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


Banking

Investment Management

Transcend Capital Advisors

Duncan L. Niederauer

Michael Saul

Ector Cabetas

Bob Brown

Nicholas Swider

Richard Swift

Matt Fassnacht

Jacob Grossman

The Operations Team at Transcend Capital Advisors ensures the seamless and efficient execution of all back-office functions. This includes managing account operations, ensuring regulatory compliance, streamlining workflow processes, and supporting the firm's comprehensive wealth management services. Their efforts enable the advisors to deliver a high-caliber investment platform and exceptional client experience, mirroring the strategies of leading institutions.

Operations Team

Partnership Team

Leadership Team

Operations Team

About

Team members

Other teams at Transcend Capital Advisors

Partnership Team

Leadership Team