Ascensus Overview

  • Year Founded
  • 1980

Year Founded

  • Status
  • Private

  • Employees
  • 5,608

Employees

  • Latest Deal Type
  • Div. Recap.

  • Financing Rounds
  • 24

  • 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

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

Ascensus Timeline

2022202320242025
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
5,608 As of 2025

Lakeland, FL
 

Lake Oswego, OR
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Ascensus Competitors (11)

One of Ascensus’s 11 competitors is The Retirement Plan Company, a Private Equity-Backed company based in Lakeland, FL.

Company Name Financing Status Location Employees Total Raised Last Financing Date/Type Last Financing Amount
The Retirement Plan Company Private Equity-Backed Lakeland, FL
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 11 competitors. Get the full list »

Ascensus Signals

Growth Rate

Weekly
Growth
Weekly Growth

Size Multiple

Median
Size Multiple

Key Data Points

Similarweb Unique Visitors

Majestic Referring Domains

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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)

Ascensus’s most recent deal was a Buyout/LBO with The Vanguard Group (Individual 401(k), Multiple Participant Sep and Simple Ira Plans Division). The deal was made on 30-Sep-2024.

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) 30-Sep-2024 Buyout/LBO Other Financial Services
Mutual of Omaha Insurance (Record-keeping Business) 01-Jul-2024 Buyout/LBO Other Financial Services
Newport Group (Walnut Creek) 08-Apr-2022 Buyout/LBO Other Insurance
The New Luncher 11-Mar-2022 Later Stage VC Food Products
Unifyhr 01-Jul-2021 Buyout/LBO Consulting Services (B2B)
You’re viewing 5 of 44 investments and acquisitions. Get the full list »

Ascensus Exits (1)

Ascensus’s most recent exit was on 20-Mar-2018 from Chard Snyder. The exit was categorized as with 3 buyers.

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

Ascensus Affiliates

Subsidiaries (16)

Name Industry Location Year Founded
Unifyhr Irving, TX 2013
Provident Trust Group Las Vegas, NV 2007
Wrangle (BPO/Outsource Services) Junction City, OR 2006
Continental Benefits Group Burlington, NJ 2002
Dedicated Defined Benefit Services Kansas City, MO 2001
You’re viewing 5 of 16 affiliates. Get the full list.  »

Ascensus FAQs

  • When was Ascensus founded?

    Ascensus was founded in 1980.

  • Where is Ascensus headquartered?

    Ascensus is headquartered in Dresher, PA.

  • What is the size of Ascensus?

    Ascensus has 5,608 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 .

  • How much funding has Ascensus raised over time?

    Ascensus has raised $3.03B.

  • Who are Ascensus’s investors?

    ACE & Company, Stone Point Capital, GIC Private, 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 11 competitors of Ascensus.

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