About Ascensus
Ascensus is a company based in Dresher (United States) founded in 1980 was acquired by Stone Point Capital in April 2021. Ascensus has completed 34 acquisitions, including 401K Plus, Asperia Retirement Plan Solutions and Avintus. Ascensus offers products and services including Retirement Plans, 529 Plans, and ABLE Accounts. Ascensus operates in a competitive market with competitors including The Tifin Group, Learnvest, Farther, Capitalize and Pocketnest, among others.
- Headquarter Dresher, United States
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Sectors
Technology
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Email
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Phone
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Website
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Social
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- Legal Name Ascensus Global Services India Llp
- Date of Incorporation 09 Dec, 2016
- Jurisdiction Shaikpet, Telangana, India
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Annual Revenue
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Net Profit
Not available
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EBITDA
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Latest Funding Round
Not available
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Investors
Aquiline Capital Partners
& 4 more
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Employee Count
Not available
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Investments & Acquisitions
401K Plus
& 33 more
- Acquired by
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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
People of Ascensus
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Software Development Team
22 people
Sales and Marketing
13 people
Leadership Team
11 people
Finance and Accounting
9 people
Human Resources and Administration
6 people
Legal and Compliance
5 people
Product Management Team
4 people
Operations Team
3 people
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Funding Insights of Ascensus
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.
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Atlas Merchant Capital is engaged in global investment strategies.
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Private equity firm investing in global financial services sectors.
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Investor details for Ascensus
Investor domains, locations, round participation, and complete history require an active premium plan.
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Investments & Acquisitions by Ascensus
Ascensus has strategically engaged in corporate development activities, having acquired 34 companies. Notable acquisitions include 401K Plus, Asperia Retirement Plan Solutions and Avintus.
Investment portfolio details for Ascensus
Portfolio company identities, transaction dates, round details, and investment values require an active premium plan.
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- Transaction dates
- Round details
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| Company Name | Description | Domain | Location | Founded Year | Amount |
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Retirement planning and education services are provided to clients.
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Employee benefit services are provided by UnifyHR to organizations.
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End-to-end HR services are provided globally by Avintus.
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Locked | Locked | 2012 | Locked |
Complete acquisition details for Ascensus
Transaction dates, acquired stakes, disclosed values, domains, and locations require an active premium plan.
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- Domains and locations
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Financial Statements - Ascensus
Detailed financials for Ascensus
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Ascensus Comparisons
Peer comparison for Ascensus
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Competitors of Ascensus
Ascensus operates in a dynamic and competitive business environment, facing competition from various established players and emerging companies in the market. The competitive landscape includes prominent companies such as The Tifin Group, Learnvest, Farther, Capitalize and Pocketnest, among others.
| Company Name | Domain | Founded year | HQ Location | Description |
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AI-enabled financial planning and advisory solutions are provided for individuals.
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Personal finance management and investment advise
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App-based financial planning and management platform for individuals
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Financial planning and advisory platform
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An app-based platform is provided for individual wealth management.
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Detailed competitors of Ascensus
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Latest news on Ascensus
Complete news archive for Ascensus
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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 Earned Wealth.
Ascensus offers Retirement Plans, 529 Plans, and ABLE Accounts.
Ascensus has made 34 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.