Remnant

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

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

• Financial planning advisory
• Wealth management services
• Estate planning
• Retirement planning
• Employee benefits consulting

Headquarters

HQ city

Bryanston

HQ country

South Africa

HQ region

Africa

Offices1 record

Markets served

GTM type

B2B and B2C

Offering type

Services

Cost components

Personnel, Operations, Marketing or Sales, Infrastructure

Revenue model

1. 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

Go-to-market motion1 record

Distribution channels3 records

Marketing channels5 records

Core 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

Named customers5 records

Segments2 records

Ideal customer profiles2 records

Technology focussed No

API detail

Has API

No

API docs

API detail

Core technology

AI maturity

App detail

Partnerships

23 partnerships are on record, tiered minor and core.

• Capital LegacyminorStrategic or Co-development PartnerPartner logo displayed in Our Partners section. Likely provides estate and legacy planning services complementary to Remnant's offerings.
• SanlamcoreStrategic or Co-development PartnerMajor South African financial services provider. Partnership provides investment products, insurance, and wealth management solutions to Remnant clients.
• BrightRockminorStrategic or Co-development PartnerDiscretionary benefit provider offering tailored employee benefits solutions.
• Bidvest LifeminorStrategic or Co-development PartnerLife insurance and risk cover provider integrated into client financial planning.
• HollardminorStrategic or Co-development PartnerInsurance provider offering short-term and life insurance products.
• DiscoveryminorStrategic or Co-development PartnerFinancial services provider known for behavioural insurance models and wellness programs.
• MomentumcoreStrategic or Co-development PartnerLarge South African financial services group providing investment, health, and insurance solutions.
• Ninety OnecoreStrategic or Co-development PartnerAsset management firm providing investment management capabilities for client portfolios.
• FedgroupminorStrategic or Co-development PartnerFinancial services provider offering investment and insurance solutions.
• Allan GraycoreStrategic or Co-development PartnerProminent South African investment management firm providing unit trusts and retirement products.
• SygniaminorStrategic or Co-development PartnerInvestment management and asset administration services provider.
• Old MutualcoreStrategic or Co-development PartnerMajor African financial services company providing comprehensive wealth management, insurance, and investment products.
• StanlibminorStrategic or Co-development PartnerAsset management and wealth services provider.
• LibertycoreStrategic or Co-development PartnerLeading South African financial services provider offering investment, insurance, and health solutions.
• ElevateminorStrategic or Co-development PartnerFinancial services provider offering employee benefits and wellness solutions.
• Interactive PortfoliosminorStrategic or Co-development PartnerInvestment portfolio management and advisory platform.
• Dischem LifeminorStrategic or Co-development PartnerLife insurance products provider through pharmacy network.
• SA Home LoansminorStrategic or Co-development PartnerHome loan provider for property financing as part of comprehensive financial planning.
• Glacier by SanlamcoreStrategic or Co-development PartnerInternational investment and wealth management platform for offshore investment solutions.
• Prescient Investment ManagementminorStrategic or Co-development PartnerInvestment management firm providing pooled and individual investment mandates.
• StratumminorStrategic or Co-development PartnerMedical aid gap cover provider.
• SasfinminorStrategic or Co-development PartnerBanking and financial services provider for business banking solutions.
• The Legacy Planning Institute (LPi)coreStrategic or Co-development PartnerParent 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

Broad 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

• Facebookfacebook.com/remnantSA
• LinkedInlinkedin.com/company/remnant
• Instagraminstagram.com/remnant_rsa?igsh=MTBtMXNrdDkyaG80cw==
• Xx.com/remnant_rsa

Compliance1 record

Revenue estimate

Valuation estimate

Number of profiles

Profiles8 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 Remnant