Ascensus

Private

Dresher, PennsylvaniaFinTechhttps://www.ascensus.com

Last Round

Debt

Dec 23, 2025

Est. Valuation

$3B

Total Funding Raised

$3.64B

Company Overview

Ascensus is a financial services company that provides recordkeeping services and tax-advantaged savings plans to help individuals and organizations manage their financial responsibilities.

Sector

FinTech

Verticals

Wealth Management, RegTech, HR

Business Model

B2B2C

Customer Profile

Services & Consulting, Subscription SaaS, Government Contracts

AI Layer

Non-AI

Keywords

recordkeeping servicesthird-party administratorTPAretirement plan administrationretirement techtax-advantaged savings529 plan administration401k administrationstate-run retirement plansHSA administrationpooled employer plansPEPsFinTech infrastructurebenefits administrationfiduciary servicestrust and custodial serviceswhite-label financial servicesABLE plan administration

Historical Pricing

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Caplight Momentum Score

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Ascensus Comps

Public and private peers based on sector, stage, and business model.

Company	Status	Est. Valuation	Rev Multiple
OpenAI	Private	$86.0B	~40x
Cohere	Private	$5.0B	--
Competitor 1	Public	$XX.XB	XXx
Competitor 2	Public	$XX.XB	XXx

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Ascensus Funding Rounds

Historical fundraising activity

Round	Date	Amount Raised	Valuation	Investors	Sources
Debt	Dec 23, 2025
M&A	Nov 3, 2021
Buyout/LBO	Apr 26, 2021
Private Equity	Feb 19, 2019
Buyout/LBO	Sep 28, 2015

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Ascensus Investors

Notable investors and investment history

Investor	Rounds
Goldman Sachs Bank USA	M&A
GIC Private Limited	M&A, Private Equity, Buyout/LBO
Stone Point Capital	M&A, Buyout/LBO
Atlas Merchant Capital	Private Equity
Genstar Capital	Buyout/LBO
Aquiline Capital Partners	Buyout/LBO

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Market signals

Structured signals derived from secondary market and firmographic data.

Apr 12, 2026
Job posting indicates past acquisition of Wrangle.
Apr 6, 2026
Dan Morrison joins as President of Retirement.

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Ascensus Filings

SEC and related filings with document metadata.

Typed	Date	Amount Offered	Amount Sold	Filling	Pages	Download
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Ascensus Filings

SEC and related filings with document metadata.

Frequently Asked Questions

Common questions about Ascensus's valuation, stock price, and market status.

Firmographic Details

HeadquartersDresher, Pennsylvania

Employee Range269

Year Founded1980

Last FundingDec 23, 2025

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