Founded by Clients for Clients

Transcend was created with one guiding principle: wealth management clients deserve better.

Clients’ interests come first, ALWAYS.

An Institutional Approach to Investing

Transcend is disrupting the traditional wealth management model by delivering an institutional approach to investing. We are leveraging network powered access to differentiated investment strategies in both public and private markets.

Experienced Leadership

Transcend’s Partners are proven leaders in the global investment markets with extensive experience across public and private asset classes and through various investment cycles. The Partners invest alongside Transcend clients sharing an alignment of interest.

Learn more about the Transcend Difference.

Client first.

Our culture and model were created to place our clients ahead of the firm. Always.


Our clients have full understanding of their investment strategies and the associated costs.


Our independence enables us to deliver an open-architecture solution not limited by inherent conflicts and proprietary constraints.

Aligned Interests.

The interests of the firm and our clients are aligned. We invest alongside our clients.


A secure cloud-based platform and customized client portal, leveraging innovative partners, that provide us the tools to advise you.