Transcend Wealth Partners Revenue

Financial Services • Sonoma, California, United States • 1-10 Employees

Transcend Wealth Partners revenue & valuation

Annual revenue	$855,550
Revenue per employee	$86,000
Estimated valuation?This valuation is estimated based on industry average for the Financial Services industry and current estimated revenues	$2,800,000
Total funding	No funding

Key Contact at Transcend Wealth Partners

Cynthia Calderon

Co-Founder/Ceo

Company overview

Headquarters	722 Broadway, Sonoma, California 95476, US
Phone number	+17753122666
Website	transcendwealthpartners.com
NAICS	52
Keywords	Lifestyle Management, Wealth Education, Strategic Wealth Planning, Wealth Administration
Founded	2018
Employees	1-10
Socials

Transcend Wealth Partners Email Formats

Transcend Wealth Partners uses 2 email formats. The most common is {first initial} (e.g., j@transcendwealthpartners.com), used 62.5% of the time.

Format	Example	Percentage
{first initial}	j@transcendwealthpartners.com	62.5%
{first name}	john@transcendwealthpartners.com	37.5%

About Transcend Wealth Partners

We simplify complex information and thoughtfully manage ongoing financial responsibilities empowering you to manage your wealth with ease. Our turn-key private family office solution does not have a conflict of providing investment advisory services. This is what makes us truly unique in the family office industry. Transcend Wealth Partners is a women-owned business dedicated to adding value in people's lives and with the courage to be creative, authentic, reliable and truthful. Our professional team has over 60 years of combined experience in strategic wealth planning, financial operations, trust administration, tax compliance, life management and client relations.

Employees by Management Level

Total employees: 1-10

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Employees by Department

Transcend Wealth Partners has 5 employees across 3 departments.

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Number of employees

Funding Data

Transcend Wealth Partners has never raised funding before.

Transcend Wealth Partners Tech Stack

Discover the technologies and tools that power Transcend Wealth Partners's digital infrastructure, from frameworks to analytics platforms.

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Squarespace Commerce

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Frequently asked questions

Transcend Wealth Partners is located in Sonoma, California, US.

You can reach Transcend Wealth Partners at +17753122666.

Transcend Wealth Partners generates an estimated annual revenue of $855,550. This revenue figure reflects the company's market position and business performance in its industry.

Transcend Wealth Partners has an estimated valuation of $2,800,000. This valuation is calculated based on industry-standard revenue multiples and reflects the company's growth potential and market positioning.

Transcend Wealth Partners was founded in 2018, making it 8 years old. The company has established itself as a significant player in its industry over this time.

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

Key Contact at Transcend Wealth Partners

Cynthia Calderon

Co-Founder/Ceo

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