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Company profile: Ascensus

1.1 - Company Overview

Ascensus Logo

Ascensus

Headquarter: United States
Founded: 20XX🔒
Employees: 100-500🔒

Company description

  • Provider of retirement plan solutions, including administration and compliance for defined contribution and other plan types; administration of state-run retirement programs, IRAs, and HSAs; training on IRA/HSA rules; and technology-enabled outsourcing and full operations/distribution management for asset managers, banks, insurers, distributors, and state governments.

Products and services

  • Retirement Plan Solutions: Ascensus delivers large-scale administration and compliance support across diverse retirement plan types, servicing nearly 27,000 defined contribution plans in micro to large markets for regulatory accuracy and operational consistency
  • Institutional Partner Services: Ascensus supplies technology-enabled outsourcing to manage retirement plans for asset managers, banks, insurers, distributors, and state governments, coordinating partner administration within technology-driven processes for unified plan management
  • Full Outsourcing Services: Ascensus produces end-to-end operations, services, and distribution management for retirement business lines, allowing clients to focus on core strengths through complete management of retirement operations and distribution

Key contacts

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Financial details

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1.2 - Competitors and similar companies to Ascensus

Gather Financial Planning Logo

Gather Financial Planning

HQ: United States Website
  • Description: Provider of financial planning, advice, and consulting services for individuals and businesses.
  • Rationale: This competitor operates in a highly similar market segment with overlapping features.
  • Company type: Private company
  • Employees: ●●●●●
  • Total funding raised: $●●●m
  • Backers: ●●●●●●●●●●
  • Acquisitions: ●●
View full Gather Financial Planning company profile →
Yieldstreet Logo

Yieldstreet

HQ: United States Website
  • Description: Provider of an alternative investment platform giving retail investors access to income-generating private market investments, including real estate (debt and equity), private credit, private equity, and art through fractional ownership, enabling diversification beyond traditional stocks and bonds.
  • Rationale: This competitor operates in a highly similar market segment with overlapping features.
  • Company type: Private company
  • Employees: ●●●●●
  • Total funding raised: $●●●m
  • Backers: ●●●●●●●●●●
  • Acquisitions: ●●
View full Yieldstreet company profile →
Marsco Investment Logo

Marsco Investment

HQ: United States Website
  • Description: Provider of US online brokerage services empowering self-directed investors with tools to manage portfolios; established in 1986 and a clearing member of the Depository Trust & Clearing Corporation (DTCC).
  • Rationale: This competitor operates in a highly similar market segment with overlapping features.
  • Company type: Private company
  • Employees: ●●●●●
  • Total funding raised: $●●●m
  • Backers: ●●●●●●●●●●
  • Acquisitions: ●●
View full Marsco Investment company profile →
Kensho Logo

Kensho

HQ: United States Website
  • Description: Provider of AI analytics tools combining natural language search, graphical interfaces, and secure cloud computing for investment professionals. Offerings include Scribe real-time transcription with professional review, NERD entity linking, Classify concept tagging and search, Extract PDF-to-machine-readable data, Link mapping to S&P Global IDs, and curated machine learning training datasets.
  • Rationale: This competitor operates in a highly similar market segment with overlapping features.
  • Company type: Private company
  • Employees: ●●●●●
  • Total funding raised: $●●●m
  • Backers: ●●●●●●●●●●
  • Acquisitions: ●●
View full Kensho company profile →
Nutmeg Logo

Nutmeg

HQ: United Kingdom Website
  • Description: Provider of online investment management services specializing in investments, ISAs and pensions, offering personal pensions with 25% government top-ups, Lifetime ISAs with 25% bonuses for first homes or retirement, Stocks and Shares ISAs, Junior ISAs, General Investment Accounts, and Smart Alpha portfolios managed with J.P. Morgan Asset Management.
  • Rationale: This competitor operates in a highly similar market segment with overlapping features.
  • Company type: Private company
  • Employees: ●●●●●
  • Total funding raised: $●●●m
  • Backers: ●●●●●●●●●●
  • Acquisitions: ●●
View full Nutmeg company profile →
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2.M&A buyers

2.1 Potential strategic acquirers in the sector

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2.2 - Strategic buyer groups for Ascensus

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Buyer group 1: ████████ ████████

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Description: ████████ ████████ ████████ ████████ ████████ ████████ ████████ ████████ ████████ ████████
Key Products: ████████, ████████, ████████, ████████
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Buyer group 2: ████████ ████████

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Description: ████████ ████████ ████████ ████████ ████████ ████████ ████████ ████████ ████████ ████████
Key Products: ████████, ████████, ████████, ████████
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Buyer group 3: ████████ ████████

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Description: ████████ ████████ ████████ ████████ ████████ ████████ ████████ ████████ ████████ ████████
Key Products: ████████, ████████, ████████, ████████
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3. Investors and private equity firms

3.1 - Buyout funds investing in similar companies to Ascensus

2.2 - Growth funds investing in similar companies to Ascensus

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4 - Top valuation comps for Ascensus

4.2 - Public trading comparable groups for Ascensus

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4.3 - M&A Transactions similar to Ascensus

Selected M&A transactions

Date Target Description Buyer(s) Relevance EV EV/Revenue EV/EBITDA
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Frequently Asked Questions

About Ascensus

What does Ascensus do?

Ascensus is a provider of retirement plan solutions, including administration and compliance for defined contribution and other plan types; administration of state-run retirement programs, IRAs, and HSAs; training on IRA/HSA rules; and technology-enabled outsourcing and full operations/distribution management for asset managers, banks, insurers, distributors, and state governments.

Who are Ascensus's competitors?

Ascensus's competitors and similar companies include Gather Financial Planning, Yieldstreet, Marsco Investment, Kensho, and Nutmeg.

Where is Ascensus headquartered?

Ascensus is headquartered in United States.

How many employees does Ascensus have?

Ascensus has 1,000 employees 🔒.

When was Ascensus founded?

Ascensus was founded in 2010 🔒.

What sector and industry vertical is Ascensus in?

Ascensus is in the Enterprise Software 🔒 sector and industry

M&A Buyers & Acquirers for Ascensus

Who are the top strategic acquirers in Ascensus's sector and industry

Top strategic M&A buyers and acquirers in Ascensus's sector include ████████, ██████████, ██████, ████████, and ██████████ 🔒.

Which M&A buyer groups are most relevant for Ascensus?

Top strategic M&A buyers groups and sectors for Ascensus include █████████████████ , ████████████████, █████████████, ████████████, and ████████████████ 🔒.

Financial Investors investing in Ascensus's sector and industry vertical

Which are the top PE firms investing in Ascensus's sector and industry vertical?

Top PE firms investing in Ascensus's sector and industry vertical include ████████, ██████████, ████████, and ██████████ 🔒.

Who are the top buyout funds acquiring in Ascensus's sector and industry vertical?

Active PE funds and buyout funds acquiring companies in Ascensus's sector and industry vertical include █████████, ██████████, ████████████, and ████████████ 🔒.

Who are the top growth equity funds investing in companies in Ascensus's sector and industry vertical?

Growth funds and venture capital funds investing in companies similar to Ascensus include █████████, ██████████, ████████████, and ████████████ 🔒.

Valuation benchmarks of companies in Ascensus's sector and industry

Which are the key public companies that are relevant trading comps benchmarks for Ascensus?

The key public trading comparables and valuation benchmarks for Ascensus include █████████, ██████████, ████████████, and ████████████ 🔒.

Which are the key trading comparable groups for Ascensus for public valuation benchmarks?

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What are recent M&A transactions in Ascensus's sector and industry vertical?

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What are recent capital raises and funding rounds in Ascensus's' sector and industry vertical?

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