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Ascensus Tech Stack

Tax-advantaged savings platform and third-party administrator for retirement and education plans

Financial Services Dresher, PA 5,001–10,000 employees Founded 1980 Privately Held

Ascensus operates a mature financial services stack anchored in Salesforce, Dynamics 365, and SQL Server, with recent infrastructure-modernization moves toward AWS, Terraform, and CI/CD pipelines (GitHub Actions, GitLab, Jenkins). The hiring mix—support and finance leading, engineering and data smaller—reflects a service-delivery business scaling operations and compliance functions rather than product development. Active projects center on platform onboarding, ERISA compliance, and disaster recovery, while documented pain points (monolithic application performance, new-conversion onboarding friction, legislative adaptation) suggest ongoing operational debt.

Tech Stack 76 technologies

Core StackDynamics 365 Power BI Smartsheet Python Power Platform Power Apps Power Automate AWS New Relic Elasticsearch Splunk SonarQube Word PowerPoint Excel Outlook Microsoft Access Salesforce Service Cloud SQL Server Reporting Services DAX Microsoft Office Cognos TM1 Twitter Meta VBA SQL R Vault Chef Argo CD+43 more

AdoptingGitHub Actions GitLab CI/CD Jenkins Terraform Genesys Five9 Amazon Connect

What Ascensus Is Building

◆Challenges

Protecting confidential data
Client escalations
Value realization
Increasing participation rates
Onboarding new conversions onto platform
Book of business retention
Improving performance on monolithic application
Clarifying distribution rules
Ensuring erisa compliance
Adapting to erisa legislative changes

▲Active Projects

Census updates compliance testing
Acquired plan onboarding
Board package reports for annual operating budget
Disaster recovery testing
Annual budget compilation and reporting
Profitability studies for business segments
Plan diagnostic evaluations
Cloud infrastructure architecture
Targeted communication campaigns for nqdc plans
Onboarding new conversions and implementations onto newport platform

Hiring Activity

Decelerating330 roles · 80 in 30d

Department

Support

59

Finance

50

Legal

44

Sales

40

Ops

36

Engineering

34

Data

27

Marketing

15

Seniority

Mid

128

Senior

91

Manager

31

Principal

21

Junior

20

VP

15

Lead

8

Director

6

Notable leadership hires: Head of Transition Services, Chief Compliance Officer

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About Ascensus

Ascensus is a tax-advantaged savings program administrator and third-party service provider serving millions of savers through retirement plans, education savings accounts, and ABLE accounts. The company operates under brands including Ascensus, Newport, and FuturePlan, delivering technology platforms and administrative services to financial institutions, employers, and government entities. Based in Dresher, PA with a workforce of 5,001–10,000, Ascensus combines legacy financial infrastructure with newer cloud and compliance tooling to manage complex regulatory obligations (ERISA, census requirements) across acquired and organically-grown client bases.

HeadquartersDresher, PA

Company Size5,001–10,000 employees

Founded1980

Hiring MarketsUnited States, India

Frequently Asked Questions

What tech stack does Ascensus use?

Ascensus runs Salesforce Service Cloud, Dynamics 365, SQL Server, Power BI, and AWS, with adoption of GitHub Actions, Terraform, and Genesys/Five9 for contact-center modernization.