Insights

Innovative Tech Launches Ascensus has recently introduced AI-powered solutions such as CalSavvy, an AI-driven chatbot for auto-IRA programs, and integrated technology platforms for IRA and HSA management, indicating a focus on leveraging cutting-edge technology to enhance financial savings and retirement services.

Strategic Leadership Appointments New key personnel in senior roles, including a Chief Human Resources Officer and a President of Enterprise Solutions, demonstrate the company’s commitment to strengthening leadership and expanding strategic initiatives that could benefit enterprise clients.

Growth in Retirement Solutions With recent launches of AI-driven tools and integrated solutions targeting retirement accounts, Ascensus shows a strong focus on expanding its suite of retirement planning and savings services, opening opportunities for partnerships with financial institutions seeking innovative retirement tech.

Revenue and Market Presence Holding a substantial revenue of approximately one billion dollars with a sizable workforce, Ascensus is a prominent player in financial services, making it an attractive prospect for firms looking to collaborate on large-scale savings, tax-advantaged plans, or technology integrations.

Focus on Customer Engagement The company’s investment in AI-driven virtual coaching and streamlined technology solutions emphasizes their dedication to enhancing user experience and financial wellness, providing opportunities for partners to explore innovative engagement tools with Ascensus.

Similar companies to Ascensus

Ascensus Tech Stack

Ascensus uses 8 technology products and services including Power BI, Varnish, Amazon S3, and more. Explore Ascensus's tech stack below.

Power BI
Business Intelligence
Varnish
Caching
Amazon S3
Content Delivery Network
WordPress
Content Management System
Microsoft Active Directory
Identity And Access Management
Angular
Javascript Frameworks
HubSpot
Marketing Automation
FedEx
Transportation And Fleet Management

Media & News

Ascensus's Email Address Formats

Ascensus uses at least 1 format(s):

Ascensus Email Formats	Example	Percentage
First.Last@ascensus.com	John.Doe@ascensus.com	97%
F.Last@ascensus.com	J.Doe@ascensus.com	2%
FLast@ascensus.com	JDoe@ascensus.com	1%

Frequently Asked Questions

Where is Ascensus's headquarters located?

Ascensus's main headquarters is located at 200 Dryden Road, Dresher, PA 19025, US. The company has employees across 6 continents, including North AmericaAsiaSouth America.

What is Ascensus's phone number?

You can contact Ascensus's main corporate office by phone at

+1-215-648-****

. For more prospecting data, LeadIQ has access to up-to-date and accurate contact information within our platform. Find, capture, and sync contact data to your CRM and sales tools in one click.

What is Ascensus's official website and social media links?

Ascensus's official website is ascensus.com and has social profiles on LinkedIn Crunchbase.

How much revenue does Ascensus generate?

As of October 2025, Ascensus's annual revenue is estimated to be $5B.

What is Ascensus's NAICS code?

Ascensus's NAICS code is 52 - Finance and Insurance.

How many employees does Ascensus have currently?

As of October 2025, Ascensus has approximately 5.7K employees across 6 continents, including North AmericaAsiaSouth America. Key team members include Chief Executive Officer: B. M.Chief Operating Officer: R. I.Chief Marketing Officer: E. P.. Explore Ascensus's employee directory with LeadIQ.

What industry does Ascensus belong to?

Ascensus operates in the Financial Services industry.

What technology does Ascensus use?

Ascensus's tech stack includes Power BIVarnishAmazon S3WordPressMicrosoft Active DirectoryAngularHubSpotFedEx.

What is Ascensus's email format?

Ascensus's email format typically follows the pattern of First.Last@ascensus.com. Find more Ascensus email formats with LeadIQ.

When was Ascensus founded?

Ascensus was founded in 1980.

Ascensus

Financial ServicesUnited States5001-10000 Employees

Ascensus is a market-leading enabler of tax-advantaged savings—providing technology, services, and expertise that helps millions save for a better today and tomorrow.  

We’re also a premier savings program service provider, third-party administrator, and government savings facilitator. Our platforms, industry knowledge, and data-based insights enhance the growth and success of our partners, their clients, and savers.  

The company’s brands include Ascensus; Newport, an Ascensus company; and FuturePlan by Ascensus. For more information, visit ascensus.com. 

Read our Corporate Disclosures at https://www.ascensus.com/corporate-disclosures/.