# Transcend Capital Advisors LLC

> Investment advisor client portal for wealth management and document storage. (iPhone/iPad app by Transcend Wealth Collective LLC.)

- Source: https://appshunter.io/ios/app/transcend-capital-advisors-llc/id1453692676 (this page in markdown: same URL + `.md`)
- Developer: [Transcend Wealth Collective LLC](https://appshunter.io/developer/1453692675)
- Category: Finance
- Price: Free
- Rating: 5.00/5 from 2 App Store ratings
- Age rating: 4+
- Requires: iOS 12.4 · 140 MB
- Languages: English
- Released: 2019-02-24
- Data updated: 2026-06-22
- Monetization: free
- User reviews in markdown: https://appshunter.io/ios/app/transcend-capital-advisors-llc/id1453692676/reviews.md

## What is Transcend Capital Advisors LLC?

Transcend Capital Advisors LLC is a registered Investment Advisor created to provide wealth management clients with a better and more comprehensive solution. Access our client portal here to view your accounts, portfolio breakdown and performance, and vault, your secure online document storage site for personal financial documents, performance reports, and account statements.

For more information, please visit our website at www.transcendwealthcollective.com.

## Key features

- Client portal access
- Account viewing
- Portfolio breakdown and performance
- Secure document vault
- Financial document storage


## Frequently asked questions about Transcend Capital Advisors LLC

### What can I do with the Transcend Capital Advisors app?

The Transcend Capital Advisors app allows you to access your client portal to view your accounts, analyze your portfolio's breakdown and performance, and utilize a secure vault for storing personal financial documents, performance reports, and account statements.

### Is the Transcend Capital Advisors app secure?

Yes, the app provides a secure online document storage site (vault) for your personal financial documents, performance reports, and account statements, ensuring the safety of your sensitive information.

### What devices does the Transcend Capital Advisors app support?

The Transcend Capital Advisors app is available for iPhone, iPad, and iPod devices, offering accessibility across Apple's mobile ecosystem.

### How often is the Transcend Capital Advisors app updated?

The latest version of the Transcend Capital Advisors app is 1.95, and it was last updated on May 4, 2026. This indicates a commitment to ongoing maintenance and improvements.

### What is the age rating for the Transcend Capital Advisors app?

The Transcend Capital Advisors app has an age rating of 4+, making it suitable for a wide range of users.

### Does Transcend Capital Advisors have ads?

No, the Transcend Capital Advisors app does not contain advertisements. It is a free application focused on providing client portal access.

### What are the user reviews like for Transcend Capital Advisors?

The Transcend Capital Advisors app has received excellent user feedback, with an average rating of 5.0 stars based on 2 ratings. This suggests a high level of user satisfaction.

### Where can I find more information about Transcend Capital Advisors?

For more information about Transcend Capital Advisors LLC, you can visit their official website at www.transcendwealthcollective.com.

## Version history (last 5 releases)

### 1.96 — 2026-06-13

• Login Security Enhancements
• Performance Improvements
• Bug Fixes

### 1.95 — 2026-05-04

• User login enhancements
• Performance Enhancements
• Bug Fixes

### 1.94 — 2026-03-07

• User login enhancements
• Performance Enhancements
• Bug Fixes

### 1.93 — 2026-01-17

• Updated vault experience
• Performance Enhancements
• Bug Fixes

### 1.92.1 — 2025-12-22

• Vault Enhancements
• Notification Linking Optimization
• Performance Enhancements
• Bug Fixes

## Apps similar to Transcend Capital Advisors LLC

| App | Rating | Price | Category |
| --- | --- | --- | --- |
| [Johnson Investment Counsel](https://appshunter.io/ios/app/johnson-investment-counsel/id1606936492) | 5.0 (1) | Free | Finance |
| [Integrity Wealth](https://appshunter.io/ios/app/integrity-wealth/id6472815950) | 5.0 (1) | Free | Finance |
| [Evercore Wealth and Trust](https://appshunter.io/ios/app/evercore-wealth-and-trust/id6754700004) | — | Free | Finance |
| [Rubies Junior](https://appshunter.io/ios/app/rubies-junior/id1528977560) | — | Free | Finance |
| [마스터페이(MasterPay)](https://appshunter.io/ios/app/masterpay/id1528653220) | — | Free | Finance |
| [Espresso: Stocks, F&O, Demat](https://appshunter.io/ios/app/espresso-stocks-f-and-o-demat/id1532602780) | 3.8 (8) | Free | Finance |

---

*Data collected daily from the US App Store and indexed by [AppsHunter](https://appshunter.io/). User reviews are verbatim App Store reviews. Ratings, prices and chart positions refresh continuously; this snapshot is from 2026-06-22.*