Ascendia Partners is a strategic consulting and shared services firm dedicated to helping financial advisors launch, grow, and transition to independent RIAs. With expertise in RIA formation, operations, compliance, succession planning, and access to capital, Ascendia provides end-to-end support tailored to each advisor’s vision. By offering turnkey infrastructure and long-term strategic guidance, Ascendia empowers advisors to build sustainable, client-centric firms designed for lasting success.
Company Details
- Employees
- 1
- Founded
- -
- Address
- 7 Southside Dr,
- Industry
- Financial Services
- NAICS
-
Finance and InsuranceMonetary Authorities-Central Bank
- Keywords
- RIA, Business Consulting, Independent Advisors, Compliance, Shared Services, RIA Formation, Financial Services.
- HQ
- Clifton Park, New York
- Competitors
- Holistic Wealth Advisors.
Ascendia Partners Questions
Ascendia Partners's website is https://www.ascendia-partners.com/
Ascendia Partners's LinkedIn profile is https://www.linkedin.com/company/ascendia-partners
Ascendia Partners has
1 employees.
View email and phone details for 1
employees at Ascendia Partners.
Ascendia Partners's industry is
Financial Services
Ascendia Partners's top competitors are
Holistic Wealth Advisors.
Ascendia Partners's categories are Financial Services
Ascendia Partners's founding year is 2025
