Ascend (Financial Software) Overview
- Year Founded
-
2021
- Status
-
Private
- Employees
-
94
- Latest Deal Type
-
Series A
- Latest Deal Amount
-
$31M
- Investors
-
37
Ascend (Financial Software) General Information
Description
Developer of an insurance accounting automation platform designed to unify financial operations across the insurance ecosystem. The company offers invoicing, payment processing, reconciliation, commission management, and reporting tools in a single integrated solution, enabling agencies, wholesalers, MGAs, and carriers to improve revenue recognition, reduce administrative costs, and enhance customer payment experiences.
Contact Information
Website
www.useascend.comCorporate Office
- 642 Harrison Street
- Suite 400
- San Francisco, CA 94107
- United States
Corporate Office
- 642 Harrison Street
- Suite 400
- San Francisco, CA 94107
- United States
Ascend (Financial Software) Valuation & Funding
| Deal Type | Date | Amount | Raised to Date | Post-Val | Status | Stage |
|---|---|---|---|---|---|---|
| 4. Early Stage VC (Series A) | 06-Apr-2022 | $31M | Completed | Generating Revenue | ||
| 3. Accelerator/Incubator | 07-Dec-2021 | Completed | Startup | |||
| 2. Early Stage VC | 01-Sep-2021 | $5.5M | $5.5M | Completed | Startup | |
| 1. Seed Round | Completed | Startup |
VC Exit Predictor
See how our proprietary methodology utilizes historical data sets to synthesize the likelihood of an acquisition, IPO, or no exit event. Get a detailed look at the calculations behind our predictions.
Opportunity Score
Calculated using Exit Type probabilities, the company’s stage, and PitchBook’s historical returns data.
Exit Type
Evaluates the likelihood of a successful exit for investors, and the most likely exit type.
Ascend (Financial Software) Comparisons
Industry
Financing
Details
Ascend (Financial Software) Competitors (25)
One of Ascend (Financial Software)’s 25 competitors is One (Folsom), a Private Equity-Backed company based in Folsom, CA.
| Company Name | Financing Status | Location | Employees | Total Raised | Last Financing Date/Type | Last Financing Amount |
|---|---|---|---|---|---|---|
| One (Folsom) | Private Equity-Backed | Folsom, CA | ||||
| OneShield | Private Equity-Backed | Marlborough, MA | ||||
| Bond-Pro | Private Equity-Backed | Tampa, FL | ||||
| EIS Group Software | Formerly PE-Backed | San Francisco, CA | ||||
| Input 1 | Corporation | Westlake Village, CA |
Ascend (Financial Software) Related Research & Analysis
Explore institutional-grade private market research from our team of analysts.
-
Verticals
Ascend (Financial Software) Signals
Growth Rate
Growth
Size Multiple
Key Data Points
Similarweb Unique Visitors
Majestic Referring Domains
Ascend (Financial Software) Investors (37)
| Investor Name | Investor Type | Holding | Investor Since | Participating Rounds |
|---|---|---|---|---|
| Angel (individual) | Minority | |||
| Angel (individual) | Minority | |||
| Distributed Ventures | Venture Capital | Minority | ||
| Angel (individual) | Minority | |||
| HSCM Ventures | Venture Capital | Minority |
Ascend (Financial Software) Acquisitions (1)
Ascend (Financial Software)’s most recent deal was a Merger/Acquisition with Honor Capital. The deal was made on 14-May-2026.
| Company Name | Deal Date | Deal Type | Deal Size | Industry | Lead Partner |
|---|---|---|---|---|---|
| Honor Capital | 14-May-2026 | Merger/Acquisition | Insurance Brokers |
Ascend (Financial Software) Affiliates
Subsidiaries (1)
| Name | Industry | Location | Year Founded |
|---|---|---|---|
| Honor Capital | Sunrise, FL | 1946 |
Ascend (Financial Software) FAQs
-
When was Ascend (Financial Software) founded?
Ascend (Financial Software) was founded in 2021.
-
Where is Ascend (Financial Software) headquartered?
Ascend (Financial Software) is headquartered in San Francisco, CA.
-
What is the size of Ascend (Financial Software)?
Ascend (Financial Software) has 94 total employees.
-
What industry is Ascend (Financial Software) in?
Ascend (Financial Software)’s primary industry is Financial Software.
-
Is Ascend (Financial Software) a private or public company?
Ascend (Financial Software) is a Private company.
-
What is Ascend (Financial Software)’s current revenue?
The current revenue for Ascend (Financial Software) is .
-
How much funding has Ascend (Financial Software) raised over time?
Ascend (Financial Software) has raised $36.5M.
-
Who are Ascend (Financial Software)’s investors?
, , Distributed Ventures, , and HSCM Ventures are 5 of 37 investors who have invested in Ascend (Financial Software).
-
Who are Ascend (Financial Software)’s competitors?
One (Folsom), OneShield, Bond-Pro, EIS Group Software, and Input 1 are some of the 25 competitors of Ascend (Financial Software).
Data Transparency
-
Meet our data hygiene team
Discover how our experts ensure you’re getting the most accurate financial data in the industry.
Read more -
How PitchBook sources data
Our data operations team has logged over 3.5 million hours researching, organizing, and integrating the information you need most.
Discover our process
