Company lists · Data refreshed September 2026

Top 25 Wealth management software developers based in South Africa

RevenueBase identified 94 company matches for wealth management software developers associated with South Africa as of September 2026 and tracks 4,048 professional contacts across them, including 1,649 with verified work emails. Johannesburg is the largest hub.

This list covers company matches for wealth management software developers 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 29, 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 29, 2026 How this list was built
94Companies
4,048Contacts tracked
1,649Verified emails
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The 25 largest wealth management software developers based in South Africa

Ranked by team size
Top 25 of 94 company matches for wealth management software developers based in South Africa, ordered by professional contacts tracked in RevenueBase, largest first. Recorded Sep 29, 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 matchWaterfall, South AfricaHQ recorded Sep 29, 2026501-1,0001,173 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 29, 2026 · View company records in RevenueBase
2Exact matchJohannesburg, South AfricaHQ recorded Sep 29, 2026501-1,000791 contacts →

Exact match

“Sasfin Wealth is now Otto1890 and we are investment specialists.”

Recorded in the RevenueBase company graph · Sep 29, 2026 · View company records in RevenueBase
3Exact matchLynnwood Manor, South AfricaHQ recorded Sep 29, 2026201-500379 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 29, 2026 · View company records in RevenueBase
4Exact matchCape Town, South AfricaHQ recorded Sep 29, 202651-200133 contacts →

Exact match

“Carrick Wealth are leaders in offshore wealth and capital management.”

Recorded in the RevenueBase company graph · Sep 29, 2026 · View company records in RevenueBase
5Exact matchParktown North, South AfricaHQ recorded Sep 29, 202651-200127 contacts →

Exact match

“DMA is a technology-first company that provides an end-to-end SaaS solution to institutional investors.”

Recorded in the RevenueBase company graph · Sep 29, 2026 · View company records in RevenueBase
6Exact matchJohannesburg, South AfricaHQ recorded Sep 29, 202651-200102 contacts →

Exact match

“As the adviser’s partner, we are inspired by the wealth manager of the future to change the way investments are done.”

Recorded in the RevenueBase company graph · Sep 29, 2026 · View company records in RevenueBase
7Exact matchJohannesburg, South AfricaHQ recorded Sep 29, 202651-200101 contacts →

Exact match

“The only way to obtain financial certainty in challenging conditions is to create it.”

Recorded in the RevenueBase company graph · Sep 29, 2026 · View company records in RevenueBase
8Exact matchKloof, South AfricaHQ recorded Sep 29, 202611-5059 contacts →

Exact match

“Consolidated Wealth, is a privately owned wealth management company.”

Recorded in the RevenueBase company graph · Sep 29, 2026 · View company records in RevenueBase
9Exact matchFourways, South AfricaHQ recorded Sep 29, 202611-5051 contacts →

Exact match

“RedScreen is a leading developer of software systems for the Financial sector.”

Recorded in the RevenueBase company graph · Sep 29, 2026 · View company records in RevenueBase
10Exact matchCape Town, South AfricaHQ recorded Sep 29, 202611-5044 contacts →

Exact match

“We understand the value that lies in experience, transparency, and collaboration.”

Recorded in the RevenueBase company graph · Sep 29, 2026 · View company records in RevenueBase
11Exact matchCape Town, South AfricaHQ recorded Sep 29, 202611-5042 contacts →

Exact match

“Netto Invest offers independent wealth management that maximises the probability of you achieving your financial goals.”

Recorded in the RevenueBase company graph · Sep 29, 2026 · View company records in RevenueBase
12Exact matchCape Town, South AfricaHQ recorded Sep 29, 202611-5028 contacts →

Exact match

“Fundamental Software is a specialist Investment Management Software company providing innovative solutions and quality services to investment companies.”

Recorded in the RevenueBase company graph · Sep 29, 2026 · View company records in RevenueBase
13Exact matchPretoria, South AfricaHQ recorded Sep 29, 202611-5027 contacts →

Exact match

“Established in 1998, atWORK is a cloud-based solution for the financial planning industry.”

Recorded in the RevenueBase company graph · Sep 29, 2026 · View company records in RevenueBase
14Exact matchGreyton, South AfricaHQ recorded Sep 29, 202611-5023 contacts →

Exact match

“Overberg Asset Management specialises in the management of private share portfolios, tailored to the investment objectives of each client.”

Recorded in the RevenueBase company graph · Sep 29, 2026 · View company records in RevenueBase
15Exact matchPretoria, South AfricaHQ recorded Sep 29, 202611-5023 contacts →

Exact match

“Elite Wealth provides a software solution for medium to large financial advisory companies.”

Recorded in the RevenueBase company graph · Sep 29, 2026 · View company records in RevenueBase
16Exact matchCape Town, South AfricaHQ recorded Sep 29, 202611-5021 contacts →

Exact match

“Seed Analytics was founded in 2013 to assist financial advisors and wealth managers by producing innovative and powerful investment reporting and Business Intelligence tools.”

Recorded in the RevenueBase company graph · Sep 29, 2026 · View company records in RevenueBase
17Exact matchPaardevlei, South AfricaHQ recorded Sep 29, 202611-5021 contacts →

Exact match

“Just like trees, your investments take some time to grow.”

Recorded in the RevenueBase company graph · Sep 29, 2026 · View company records in RevenueBase
18Exact matchRosebank, South AfricaHQ recorded Sep 29, 202611-5020 contacts →

Exact match

“Founded in June 2009, Rosebank Wealth Group (RWG) is located in Rosebank, Johannesburg and currently employees 16 staff members.”

Recorded in the RevenueBase company graph · Sep 29, 2026 · View company records in RevenueBase
19Exact matchCenturion, South AfricaHQ recorded Sep 29, 202611-5016 contacts →

Exact match

“FINWorks offers: 1.”

Recorded in the RevenueBase company graph · Sep 29, 2026 · View company records in RevenueBase
20Exact matchJohannesburg, South AfricaHQ recorded Sep 29, 202611-5015 contacts →

Exact match

“RiskCafé offers a full suite of investment portfolio reporting solutions for hedge fund and asset managers across the world.”

Recorded in the RevenueBase company graph · Sep 29, 2026 · View company records in RevenueBase
21Exact matchBryanston, South AfricaHQ recorded Sep 29, 202611-5014 contacts →

Exact match

“Founded in 2006, Capta Wealth was established as a global currency and wealth management provider in South Africa.”

Recorded in the RevenueBase company graph · Sep 29, 2026 · View company records in RevenueBase
22Exact matchStellenbosch, South AfricaHQ recorded Sep 29, 202611-5012 contacts →

Exact match

“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…”

Recorded in the RevenueBase company graph · Sep 29, 2026 · View company records in RevenueBase
23Exact matchJohannesburg, South AfricaHQ recorded Sep 29, 202611-5011 contacts →

Exact match

“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?”

Recorded in the RevenueBase company graph · Sep 29, 2026 · View company records in RevenueBase
24Exact matchJohannesburg, South AfricaHQ recorded Sep 29, 202611-5011 contacts →

Exact match

“Wealthpoint Capital is a private client wealth and asset management business that specializes in bespoke portfolio management, fund management, and investment family office…”

Recorded in the RevenueBase company graph · Sep 29, 2026 · View company records in RevenueBase
25Exact matchCape Town, South AfricaHQ recorded Sep 29, 20261-1011 contacts →

Exact match

“MiPlan exists to assist financial planners in creating and preserving wealth for their clients through the application of critical thinking.”

Recorded in the RevenueBase company graph · Sep 29, 2026 · View company records in RevenueBase

Showing 25 of 94 wealth management software developers based in South Africa

See the full list, filter by size, metro and specialty, and access 1,649 tracked professional contacts with verified work emails. Direct dials are available where recorded.

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Wealth management software developers based in South Africa at a glance

As of Sep 29, 2026
40.7%Verified-email coverage
43.1Average contacts per company
11-50Median size (employees)
22.3%Largest-city concentration · Johannesburg
Sep 29, 2026Page data refreshed

Companies by employee count

1-10
40
11-50
41
51-200
8
201-500
3
501-1,000
2

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 94 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 “wealth management software developers” 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 1,649 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 29, 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.

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 software developers”; each Exact match badge shows search membership, not an individual similarity or quality score.

How many wealth management software developers are there based in South Africa?

RevenueBase identified 94 company matches for wealth management software developers 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 wealth management software developers?

Johannesburg leads with 21 company records, followed by Cape Town (18) and Pretoria (8).

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 1,649 professional contacts with verified work emails tracked across these 94 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 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 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.