Company lists · Data refreshed September 2026

Top 25 Wealth management api providers based in South Africa

Name: Wealth management api providers 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 124 companies tracked

RevenueBase identified 124 wealth management api providers headquartered in South Africa as of September 2026 and tracks 4,487 professional contacts across them, including 1,766 with verified work emails. Cape Town is the largest hub.

This list covers wealth management api providers 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

124Companies

4,487Contacts tracked

1,766Verified emails

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The 25 largest wealth management api providers based in South Africa

Ranked by team size

Top 25 of 124 wealth management api providers 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 wealth management api providers: 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	Strong evidence	Waterfall, South AfricaHQ checked Sep 19, 2026	501-1,000	1,173 contacts →
	Strong 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	Nedbank Private Wealth South Africa	Strong evidence	Sandown, South AfricaHQ checked Sep 19, 2026	201-500	535 contacts →
	Strong evidence “Nedbank Private Wealth, a wholly owned subsidiary of Nedbank Group Limited, draws on a heritage of wealth management that goes back to 1834.” Source: RevenueBase Database · checked Sep 19, 2026
4	Citadel Investment Services	Partial evidence	Lynnwood Manor, South AfricaHQ checked Sep 19, 2026	201-500	379 contacts →
	Partial 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
5	Carrick Wealth	Strong evidence	Cape Town, South AfricaHQ checked Sep 19, 2026	51-200	133 contacts →
	Strong evidence “Carrick Wealth are leaders in offshore wealth and capital management.” Source: RevenueBase Database · checked Sep 19, 2026
6	Inn8	Partial evidence	Johannesburg, South AfricaHQ checked Sep 19, 2026	51-200	102 contacts →
	Partial evidence “As the adviser’s partner, we are inspired by the wealth manager of the future to change the way investments are done.” Source: RevenueBase Database · checked Sep 19, 2026
7	NFB Private Wealth Management	Indirect evidence	Johannesburg, South AfricaHQ checked Sep 19, 2026	51-200	101 contacts →
	Indirect evidence “The only way to obtain financial certainty in challenging conditions is to create it.” Source: RevenueBase Database · checked Sep 19, 2026
8	Private Client Holdings	Partial evidence	Cape Town, South AfricaHQ checked Sep 19, 2026	51-200	81 contacts →
	Partial evidence “Since 1990, Private Client Holdings has been assisting families define and implement strategies for managing their wealth.” Source: RevenueBase Database · checked Sep 19, 2026
9	Alphawealth	Partial evidence	Bryanston, South AfricaHQ checked Sep 19, 2026	51-200	60 contacts →
	Partial evidence “AlphaWealth provides investment and wealth planning services to high-net-worth individuals, families, selected institutions and charitable trusts.” Source: RevenueBase Database · checked Sep 19, 2026
10	Consolidated Wealth Group	Strong evidence	Kloof, South AfricaHQ checked Sep 19, 2026	11-50	59 contacts →
	Strong evidence “Consolidated Wealth, is a privately owned wealth management company.” Source: RevenueBase Database · checked Sep 19, 2026
11	Everest Wealth	Partial evidence	Pretoria, South AfricaHQ checked Sep 19, 2026	51-200	47 contacts →
	Partial evidence “Building Generational Wealth since 2002.” Source: RevenueBase Database · checked Sep 19, 2026
12	Springpoint Finance PTY LTD	Indirect evidence	Cape Town, South AfricaHQ checked Sep 19, 2026	11-50	44 contacts →
	Indirect evidence “We understand the value that lies in experience, transparency, and collaboration.” Source: RevenueBase Database · checked Sep 19, 2026
13	Netto Invest PTY LTD	Strong evidence	Cape Town, South AfricaHQ checked Sep 19, 2026	11-50	42 contacts →
	Strong evidence “Netto Invest offers independent wealth management that maximises the probability of you achieving your financial goals.” Source: RevenueBase Database · checked Sep 19, 2026
14	Overberg Asset Management PTY LTD	Partial evidence	Greyton, South AfricaHQ checked Sep 19, 2026	11-50	23 contacts →
	Partial evidence “Overberg Asset Management specialises in the management of private share portfolios, tailored to the investment objectives of each client.” Source: RevenueBase Database · checked Sep 19, 2026
15	Elite Wealth Solutions	Partial evidence	Pretoria, South AfricaHQ checked Sep 19, 2026	11-50	23 contacts →
	Partial evidence “Elite Wealth provides a software solution for medium to large financial advisory companies.” Source: RevenueBase Database · checked Sep 19, 2026
16	Woodland Wealth	Indirect evidence	Paardevlei, South AfricaHQ checked Sep 19, 2026	11-50	21 contacts →
	Indirect evidence “Just like trees, your investments take some time to grow.” Source: RevenueBase Database · checked Sep 19, 2026
17	Rosebank Wealth Group PTY LTD	Partial evidence	Rosebank, South AfricaHQ checked Sep 19, 2026	11-50	20 contacts →
	Partial evidence “Founded in June 2009, Rosebank Wealth Group (RWG) is located in Rosebank, Johannesburg and currently employees 16 staff members.” Source: RevenueBase Database · checked Sep 19, 2026
18	Caleo Capital	Partial evidence	Johannesburg, South AfricaHQ checked Sep 19, 2026	11-50	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 19, 2026
19	Ultima Financial Planners PTY LTD	Indirect evidence	Pretoria, South AfricaHQ checked Sep 19, 2026	11-50	19 contacts →
	Indirect evidence “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.” Source: RevenueBase Database · checked Sep 19, 2026
20	Definitive Capital Management	Strong evidence	Cape Town, South AfricaHQ checked Sep 19, 2026	11-50	17 contacts →
	Strong evidence “Definitive is a privately owned wealth management business built on clarity, discipline, and care.” Source: RevenueBase Database · checked Sep 19, 2026
21	QUOIN	Strong evidence	Cape Town, South AfricaHQ checked Sep 19, 2026	11-50	15 contacts →
	Strong evidence “Quoin offers a fully integrated wealth and financial management solution to affluent individuals, their families, trusts and private companies throughout South Africa.” Source: RevenueBase Database · checked Sep 19, 2026
22	80eight	Indirect evidence	Johannesburg, South AfricaHQ checked Sep 19, 2026	11-50	15 contacts →
	Indirect evidence “With access to the latest tech tools, we use our expertise in financial markets to realise your goals – whether you are based in South Africa, or abroad.” Source: RevenueBase Database · checked Sep 19, 2026
23	Iota Investment Services PTY LTD	Indirect evidence	Johannesburg, South AfricaHQ checked Sep 19, 2026	11-50	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 19, 2026
24	Capta Wealth	Strong evidence	Bryanston, South AfricaHQ checked Sep 19, 2026	11-50	14 contacts →
	Strong evidence “Founded in 2006, Capta Wealth was established as a global currency and wealth management provider in South Africa.” Source: RevenueBase Database · checked Sep 19, 2026
25	Carmel Wealth	Partial evidence	Stellenbosch, South AfricaHQ checked Sep 19, 2026	11-50	12 contacts →
	Partial evidence “Carmel Wealth is a privately owned wealth and investment company established in 2023, specifically to capitalise on the opportunity in the South African market for an…” 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: wealth management api providers. 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 api providers.
Partial evidence: Its own public description names part of wealth management api providers, so it works in or next to the category without describing itself that way.
Indirect evidence: The description shown does not name wealth management api providers. 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 124 wealth management api providers based in South Africa

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Wealth management api providers based in South Africa at a glance

As of Sep 19, 2026

39.4%Verified-email coverage

36.2Average contacts per company

11-50Median size (employees)

20.2%Largest-city concentration · Cape Town

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 124 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 api providers, 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 “wealth management api providers”. 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 api providers), 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 api providers, 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, 1,766 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.

Wealth management api providers by metro

Wealth management api providers in Cape Town25

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 api providers, 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 api providers are there based in South Africa?

RevenueBase identified 124 wealth management api providers 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 wealth management api providers?

Cape Town leads with 25 headquartered companies, followed by Johannesburg (23) and Pretoria (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 1,766 verified decision-maker contacts tracked across these 124 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.