Transcend Capital Advisors Opens Office in Naples, Florida
Naples, Florida — Transcend Capital Advisors today announced the firm is expanding to Naples, Florida, with an office located at 821 5th Avenue South. Transcend is a leading independent registered investment advisor (RIA) that provides a comprehensive suite of wealth management services. Transcend was founded in 2019 on the premise that individuals and families deserved […]
Transcend Capital Advisors Adds Managing Partners
Matthew Fassnacht and Jacob Grossman Join Transcend as Managing Partners
Transcend Named by Forbes as One of America’s Top RIA Firms
November 9, 2022 – Transcend Capital Advisors has been named to Forbes’ 2022 inaugural list of America’s Top RIA Firms. The Forbes ranking, developed by SHOOK Research, is based on an algorithm of qualitative criteria, mostly gained through telephone, virtual and in-person due diligence interviews, and quantitative data. The algorithm weighs factors like revenue trends, assets under management, […]
Transcend Gives Back – NIL Partnerships and Golf
The Financial Company Transcending The Norm With NIL Deals For Top Collegiate And Amateur Golfers
Transcend Capital Advisors Announces NIL Partnership With Top-Ranked Amateur Golfer Caleb Surratt
Transcend Recognized by Citywire RIA in “50 Growers Across America” Report
July 19, 2022 – Transcend Capital Advisors has been named as one of the fastest-growing registered investment advisors (RIAs) by CityWire RIA in its annual “50 Growers Across America” report. The publication recognizes the fastest-growing registered investment advisors (RIAs) in the country based on the percentage growth in assets under management (AUM), monetary growth in AUM, and percentage […]
