Momentum Wealth is the investment and wealth management division of Momentum Metropolitan Holdings, a major South African financial services group. The company offers a comprehensive platform that provides access to a wide range of investment solutions, including local and international unit trusts, shares, and structured products. Its core mission is to partner with financial advisers to help clients achieve their financial goals through a combination of technology, expert insights, and robust investment administration. With a history rooted in the broader Momentum group founded in 1966, Momentum Wealth focuses on goal-based investing and providing the tools necessary for effective financial planning and wealth creation.

Founded in

United States