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2ndary - Private LATEST DEAL TYPE (Announced)

Provider of savings plans intended to secure financial responsibilities. The company offers college education, health care, training, and retirement savings plans in partnerships with financial institutions and financial professionals, along with tailored solutions to asset managers, banks, credit unions, state governments, financial professionals, employers, and individuals.

Formerly Known As
BISYS Retirement Services, The Barclay Group
Ownership Status
Privately Held (backing)
Financing Status
Private Equity-Backed
Primary Industry
Specialized Finance
Other Industries
Other Financial Services
Consulting Services (B2B)
Primary Office
  • 200 Dryden Road
  • Dresher, PA 19025
  • United States

+1 (215) 000-0000

Ascensus Valuation and Funding

Deal Type Date Amount Post-Val Valuation/
Debt Status

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Ascensus Competitors (3)

Company Name Financing Status Location Employees Total Raised Last Financing Date/Type Last Financing Amount
Massmutual Louisiana Corporation Metairie, LA
0000 000000 Corporate Backed or Acquired Charlotte, NC 000000&0
0000 0000000 00000 Corporate Backed or Acquired Boston, MA 00000 00.000 000000&0 00.000
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Ascensus Investments & Acquisitions (36)

Company Name Deal Date Deal Type Deal Size Industry Lead Partner
00000000 00000000 24-Oct-2019 0000000000 Consulting Services (B2B) 000000 0000000000
000000 0000000 09-Aug-2019 0000000000 Specialized Finance 00000 00000000
00 0000000000 26-Jun-2019 0000000000 Human Capital Services 00000 00000
000000 0000000000 03-Jun-2019 0000000000 Consulting Services (B2B) 00000 00000000
Pension Strategies 21-May-2019 Buyout/LBO Other Financial Services 00000 00000000
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Ascensus Subsidiaries (27)

Company Name Industry Location Founded
Provident Trust Group Asset Management Las Vegas, NV 2007
00000000000 000000 Other Commercial Services Burlington, NJ 0000
00000000 000000000 Other Commercial Services Huntington Beach, CA 0000
000000000 0000000 Insurance Brokers Glendale, CA 0000
00000000 0000000 0 LP Consultants Newton, MA 0000
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Ascensus Investors

Investor Name Investor Type Holding Participating Rounds Investor Since Board Seat Contact Info

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Ascensus Executive Team (20)

Name Title Board
Bob Guillocheau Chairman & Chief Executive Officer
David Musto President & Board Member
Shannon Kelly President, Retirement Services
James Lucania Chief Financial Officer
Jim Gearin Chief Operating Officer

2 Former Executives

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Ascensus Board Members (8)

Name Representing Role Since Contact
0000000 00000000 Genstar Capital Board Member 000 0000
00000000 00000000 Genstar Capital Board Member 000 0000
000 00000000000 Ascensus Chairman & Chief Executive Officer 000 0000
000 000000 Aquiline Capital Partners Board Member 000 0000
00000 00000 Ascensus President & Board Member 000 0000

3 Former Board Members

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