Ascensus
Stage
DivestitureTotal Raised
$3.937BInvestors Count
7Portfolio Exits
2Funding, Valuation & Revenue
7 Fundings
Ascensus has raised $3.937B over 7 rounds.
Ascensus's latest funding round was a Debt for $3,640M on December 23, 2025.
Date | Round | Amount | Investors | Valuation Valuations are submitted by companies, mined from state filings or news, provided by VentureSource, or based on a comparables valuation model. | Revenue | Sources |
|---|---|---|---|---|---|---|
12/23/2025 | Debt | $3,640M | Undisclosed Investors | 2 | ||
4/26/2021 | Acq - Fin - III | |||||
4/12/2019 | Unattributed | |||||
2/19/2019 | Private Equity | |||||
9/28/2015 | Acq - Fin - II |
Date | 12/23/2025 | 4/26/2021 | 4/12/2019 | 2/19/2019 | 9/28/2015 |
|---|---|---|---|---|---|
Round | Debt | Acq - Fin - III | Unattributed | Private Equity | Acq - Fin - II |
Amount | $3,640M | ||||
Investors | Undisclosed Investors | ||||
Valuation | |||||
Revenue | |||||
Sources | 2 |
Ascensus Investors
7 Investors
Ascensus has 7 investors. GIC invested in Ascensus's Acq - Fin - III funding round.
First funding | Last Funding | Investor | Rounds | Board Seats | Type | Location |
|---|---|---|---|---|---|---|
2/19/2019 | 4/26/2021 | 2 Private Equity, Acq - Fin - III (2021) | Sovereign Wealth Fund | Singapore | ||
Private Equity | Connecticut | |||||
Merchant Bank | New York | |||||
Private Equity | California | |||||
Private Equity | New York |
First funding | 2/19/2019 | ||||
|---|---|---|---|---|---|
Last Funding | 4/26/2021 | ||||
Investor | |||||
Rounds | 2 Private Equity, Acq - Fin - III (2021) | ||||
Board Seats | |||||
Type | Sovereign Wealth Fund | Private Equity | Merchant Bank | Private Equity | Private Equity |
Location | Singapore | Connecticut | New York | California | New York |
Ascensus Acquisitions
38 Acquisitions
Ascensus acquired 38 companies. Their latest acquisition was Vanguard Group - Individual 401(k), Multi-SEP, and SIMPLE IRA Business on April 16, 2024.
Date | Investment Stage | Companies | Valuation Valuations are submitted by companies, mined from state filings or news, provided by VentureSource, or based on a comparables valuation model. | Total Funding | Note | Sources |
|---|---|---|---|---|---|---|
4/16/2024 | Acquired Unit | 1 | ||||
3/27/2024 | Acquired Unit | 2 | ||||
11/3/2021 | Merger | 3 | ||||
6/30/2021 | ||||||
1/6/2021 |
Date | 4/16/2024 | 3/27/2024 | 11/3/2021 | 6/30/2021 | 1/6/2021 |
|---|---|---|---|---|---|
Investment Stage | |||||
Companies | |||||
Valuation | |||||
Total Funding | |||||
Note | Acquired Unit | Acquired Unit | Merger | ||
Sources | 1 | 2 | 3 |
Ascensus Portfolio Exits
2 Portfolio Exits
Ascensus has 2 portfolio exits. Their latest portfolio exit was Ascensus - Employee Stock Ownership Plan Business on May 16, 2024.
Date | Exit | Companies | Valuation Valuations are submitted by companies, mined from state filings or news, provided by VentureSource, or based on a comparables valuation model. | Acquirer | Sources |
|---|---|---|---|---|---|
5/16/2024 | Divestiture | Ascensus - Employee Stock Ownership Plan Business | Principal Financial Group | 2 | |
Date | 5/16/2024 | |
|---|---|---|
Exit | Divestiture | |
Companies | Ascensus - Employee Stock Ownership Plan Business | |
Valuation | ||
Acquirer | Principal Financial Group | |
Sources | 2 |
Compare Ascensus to Competitors
Quintes focuses on retirement planning and financial services within the retirement plan administration sector. The company provides qualified retirement plans including 401(k), defined benefit, cash balance, 403(b), and 457(b) plans, as well as pooled employer plans, to various organizations. Quintes serves businesses that need assistance with retirement plans, offering services such as plan design, implementation, management, and employee education. It was founded in 2015 and is based in Watsonville, California.
ASC Trust specializes in retirement plan management within the financial services industry. The company offers a range of services including individual retirement accounts (IRAs), 401(k) administration, health savings accounts, wealth management, and college savings plans. ASC Trust primarily serves the financial sector, with a focus on retirement planning and related services. It was founded in 1990 and is based in Hagatna, Guam.
Ubiquity Retirement + Savings provides retirement plans for small businesses and self-employed individuals within the financial services industry. The company offers retirement solutions, including traditional 401(k) plans, safe harbor 401(k) plans, and solo 401(k) plans. Ubiquity serves sectors such as construction, dentistry, healthcare, legal services, and technology, providing retirement solutions that integrate with payroll systems. It was founded in 1999 and is based in San Francisco, California.
Mearns & Company is a financial advisory firm specializing in financial planning and employee benefits. They offer financial planning services for individuals and employee benefits consultancy for employers, along with ongoing support and advice. The company primarily serves individuals seeking financial advice and businesses looking for employee benefits solutions. It was founded in 1994 and is based in Edinburgh, Scotland.
Forney Financial Solutions provides financial services focused on personal finance and business planning. The company delivers retirement, investment, insurance, and wealth management advice to individuals, along with health insurance, wellness initiatives, group benefits, 401(k)s, and retirement plans for businesses. It was founded in 2001 and is based in Altoona, Pennsylvania.
401GO provides fintech solutions for retirement benefits, specifically in the 401(k) retirement plan sector. The company offers services such as setup, administration, compliance, investment management, and participant education for 401(k) plans. It serves small- to medium-sized businesses, financial advisors, and human capital management firms. It was founded in 2017 and is based in Sandy, Utah.
Loading...