Ascendia Partners

Financial Services • 7 Southside Dr, Suite 202, United States • 1-10 Employees

Company overview

Headquarters	7 Southside Dr, Suite 202, Clifton Park, New York 12065, US
Website	ascendia-partners.com
NAICS	52
Keywords	RIA, Financial Services, Shared Services, Compliance, Business Consulting, Independent Advisors, Ria Formation
Founded	2025
Employees	1-10

Key Contact at Ascendia Partners

Sam Clifford

Director of Client Development

About Ascendia Partners

Ascendia Partners is a strategic consulting and shared services firm dedicated to helping financial advisors launch, grow, and transition to independent RIAs. With expertise in RIA formation, operations, compliance, succession planning, and access to capital, Ascendia provides end-to-end support tailored to each advisor’s vision. By offering turnkey infrastructure and long-term strategic guidance, Ascendia empowers advisors to build sustainable, client-centric firms designed for lasting success.

Ascendia Partners revenue & valuation

Annual revenue	$85,555
Revenue per employee	$86,000
Estimated valuation?This valuation is estimated based on industry average for the Financial Services industry and current estimated revenues	$273,776
Total funding	No funding

Employees by Management Level

Total employees: 1-10

Seniority

Employees

Director

Funding Data

Ascendia Partners has never raised funding before.

Frequently asked questions

Ascendia Partners is located in 7 Southside Dr, Suite 202, US.

Ascendia Partners was founded in 2025, making it 1 years old. The company has established itself as a significant player in its industry over this time.

Ascendia Partners has approximately 1-10 employees. The company continues to grow its workforce to support its business operations and expansion.

Key Contact at Ascendia Partners

Sam Clifford

Director of Client Development

4.8

40,000 users