Ascensus Overview

  • Founded
  • 1980
Founded
  • Status
  • Private
  • Employees
  • 4,000
Employees
  • Latest Deal Type
  • 2ndary - Private
  • Financing Rounds
  • 8
  • Investments
  • 37

Ascensus General Information

Description

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 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
Specialized Finance
Other Industries
Other Financial Services
Consulting Services (B2B)
Primary Office
  • 200 Dryden Road
  • Suite 4000
  • Dresher, PA 19025
  • United States
+1 (215) 000-0000

Ascensus Timeline

2017201820192020
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 savings plans intended to secure financial responsibilities. The company offers college education, health ca
Specialized Finance
Dresher, PA
4,000 As of 2020
00.000
00 0000-00-00
00000000000 00.000

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00000 0000000000 00000000
Metairie, LA

0000 000

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00000 000000000
Charlotte, NC
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Ascensus Competitors (2)

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
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Ascensus Executive Team (20)

Name Title Board Seat Contact Info
David Musto President & Chief Executive Officer
Shannon Kelly President, Retirement Services
James Lucania Chief Financial Officer
Jim Gearin Chief Operating Officer
John Schroeder Chief Information Officer
You’re viewing 5 of 20 executive team members. Get the full list »

Ascensus Board Members (8)

Name Representing Role Since
0000000 00000000 Genstar Capital Board Member 000 0000
00000000 00000000 Genstar Capital Board Member 000 0000
000 00000000000 Ascensus Chairman 000 0000
000 000000 Aquiline Capital Partners Board Member 000 0000
0000000 000000 Self Board Member 000 0000
You’re viewing 5 of 8 board members. Get the full list »

Ascensus Signals

Growth Rate

0.80% Weekly
Growth
Weekly Growth 0.80%, 93rd %ile
-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 (37)

Company Name Deal Date Deal Type Deal Size Industry Lead Partner
000000 01-Dec-2019 0000000000 Consulting Services (B2B) 00000 00000000
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
United Retirement Plan Consultants 03-Jun-2019 Buyout/LBO Consulting Services (B2B) 00000 00000000
You’re viewing 5 of 37 investments and acquisitions. Get the full list »

Ascensus Subsidiaries (23)

Company Name Industry Location Founded
Total Benefit Communications Consulting Services (B2B) Atlanta, GA 2014
000000000 00000 00 Asset Management Las Vegas, NV 0000
0000000 BPO/Outsource Services Junction City, OR 0000
0000000 0000000000 Other Financial Services Phoenix, AZ 0000
00000000 00000000 Consulting Services (B2B) Bloomington, MN 0000
You’re viewing 5 of 23 subsidiaries. Get the full list »