Transcend Capital Advisors Employee Directory

Financial ServicesNew Jersey, United States11-50 Employees

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

Find Transcend Capital Advisors employees' phone numbers or email addresses

Transcend Capital Advisors Global Highlights

Location
Employees

North America
45

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  • United States Of America
    44
  • Canada
    1

Africa
1

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  • South Africa
    1

Transcend Capital Advisors's Leadership

  • Stylized image of a person
    E. M.
    President
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    D. C.
    President
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  • Stylized image of a person
    M. M.
    Head Of Operations
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  • Stylized image of a person
    D. L. N.
    Founder & Managing Partner
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    P. C.
    Partner, Chief Wealth Officer
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    R. S.
    Managing Partner
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  • Stylized image of a person
    E. R. S.
    Partner
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  • Stylized image of a person
    R. B.
    Partner
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Contact profiles from Transcend Capital Advisors

Name
Title
Contact Info
Location
Last Update
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    B. V.
    Partner
    Phone icon
    United StatesMichigan
    Nov 17, 2025
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    J. P.
    Partner
    Phone icon
    United StatesFlorida
    Dec 10, 2025
  • Stylized image of a person
    P. L.
    Partner
    Phone icon
    United StatesFlorida
    Nov 17, 2025
  • Stylized image of a person
    J. H.
    Partner
    Phone icon
    United States
    Nov 17, 2025
  • Stylized image of a person
    R. D.
    Partner
    Phone icon
    United StatesMichigan
    Dec 10, 2025
  • Stylized image of a person
    B. B.
    Managing Partner
    Phone icon
    United StatesFlorida
    Jun 25, 2025
  • Stylized image of a person
    B. G.
    Managing Partner
    Phone icon
    Oct 17, 2024
  • Stylized image of a person
    D. C.
    President
    Phone icon
    UNITED STATES
    Jun 23, 2025
  • Stylized image of a person
    J. G.
    Managing Partner
    Phone icon
    United StatesNew York
    Nov 17, 2025
  • Stylized image of a person
    R. D.
    Partner
    Phone icon
    United StatesMichigan
    Nov 17, 2025

Frequently Asked Questions

What is Transcend Capital Advisors known for?

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Transcend Capital Advisors was founded in 2019 operates in the Financial Services industry. The company's main headquarters is located in 7 Giralda Farms, Suite 300. Explore Transcend Capital Advisors's company overview page for more information.

What is Transcend Capital Advisors's most common email format?

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Transcend Capital Advisors employees' email format typically follows the pattern of . Trying to find reliable and up-to-date employee contact data? Find more Transcend Capital Advisors email formats with LeadIQ.

How many employees does Transcend Capital Advisors have currently?

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Transcend Capital Advisors has approximately 37 employees as of December 2025. These team members are located across 2 continents, including North AmericaAfrica.

Who are Transcend Capital Advisors's key employees and leadership?

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As of December 2025, Transcend Capital Advisors's key employees include:

  • President: E. M.
  • President: D. C.
  • Head Of Operations: M. M.
  • Founder & Managing Partner: D. L. N.
  • Partner, Chief Wealth Officer: P. C.

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