Transcend Capital Advisors
Transcend Capital Advisors is an employee-owned RIA founded in 2019 providing wealth management, estate planning, and institutional-style investment advisory to high-net-worth individuals, families, and executives across the United States, managing over $3 billion in AUM.
- Company typePrivate
- Founded2019
- HeadquartersMadison, United States
- Headcount11–50
- GTM typeB2C
- OfferingServices
What Transcend Capital Advisors does
Transcend Capital Advisors is an employee-owned, independent Registered Investment Advisor (RIA) founded in 2019 by Duncan Niederauer (former CEO of NYSE Euronext) and Eric Schwartz, headquartered in Madison, New Jersey. The firm provides comprehensive wealth management services to high-net-worth individuals, families, corporate executives, business owners, and retirees across the United States, including financial and retirement planning, estate planning, philanthropic planning, insurance consulting, banking and lending solutions, strategic advisory, and liquidity event advisory. Differentiated by an endowment-style investment platform that extends beyond traditional 60/40 portfolios into private credit, private equity, venture capital, real estate, reinsurance, and managed options, the firm leverages its partners' institutional rolodex (Goldman Sachs, Citadel, Glenview, Fidelity, Veritas Capital, NYSE) to source investments typically unavailable to individual investors.
The firm's business model is recurring-fee wealth and advisory services based on assets under management, delivered through a sales-led, advisor-driven channel from five physical office locations (New Jersey, Michigan, two in Florida, Rhode Island). Under the leadership of CEO Brian Gorczynski (ex-Veritas Capital partner) and President Jacob Grossman (ex-Citadel, ex-Glenview Capital), Transcend manages over $3 billion in AUM as of 2024-2025 and has appeared on Forbes' Top RIA Firms list for four consecutive years (2022-2025), improving from #31 to #25. The firm also operates Transcend Golf, a wholly-owned NIL partnership program supporting elite junior golfers, as a brand-building extension.
Technology infrastructure is conventional for the RIA industry: the firm uses Black Diamond (an external portfolio reporting platform) and standard advisor CRM and portfolio management tools, with a small in-house technology team. No proprietary technology platform, AI/ML capability, or product IP beyond the investment strategy and partner network has been disclosed. Revenue is generated entirely through fee-based advisory relationships, with no disclosed pricing schedule and no public financial reporting.
Transcend Capital Advisors firmographics
Firmographics- Name
- Transcend Capital Advisors
- Legal name
- Transcend Capital Advisors, LLC
- Website
- https://transcendcapital.com
- Company type
- Private
- Founded year
- 2019
- Operating status
- Operating
- Headcount range
- 11–50 employees
- Short description
- Transcend Capital Advisors is an employee-owned RIA founded in 2019 providing wealth management, estate planning, and institutional-style investment advisory to high-net-worth individuals, families, and executives across the United States, managing over $3 billion in AUM.
- Ownership category
- akta.pro rank
Transcend Capital Advisors industry classification
Industry- Product category
- Wealth Management
- NAICS
- Portfolio Management and Investment Advice (523940)
- SIC
- Investment Advice (6282)
- akta.pro primary industry
- Endowment / OCIO-Style Multi-Manager Platforms (FSANAGAG)
- akta.pro secondary industry
- Evergreen / Open-Ended Multi-Manager Platforms (FSANAGAM)
Keywords
Where Transcend Capital Advisors is headquartered
LocationHeadquarters
- HQ city
- Madison
- HQ country
- United States
- HQ region
- North America
Offices5 records
Markets served
Transcend Capital Advisors business model
Business model- GTM type
- B2C
- Offering type
- Services
- Cost components
- Personnel, Operations, Technology or R&D, Marketing or Sales, Infrastructure, Others
Revenue model
- Wealth Management and Advisory Fees: Transcend generates revenue through wealth management and advisory fees, likely based on assets under management (AUM). As a Registered Investment Advisor operating on a fiduciary standard, the firm earns fees for providing investment advice, financial planning, and access to public and private investment opportunities.
Go-to-market motion1 record
Distribution channels1 record
Marketing channels6 records
Transcend Capital Advisors product offering
Product offeringCore offering
Transcend Capital Advisors is an employee-owned Registered Investment Advisor that delivers comprehensive wealth management services to high-net-worth individuals and families. The firm pairs an endowment-style investment platform (covering public equities, fixed income, private credit, private equity, venture capital, real estate, and reinsurance) with financial, retirement, estate, philanthropic, insurance, banking/lending, and liquidity event advisory services under a fiduciary standard.
Product overview
Transcend Capital Advisors offers a comprehensive suite of wealth management services built around an institutional-quality investment platform. The firm provides Financial and Retirement Planning, Estate Planning, Philanthropic Planning, Insurance Consulting, Banking and Lending Solutions, Strategic Advisory Services, and Liquidity Event Advisory Services. Their investment approach utilizes an Endowment Approach that goes beyond traditional 60/40 portfolios to include public and private investments across multiple asset classes including equity, fixed income, real estate, reinsurance, private credit, private equity, venture capital, and managed options. The platform is designed to give individual clients access to institutional-grade investment opportunities typically unavailable to retail investors.
Differentiator
Problem solved
Functional benefit
Brands
- Transcend Golf: NIL (Name, Image, Likeness) partnership program investing in elite junior golfers to support their development and help them achieve professional golf aspirations.
Products and services
- Financial and Retirement Planning Comprehensive financial planning service that builds a roadmap for clients to achieve financial and retirement goals. Offered to high-net-worth individuals and families as part of Transcend's integrated wealth management offering.
- Public and Private Investment Advice Investment advisory service that constructs diversified portfolios across public and private asset classes including equity, fixed income, real estate, reinsurance, private credit, private equity, venture capital, and managed options, designed to give individual clients access to institutional-quality opportunities.
- Estate Planning Strategic estate planning service that helps clients define a financial legacy for their family through coordinated tax, trust, and wealth-transfer planning. Provided to high-net-worth individuals and families.
- Philanthropic Planning Advisory service that helps clients define a philanthropic vision and structure giving strategies to create a lasting impact with selected causes. Targeted at high-net-worth individuals and families.
- Insurance Consulting Service that reviews and implements insurance needs for clients as part of holistic wealth, estate, and risk planning.
- Banking and Lending Solutions Service that manages client cash and liquidity needs, including lending and trust administration with fiduciary support, integrated with the wealth management offering.
- Strategic Advisory Services Confidential advisory and counsel across a wide range of financial matters, including business monetization and other strategic decisions, for high-net-worth individuals, executives, and business owners.
- Liquidity Event Advisory Services Advisory service that guides clients through the monetization of their businesses, including preparation, execution, and reinvestment of sale proceeds. Targeted at business owners and entrepreneurs.
Companies that use Transcend Capital Advisors
Customer profileSegments4 records
Ideal customer profiles4 records
Transcend Capital Advisors technology and API
TechnologyTechnology focussed No
API detail
- Has API
- No
- API docs
- API detail
Core technology
AI maturity
App detail
Transcend Capital Advisors partnerships and signals
Strategic signalPartnerships
Eight partnerships are on record, tiered core.
- Asterisk Talley (Team Transcend Golf)coreNIL partnership with Asterisk Talley, the #1-ranked player in the Girls AJGA Rankings in December 2024 and #10 in the Women's World Amateur Golf Rankings. She committed to play at Stanford.
- Mia Hammond (Team Transcend Golf)coreNIL partnership with Mia Hammond, a three-time AJGA Champion. She committed to play at Duke beginning Fall 2026 and was a member of the 2024 Junior Solheim Cup team.
- Gianna Clemente (Team Transcend Golf)coreNIL partnership with elite junior golfer Gianna Clemente. Clemente is a four-time AJGA All-American and was the youngest player to make it into three straight LPGA Tour events via Monday Qualifiers at age 14.
- Miles Russell (Team Transcend Golf)coreNIL partnership with 15-year-old phenom Miles Russell. Russell was the youngest-ever winner of the AJGA Rolex Junior Player of the Year Award in 2023, breaking Tiger Woods' record. He made his Korn Ferry Tour and PGA TOUR debuts at age 15.
- Blades Brown (Team Transcend Golf alumnus)coreNIL partnership with elite amateur Blades Brown. Brown became the youngest co-medalist in U.S. Amateur history in 2023 and was the 2023 Rolex AJGA Player of the Year. He turned professional in 2025.
- Yana Wilson (Team Transcend Golf)coreNIL partnership with Yana Wilson, the #1-ranked junior girl in the Rolex AJGA Rankings. Wilson has won the U.S. Girls' Junior Championship and committed to play at the University of Oregon.
- Caleb Surratt (Team Transcend Golf alumnus)coreNIL partnership with elite amateur golfer Caleb Surratt. Surratt joined the University of Tennessee before playing on the LIV Golf Tour with Legion XIII. He was formerly #1-ranked amateur in the world.
- Ben James (Team Transcend Golf)coreNIL (Name, Image, Likeness) partnership with elite amateur golfer Ben James. The partnership supports James in his pursuit of professional golf by providing financial support for tournament travel, lessons, equipment and other expenses. James is ranked #2 in the World Amateur Golf Rankings and played at the University of Virginia.
Scale indicators8 records
Recent moves11 records
Expansion highlights5 records
Transcend Capital Advisors competitors and assessment
Company assessmentBroad incumbents
- Focus Financial Partners: Large RIA aggregator (now part of Clayton, Dubilier & Rice) that partners with hundreds of independent RIAs serving HNW clients. Represents both a competitive model and a potential exit pathway for firms like Transcend.
Direct peers
- Carson Group: Fast-growing RIA serving advisors and HNW clients with open-architecture investment solutions and coaching platforms. Comparable growth trajectory and emphasis on independent advisor alignment.
- Wealth Enhancement Group: National RIA platform serving HNW clients with comprehensive wealth management, retirement planning, and institutional investment solutions. Comparable in growth-by-acquisition strategy.
- Bessemer Trust: Multi-family office serving UHNW families with institutional-quality investment management and comprehensive wealth services. Long-standing comparable for endowment-style HNW wealth management.
- Cerity Partners: Multi-family office providing outsourced investment management, tax, and estate services to UHNW families—closely mirroring Transcend's endowment-style approach and fiduciary positioning.
- Hightower Advisors: Multi-advisor, multi-manager RIA platform serving HNW clients with institutional-quality investment solutions and significant partner-level ownership. One of Transcend's nearest structural analogs; its M&A and growth team is referenced in Transcend's corporate development hiring history.
- Mariner Wealth Advisors: Comprehensive wealth advisory platform offering OCIO-style services, estate planning, and institutional-quality investments to HNW and UHNW clients. Closely comparable in service breadth and target client profile.
- Glenmede: Endowment-style private wealth management firm serving HNW families, foundations, and endowments with open-architecture investment solutions and OCIO services. Strong philosophical match with Transcend's approach.
- Lido Advisors: Independent RIA providing comprehensive wealth management to HNW families and institutions with open-architecture investment platform. Similar in scale and target market.
- Fiduciary Trust International: UHNW wealth management firm with endowment-style investment approach, where Transcend's Chief Wealth Officer Paul Cummings previously led the national Family Office practice. Direct lineage overlap.
Market position
Strengths5 records
Weaknesses5 records
Competitive moat4 records
Key risks6 records
Key highlights7 records
Customer concentration
Transcend Capital Advisors social profiles
Digital presenceTranscend Capital Advisors financial estimates
Financial estimateRevenue estimate
Valuation estimate
Transcend Capital Advisors leadership team
Management profileNumber of profiles
Profiles9 records
Transcend Capital Advisors subsidiaries and ownership
Company hierarchySubsidiaries1 record
Transcend Capital Advisors funding detail
Funding detailFunding overview
Funding rounds
Investors
Funding detail is available on the Subscription and Enterprise plan.Contact sales →
Transcend Capital Advisors M&A and investment
M&A and investmentM&A
Investments
M&A and investment is available on the Subscription and Enterprise plan.Contact sales →
Frequently asked questions about Transcend Capital Advisors
What does Transcend Capital Advisors do?
Transcend Capital Advisors is an employee-owned Registered Investment Advisor that delivers comprehensive wealth management services to high-net-worth individuals and families. The firm pairs an endowment-style investment platform (covering public equities, fixed income, private credit, private equity, venture capital, real estate, and reinsurance) with financial, retirement, estate, philanthropic, insurance, banking/lending, and liquidity event advisory services under a fiduciary standard.
Is Transcend Capital Advisors a public or private company?
Transcend Capital Advisors is a private company. It is classified as management employee owned and is currently operating.
When was Transcend Capital Advisors founded?
Transcend Capital Advisors was founded in 2019. It employs 11 to 50 people.
Where is Transcend Capital Advisors based?
Transcend Capital Advisors is headquartered in Madison, United States, in the North America region.
How does Transcend Capital Advisors make money?
One revenue line is on record: wealth Management and Advisory Fees.
Who are Transcend Capital Advisors's main competitors?
Focus Financial Partners is listed as a broad incumbent. Direct peers are Carson Group, Wealth Enhancement Group, Bessemer Trust, Cerity Partners, Hightower Advisors, Mariner Wealth Advisors, Glenmede, Lido Advisors and Fiduciary Trust International.
Does Transcend Capital Advisors have an API?
No public API is recorded for Transcend Capital Advisors.
What industry is Transcend Capital Advisors in?
Transcend Capital Advisors's product category is Wealth Management. Its primary akta.pro industry code is FSANAGAG, Endowment / OCIO-Style Multi-Manager Platforms, with a secondary code of FSANAGAM, Evergreen / Open-Ended Multi-Manager Platforms. Its NAICS code is 523940 and its SIC code is 6282.