Remnant
- Company typePrivate
- Founded2022
- HeadquartersBryanston, South Africa
- Headcount1–10
- GTM typeB2B and B2C
- OfferingServices
Remnant firmographics
Firmographics- Name
- Remnant
- Legal name
- Remnant Advisory Services (Pty) Ltd
- Website
- https://www.rmnt.co.za
- Company type
- Private
- Founded year
- 2022
- Operating status
- Operating
- Headcount range
- 1–10 employees
- Ownership category
- akta.pro rank
Remnant industry classification
Industry- Product category
- Financial Advisory Services
- NAICS
- Portfolio Management and Investment Advice (523940), Portfolio Management and Investment Advice (52394), Pension Funds (525110)
- SIC
- Investment Advice (6282), Insurance Agents, Brokers & Service (6411)
- akta.pro primary industry
- Retirement Income Planning & Decumulation Advisory (FSAEABAD)
- akta.pro secondary industries
- Estate & Legacy Planning Advisory (FSAEAAAG), Employer Retirement Plan Advisory (401(k)/Pension) (FSAEABAE), Annuity & Insurance-Based Retirement Solutions Advisory (FSAEABAH)
Keywords
Where Remnant is headquartered
LocationHeadquarters
- HQ city
- Bryanston
- HQ country
- South Africa
- HQ region
- Africa
Offices1 record
Markets served
Remnant business model
Business model- GTM type
- B2B and B2C
- Offering type
- Services
- Cost components
- Personnel, Operations, Marketing or Sales, Infrastructure
Revenue model
- Financial Planning & Advisory Services: Revenue generated through financial advisory fees and commissions from comprehensive financial planning services including wealth management, investment strategy, risk planning, and fiduciary services. The firm operates as a juristic representative of The Legacy Planning Institute (LPi), FSP 51872.
Pricing tiers
| Model | Billing | Price |
|---|---|---|
| Others | Annual | Customized financial planning services |
Go-to-market motion1 record
Distribution channels3 records
Marketing channels5 records
Remnant product offering
Product offeringCore offering
Remnant Advisory Services is a South African financial advisory firm that delivers comprehensive financial planning, investment, insurance, fiduciary, retirement, and estate planning advisory services to individuals, families, business owners, and corporate clients. The firm acts as a juristic representative of The Legacy Planning Institute (LPi), FSP 51872, and delivers its services through dedicated certified financial planners using the FPI-approved 6-step financial planning methodology. Services include wealth management, local and offshore investment advisory, employee benefits consulting, business risk analysis, and short-term insurance advisory.
Product overview
Remnant is a financial advisory and wealth management services firm offering a unified suite of advisory services rather than a software product platform. The core offerings include Financial Planning (using the FPI-approved 6-step process), Estate Planning, Retirement Planning, Local & Offshore Investment management, Corporate & Personal Tax Planning, Employee Benefits consulting, Fiduciary Services, Business Risk Analysis, and Short-Term Insurance advisory. These services are delivered through relationship-based engagement with certified financial planners and are designed for individuals, families, business owners, and corporate clients seeking comprehensive financial guidance.
Differentiator
Problem solved
Functional benefit
Products and services
- Financial Planning A comprehensive financial planning service providing a roadmap for an individual's entire financial life, covering budgets, debt management, and retirement goals using the FPI-approved 6-step financial planning process. Designed for individuals, families, professionals, and business owners seeking structured long-term financial guidance.
- Estate Planning Assessment and management of assets to ensure estate distribution according to the owner's wishes, including will drafting, trust management, succession planning, and asset restructuring. For individuals and families seeking smooth asset transition and minimisation of future complexities for beneficiaries.
- Retirement Planning Development of tax-efficient strategies to ensure financial comfort after working years, setting income goals and identifying actions necessary to achieve retirement objectives. For individuals and families approaching or in retirement.
- Local & Offshore Investment Customised investment planning aligning investments with long-term goals and risk tolerance, covering retirement annuities, preservation funds, living annuities, tax-free savings, unit trusts, and offshore structures. For individuals and families seeking diversified, goal-aligned investment portfolios.
- Corporate & Personal Tax Planning Strategies to minimise tax burden while maximising investment returns, focusing on minimising tax liabilities, maximising investment yield, and compliance management. For individuals and businesses seeking tax efficiency.
- Employee Benefits Bespoke employee benefits solutions including independent consulting, retirement fund schemes, corporate healthcare, scheme reviews, and succession planning. For business owners, entrepreneurs, and corporate entities requiring structured employee benefits solutions.
- Fiduciary Services Trust administration and asset protection services acting in clients' best interest, including will drafting, trust planning, trust audits, trustee appointment, and trust administration. For individuals and families requiring fiduciary support and asset protection.
- Business Risk Analysis Identification and prioritisation of risk factors to minimise financial loss, covering environmental and health risks, financial trends, insurance coverage, and business continuity. For businesses and business owners seeking to minimise financial loss exposure.
- Short-Term Insurance Protection from financial burdens of sudden property loss, covering motor vehicles, residential buildings, cell phones, laptops, jewellery, and household contents. For individuals and families seeking insurance coverage against sudden property loss.
Quantifiable outcome
- Clients report going to bed easier knowing Remnant is actively involved in their financial future
- +1 more outcomes
Companies that use Remnant
Customer profileNamed customers5 records
Segments2 records
Ideal customer profiles2 records
Remnant technology and API
TechnologyTechnology focussed No
API detail
- Has API
- No
- API docs
- API detail
Core technology
AI maturity
App detail
Remnant partnerships and signals
Strategic signalPartnerships
23 partnerships are on record, tiered minor and core.
- Capital LegacyminorPartner logo displayed in Our Partners section. Likely provides estate and legacy planning services complementary to Remnant's offerings.
- SanlamcoreMajor South African financial services provider. Partnership provides investment products, insurance, and wealth management solutions to Remnant clients.
- BrightRockminorDiscretionary benefit provider offering tailored employee benefits solutions.
- Bidvest LifeminorLife insurance and risk cover provider integrated into client financial planning.
- HollardminorInsurance provider offering short-term and life insurance products.
- DiscoveryminorFinancial services provider known for behavioural insurance models and wellness programs.
- MomentumcoreLarge South African financial services group providing investment, health, and insurance solutions.
- Ninety OnecoreAsset management firm providing investment management capabilities for client portfolios.
- FedgroupminorFinancial services provider offering investment and insurance solutions.
- Allan GraycoreProminent South African investment management firm providing unit trusts and retirement products.
- SygniaminorInvestment management and asset administration services provider.
- Old MutualcoreMajor African financial services company providing comprehensive wealth management, insurance, and investment products.
- StanlibminorAsset management and wealth services provider.
- LibertycoreLeading South African financial services provider offering investment, insurance, and health solutions.
- ElevateminorFinancial services provider offering employee benefits and wellness solutions.
- Interactive PortfoliosminorInvestment portfolio management and advisory platform.
- Dischem LifeminorLife insurance products provider through pharmacy network.
- SA Home LoansminorHome loan provider for property financing as part of comprehensive financial planning.
- Glacier by SanlamcoreInternational investment and wealth management platform for offshore investment solutions.
- Prescient Investment ManagementminorInvestment management firm providing pooled and individual investment mandates.
- StratumminorMedical aid gap cover provider.
- SasfinminorBanking and financial services provider for business banking solutions.
- The Legacy Planning Institute (LPi)coreParent financial services provider. Remnant Advisory Services (Pty) Ltd is a juristic representative of LPi, FSP 51872, an authorised financial services provider. This is the regulatory and licensing framework under which Remnant operates.
Scale indicators2 records
Recent moves2 records
Expansion highlights5 records
Remnant competitors and assessment
Company assessmentBroad incumbents
- Alexander Forbes Financial Planning Consultants: Major South African employee benefits and financial advisory firm serving corporate and individual clients with retirement, health and investment solutions—overlaps Remnant's employee benefits and retirement practice at much larger scale.
- PSG Wealth: Large South African wealth management and advisory division of PSG Group, offering financial planning, investments and retirement products to individuals and corporates—broader portfolio but overlapping offerings and target market.
- Sanlam Private Wealth: Private wealth arm of Sanlam, one of South Africa's largest financial services groups, offering investment, insurance and fiduciary solutions—directly comparable service set but as part of a much broader platform that is also one of Remnant's key product partners.
- Old Mutual Wealth and Investments: Major South African financial services group providing wealth management, retirement, insurance and investment products—overlapping offerings, scale advantages, and also a Remnant product partner.
- Discovery Financial Services: South African financial services group offering investment, life and behavioural-insurance products with a wellness flywheel—overlaps Remnant's risk, insurance and retirement advisory scope at much larger scale.
- Liberty (Liberty Holdings / Standard Bank Wealth): Leading South African long-term insurance and investment provider serving individuals, corporates and institutions—directly comparable retirement and investment product set, also a Remnant product partner.
Direct peers
- Brenthurst Wealth: Independent South African wealth advisory firm offering holistic financial planning, retirement, and estate services to HNW individuals and families—directly comparable to Remnant's holistic, relationship-led GTM and product breadth.
- Citadel Wealth Management: South African independent financial advisory and wealth management firm serving individuals, families and business owners—directly comparable target market, service mix, and sales-led relationship model.
Emerging players
- WealthyMe (or comparable boutique SA RIA): Boutique digital-friendly South African financial planning practice serving professionals and HNW individuals with fee-based advice—comparable client persona and fee-based revenue model, smaller scale.
Others
- Ninety One: Global asset manager headquartered in South Africa providing local and offshore investment solutions—ecosystem partner to Remnant through product distribution rather than a direct advice competitor.
Market position
Strengths5 records
Weaknesses5 records
Competitive moat4 records
Key risks6 records
Key highlights6 records
Customer concentration
Remnant social profiles
Digital presenceRemnant compliance and trust
Trust signalCompliance1 record
Remnant financial estimates
Financial estimateRevenue estimate
Valuation estimate
Remnant leadership team
Management profileNumber of profiles
Profiles8 records
Remnant funding detail
Funding detailFunding overview
Funding rounds
Investors
Funding detail is available on the Subscription and Enterprise plan.Contact sales →
Remnant 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 Remnant
What does Remnant do?
Remnant Advisory Services is a South African financial advisory firm that delivers comprehensive financial planning, investment, insurance, fiduciary, retirement, and estate planning advisory services to individuals, families, business owners, and corporate clients. The firm acts as a juristic representative of The Legacy Planning Institute (LPi), FSP 51872, and delivers its services through dedicated certified financial planners using the FPI-approved 6-step financial planning methodology. Services include wealth management, local and offshore investment advisory, employee benefits consulting, business risk analysis, and short-term insurance advisory.
Is Remnant a public or private company?
Remnant is a private company. It is classified as founder individual operated bootstrapped and is currently operating.
When was Remnant founded?
Remnant was founded in 2022. It employs 1 to 10 people.
Where is Remnant based?
Remnant is headquartered in Bryanston, South Africa, in the Africa region.
How does Remnant make money?
One revenue line is on record: financial Planning & Advisory Services.
Who are Remnant's main competitors?
Broad incumbents on record are Alexander Forbes Financial Planning Consultants, PSG Wealth, Sanlam Private Wealth, Old Mutual Wealth and Investments, Discovery Financial Services and Liberty (Liberty Holdings / Standard Bank Wealth). Direct peers are Brenthurst Wealth and Citadel Wealth Management. WealthyMe (or comparable boutique SA RIA) is listed as an emerging player. Ninety One is listed as an others.
Does Remnant have an API?
No public API is recorded for Remnant.
What industry is Remnant in?
Remnant's product category is Financial Advisory Services. Its primary akta.pro industry code is FSAEABAD, Retirement Income Planning & Decumulation Advisory, with a secondary code of FSAEAAAG, Estate & Legacy Planning Advisory. Its NAICS code is 523940 and its SIC code is 6282.