50Median size (employees)
Sep 19, 2026Page data refreshed

Companies by employee count

1-10
19
11-50
20
51-200
3
201-500
1

Email recency for this list is measured across the whole South Africa list rather than for Pretoria, so it is reported there. Company counts and contact totals on this page are exact for Pretoria, over 43 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 Pretoria, South Africa whose business descriptions match “wealth management advisors” 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 364 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 19, 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.

Wealth management advisors by metro in South Africa

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 “wealth management advisors”; each Exact match badge shows search membership, not an individual similarity or quality score.

How many wealth management advisors are there based in Pretoria, South Africa?

RevenueBase identified 43 company matches for wealth management advisors associated with Pretoria, 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?

Ascor Independent Wealth Managers tops the displayed preview by professional contacts tracked in RevenueBase. Recorded headquarters appear in the company rows.

Which city in South Africa has the most wealth management advisors?

Johannesburg leads South Africa with 111 company records, followed by Cape Town (87) and Pretoria (43).

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 364 professional contacts with verified work emails tracked across these 43 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 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 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.