When was Ascensus founded?

Ascensus was founded in 1980 and raised its 1st funding round 39 years after it was founded.

Where is Ascensus located?

Ascensus is headquartered in Dresher, United States.

How many employees does Ascensus have?

As of Jun 30, 2026, the latest employee count at Ascensus is 5790.

Is Ascensus a funded company?

Ascensus is a funded company, having raised an undisclosed amount across 2 funding rounds to date. The company's 1st funding round was a $***** PE round, raised on Feb 19, 2019.

When was the latest funding round of Ascensus?

Ascensus' latest funding was a $***** PE round on Aug 19, 2026, with participation from 3 investors.

Where does Ascensus rank among its competitors?

Ascensus ranks 2nd amongst 712 active competitors, of which 19 are funded. It stands 6th in terms of total funding among its competitors. The most recent competitor to raise funding was Pacific Life, which secured $4.74M in Mar, 2025.

Who are the top competitors of Ascensus?

Ascensus' top competitors include Pontera, Jackson and Pacific Life. Among them, Ascensus secured the most recent funding round in August, 2026.

Ascensus - 2026 Company Profile, Funding & Competitors

Ascensus is an acquired company based in Dresher (United States), founded in 1980. It operates as a Tax-advantaged savings solutions and strategic technology partnerships for financial institutions and governments. Ascensus has raised an undisclosed amount in funding from Atlas Merchant Capital. The company has 712 active competitors, including 19 funded and 89 that have exited. Its top competitors include companies like Pontera, Jackson and Pacific Life.

Company Details

Tax-advantaged savings solutions and strategic technology partnerships for financial institutions and governments. The company is a leading independent provider, offering a comprehensive platform powering savings plans. It specializes in retirement plans, education savings, ABLE savings, institutional insurance, and consulting services. The company provides administration and professional development, alongside strategic technology partnerships. It serves individuals, employers, financial advisors, third-party administrators, banks, credit unions, financial institutions, and state governments. The company offers advisor central, news, and education resources. It focuses on building lasting security through personalized solutions, simplifying plan management, and delivering measurable value. The company blends technology with human expertise, offering a seamless savings experience. It provides a comprehensive dashboard, financial wellness tools, and personalized guidance. The company's services include retirement plan administration, fiduciary compliance, and actuarial consulting. It operates as a self-directed IRA custodian specializing in alternative investments. The company's platform enhances the growth and success of partners, clients, and savers through co-branded, private-labeled, and governmental partnerships.

Website: www.ascensus.com/
Social
Email ID: *****@ascensus.com
Phone Number: +1 **********

Key Metrics

Founded Year

1980

Location

Dresher, United States

Stage

Acquired

Latest Funding Round

PE, Aug 19, 2026, $*****

Investors

Atlas Merchant Capital

Ranked

2^nd among 712 active competitors

Employee Count

5,790 as on Jun 30, 2026

Investment & Acquisitions

AmericanTCS & 36 more

Similar Companies

PensionBee & 1599 more

Exit Details

Acquired by Stone Point Capital (Apr 26, 2021)

View Ascensus' full profile

Ascensus is associated with 3 legal entities given below:

Legal Entity Name	Date of Incorporation	Revenue	Latest Employee Count	Documents
Ascensus, LLC. CIN: 11-3665754 , United States, Active	Dec 31, 1992	-	-	-
ASCENSUS, INC. CIN: 113665754 , United States, Active		-	4858 (As on Dec 31, 2024)	-
ASCENSUS, LLC CIN: 5300725 , United States, Active	Mar 09, 2018	-	-	-

Ascensus got acquired by Stone Point Capital and GIC on Apr 26, 2021.

Click here to take a look at Ascensus's acquisition in detail

Ascensus has raised funding over 2 rounds. Its first funding round was on Feb 19, 2019. Its latest funding round was a PE round on Aug 19, 2026 for $*****. 3 investors participated in its latest round. Ascensus has 1 institutional investor.

Here is the list of recent funding rounds of Ascensus:

Date of Funding	Funding Amount	Round Name	Post-Money Valuation	Revenue Multiple	Lead Investors	Other Investors
Aug 19, 2026	1352542	PE	4462399	6591865	2559486	1691937
Feb 19, 2019	9928291	PE	5675136	3519887	Atlas Merchant Capital	5031811

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Ascensus' employee count trend

Ascensus has 5,790 employees as of Jun 26. Here is Ascensus's employee count trend over the years:

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Top competitors of Ascensus include Pontera, Jackson and Pacific Life. Here is the list of Top 10 competitors of Ascensus, ranked by Tracxn score:

Rank	Company Details	Short Description	Total Funding	Investors	Tracxn Score
1st	Pontera 2012, New York City (United States), Series C	Tax management solutions for businesses	$160M	Lightspeed Venture Partners, Horizons Ventures ... & 11 others	68/100
2nd	Ascensus 1980, Dresher (United States), Acquired	Tax-advantaged savings solutions and strategic technology partnerships for financial institutions and governments	-	Atlas Merchant Capital	66/100
3rd	Jackson 1961, Lansing (United States), Public	Retirement based investment management firm	$510M	Athene, Kestra	66/100
4th	Pacific Life 1868, Newport Beach (United States), Late Stage	Insurance company	$2.11B	-	65/100
5th	Voya Financial 1999, New York City (United States), Public	Provider of pension fund for the employees based out of the US	-	-	64/100
6th	Athene 2009, West Des Moines (United States), Acquired	Retirement services provider	$1.13B	Apollo Global Management, Cohesive Capital ... & 3 others	62/100
7th	Capitalize 2019, New York City (United States), Series B	Financial planning and advisory platform	$33.5M	RRE Ventures, Canapi Ventures & 4 others	56/100
8th	Horace Mann 1945, Springfield (United States), Public	Limited information available	-	-	55/100
9th	Inspira Financial 2023, Oak Brook (United States), Funding Raised	Provider of health, wealth, retirement, and benefits solutions	-	Parthenon Capital, Pantheon International ... & 1 others	53/100
10th	Security Benefit 1892, Topeka (United States), Acquired	Retirement advisory firm	-	Eldridge Industries, Palm Ventures	53/100

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Ascensus has not made any investments yet. Ascensus has made 37 acquisitions.

Here is the list of latest three $acquisitions:

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Date of Investment/Acquisition	Type	Company Name	Founded Year	Location
May 11, 2026	Acquisition	AmericanTCS	1983	Delaware City (United States)
Jul 01, 2021	Acquisition	UnifyHR	2013	Irving (United States)
Nov 25, 2019	Acquisition	Nyhart	1943	Indianapolis (United States)