Company lists · Data refreshed September 2026

Top 25 Wealth management software providers based in South Africa

RevenueBase identified 98 wealth management software providers headquartered in South Africa as of September 2026 and tracks 3,331 professional contacts across them, including 1,386 with verified work emails. Johannesburg is the largest hub.

This list covers wealth management software 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 14, 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 14, 2026 86% judged on-target in blind review
98Companies
3,331Contacts tracked
1,386Verified emails
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The 25 largest wealth management software providers based in South Africa

Ranked by team size
Top 25 of 98 wealth management software providers based in South Africa, ranked by team size, largest first. Data refreshed Sep 14, 2026. RevenueBase Smart Search rates how each company's information relates to wealth management software 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.
#CompanyRevenueBase Smart SearchHeadquartersEmployeesContacts
1Strong evidenceWaterfall, South AfricaHQ checked Sep 14, 2026501-1,0001,173 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 14, 2026
2Partial evidenceLynnwood Manor, South AfricaHQ checked Sep 14, 2026201-500379 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 14, 2026
3Strong evidenceCape Town, South AfricaHQ checked Sep 14, 202651-200133 contacts →

Strong evidence

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

Source: RevenueBase Database · checked Sep 14, 2026
4Indirect evidenceParktown North, South AfricaHQ checked Sep 14, 202651-200127 contacts →

Indirect evidence

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

Source: RevenueBase Database · checked Sep 14, 2026
5Partial evidenceJohannesburg, South AfricaHQ checked Sep 14, 202651-200102 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 14, 2026
6Indirect evidenceJohannesburg, South AfricaHQ checked Sep 14, 202651-200101 contacts →

Indirect evidence

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

Source: RevenueBase Database · checked Sep 14, 2026
7Strong evidenceKloof, South AfricaHQ checked Sep 14, 202611-5059 contacts →

Strong evidence

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

Source: RevenueBase Database · checked Sep 14, 2026
8Partial evidenceFourways, South AfricaHQ checked Sep 14, 202611-5051 contacts →

Partial evidence

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

Source: RevenueBase Database · checked Sep 14, 2026
9Indirect evidenceCape Town, South AfricaHQ checked Sep 14, 202611-5044 contacts →

Indirect evidence

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

Source: RevenueBase Database · checked Sep 14, 2026
10Strong evidenceCape Town, South AfricaHQ checked Sep 14, 202611-5042 contacts →

Strong evidence

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

Source: RevenueBase Database · checked Sep 14, 2026
11Strong evidenceCape Town, South AfricaHQ checked Sep 14, 202611-5028 contacts →

Strong evidence

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

Source: RevenueBase Database · checked Sep 14, 2026
12Indirect evidencePretoria, South AfricaHQ checked Sep 14, 202611-5027 contacts →

Indirect evidence

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

Source: RevenueBase Database · checked Sep 14, 2026
13Partial evidenceGreyton, South AfricaHQ checked Sep 14, 202611-5023 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 14, 2026
14Strong evidencePretoria, South AfricaHQ checked Sep 14, 202611-5023 contacts →

Strong evidence

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

Source: RevenueBase Database · checked Sep 14, 2026
15Partial evidenceCape Town, South AfricaHQ checked Sep 14, 202611-5021 contacts →

Partial evidence

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

Source: RevenueBase Database · checked Sep 14, 2026
16Partial evidenceRosebank, South AfricaHQ checked Sep 14, 202611-5020 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 14, 2026
17Indirect evidenceCenturion, South AfricaHQ checked Sep 14, 202611-5016 contacts →

Indirect evidence

“FINWorks offers: 1.”

Source: RevenueBase Database · checked Sep 14, 2026
18Strong evidenceCape Town, South AfricaHQ checked Sep 14, 202611-5015 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 14, 2026
19Indirect evidenceJohannesburg, South AfricaHQ checked Sep 14, 202611-5015 contacts →

Indirect evidence

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

Source: RevenueBase Database · checked Sep 14, 2026
20Indirect evidenceJohannesburg, South AfricaHQ checked Sep 14, 202611-5014 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 14, 2026
21Strong evidenceBryanston, South AfricaHQ checked Sep 14, 202611-5014 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 14, 2026
22Partial evidenceCape Town, South AfricaHQ checked Sep 14, 202611-5013 contacts →

Partial evidence

“Designed to make your business more efficient and profitable, FSPHub is a totally customisable practice management solution that will help you achieve and maintain control…”

Source: RevenueBase Database · checked Sep 14, 2026
23Indirect evidenceJohannesburg, South AfricaHQ checked Sep 14, 202611-5011 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 14, 2026
24Partial evidenceCape Town, South AfricaHQ checked Sep 14, 20261-1011 contacts →

Partial evidence

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

Source: RevenueBase Database · checked Sep 14, 2026
25Partial evidenceCape Town, South AfricaHQ checked Sep 14, 202611-5011 contacts →

Partial evidence

“Infovest is an international software business specialising in solutions for the buy-side and asset service providers alike.”

Source: RevenueBase Database · checked Sep 14, 2026

Showing 25 of 98 wealth management software providers based in South Africa

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Wealth management software providers based in South Africa at a glance

As of Sep 14, 2026
41.6%Verified-email coverage
34.0Average contacts per company
11-50Median size (employees)
20.4%Largest-city concentration · Johannesburg
Sep 14, 2026Page data refreshed

Companies by employee count

1-10
38
11-50
47
51-200
9
201-500
3
501-1,000
1

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 98 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 software 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 software 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 software 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 software 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, 1,386 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 14, 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.

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 software 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 software providers are there based in South Africa?

RevenueBase identified 98 wealth management software 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 software providers?

Johannesburg leads with 20 headquartered companies, followed by Cape Town (19) and Pretoria (9).

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 1,386 verified decision-maker contacts tracked across these 98 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 14, 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.