Home Wealth & Asset Management South Africa

Top Asset Management Companies in South Africa

Ratings Updated: April 17, 2025

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5 Companies

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1 Leaders 4 Contenders

5 Companies

Country: South Africa

List of the Top South Africa Wealth and Asset Management Companies

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Financial Advisor - Marcel Wasserman

4.5 1 review

$1,000+

$150 - $199 / hr

2 - 9

Pretoria, South Africa

Services provided

50% Financial Advising & Planning

30% Insurance Services & Brokers

15% Finance & Accounting Outsourcing (FAO) +1

5% Commercial Financing

Focus Areas

50% Wealth & Asset Management

50% Retirement Planning

Financial Advisor - Marcel Wasserman is a financial planning company offering investment advice and insurance portfolio management. Out of the reviews, 100% mention satisfaction with their professionalism and time-consciousness, while 50% suggest improvement in attentiveness to client needs. Their services are generally well-regarded, with consistent positive feedback on project management and personal attention.

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SA Financial Planners

Not yet reviewed

$100,000+

$50 - $99 / hr

2 - 9

Hartbeespoort, South Africa

Services provided

100% Financial Advising & Planning

Focus Areas

50% Wealth & Asset Management

50% Retirement Planning

SA Financial Planners is a Financial Advising & Planning company. The team is based in Hartbeespoort, South Africa, and their services include Financial Advising & Planning.
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INVEXPEDIA PTY LTD

Not yet reviewed

$250,000+

Undisclosed

50 - 249

Kempton Park, South Africa

Services provided

25% Financial Advising & Planning

40% Business Consulting

10% Financial Consulting +5

10% HR Consulting

5% PEO/Employee Leasing

5% Recruiting

3% Staffing

2% HR Outsourcing

Focus Areas

75% Wealth & Asset Management

25% Retirement Planning

INVEXPEDIA PTY LTD is a midsize Kempton Park, South Africa-based Business Consulting company. Their services include Business Consulting and Financial Advising & Planning.
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All Things Bookkeeping

Not yet reviewed

Undisclosed

Undisclosed

2 - 9

Cape Town, South Africa

Services provided

25% Financial Advising & Planning

25% Accounting

25% Finance & Accounting Outsourcing (FAO) +1

25% Financial Consulting

Focus Areas

50% Wealth & Asset Management

50% Debt Consulting

All Things Bookkeeping is a small Finance & Accounting Outsourcing (FAO) company. They offer Finance & Accounting Outsourcing (FAO) and Accounting and were founded in 2016.
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Makosi

Not yet reviewed

Undisclosed

Undisclosed

250 - 999

Sandton, South Africa

Services provided

20% Financial Advising & Planning

60% Business Consulting

20% Financial Consulting

Focus Areas

50% Wealth & Asset Management

50% Debt Consulting

Business Consulting company Makosi was launched in 2006. The company specializes in Business Consulting and Financial Advising & Planning, and is midsize.
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Clutch Leaders Matrix

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1 Financial Advisor - Marcel Wasserman

A Clutch Leaders Matrix provides a broad view of the top-performing companies in a particular service or location. Each company featured in a Leaders Matrix is evaluated based on Focus and Ability to Deliver. The size of each circle indicates that company’s size. Learn More

Focus (x-axis)

Focus accounts for a company’s specialization within a certain service.

Ability to Deliver (y-axis)

Ability to Deliver considers three criteria:

Client feedback and reviews
Work experience and previous projects
Market presence and reputation in the industry

List of the Top 1 South Africa Wealth and Asset Management Companies

Financial Advisor - Marcel Wasserman

$1,000+

$150 - $199 / hr

2 - 9

Pretoria, South Africa

Ability to deliver

20.1/40.0

14.6/20 Reviews

0.7/10 Clients & Experience

4.8/10 Market Presence

Service focus

50% Financial Advising & Planning

50% Wealth & Asset Management

50% Other

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SA Financial Planners

$100,000+

$50 - $99 / hr

2 - 9

Hartbeespoort, South Africa

Ability to deliver

5.2/40.0

0/20 Reviews

0/10 Clients & Experience

5.2/10 Market Presence

Service focus

100% Financial Advising & Planning

50% Wealth & Asset Management

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INVEXPEDIA PTY LTD

$250,000+

Undisclosed

50 - 249

Kempton Park, South Africa

Ability to deliver

4/40.0

0/20 Reviews

0/10 Clients & Experience

4/10 Market Presence

Service focus

25% Financial Advising & Planning

75% Wealth & Asset Management

75% Other

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All Things Bookkeeping

Undisclosed

Undisclosed

2 - 9

Cape Town, South Africa

Ability to deliver

4.6/40.0

0/20 Reviews

0/10 Clients & Experience

4.6/10 Market Presence

Service focus

25% Financial Advising & Planning

50% Wealth & Asset Management

75% Other

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Makosi

Undisclosed

Undisclosed

250 - 999

Sandton, South Africa

Ability to deliver

0/40.0

0/20 Reviews

0/10 Clients & Experience

0/10 Market Presence

Service focus

20% Financial Advising & Planning

50% Wealth & Asset Management

80% Other

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