| Date | Title | Description |
| 17.09.2026 | Strongpoint Partners Expands Partner Services Team with Investments in Sales, Operations, and Marketing Infrastructure | New additions reinforce Strongpoint's commitment to building the infrastructure its partner firms need to grow in their local markets, serving a rapidly expanding advisor and employer client base across a coast-to-coast network
CHICAGO, Sep... |
| 19.08.2026 | Ascensus Receives Investment | Ascensus, a Dresher, PA-based provider of tax-advantaged savings solutions and technology, received an investment of an undisclosed amount.
Backers included Stone Point Capital, Genstar Capital and GIC.
The company intends to use the funds ... |
| 18.08.2026 | Ascensus Announces Next Chapter of Growth in a New Partnership between Stone Point Capital and Genstar Capital | A leading independent provider of savings solutions and technology enters its next phase with expanded scale and capabilities
Dresher, PA, August 18, 2026—Ascensus, the engine at the center of America’s savings ecosystem, announced today a ... |
| 18.06.2026 | Illinois Among Founding Partners of New Consortium to Expand Participation in 529 Education Savings Plans | State Treasurer Michael Frerichs Proposed the Idea While Serving as President of National Association of State Treasurers
The University of Chicago Becker Friedman Institute for Economics (BFI) and Stanford University Initiative for Financi... |
| 17.09.2025 | Ascensus Develops “CalSavvy,” First-Ever AI Chatbot for State Auto-IRA Programs | CalSavers and
announce the launch of CalSavvy, the first AI-powered chatbot designed specifically for state-sponsored auto-IRA programs. With over 600,000 employers mandated to register with CalSavers or offer a qualified retirement plan by... |
| 18.08.2025 | First Eagle Investments Announces Closing of Majority Investment by Genstar Capital | Firm enters a new phase in its evolution while preserving its independence and investment-led culture
New York, August 18, 2025—First Eagle Investments (“First Eagle”), an independent, privately owned investment management firm, today annou... |
| 11.02.2025 | Sardine: AI-Based Risk Platform Raises $70 Million | Sardine, a leading AI risk platform for fraud, compliance, and credit underwriting, announced a $70 million Series C funding round, bringing the total capital raised to $145 million. The funding round was led by Activant Capital, with parti... |
| 11.02.2025 | Sardine AI Raises $70M in Series C Funding | Sardine AI, a San Francisco, CA-based provider of an AI risk platform for fraud, compliance, and credit underwriting, raised $70M in Series C funding.
The round was led by Activant Capital, with participation from new and existing investors... |
| 05.09.2024 | Prime Pensions Expands Leadership Team to Propel Growth | NEW YORK, Sept. 5, 2024 /PRNewswire/ -- Prime Pensions, LLC ("Prime Pensions" or the "Company"), one of the fastest growing independent providers of retirement plan administration, consulting, and compliance services, is... |
| 04.09.2024 | Newport, an Ascensus Company, and PLANSPONSOR Trends Survey Shows Broader Adoption of Nonqualified Deferred Compensation Plans | DRESHER, Pa., Sept. 4, 2024 /PRNewswire/ -- Newport, an Ascensus company, and PLANSPONSOR released the results of the 2024 Newport/PLANSPONSOR NQDC (Nonqualified Deferred Compensation) Trends Survey. This year's survey revealed that employe... |
| 03.06.2024 | Ascensus Announces Sales Leadership Moves | DRESHER, Pa., June 3, 2024 /PRNewswire/ -- Ascensus announced several changes in its Retirement Sales leadership team today, promoting from within to deliver more dedicated support to the advisors and partners they serve, enhance leader foc... |
| 19.07.2023 | How Ascensus Scales Elite-Quality Training To Their First-Line And Emerging Leaders | Ascensus leverages the right approach and the right tools to deliver high-quality first-line ... [+] leadership development.getty |
| 14.11.2022 | Ascensus Announces Two New Regional Vice Presidents on Their Retirement Sales Team | Ascensus whose technology and expertise helps millions of people save for retirement, education, and healthcare—has announced the appointment of two new Regional Vice Presidents, Richard Eriksen Jr. and Taylor Harman, to the firm’s retireme... |
| 30.07.2021 | OneDigital And Ascensus Create OneDigital Complete Retirement Solution | Small-Market Retirement Plan Offering Includes Institutional-Quality Employee Services Such as Financial Wellness and Managed Accounts
OneDigital and Ascensus recently announced the availability of a co-created small market solution for ret... |
| 30.06.2021 | Ascensus Expands Employee Benefits Administration and Compliance Capabilities with Agreement to Acquire UnifyHR | |
| 04.05.2021 | Ascensus Debuts AI-Driven Virtual Coach for Personalized Financial Wellness | |
| 26.04.2021 | Ascensus to be Acquired by Stone Point Capital and GIC from Private-Equity Consortium | DRESHER, PA, April 26, 2021—Ascensus announced today that funds managed by Stone Point Capital, the Greenwich, CT-based private equity firm specializing in financial services, along with GIC, Singapore’s sovereign wealth fund, have entered ... |
| 05.03.2021 | Ascensus Announces Completion of Truist Retirement Recordkeeping Acquisition | |
| 02.02.2021 | Ascensus Launches READYSAVE™ 529 Mobile App | |
| 01.02.2021 | Ascensus Receives Top Honors from Retirement Plan Sponsors for Providing Best in Class Support | |
| 06.01.2021 | Ascensus Announces Agreement to Acquire Recordkeeping Retirement Business from Truist | |
| 12.10.2020 | Money Moves: Check out these Philly-area fall funding deals and potential IPOs | Money Moves is a column where we chart the funding raises of tech companies across the region. Have a tip? Email us at philly@technical.ly.
In this last quarter of 2020, we’ve spotted some Greater Philadelphia funding moves — including IPO ... |
| 01.09.2020 | It’s been a decade. Watch the preview video for the 10th annual Philly Tech Week | Innovation and invention are no stranger to Philadelphia.
That new thinking tends to come in new forms every generation. In the last decade, Philadelphia has seen an explosion of creative communities, from music and food to urbanism and the... |
| 25.08.2020 | The Philly Tech Week community events calendar is live. Here’s a sneak peek | Philly Tech Week 2020 presented by Comcast’s first round of our community calendar is live, with six events you won’t want to miss.
Behind the scenes, our many community event organizers have been working rapidly to pivot their events to ne... |
| 10.08.2020 | Meet these 13 hiring tech companies at the virtual Super Meetup 2020 | Next Thursday, over 100 technologists from the Mid-Atlantic will be convening for a very special Super Meetup 2020 on the interwebs. Come out on Thursday, Aug. 13, for a one-of-a-kind virtual trivia night, meetup matchup, and opportunity to... |
| 30.07.2020 | Technical.ly’s Super Meetup is a virtual trivia night for 2020 | Another in-person event gone virtual, but with a twist: Technical.ly’s annual Super Meetup, a gathering of the most active technical meetup groups, dozens of companies and hundreds of people, will now be virtual — and feature trivia. Plus, ... |
| 29.06.2020 | Orion Advisor Solutions and Brinker Capital to Merge With Support From Genstar Capital and TA Associates, Positioning the Combined Firm as a WealthTech Powerhouse | With new financial partner Genstar and existing financial partner TA reinvesting, Orion and Brinker Capital together are positioned to transform the future of the advisor-client relationship through a single, seamless, technology-driven exp... |
| 23.08.2019 | Super Meetup 2019: It was a hot one, but we grabbed some cool networking tips | Super Meetup, one of Technical.ly’s biggest networking events of the year, returned to Philadelphia last night at Cherry Street Pier.
We were joined by more than 20 meetup groups and more than 30 sponsors, with hundreds of tech, entrepreneu... |
| 22.08.2019 | That jawn is today: Super Meetup Philly | Today is the day we have all been waiting for, the hottest networking event of the summer: Super Meetup Philly. Thanks to our host sponsor, Cherry Street Pier, we will be in that beautiful outdoor space on the Delaware River from 5 to 8 p.m... |
| 16.07.2019 | Super Meetup 2019 is happening at Cherry Street Pier on Thursday, Aug. 22 | Coming up on Thursday, Aug. 22, is the summer’s biggest celebration of our wonderful tech community: Super Meetup Philly 2019!
We will be at the Cherry Street Pier at 121 N. Christopher Columbus Blvd. from 5 to 8 p.m. — rain or shine.
So fa... |
| 27.06.2019 | Ascensus to Acquire HR Simplified | Ascensus, a Dresher, Pa.-based provider of technology and expertise for people to save for retirement, education, and healthcare, is to acquire HR Simplified, a Minneapolis, MN-based third-party administration (TPA) firm that services consu... |
| 31.05.2019 | Do you know whether you work at a mission-driven company? | Do you believe the work you’re doing is important? Timothy Wenhold wants to know.
In the Innovators room at Dev Conference during Philly Tech Week 2019 presented by Comcast, the partner and chief innovation officer at Power Home Remodeling ... |
| 06.05.2019 | Hone your technical skills at #DevConf19 on May 8 | Are you ready for Dev Conference?
Two weeks ago, we introduced some of the experts and thought leaders you can expect to hear from at the annual developer-focused conference, this year happening during Philly Tech Week 2019 presented by Com... |
| 11.04.2019 | Experts from Google, Linode and more will be speaking at #DevConf19 | Earlier this week, we introduced some details of what you can expect on May 8 at this year’s Dev Conference at the Drexel LeBow College of Business as a part of Philly Tech Week 2019 presented by Comcast.
And guess what? We have even more e... |
| 19.02.2019 | Meet these 47 companies hiring tech talent at NET/WORK Philly on Feb. 26 | Dubbed the Super Bowl of job fairs, NET/WORK returns next week on Tuesday, Feb. 26, and The Fillmore Philadelphia in Fishtown is the place to be if you’re looking for a new opportunity in tech.
Come out for the annual event to connect with ... |
| 07.02.2019 | NET/WORK Philly is just weeks away. Here’s what to expect | You’re just about three weeks away from finding the job of your dreams: We’ve already signed on 33 companies for NET/WORK Philly and expect even more to join the event in the next couple weeks.
Now in our fifth year, NET/WORK has become the... |
| 12.10.2018 | Meet 3 companies that are hiring at NET/WORK Suburbs | Next week, jobseekers will want to head to Paoli for Technical.ly’s annual job fair, NET/WORK Suburbs. The event will be held at Turn5’s 90,000-square-foot headquarters, offering room for “so many activities” and a cornucopia of professiona... |
| 24.09.2018 | Tuesday: Super Meetup is happening rain or shine | Tuesday is the hottest networking event of the season, Super Meetup Philly.
We will be at the Uptown Beer Garden at 1735 Market St. from 5–8 p.m. — and rain will not stop us.
There will be 21 meetup groups, 27 sponsors to meet and endless a... |
| 11.09.2018 | Who’s hiring at Super Meetup Philly? | Super Meetup — the meta-Meetup experience for Philly’s tech, startup and entrepreneurial crowd — is a mere two weeks away.
For many attendees, this event is a chance to scope out and mingle with the best of the local tech scene all whilst s... |
| 05.09.2018 | We’ve got the 4-1-1 on who’s going to be at Super Meetup Philly 2018 (so far) | It’s the Super Bowl of all meetups and we got the gossip on the who’s who who’ll be in attendance. And no, there will not be any greased-up poles to climb. Our list is getting long, but we still have room for you. Yes, you.
Stop by Uptown B... |
| 09.08.2018 | Summer may be over soon, but Super Meetup Philly is back | Still trying to stay outside after summer ends? Same. Are you still thinking about last year’s Super Meetup at Uptown Beer Garden? Us, too.
Fear not: Your Super Meetup fix is in the horizon and happening on Tuesday, Sept. 25, back at the sa... |
| 17.07.2018 | Cetera Financial Group Selects Genstar Capital as Strategic Partner | Genstar Embraces Cetera’s Commitment to the Advice-Centric ExperienceTM and Focus on Financial Well-Being Through an Enriched Client Engagement
Company to Continue Operating Under Current Brand, Culture and Leadership, with Significant Cap... |
| 27.04.2018 | Sharpen your technical skills May 2 with lessons from #PTW18 Dev Talks | Last week, we introduced some of the inspiring thought-leaders you can expect to see at Philly Tech Week 2018 presented by Comcast’s Dev Talks on May 2 at Temple University. Well, we ain’t done yet, folks. That’s not all she wrote. The fat ... |
| 25.04.2018 | Ascensus to Acquire Benefit Planning Consultants | Ascensus, a technology-enabled solutions provider that helps more than 8 million Americans save for the future, has entered into an agreement to acquire Benefit Planning Consultants, Inc. (BPC). Headquartered in Champaign, IL, BPC is a dive... |
| 25.04.2018 | Ascensus Continues to Expand Retirement and Consumer-Directed Healthcare Capabilities with Agreement to Acquire Benefit Planning Consultants, Inc. | DRESHER, PA—April 25, 2018— Ascensus, a technology-enabled solutions provider that helps more than 8 million Americans save for the future, has entered into an agreement to acquire Benefit Planning Consultants, Inc. (BPC). Headquartered in ... |
| 17.04.2018 | #PTW18 Dev Talks cover blockchain, machine learning, leadership and everything in between | This year’s Dev Talks event features an incredible lineup of experts.
As part of Philly Tech Week 2018 presented by Comcast, the all-day Dev Conference at Temple University takes place Wednesday, May 2.
We’ve got the goods on topics the ent... |
| 27.03.2018 | Ascensus Adds to Defined Contribution and Cash Balance Capabilities with Agreement to Acquire Avintus | DRESHER, PA—March 27, 2018—Ascensus, a technology-enabled service provider that helps more than 7 million Americans save for the future, has entered into an agreement to acquire Avintus. The third-party administration (TPA) firm will immedi... |
| 22.03.2018 | Ascensus Expands into Consumer Directed Healthcare and Employee Benefit Administration Markets with Agreement to Acquire Chard Snyder | DRESHER, PA—March 20, 2018— Ascensus, a technology-enabled service provider that helps more than 7 million Americans save for the future, has entered into an agreement to acquire Chard Snyder. Chard Snyder, which will serve as the anchor bu... |
| 26.02.2018 | 50 companies hiring Philly tech talent right now: Meet ’em Tuesday at NET/WORK | If you’ve been to any of the NET/WORK events in the past, then you already know, tomorrow, Feb. 27 at Fishtown’s Fillmore Philly is the place to be. Looking for opportunities or looking to connect with the broader tech community, we made th... |
| 13.02.2018 | Seer, URBN, Guru and BlackRock are looking to hire at NET/WORK 2018 | Eleven more companies have committed to NET/WORK 2018 in their search for Philadelphia’s top tech talent.
We’re exactly two weeks away from fifth annual tech job fair. If you’re looking to work with a local startup, Feb. 27 at Fishtown’s Fi... |
| 29.01.2018 | Revzilla, Azavea and Slalom are hiring at NET/WORK 2018. Will you be there? | Seven more companies have committed to NET/WORK 2018 in their search for Philadelphia’s top tech talent.
We’re almost a month away from fifth annual tech job fair. If you’re looking to work with a local startup, Feb. 27 at Fishtown’s Fillmo... |
| 22.01.2018 | Ascensus to Acquire Polycomp Trust Company | Ascensus, a technology-enabled solutions provider that helps more than 7 million Americans save for the future, has entered into an agreement to acquire Polycomp Trust Company, a South Dakota-chartered, non-depository trust company. Complet... |
| 08.01.2018 | Apex, Genstar and SALU Capital jointly announce Apex’s acquisition of M.M.Warburg & CO’s Asset Management and Servicing Business in Luxembourg | Apex’s Third Acquisition in Six Months Will Add $50bn in Assets under Administration and Custody (“AuA” and “AuC”) Bringing Apex Closer to Achieving its Goal of Becoming one of the Top 5 Largest Administrators Globally
HAMILTON, BERMUDA, S... |
| 03.01.2018 | Ascensus Bolsters Defined Benefit Plan Expertise with Acquisition of Dedicated Defined Benefit Services | New and Existing Clients Stand to Benefit from Firm’s Expanding Stable of Resources
Dresher, PA, January 2, 2018— Ascensus, a technology-enabled service provider that helps more than 7 million Americans save for the future, has acquired De... |
| 02.01.2018 | Aquiline-backed Ascensus Acquires Dedicated Defined Benefit Services | Ascensus, a technology-enabled service provider that helps more than 7 million Americans save for the future, has acquired Dedicated Defined Benefit Services. The defined benefit plan design, administration, and consulting firm will immedia... |
| 19.10.2017 | Apex Fund Services Announces Acquisition of Deutsche Bank’s Alternative Fund Services Business | HAMILTON, BERMUDA and SAN FRANCISCO, October 19, 2017 – Apex Group Ltd. and Genstar Capital today jointly announced the acquisition of the Deutsche Bank (XETRA: DBKGn.DE / NYSE: DB) Alternative Fund Services (“AFS”) business.
The latest jo... |
| 22.09.2017 | More than 25 companies are looking for that suburban talent | Hey, friend. Don’t miss your chance to attend NET/WORK Suburbs 2017. Due to Vanguard’s strict building security, all attendees will need to register by this Sunday, Sept. 24. No walk-ins will be allowed at the event. RSVP
You don’t have to ... |
| 12.09.2017 | Genstar Completes Investment in Apex | BERMUDA, September 12, 2017 – Apex Fund Services (“Apex”) and Genstar Capital (“Genstar”) announced today that they have completed the recapitalization of Apex and the subsequent acquisition of Equinoxe Alternative Investment Services (“Equ... |
| 17.07.2017 | Genstar Capital Names Benjamin Brigeman to Strategic Advisory Board | SAN FRANCISCO, July 17, 2017 – Genstar Capital, a leading middle-market private equity firm focused on investments in targeted segments of the financial services, software, industrial technology, and healthcare industries, today announced t... |
| 09.05.2017 | Genstar Capital Leads Recapitalization of Apex with Focus on Enhancing Services and Providing Capital for Strategic Growth Initiatives | SAN FRANCISCO, May 9, 2017 – Genstar Capital (“Genstar”), a leading middle-market private equity firm, in partnership with industry veteran Peter Hughes, today announced the entry into definitive agreements to recapitalize independent fund ... |
| 01.02.2017 | 52 companies hiring Philly tech talent right now: Meet ‘em at NET/WORK 2017 | Hey friend.
Are you on the hunt for a (pick one or more: exciting/more profitable/challenging/mission-driven) job?
Maybe you’re just curious as to what opportunities are out there for someone with your skillset or with a skillset that you a... |
| 03.12.2015 | Genstar Capital and Aquiline Capital Partners Complete Acquisition of Ascensus | SAN FRANCISCO and NEW YORK – Genstar Capital, a San Francisco-based middle-market private equity firm, and Aquiline Capital Partners, a New York-based private equity firm investing in financial services, today announced the completion of th... |
| 28.09.2015 | Genstar Capital and Aquiline Capital Partners To Acquire Ascensus from J.C. Flowers | Dresher, PA – Genstar Capital, a San Francisco-based middle-market private equity firm, and Aquiline Capital Partners, a New York-based private equity firm investing in financial services, announced today that they have entered into a defin... |
