Ascensus
1980
FOUNDED
PRIVATE
STATUS
1K-5K
EMPLOYEES
2ndary - Private
LATEST DEAL TYPE
(Announced)
8
FINANCING ROUNDS
36
INVESTMENTS
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 solutions to asset managers, banks, credit unions, state governments, financial professionals, employers, and individuals.
Website
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/ EBITDA |
Debt | Status |
|---|
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Request full access to PitchBookAscensus 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 |
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 |
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 |
Ascensus Investors
| Investor Name | Investor Type | Holding | Participating Rounds | Investor Since | Board Seat | Contact Info |
|---|
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Request full access to PitchBookAscensus Executive Team (20)
2 Former Executives
You’re viewing 5 of 20 executives. Get the full list »Ascensus Board Members (8)
| Name | Representing | Role | Since | Contact Info |
|---|---|---|---|---|
| 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
You’re viewing 5 of 8 board members. Get the full list »