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Transcend Wealth Partners Employee Directory

Financial ServicesCalifornia, United States2-10 Employees

Transcend Wealth Partners has about 8 employees, all of them in North America. Accounting and Banking make up over half of the profiles with a known department. Transcend Wealth Partners's workforce spans 5 departments.

Find Transcend Wealth Partners employees' phone numbers or email addresses

Transcend Wealth Partners Global Highlights

Location
Employees

North America
10

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  • United States Of America
    10

Transcend Wealth Partners's Leadership

  • Partner & Wealth Solutions Strategist at Transcend Wealth Partners
    M. B.
    Partner & Wealth Solutions Strategist
    Mobile Phone
  • Investment Services Associate at Transcend Wealth Partners
    J. B.
    Investment Services Associate
    Mobile Phone
  • Junior Investment Accountant at Transcend Wealth Partners
    S. W.
    Junior Investment Accountant
    Mobile Phone

Transcend Wealth Partners Employee Metrics

100%
50%
0%
2026
2025
  • Accounting
  • Banking
  • Business
  • Community & Social Services
  • Other
  • Information Technology

Accounting is the largest department at 38% of profiles with a known department, followed by Banking (25%) and Business (13%).

Contact profiles from Transcend Wealth Partners

Name
Title
Contact
Location
Last Update
  • Partner & Wealth Solutions Strategist at Transcend Wealth Partners
    M. B.
    Partner & Wealth Solutions Strategist
    Mobile Phone
    Jun 29, 2026
  • Investment Services Associate at Transcend Wealth Partners
    J. B.
    Investment Services Associate
    Mobile Phone
    Aug 01, 2024
  • Junior Investment Accountant at Transcend Wealth Partners
    S. W.
    Junior Investment Accountant
    Mobile Phone
    Apr 17, 2025

Frequently Asked Questions

What are the largest departments at Transcend Wealth Partners?

Minus sign iconPlus sign iconAccounting is the largest department at 38% of profiles with a known department, followed by Banking (25%) and Business (13%). Transcend Wealth Partners's workforce spans 5 departments.

How many employees does Transcend Wealth Partners have currently?

Minus sign iconPlus sign iconTranscend Wealth Partners has approximately 8 employees as of September 2026. These team members are located across 1 continents, including North America.

Who are Transcend Wealth Partners's key employees and leadership?

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As of September 2026, Transcend Wealth Partners's key employees include:

  • Partner & Wealth Solutions Strategist: M. B.
  • Investment Services Associate: J. B.
  • Junior Investment Accountant: S. W.

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What is Transcend Wealth Partners's most common email format?

Minus sign iconPlus sign iconTranscend Wealth Partners employees' email format typically follows the pattern of First@transcendwealthpartners.com. Trying to find reliable and up-to-date employee contact data? Find more Transcend Wealth Partners email formats with LeadIQ.

What is Transcend Wealth Partners known for?

Minus sign iconPlus sign iconTranscend Wealth Partners was founded in 2018 and operates in the Financial Services industry. Explore Transcend Wealth Partners's company overview page for more information.

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