About Ascensus
Ascensus is a Technology company based in Dresher (United States) founded in 1980, and was acquired by Stone Point Capital in April 2021. Retirement, health, and college savings services are administered nationwide. Ascensus has completed 33 acquisitions, including 401K Plus, Asperia Retirement Plan Solutions and Avintus. Its website ascensus.com draws about 1.4 million monthly visits. Ascensus offers products and services including Retirement Plans, 529 Plans, and ABLE Accounts. Its focus areas include FinTech, Investment Tech, Wealth Management Platforms and Financial Planners and Advisors. Its legal entity in India is Ascensus Global Services India Llp (AAH-9876). Its competitors include The Tifin Group, Learnvest and Farther; 3 of its 3 listed competitors have raised funding.
Company details
Ascensus was established in 1980 and is based in Dresher, United States, within the financial services sector. Record-keeping, administrative, and program management services are delivered for retirement plans, health savings accounts, and 529 college savings plans. Support is extended to around 50,000 retirement plans, 4 million 529 accounts, and more than 1.5 million IRAs and HSAs, with over 139 billion in assets under administration.
- Headquarters Dresher, United States
- Stage Acquired
- SectorsTechnology
- Website category Finance
- Email••••••••
- Phone•••• ••••
- Website ascensus.com
- Social LinkedIn X YouTube
- Acquired by Stone Point Capital (Apr 2021)
- Legal Name Ascensus Global Services India Llp
- Date of Incorporation 09 Dec, 2016
- Jurisdiction Hyderabad, Telangana, India
- InvestorsAquiline Capital Partners
& 4 more
- Investments & Acquisitions401K Plus
& 32 more
- Acquired by
Associated legal entities of Ascensus
Ascensus operates through Ascensus Global Services India Llp (active). Its filings, financials, charges and directors are on the company page.
| Legal entity | Status | Incorporated | Registered in | Revenue | Employees | Directors | Company page |
|---|---|---|---|---|---|---|---|
| Ascensus Global Services India Llp CIN AAH-9876 | Active | 09 Dec 2016 | Hyderabad, Telangana | 2 | View details |
Products & Services of Ascensus
Ascensus offers a comprehensive portfolio of products and services, including Retirement Plans, 529 Plans, and ABLE Accounts.
Administrative services for company retirement accounts and savings
Tools for managing education funding accounts
Savings options for disability-related expenses
Apps and channels of Ascensus
its YouTube channel Ascensus has 504 subscribers and 30 videos.
Videos from Ascensus
The most watched videos on Ascensus's YouTube channel, Ascensus (504 subscribers). Click a video to play it here.
More on Ascensus.
Funding Insights of Ascensus
- Total Rounds 2
- Investors Count 4
All 2 funding rounds of Ascensus with amounts and investors; the two latest post-money valuations are shown, the rest are part of the premium plan.
| Date | Amount | Transaction Name | Valuation | Lead Investors | Investors |
|---|---|---|---|---|---|
| Aug 2026 | Private Equity Round | – | – | ||
| Feb 2019 | Private Equity Round | – | Atlas Merchant Capital | – |
5 investors in total: 5 institutional.
Investors in Ascensus
Ascensus has secured backing from 5 investors, including venture fund investors. Prominent investors backing the company include Aquiline Capital Partners, Atlas Merchant Capital and Stone Point Capital.
| Investor | Description | Founded Year | Domain | Location |
|---|---|---|---|---|
Atlas Merchant Capital is engaged in global investment strategies. | atlasmerchantcapital.com | New York, United States | ||
Private equity firm investing in global financial services sectors. | stonepoint.com | |||
| gencap.com | ||||
Sovereign wealth is managed and private equity investments are facilitated. | gic.com.sg | Singapore, Singapore | ||
Private equity and debt investments are directed toward financial sectors. | 2005 | aquiline.com | New York, United States |
Investor details for Ascensus
The complete investor list, round-by-round participation and investor portfolios require an active premium plan.
- Complete investor list
- Round participation
- Investor portfolios
- Co-investor network
Verified entity values are shown only after access is granted.
Board of directors of Ascensus Global Services India Llp (Ascensus)
Ascensus Global Services India Llp is the primary company behind Ascensus. The board of Ascensus Global Services India Llp currently have 2 directors; the longest-serving is Shankar Viswanathan, appointed in 2019. 1 earlier director has ceased.
| Director | Designation | Appointed | Tenure | Entity |
|---|---|---|---|---|
| Shankar Viswanathan DIN 07223438 | Designated Partner | 03 Jun 2019 | 7 yrs 5 mo | Ascensus Global Services India Llp |
| James Michael Gearin DIN 07004014 | Designated Partner | 01 Jan 2020 | 6 yrs 10 mo | Ascensus Global Services India Llp |
People of Ascensus
83 people are tracked at Ascensus (41 in leadership, 2 in board & advisors, 40 in team).
| Name | Role | Group |
|---|---|---|
Carl Negin | Chief Marketing Officer | Leadership |
Peg Creonte | President of Government Savings | Leadership |
David Musto | Chair And CEO | Leadership |
John Schroeder | Chief Information Officer, Information Technology | Leadership |
Jim Gearin | Chief Operating Officer | Leadership |
Kasey Price | President, FuturePlan by Ascensus | Leadership |
Kate Brennan | CFO | Leadership |
Jessica Marson | Vice President, Operations And 3(16) Services, Futureplan | Leadership |
Nick Good | President | Leadership |
Ted Samsel | Vice President, Business Development | Leadership |
Shawn McGuigan | Director Of Payroll And Benefits | Leadership |
Suzanne Ducasse | Vice President, Marketing | Leadership |
Lisa Busenburg | Head Of Retirement Marketing | Leadership |
Skyla Loritz | Director, Retirement Marketing | Leadership |
Cheryl Bikowski | Marketing Director, Retirement Marketing | Leadership |
Aimee Furness | Director Strategic Marketing | Leadership |
Jacquelyn Rohrer | Director, Brand Strategy & Management | Leadership |
Michelle Cardone | Director, 529 & ABLE Marketing | Leadership |
Tim Agasar | Director Of Financial Planning And Analysis | Leadership |
Ari Forman | Head Of Strategy | Leadership |
63 more people are available in the full profile.
Complete people profiles for Ascensus
Full employee and board profiles, team structure, tenure and professional contact details require an active premium plan.
- Full employee list
- Team structure
- Board tenure
- Professional contacts
Verified entity values are shown only after access is granted.
Investments & Acquisitions by Ascensus
Ascensus has strategically engaged in corporate development activities, having acquired 33 companies. Notable acquisitions include 401K Plus, Asperia Retirement Plan Solutions and Avintus.
| Company Name | Description | Domain | Location | Founded | Acquired | Amount |
|---|---|---|---|---|---|---|
Employee benefit services are provided by UnifyHR to organizations. | unifyhr.com | Irving, United States | 2013 | Jul 2021 | •••• | |
Financial management and planning services are provided by Nyhart. | nyhart.com | Indianapolis, United States | 1943 | Nov 2019 | •••• | |
A range of HR services is provided to businesses. | goldleafpartners.com | Bloomington, United States | 2003 | Oct 2019 | •••• | |
Recordkeeping, third-party administration, benefits, and regulatory consulting services are provided. | beneco.com | Scottsdale, United States | 1995 | Aug 2019 | •••• | |
Employee benefits administration and compliance services are provided. | hrsimplified.com | Minneapolis, United States | 1987 | Jun 2019 | •••• | |
Provider of retirement plan design and consulting services | unitedretirement.com | Dublin, United States | 2007 | Jun 2019 | •••• | |
Customized retirement plan consulting and administration services are offered. | pensionstrategies.com | Phoenix, United States | 2003 | May 2019 | •••• | |
ERISA reporting and disclosure services are provided to plan sponsors. | wrangle5500.com | Junction, United States | 2006 | Mar 2019 | •••• | |
Retirement plan consulting and administration services are operated from Bellevue. | moranknobel.com | Bellevue, United States | 1976 | Dec 2018 | •••• | |
Financial and accounting services are provided by Pension Works. | pensionworks.com | Colchester, United States | 1988 | Oct 2018 | •••• |
Complete acquisition details for Ascensus
Acquired stakes, deal sources and the complete acquisition history require an active premium plan.
- Acquired stakes
- Deal sources
- Complete history
- Exports
Verified entity values are shown only after access is granted.
Timeline of Ascensus
15 dated milestones of Ascensus across 46 years, from founding to its latest funding, stage changes and deals.
- Founded Ascensus is founded.
- Exit Acquired by Aquiline Capital Partners.
- Acquisition Acquires Pension Works.
- Acquisition Acquires Moran Knobel.
- Funding First funding round.
- Acquisition Acquires Wrangle 5500.
- Acquisition Acquires Pension Strategies.
- Acquisition Acquires United Retirement Plan Consultants.
- Acquisition Acquires HR Simplified.
- Acquisition Acquires Beneco.
- Acquisition Acquires Goldleaf Partners.
- Acquisition Acquires Nyhart.
- Exit Acquired by Stone Point Capital.
- Acquisition Acquires UnifyHR.
- Funding Latest funding round, Private Equity Round,.
Competitors of Ascensus
Ascensus has 3 listed competitors in our database, 3 of them funded. They include The Tifin Group, Learnvest and Farther.
| Company Name | Domain | Founded | HQ Location | Total funding | Employees | Description |
|---|---|---|---|---|---|---|
| tifin.com | 2018 | New York, United States | $219.01M | AI-enabled financial planning and advisory solutions are provided for individuals. | ||
| learnvest.com | 2009 | New York, United States | $85.75M | 148 | Personal finance management and investment advise | |
| farther.com | 2019 | New York, United States | $272M | App-based financial planning and management platform for individuals |
Detailed competitors of Ascensus
The full competitor set, operating metrics and side-by-side benchmarks require an active premium plan.
- Full competitor set
- Operating metrics
- Benchmarks
- Competitive positioning
Verified entity values are shown only after access is granted.
Web traffic of Ascensus
The website of Ascensus (ascensus.com) receives about 1.4M visits a month and ranks #29,360 among all websites worldwide, #1,871 in Finance.
- Monthly visits1.4M
▲ 20.1% vs previous month
- Unique visitors405.1K
per month
- Global rank#29,360
among all websites
- Category rank#1,871
Finance · Finance
- Bounce rate27%
- Pages per visit8.7
- Average visit5 min 18 sec
- DevicesDesktop 76% · Mobile 24%
Websites whose visitors overlap most with Ascensus. Affinity shows how closely the audiences match.
| Website | Domain | Audience affinity | Monthly visits | Global rank | Profile |
|---|---|---|---|---|---|
sponsorinsight.com | sponsorinsight.com | 100% | #137,728 | – | |
paycomonline.net | paycomonline.net | 74% | #1,997 | – | |
| nerdwallet.com | 74% | 22.3M | #2,677 | View details | |
| barclaycardus.com | 70% | #3,121 | View details | ||
| troweprice.com | 68% | 4.2M | #11,061 | View details | |
| •••••••••• | ••••••.com | ••% | •.•M | #••••• | – |
| •••••••••• | ••••••.com | ••% | •.•M | #••••• | – |
| •••••••••• | ••••••.com | ••% | •.•M | #••••• | – |
All 40 similar websites and full traffic analytics for Ascensus
The complete similar-websites list, audience overlap and engagement analytics require an active premium plan.
- 40 similar websites
- Audience overlap
- Engagement analytics
- Traffic by brand
Verified entity values are shown only after access is granted.
Top companies in Investment & Financial Technology
3 companies that operate in the same segment as Ascensus (Investment & Financial Technology) in United States, ranked by their profile score on The Company Check.
| Company | Description | Founded | Location | Total funding | Revenue | Employees |
|---|---|---|---|---|---|---|
Commission-free trading and investment services are provided by Robinhood. | 2013 | Menlo Park, California, United States | USD 5.58 B | USD 2.98 B | 4,841 | |
Financial data and investment advisory tools are offered online. | 1984 | Chicago, Illinois, United States | USD 91 M | USD 351.25 K | 6 | |
App-based platform for spare change investment | 2012 | Irvine, California, United States | USD 587.84 M | 602 |
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Related news about Ascensus
Complete news archive for Ascensus
Full article history, source details, and older brand coverage require an active premium plan.
- Full article archive
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Frequently Asked Questions about Ascensus
Ascensus was founded in 1980 and raised its 1st funding round 39 years after it was founded.
Ascensus is headquartered in Dresher, United States. It is registered at Dresher, Pennsylvania, United States.
Ascensus was established in 1980 and is based in Dresher, United States, within the financial services sector. Record-keeping, administrative, and program management services are delivered for retirement plans, health savings accounts, and 529 college savings plans. Support is extended to around 50,000 retirement plans, 4 million 529 accounts, and more than 1.5 million IRAs and HSAs, with over 139 billion in assets under administration.
Ascensus's top competitors include The Tifin Group, Farther and Learnvest.
Ascensus offers Retirement Plans, 529 Plans, and ABLE Accounts.
Ascensus has made 33 acquisitions, including 401K Plus, Asperia Retirement Plan Solutions, and Avintus.
Ascensus has 5 investors. Key investors include Aquiline Capital Partners, Atlas Merchant Capital, Stone Point Capital, Genstar Capital, and GIC.
Ascensus operates through Ascensus Global Services India Llp.
Yes. Ascensus was acquired by Stone Point Capital in April 2021.
The legal entities of Ascensus currently have 2 directors, including Shankar Viswanathan, James Michael Gearin.
The website of Ascensus receives about 1.4 million visits a month and ranks #29,360 among all websites worldwide.