Ascensus Overview
- Founded
-
1980

- Status
-
Private
- Employees
-
5,500

- Latest Deal Type
-
Debt
- Financing Rounds
-
13
- Investments
-
40
Ascensus General Information
Description
Provider of tax-advantaged 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 applications to asset managers, banks, credit unions, state governments, financial professionals, employers and individuals.
Contact Information
Website
www2.ascensus.com
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
- Suite 4000
- Dresher, PA 19025
- United States
+1 (844) 000-0000
Ascensus Timeline
Ascensus Valuation & Funding
Deal Type | Date | Amount | Valuation/ EBITDA |
Post-Val | Status | Debt |
---|
Ascensus Comparisons
Description
Primary
Industry
Industry
HQ Location
Employees
Total Raised
Post Valuation
Last Financing Details
Provider of tax-advantaged savings plans intended to secure financial responsibilities. The company offers college educa
Specialized Finance
Dresher, PA
5,500
As of 2022
0000
000000000
0000
Ascensus Competitors (3)
Company Name | Financing Status | Location | Employees | Total Raised | Last Financing Date/Type | Last Financing Amount |
---|---|---|---|---|---|---|
Edward Jones Investments | Corporate Backed or Acquired | Saint Louis, MO | 00000 | 00000 | 000000000000 | 00000 |
0000000000 0000000 | Corporation | Metairie, LA | ||||
0000 000000 | Corporate Backed or Acquired | Charlotte, NC | 000000&0 |
Ascensus Executive Team (17)
Ascensus Board Members (8)
Name | Representing | Role | Since |
---|---|---|---|
0000000 00000000 | Genstar Capital | Board Member | 000 0000 |
000000 00000000000 | Ascensus | Executive Chairman | 000 0000 |
Ascensus Signals
Ascensus Investors
Investor Name | Investor Type | Holding | Investor Since | Participating Rounds | Contact Info |
---|
Ascensus Investments & Acquisitions (40)
Company Name | Deal Date | Deal Type | Deal Size | Industry | Lead Partner |
---|---|---|---|---|---|
0000000 00000 | 08-Apr-2022 | 0000000000 | Other Financial Services | 00000 000 | |
0000000 | 01-Jul-2021 | 0000000000 | Consulting Services (B2B) | 00000 000 | |
000000 (00&0 | 03-Mar-2021 | 0000000000 | Accounting, Audit and Tax Services (B2B) | 000000 00 | |
000000 | 01-Dec-2019 | 0000000000 | Consulting Services (B2B) | 00000 000 | |
Goldleaf Partners | 24-Oct-2019 | Buyout/LBO | Consulting Services (B2B) | 000000 00 |
Ascensus Subsidiaries (18)
Company Name | Industry | Location | Founded |
---|---|---|---|
Total Benefit Communications | Consulting Services (B2B) | Atlanta, GA | 2014 |
0000000 | Consulting Services (B2B) | Irving, TX | 0000 |
000000000 00000 00 | Asset Management | Las Vegas, NV | 0000 |
0000000 | BPO/Outsource Services | Junction City, OR | 0000 |
00000000000 000000 | Other Commercial Services | Burlington, NJ | 0000 |