Anglowealth

What Anglowealth does

Anglowealth is a privately held, Durban-based financial services firm founded in 2013 that operates through two divisions: a conventional Anglowealth entity offering tax planning, retirement consulting, insurance, medical aid and gap cover, estate planning, unit trusts, TFSAs, endowments, and retirement and living annuities; and Anglowealth Shariah (AWS), a Shariah-compliant suite built on asset-backed structures (immovable property, movable assets, debtors books, cessations, pledges of shares) overseen by an internal compliance team and a Shariah Advisory Board. AWS holds National Credit Provider registration (NCRCP7297) and offers profit-share investments targeting up to 15% per annum on 1-year terms and up to 17% per annum on 3-year terms, with a R50,000 minimum, alongside Hajj & Umrah savings, private wealth management, and Shariah-compliant vehicle finance through rent-to-own structures. The firm extends beyond pure financial services into adjacent transactional lines, including an expanding property portfolio, exotic vehicle sourcing, and the facilitation of operational mining assets such as a 240 TPD Carbon-in-Leach gold processing plant. Distribution is sales-led and advisor-driven via direct client engagement, a WhatsApp-enabled contact centre, and a premium dealership channel partnership, with all activity confined to the South African domestic market and concentrated in KwaZulu-Natal. As of the latest disclosure, cumulative profits paid to investors since 2013 total R511,765,400; revenue is not publicly disclosed and no institutional capital has been raised.

Name

Anglowealth

Legal name

Anglowealth

Website

https://anglowealth.co.za

Company type

Private

Founded year

2013

Operating status

Operating

Headcount range

11–50 employees

Short description

Anglowealth is a Durban-based, privately held financial services firm offering Shariah-compliant and conventional wealth, retirement, insurance, vehicle, property and mining-asset solutions, primarily to individual investors in KwaZulu-Natal, South Africa.

Ownership category

akta.pro rank

Product category

Wealth Management

NAICS

Portfolio Management and Investment Advice (523940), Trust, Fiduciary, and Custody Activities (523991), Open-End Investment Funds (525910)

SIC

Security Brokers, Dealers & Flotation Companies (6211), Hospital & Medical Service Plans (6324)

akta.pro primary industry

Private Banking & UHNW Wealth Advisory (FSAEABAC)

akta.pro secondary industries

Onshore Private Banking (Domestic HNW/UHNW) (FSAAABAA), Independent Broker-Dealers (Retail Network) (FSAAAAAC)

Keywords

• Wealth management services
• Shariah-compliant investments
• Retirement planning
• Vehicle finance solutions
• Estate planning services

Headquarters

HQ city

Durban

HQ country

South Africa

HQ region

Africa

Offices1 record

Markets served

GTM type

B2C

Offering type

Services

Cost components

Personnel, Operations, Marketing or Sales, Others

Revenue model

1. Profit Share Investments: Shariah-compliant profit-sharing investments where investors participate in diversified pools of trading and asset-based activities including commodities, property and high-value assets. Returns up to 15% per annum for 1-year terms and up to 17% per annum for 3-year terms. Minimum investment R50,000.
2. Unit Trust Investments: Diversified, professionally managed investments for wealth creation, growth, protection and preservation.
3. Retirement Annuity: Tax-efficient savings plan designed to build retirement fund with long-term security and tax advantages.
4. Vehicle Finance: Shariah-compliant vehicle finance solutions for luxury, executive, pre-owned, business, fleet and private vehicle acquisitions.
5. Property Investment: Wide range of properties with expanding and diversifying property portfolio.
6. Mining Asset Facilitation: Facilitation of sale of operational mining assets including 240 TPD CIL gold processing plant.

Pricing tiers

Go-to-market motion1 record

Distribution channels2 records

Marketing channels3 records

Core offering

Anglowealth is a South African financial services firm offering personalised financial planning, investments, retirement, insurance, medical aid, estate planning, property services, mining asset facilitation, and vehicle finance. It operates through Anglowealth (conventional) and Anglowealth Shariah (Shariah-compliant, NCRCP7297) divisions, providing advisory-led solutions such as unit trusts, retirement annuities, tax-free savings accounts, endowments, profit share investments, Hajj & Umrah savings, private wealth management, and vehicle rent-to-own structures.

Product overview

Anglowealth is a financial services provider offering a comprehensive portfolio of products and services. The company operates through two main divisions: Anglowealth (conventional financial services) and Anglowealth Shariah (AWS, established 2013, for Shariah-compliant solutions). Core offerings span Property services, Mining asset facilitation, Vehicle services, Finance solutions, Investment services, Unit Trust Investments, Tax-Free Savings Accounts, Endowment Policies, Retirement/Living Annuities, Medical Aid & Gap Cover, and Estate Planning. The Shariah division provides Profit Share Investments, Hajj & Umrah Savings, Private Wealth management, and Vehicle Finance & Rent-to-Own solutions. The Mining division offers turnkey gold processing plants (240 TPD CIL capacity). Products are structured around asset-backed financial approaches with transparency and professional advisory services.

Differentiator

Problem solved

Functional benefit

Brands

• Anglowealth Shariah (AWS): Shariah-compliant financial solutions division offering profit share investments, Hajj & Umrah savings, private wealth management, and vehicle finance structured according to Islamic principles.

Products and services

• Profit Share Investments Shariah-compliant profit share investments where investors participate in diversified pools of trading and asset-based activities including commodities, property and high-value assets. Returns up to 15% per annum for 1-year terms and up to 17% per annum for 3-year terms, with a minimum investment of R50,000.
• Hajj & Umrah Savings Plan Structured, Shariah-compliant savings solution for the financial preparation of the Hajj and Umrah pilgrimage, with disciplined contributions and growth-focused strategies.
• Private Wealth Management Tailored Shariah-compliant financial strategies for long-term growth, preservation, succession, and estate planning for high-net-worth individuals.
• Vehicle Finance & Rent-to-Own Solutions Shariah-compliant vehicle acquisition through transparent and flexible structures, including rent-to-own options, for luxury, executive, pre-owned, business, fleet and private vehicles.
• Unit Trust Investments Diversified, professionally managed investments designed to create, grow, protect, and preserve wealth with flexible, long-term growth benefits for individual investors.
• Tax-Free Savings Account Tax-free savings account allowing returns without paying tax on growth or withdrawals, designed to maximise long-term savings for individual investors.
• Endowment Policy Structured investment offering tax efficiency over a fixed term with disciplined, tax-optimised growth for individual investors.
• Retirement Annuity (RA) Tax-efficient savings plan designed to build retirement funds with long-term security and tax advantages for individual investors.
• Living Annuities Flexible income provision during retirement while keeping funds invested for ongoing growth, providing retirees with a drawdown-style retirement income.
• Medical Aid & Gap Cover Comprehensive healthcare protection covering medical expenses and bridging shortfalls between medical aid payouts and actual healthcare costs for individual clients and families.
• Estate & Legacy Planning Asset protection and distribution according to client wishes to ensure family security and peace of mind through structured estate planning.
• Property Services Wide range of property offerings with an expanding and diversifying property portfolio for wealth building, sourced and managed through Anglowealth.
• Gold Processing Plant (240 TPD CIL) Fully equipped 240 tons per day Carbon-in-Leach gold processing plant with integrated processing, recovery, and support systems designed for immediate operational deployment, facilitated by Anglowealth's mining division.

Quantifiable outcome

• R511,765,400 in total profits paid to investors since 2013

Named customers2 records

Segments4 records

Ideal customer profiles4 records

Technology focussed No

API detail

Has API

No

API docs

API detail

Core technology

AI maturity

App detail

Feature3 records

Partnerships

One partnership is on record.

• Premium Dealership NetworkcoreChannel Partner/ Reseller/ DistributorAnglowealth works closely with an established network of premium dealerships to assist clients in securing competitive vehicle finance solutions for luxury, executive, high-end pre-owned, business, fleet and private vehicles. The relationship facilitates vehicle sourcing, efficient transactions, competitive terms and streamlined purchasing processes.

Scale indicators3 records

Recent moves6 records

Expansion highlights5 records

Broad incumbents

• Old Mutual Limited: Major South African financial services group offering unit trusts, retirement annuities, living annuities, TFSA and wealth advisory. Provides the same core retail wealth products Anglowealth distributes.
• Sanlam: One of South Africa's largest wealth managers with retirement annuities, endowments, unit trusts, and a Shariah advisory offering. Overlaps with Anglowealth's wealth, RA and estate-planning product suite.
• PSG Wealth: Large South African wealth advisory and asset management business offering financial planning, retirement and investment products. Comparable retail HNW wealth and retirement advisory offering.
• ABSA Islamic Banking: Major South African bank offering Shariah-compliant vehicle and property finance, and wealth products. Broader incumbent with overlapping Shariah retail and vehicle finance offerings but on a much larger scale.
• Alexander Forbes: South African wealth and retirement advisory firm serving HNW and institutional clients. Comparable to Anglowealth on wealth advisory, retirement consulting and estate planning.
• Standard Bank Islamic Banking: Large South African bank providing Islamic banking and Shariah-compliant finance solutions. Comparable Shariah vehicle, property, and wealth products delivered through a much broader banking platform.

Regional players

• Fedgroup: South African independent financial services group offering ethical and alternative investments including living annuities, endowments and bespoke wealth structures. Comparable niche-ethical positioning vs.Anglowealth.

Direct peers

• Oasis Crescent Capital: South African Shariah-compliant asset manager running the Oasis Crescent Global Equity and Balanced Funds. Comparable by virtue of overlapping Shariah-compliant investment product and ethics-driven thesis.
• iMas Financial Services: South African financial services group providing Shariah-compliant savings, investments and insurance products through retail and corporate channels. Overlaps with Anglowealth Shariah's deposit, investment and insurance offerings.
• 27four Investment Managers (Sentio Wealth & Investment): South African boutique investment manager specializing in Shariah-compliant and ethical/impact portfolios. Most direct comparable to Anglowealth's profit-share and ethical investment offerings in the local market.

Market position

Strengths5 records

Weaknesses5 records

Competitive moat4 records

Key risks5 records

Key highlights6 records

Customer concentration

• Xx.com/SHARIAH1978
• Facebookfacebook.com/anglowealthshariah1

Compliance1 record

Revenue estimate

Valuation estimate

Number of profiles

Profiles11 records

Funding overview

Funding rounds

Investors

Funding detail is available on the Subscription and Enterprise plan.Contact sales →

M&A

Investments

M&A and investment is available on the Subscription and Enterprise plan.Contact sales →

Frequently asked questions about Anglowealth