Mpilo Advisory Services
- Company typePrivate
- Founded-
- HeadquartersJohannesburg, South Africa
- Headcount—
- GTM typeB2B and B2C
- OfferingServices
Mpilo Advisory Services firmographics
Firmographics- Name
- Mpilo Advisory Services
- Legal name
- Mpilo Advisory Services (Pty) Ltd
- Website
- https://mpiloadvisory.com
- Company type
- Private
- Operating status
- Operating
- Ownership category
- akta.pro rank
Mpilo Advisory Services industry classification
Industry- Product category
- Financial Advisory Services
- NAICS
- Portfolio Management and Investment Advice (523940), Other Management Consulting Services (541618)
- SIC
- Investment Advice (6282), Insurance Agents, Brokers & Service (6411), Services-Management Consulting Services (8742)
- akta.pro primary industry
- Institutional Consultants & Fiduciary Management (Investment Consulting) (FSAAAGAJ)
- akta.pro secondary industry
- Trust & Estate Dispute Resolution & Fiduciary Litigation Support (FSAEAKAJ)
Keywords
Where Mpilo Advisory Services is headquartered
LocationHeadquarters
- HQ city
- Johannesburg
- HQ country
- South Africa
- HQ region
- Africa
Offices1 record
Markets served
Mpilo Advisory Services business model
Business model- GTM type
- B2B and B2C
- Offering type
- Services
- Cost components
- Personnel, Operations, Marketing or Sales, Technology or R&D
Revenue model
- Financial Advisory Services: The company generates revenue through providing expert and professional financial advisory services including risk-related solutions, investment/wealth solutions, and fiduciary services to individuals, families, small businesses, and corporates.
Pricing tiers
| Model | Billing | Price |
|---|---|---|
| Other | Multi-year contract | Personalized advisory services |
Go-to-market motion1 record
Distribution channels3 records
Marketing channels4 records
Mpilo Advisory Services product offering
Product offeringCore offering
Mpilo Advisory Services (Pty) Ltd is a South African financial advisory firm that provides expert and professional advisory services across three interconnected lines: risk-related solutions (life cover, capital disability, severe illness, income protection, business assurance, contingent liability, buy and sell cover, short-term insurance, key person cover), investment/wealth solutions (local, guaranteed, offshore, and retirement investments plus corporate/SME employee benefits), and fiduciary services (wills and estate planning). Services are delivered through knowledgeable and experienced consultants to individuals, families, small and micro enterprises, and corporates.
Product overview
Mpilo Advisory Services is a 100% black-owned financial advisory company offering a unified portfolio of three interconnected service lines: Risk-Related Solutions (individual risk insurance, credit loan accounts, business assurance, contingent liability cover, buy and sell cover, short term insurance, and key person cover), Investments/Wealth Solutions (local investments, guaranteed investments, offshore investments, retirement investments, and corporate/SME employee benefits), and Fiduciary Services (wills and estate planning). The company leverages over 20 years of business experience from Sakhumnotho Group Holdings and 60 years of combined financial planning expertise from Perlov & Associates to provide comprehensive financial advisory services to individuals, families, small and micro enterprises, and corporates.
Differentiator
Problem solved
Functional benefit
Products and services
- Individual Risk Insurance
- Credit Loan Account
- Business Assurance
- Contingent Liability Cover
Companies that use Mpilo Advisory Services
Customer profileSegments3 records
Ideal customer profiles3 records
Mpilo Advisory Services technology and API
TechnologyTechnology focussed No
API detail
- Has API
- No
- API docs
- API detail
Core technology
AI maturity
App detail
Mpilo Advisory Services partnerships and signals
Strategic signalPartnerships
One partnership is on record.
- Perlov & AssociatescoreStrategic partner bringing 60 years of combined financial planning industry expertise. Perlov & Associates contributes deep industry knowledge and experience in financial planning to enhance Mpilo Advisory's service offerings.
Scale indicators3 records
Recent moves1 record
Expansion highlights2 records
Mpilo Advisory Services competitors and assessment
Company assessmentDirect peers
- Sasfin Wealth: South African wealth and investment advisory firm serving HNW individuals, families, and businesses. Overlaps with Mpilo on investment/wealth solutions and fiduciary planning, with comparable boutique positioning.
- PSG Wealth: South African financial advisory and wealth management group offering holistic investment, insurance, and fiduciary services to individuals and corporates. Directly comparable to Mpilo in service breadth and one-on-one advisory model, though with materially larger national footprint.
- Alexander Forbes: Established South African firm providing employee benefits, wealth management, and investment advisory to corporates and individuals. Highly comparable to Mpilo's corporate/SME employee benefits and fiduciary pillars, with a deeper institutional client base.
- Citadel Wealth Management: Independent South African financial advisory firm offering wealth, investment, and fiduciary services with a personalized advisor model. Closely matches Mpilo's boutique positioning and direct advisor-led GTM motion.
- NMG Benefits (Numeric): Independent South African advisory firm specializing in employee benefits, retirement funds, and wealth advisory for corporates and individuals. Comparable to Mpilo's employee benefits and retirement investment product lines.
Broad incumbents
- Sanlam Personal Finance: One of South Africa's largest financial services groups offering insurance, investment, retirement, and wealth advisory across all customer segments. Overlaps with Mpilo across risk, investment, and fiduciary lines but operates at vastly larger scale and brand recognition.
- Discovery Financial Advisors: South African financial services group extending from health and life insurance into investment and advisory. Comparable in its integrated insurance-and-wealth value proposition, with stronger proprietary tech and Vitality engagement layer.
- Liberty (Standard Bank Group): Large South African life insurer and wealth manager within the Standard Bank Group, providing investment, insurance, and fiduciary advice. Overlaps broadly with Mpilo's three-pillar model at materially greater scale and digital maturity.
- Old Mutual Wealth: Major South African incumbent offering investment, retirement, insurance, and fiduciary advice. Directly competes with Mpilo across all three service pillars but with national distribution, proprietary platforms, and institutional scale.
- Momentum Wealth: Multi-product South African financial services provider offering advice-led investment, retirement, and risk solutions. Comparable product portfolio to Mpilo but with established advisor network and proprietary product range.
Market position
Strengths4 records
Weaknesses4 records
Competitive moat2 records
Key risks5 records
Key highlights5 records
Customer concentration
Mpilo Advisory Services social profiles
Digital presenceMpilo Advisory Services financial estimates
Financial estimateRevenue estimate
Valuation estimate
Mpilo Advisory Services leadership team
Management profileNumber of profiles
Profiles4 records
Mpilo Advisory Services funding detail
Funding detailFunding overview
Funding rounds
Investors
Funding detail is available on the Subscription and Enterprise plan.Contact sales →
Mpilo Advisory Services M&A and investment
M&A and investmentM&A
Investments
M&A and investment is available on the Subscription and Enterprise plan.Contact sales →
Frequently asked questions about Mpilo Advisory Services
What does Mpilo Advisory Services do?
Mpilo Advisory Services (Pty) Ltd is a South African financial advisory firm that provides expert and professional advisory services across three interconnected lines: risk-related solutions (life cover, capital disability, severe illness, income protection, business assurance, contingent liability, buy and sell cover, short-term insurance, key person cover), investment/wealth solutions (local, guaranteed, offshore, and retirement investments plus corporate/SME employee benefits), and fiduciary services (wills and estate planning). Services are delivered through knowledgeable and experienced consultants to individuals, families, small and micro enterprises, and corporates.
Is Mpilo Advisory Services a public or private company?
Mpilo Advisory Services is a private company. It is classified as founder individual operated bootstrapped and is currently operating.
When was Mpilo Advisory Services founded?
Mpilo Advisory Services was founded in -1.
Where is Mpilo Advisory Services based?
Mpilo Advisory Services is headquartered in Johannesburg, South Africa, in the Africa region.
How does Mpilo Advisory Services make money?
One revenue line is on record: financial Advisory Services.
Who are Mpilo Advisory Services's main competitors?
Direct peers on record are Sasfin Wealth, PSG Wealth, Alexander Forbes, Citadel Wealth Management and NMG Benefits (Numeric). Broad incumbents are Sanlam Personal Finance, Discovery Financial Advisors, Liberty (Standard Bank Group), Old Mutual Wealth and Momentum Wealth.
Does Mpilo Advisory Services have an API?
No public API is recorded for Mpilo Advisory Services.
What industry is Mpilo Advisory Services in?
Mpilo Advisory Services's product category is Financial Advisory Services. Its primary akta.pro industry code is FSAAAGAJ, Institutional Consultants & Fiduciary Management (Investment Consulting), with a secondary code of FSAEAKAJ, Trust & Estate Dispute Resolution & Fiduciary Litigation Support. Its NAICS code is 523940 and its SIC code is 6282.