Transcend Capital Advisors is an independent Registered Investment Advisor offering wealth management services, public and private investments, strategic advisory services, and access to banking, lending, and family office solutions.
Transcend is elevating the wealth management experience by delivering an institutional-style investment platform to individual investors. This approach mirrors the investment strategies of leading institutions, endowments and foundations. Transcend uses its network to provide access to a wider range of asset classes that enhance the sources of investment returns compared to the traditional model.
Our comprehensive wealth management services include:
• Financial and retirement planning
• Public and private investments
• Insurance consulting
• Estate planning
• Banking and lending solutions
• Philanthropic planning
• Strategic advisory services
• Liquidity event advisory services
Company Details
- Employees
- 37
- Founded
- 2019
- Address
- 7 Giralda Farms,
- Industry
- Financial Services
- NAICS
-
Finance and InsuranceMonetary Authorities-Central Bank
- Website
- http://www.transcendcapital.com
- Keywords
- Madison.
- HQ
- Madison, New Jersey
Transcend Capital Advisors Questions
Transcend Capital Advisors's website is http://www.transcendcapital.com
Transcend Capital Advisors's LinkedIn profile is https://www.linkedin.com/company/transcend-capital-advisors
Transcend Capital Advisors has
37 employees.
View email and phone details for 37
employees at Transcend Capital Advisors.
Transcend Capital Advisors's industry is
Financial Services
Transcend Capital Advisors's top competitors are
Edgemont Partners,
Shufro Rose,
Cerity Partners,
Transcend Capital,
Racing Prodigy, Inc.,
Transcend Capital Partners,
Brg,
Freestone Capital Management,
Pathstone,
Ieq Capital.
Transcend Capital Advisors's categories are Financial Services
Transcend Capital Advisors's founding year is 2019
