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Ascensus company history timeline

1995

In 1995, Ascensus introduced our open-architecture investment platform for retirement plans.

2013

With the acquisition of Upromise Investments in 2013, Ascensus entered the 529 college savings plan industry for the first time.

2015

In late 2015, Ascensus was acquired by private equity firms Genstar Capital and Aquiline Capital Partners, signaling.

2017

As part of the evolution our national TPA rollout strategy that began in 2017, Ascensus launched the FuturePlan by Ascensus brand identity.

2018

With the acquisition of Chard Snyder in 2018, Ascensus expanded into the consumer-directed health and benefits administration marketplace.

2019

In early 2019, Ascensus owners Genstar Capital and Aquiline Capital Partners welcomed new investors led by Atlas Merchant Capital LLC, to their ownership group.

Ascensus was recognized as Retirement Leader of the Year at the 2019 Fund Intelligence Mutual Fund Industry Awards, celebrating the funds, fund leaders, providers, marketers, trustees, and independent counsel who stood out for their successes, achievements, and contributions.

2021

Received the 2021 WEX Health Partner Excellence Award7

#1 in assets under administration as ranked by Institutional Shareholder Services in 2021

2022

Ascensus announces plans to add nearly 400 new associates through 2022, supporting growth and investments in expertise, technology, and service; expanded sales territories; and expanded scale and capabilities across its lines of business.

2022 Retirement Leader of the Year in the With Intelligence Mutual Fund & ETF Awards4

5 Institutional Shareholder Services (ISS). 529 College Savings Quarterly Data Update: First 2022.

SPARK 2022: Partner Excellence Award Winners.

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Founded
1980
Company founded
Headquarters
Dreher, PA
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Zippia gives an in-depth look into the details of Ascensus, including salaries, political affiliations, employee data, and more, in order to inform job seekers about Ascensus. The employee data is based on information from people who have self-reported their past or current employments at Ascensus. The data on this page is also based on data sources collected from public and open data sources on the Internet and other locations, as well as proprietary data we licensed from other companies. Sources of data may include, but are not limited to, the BLS, company filings, estimates based on those filings, H1B filings, and other public and private datasets. While we have made attempts to ensure that the information displayed are correct, Zippia is not responsible for any errors or omissions or for the results obtained from the use of this information. None of the information on this page has been provided or approved by Ascensus. The data presented on this page does not represent the view of Ascensus and its employees or that of Zippia.

Ascensus may also be known as or be related to Ascensus, Ascensus Inc, Ascensus, Inc. and Ascensus, LLC.