Company lists · Data refreshed September 2026

Top 25 Wealth transfer specialists based in South Africa

Name: Wealth transfer specialists based in South Africa
Creator: RevenueBase
License: https://creativecommons.org/licenses/by/4.0/

Compiled by the RevenueBase Data Team Data refreshed Sep 22, 2026 110 companies tracked

RevenueBase identified 110 wealth transfer specialists headquartered in South Africa as of September 2026 and tracks 2,811 professional contacts across them, including 1,209 with verified work emails. Cape Town is the largest hub.

This list covers wealth transfer specialists 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 22, 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 22, 2026 86% judged on-target in blind review

110Companies

2,811Contacts tracked

1,209Verified emails

Explore this list → Free signup · no credit card · 500 free credits

The 25 largest wealth transfer specialists based in South Africa

Ranked by team size

Top 25 of 110 wealth transfer specialists based in South Africa, ranked by team size, largest first. Data refreshed Sep 22, 2026. RevenueBase Smart Search rates how each company's information relates to wealth transfer specialists: 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	Partial evidence	Waterfall, South AfricaHQ checked Sep 22, 2026	501-1,000	1,173 contacts →
	Partial evidence “We offer a comprehensive wealth management service, designed to meet your needs as an individual, family or business.” Source: RevenueBase Database · checked Sep 22, 2026
2	Citadel Investment Services	Strong evidence	Lynnwood Manor, South AfricaHQ checked Sep 22, 2026	201-500	379 contacts →
	Strong 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 22, 2026
3	Private Client Holdings	Partial evidence	Cape Town, South AfricaHQ checked Sep 22, 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 22, 2026
4	Alphawealth	Partial evidence	Bryanston, South AfricaHQ checked Sep 22, 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 22, 2026
5	Consolidated Wealth Group	Partial evidence	Kloof, South AfricaHQ checked Sep 22, 2026	11-50	59 contacts →
	Partial evidence “Consolidated Wealth, is a privately owned wealth management company.” Source: RevenueBase Database · checked Sep 22, 2026
6	Ascor Independent Wealth Managers	Partial evidence	Pretoria, South AfricaHQ checked Sep 22, 2026	11-50	49 contacts →
	Partial evidence “Ascor™ Group of Companies - Independent Wealth Managers.” Source: RevenueBase Database · checked Sep 22, 2026
7	Gradidge Mahura Investments	Partial evidence	Illovo, South AfricaHQ checked Sep 22, 2026	11-50	29 contacts →
	Partial evidence “At Gradidge Mahura Investments, we help families, professionals, and entrepreneurs create, grow, and protect wealth through tailored financial solutions.” Source: RevenueBase Database · checked Sep 22, 2026
8	Whitfield Fintax	Indirect evidence	Port Elizabeth, South AfricaHQ checked Sep 22, 2026	51-200	23 contacts →
	Indirect evidence “Established in 1989, we aim to build long term relationships with our clients and take our motto - WHERE RELATIONSHIPS COUNT - very seriously.” Source: RevenueBase Database · checked Sep 22, 2026
9	Rosebank Wealth Group PTY LTD	Partial evidence	Rosebank, South AfricaHQ checked Sep 22, 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 22, 2026
10	HVM Group	Indirect evidence	Durban, South AfricaHQ checked Sep 22, 2026	11-50	17 contacts →
	Indirect evidence “At HVM, we offer a range of specialized services designed to support and enhance your business and personal financial well-being: Accounting & Tax Navigating statutory and…” Source: RevenueBase Database · checked Sep 22, 2026
11	QUOIN	Partial evidence	Cape Town, South AfricaHQ checked Sep 22, 2026	11-50	15 contacts →
	Partial 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 22, 2026
12	Activ8 Group	Indirect evidence	Durban, South AfricaHQ checked Sep 22, 2026	11-50	13 contacts →
	Indirect evidence “The Activ8 Group was created with the vision to be the trusted advisor and confidant to high net worth families and corporate citizens.” Source: RevenueBase Database · checked Sep 22, 2026
13	Family Wealth Custodians	Partial evidence	Paarl, South AfricaHQ checked Sep 22, 2026	1-10	11 contacts →
	Partial evidence “As an independent family wealth management company, Family Wealth Custodians understands that our clients' families are their greatest wealth.” Source: RevenueBase Database · checked Sep 22, 2026
14	Dynasty Asset Management	Partial evidence	Melrose Arch, South AfricaHQ checked Sep 22, 2026	1-10	10 contacts →
	Partial evidence “Dynasty is a leading boutique and advice-driven firm that assists affluent clients to grow, protect, globalise and administer their wealth in an increasingly complex and uncertain…” Source: RevenueBase Database · checked Sep 22, 2026
15	The Confiance Group	Partial evidence	Bellville, South AfricaHQ checked Sep 22, 2026	11-50	10 contacts →
	Partial evidence “CONFIANCE was started in 1996 by Elize Bokelman as an Accounting Office with the focus on Tax Efficient planning for professional clients for their practices and wealth growth.” Source: RevenueBase Database · checked Sep 22, 2026
16	Classic Private Wealth	Partial evidence	Sandton, South AfricaHQ checked Sep 22, 2026	11-50	9 contacts →
	Partial evidence “Classic Private Wealth is a niche wealth management company focused on providing comprehensive financial management services that takes care of all our clients’ needs.” Source: RevenueBase Database · checked Sep 22, 2026
17	Lifesense Financial Services	Indirect evidence	Sandton, South AfricaHQ checked Sep 22, 2026	11-50	9 contacts →
	Indirect evidence “LifeSense Financial Services has over 25 years of experience providing South Africans with top quality financial services solutions.” Source: RevenueBase Database · checked Sep 22, 2026
18	Fidelis VOX	Partial evidence	Bryanston, South AfricaHQ checked Sep 22, 2026	1-10	8 contacts →
	Partial evidence “Fidelis Vox is the trusted voice of passionate and skilled individuals who work together in an agreed value system to maximise your Family Wealth.” Source: RevenueBase Database · checked Sep 22, 2026
19	Parity Wealth Managers	Partial evidence	Bryanston, South AfricaHQ checked Sep 22, 2026	1-10	8 contacts →
	Partial evidence “Parity Wealth Managers is a leading independent wealth management firm striving to reach new heights for our clients.” Source: RevenueBase Database · checked Sep 22, 2026
20	BAY Wealth Management	Partial evidence	Port Elizabeth, South AfricaHQ checked Sep 22, 2026	1-10	6 contacts →
	Partial evidence “Bay Wealth Management was founded in 2003 by Adrian Meistre as a holistic and independent wealth management and financial services provider.” Source: RevenueBase Database · checked Sep 22, 2026
21	Franzsen & VAN Reenen Wealth Advisory	Indirect evidence	Somerset West, South AfricaHQ checked Sep 22, 2026	1-10	5 contacts →
	Indirect evidence “At FRANZSEN & VAN REENEN we believe that an individual investor’s portfolio should represent almost the same individuality as his or her own fingerprint.” Source: RevenueBase Database · checked Sep 22, 2026
22	Wealth Succession	Strong evidence	Pretoria, South AfricaHQ checked Sep 22, 2026	1-10	5 contacts →
	Strong evidence “As a purpose-driven brand, our focus is on effective generational wealth management and transfer.” Source: RevenueBase Database · checked Sep 22, 2026
23	Wealthyme	Partial evidence	Dainfern, South AfricaHQ checked Sep 22, 2026	11-50	5 contacts →
	Partial evidence “WealthyMe offers wealth advisory services with a focus on generational wealth creation and legacy protection.” Source: RevenueBase Database · checked Sep 22, 2026
24	Crest Trust	Indirect evidence	Centurion, South AfricaHQ checked Sep 22, 2026	1-10	5 contacts →
	Indirect evidence “We offer the full range of fiduciary services to the high net worth individual, i.e.” Source: RevenueBase Database · checked Sep 22, 2026
25	Auro Professional	Partial evidence	Paarl, South AfricaHQ checked Sep 22, 2026	1-10	4 contacts →
	Partial evidence “Auro is a family wealth office in which the administrative, fiduciary, management and risk aspects of our clients are addressed on a comprehensive basis.” Source: RevenueBase Database · checked Sep 22, 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 transfer specialists. 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 transfer specialists.
Partial evidence: Its own public description names part of wealth transfer specialists, so it works in or next to the category without describing itself that way.
Indirect evidence: The description shown does not name wealth transfer specialists. 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 110 wealth transfer specialists based in South Africa

See the full list, filter by size, metro and specialty, and get verified emails and direct dials for all 1,209 reachable decision-makers.

Free signup · no credit card

View the full list →

Wealth transfer specialists based in South Africa at a glance

As of Sep 22, 2026

43.0%Verified-email coverage

25.6Average contacts per company

1-10Median size (employees)

18.2%Largest-city concentration · Cape Town

Sep 22, 2026Page data refreshed

Companies by employee count

1-10

11-50

51-200

201-500

501-1,000

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 110 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 transfer specialists, 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 transfer specialists”. 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 transfer specialists), 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 transfer specialists, 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, 1,209 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 22, 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 transfer specialists, 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 transfer specialists are there based in South Africa?

RevenueBase identified 110 wealth transfer specialists 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 transfer specialists?

Cape Town leads with 20 headquartered companies, followed by Johannesburg (15) and Bryanston (8).

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 1,209 verified decision-maker contacts tracked across these 110 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 22, 2026.

Ready to reach these companies? Verified emails and direct dials for all 110 wealth transfer specialists based in South Africa. Start with a free account, no credit card.

Download this list →

Related lists

Wealth transfer specialists by geography

Browse the directory

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.