Ascensus
Ascensus offers retirement, education, and disability savings solutions, managing over $760 billion in assets and supporting over 14 million savers.
Services
Ascensus offers a range of services in retirement, education, and disability savings solutions. They provide tax-advantaged accounts specifically designed for saving purposes. These services cater to different financial saving needs, assisting individuals in planning for future expenses. Additionally, Ascensus supports tools and services like Ugift, allowing third-party contributions to 529 plans, and Upromise, offering cash back rewards that can be deposited into 529 plans.
Partnerships
Ascensus partners with financial institutions, state governments, and employers to deliver their savings solutions. These collaborations enable broad-based access to their retirement, education, and disability savings services. Through these strategic partnerships, Ascensus supports a wide demographic, ensuring that more people can take advantage of their tax-advantaged accounts and related services.
Products
Ascensus provides various products to aid in financial savings. Their offerings include an open-architecture investment platform for retirement plans, facilitating a range of investment choices. Additionally, they have the READYSAVE mobile app, which helps users manage their retirement and education savings conveniently. The Ugift and Upromise services further enhance their product portfolio, making it easier for friends and family to contribute to 529 plans and for users to earn and utilize cash back rewards.
Company Statistics
Ascensus manages over $760 billion in total assets under administration, highlighting the extensive reach and trust in their services. The company supports over 14 million people in their saving efforts. Employing over 5,400 associates, Ascensus is well-staffed to provide quality service and support to its vast user base.
Core Values
Ascensus operates under the core values of 'People Matter, Quality First, Integrity Always.' These principles guide their operations and interactions with users, ensuring a client-focused approach. Their commitment to quality and integrity ensures consistent, reliable service for all their savings solution offerings.