Ascensus Overview

  • Year Founded
  • 1980

Year Founded

  • Status
  • Private

  • Employees
  • 5,500

Employees

  • Latest Deal Type
  • Debt Refin.

  • Financing Rounds
  • 21

  • Investments
  • 44

Ascensus General Information

Description

Provider of recordkeeping services and tax-advantaged saving 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

Formerly Known As
BISYS Retirement Services, The Barclay Group
Ownership Status
Privately Held (backing)
Financing Status
Private Equity-Backed
Primary Industry
Consulting Services (B2B)
Other Industries
Other Financial Services
Corporate Office
  • 200 Dryden Road
  • Suite 4000
  • Dresher, PA 19025
  • United States
+1 (844) 000-0000

Ascensus Timeline

2021202220232024
Financing RoundCaptured Employee CountEstimated Employee Growth

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Ascensus Valuation & Funding

Deal Type Date Amount Valuation/
EBITDA
Post-Val Status Debt

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Ascensus Comparisons

Description
Primary
Industry
HQ Location
Employees
Total Raised
Post Valuation
Last
Financing
Details
Provider of recordkeeping services and tax-advantaged saving plans intended to secure financial responsibilities. The co
Consulting Services (B2B)
Dresher, PA
5,500 As of 2024
00000
000000000 00 00000

000 00

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00000 000000000 0000
Brentwood, TN
000 As of 0000
000000000000

000000

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00000 0000000000 000
Lake Oswego, OR
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Ascensus Competitors (10)

Company Name Financing Status Location Employees Total Raised Last Financing Date/Type Last Financing Amount
The Retirement Plan Company Private Equity-Backed Brentwood, TN 000 000000000000
Massmutual Oregon Corporation Lake Oswego, OR
Planmarkfinancialgroup Corporation Alpharetta, GA
Massmutual Brooklyn Corporation New York, NY
Massmutual Louisiana Corporation Metairie, LA
You’re viewing 5 of 10 competitors. Get the full list »

Ascensus Executive Team (22)

Name Title Board Seat Contact Info
David Musto Chief Executive Officer & Chairman
Nick Good President
Jim Gearin Chief Operating Officer
Raghav Nandagopal Chief Corporate Development Officer
Amy Walker Chief Human Resources Officer
You’re viewing 5 of 22 executive team members. Get the full list »

Ascensus Board Members (10)

Name Representing Role Since
0000000 00000000 Genstar Capital Board Member 000 0000
0000000 000000 Self Board Member 000 0000
00000 00000 Ascensus Chief Executive Officer & Chairman 000 0000
000000 00000000000 Ascensus Executive Chairman 000 0000
You’re viewing 4 of 10 board members. Get the full list »

Ascensus Signals

Growth Rate

0.80% Weekly
Growth
Weekly Growth 0.80%, 93rd %
-35.5%. 530%

Size Multiple

219x Median
Size Multiple 219x, 100th %ile
0.00x 0.95x. 413Kx

Key Data Points

Twitter Followers

5.5k

Similarweb Unique Visitors

15.0K

Majestic Referring Domains

314

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Ascensus Investors

Investor Name Investor Type Holding Investor Since Participating Rounds Contact Info

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Ascensus Investments & Acquisitions (44)

Company Name Deal Date Deal Type Deal Size Industry Lead Partner
The Vanguard Group (Individual 401(k), Multiple Participant Sep and Simple Ira Plans Division) 16-Apr-2024 0000000000 Other Financial Services 0000 0000
Mutual of Omaha (Record-keeping Business) 27-Mar-2024 0000000000 Other Financial Services 0000 0000
Newport Group (Walnut Creek) 08-Apr-2022 0000000000 Other Insurance 00000 000
The New Luncher 11-Mar-2022 00000 0000 00.000 Food Products
Unifyhr 01-Jul-2021 Buyout/LBO Consulting Services (B2B) 00000 000
You’re viewing 5 of 44 investments and acquisitions. Get the full list »

Ascensus Subsidiaries (15)

Company Name Industry Location Founded
Unifyhr Consulting Services (B2B) Irving, TX 2013
Provident Trust Group Asset Management Las Vegas, NV 0000
Wrangle (BPO/Outsource Services) BPO/Outsource Services Junction City, OR 0000
Continental Benefits Group Other Commercial Services Burlington, NJ 0000
Dedicated Defined Benefit Services Other Financial Services Kansas City, MO 0000
You’re viewing 5 of 15 subsidiaries. Get the full list »

Ascensus Exits (1)

Company Name Exit Date Exit Type Exit Size Status Buyers
Chard Snyder 20-Mar-2018 0000000000 Completed
  • 3 buyers
To view Ascensus’s complete exits history, request access »

Ascensus FAQs

  • When was Ascensus founded?

    Ascensus was founded in 1980.

  • Who is the CEO of Ascensus?

    David Musto is the CEO of Ascensus.

  • Where is Ascensus headquartered?

    Ascensus is headquartered in Dresher, PA.

  • What is the size of Ascensus?

    Ascensus has 5,500 total employees.

  • What industry is Ascensus in?

    Ascensus’s primary industry is Consulting Services (B2B).

  • Is Ascensus a private or public company?

    Ascensus is a Private company.

  • What is Ascensus’s current revenue?

    The current revenue for Ascensus is 00000.

  • How much funding has Ascensus raised over time?

    Ascensus has raised $820M.

  • Who are Ascensus’s investors?

    ACE & Company, Stone Point Capital, GIC (Singapore), Aquiline Capital Partners, and Genstar Capital have invested in Ascensus.

  • Who are Ascensus’s competitors?

    The Retirement Plan Company, Massmutual Oregon, Planmarkfinancialgroup, Massmutual Brooklyn, and Massmutual Louisiana are some of the 10 competitors of Ascensus.

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