AlphaWealth provides investment and wealth planning services to high-net-worth individuals, families, selected institutions and charitable trusts. Founded in 1997, AlphaWealth manages global assets exceeding R15 billion and is established in major South African and international financial centres. We’re more concerned with quality than quantity when it comes to our clients. That way, we can remain available all the time, delivering solutions that are as individual as the clients we tailor them to, whilst keeping up close relationships with industry regulators in areas where we operate. In other words, we make preserving and growing wealth uncomplicated. Wealth: Keep it. Simple.
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The AlphaWealth annual revenue was $6 million in 2026.
Kerry Fynn is the CEO of AlphaWealth.
53 people are employed at AlphaWealth.
The NAICS codes for AlphaWealth are [523, 5239, 52392, 523920, 52].
The SIC codes for AlphaWealth are [62, 628].