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Ascensus

In PWD coverage since August 18, 2026 · 13 stories

5Deals on our tracker

Deal recordFull tracker →

Sep 30, 26Fund launch — coverage

Sep 29, 26Fund launch — coverage

Aug 19, 26Deal announcedGenstar Capital · Stone Point Capital — coverage

Aug 17, 26Deal announcedGenstar Capital · Stone Point Capital — coverage

Aug 17, 26Deal closedStone Point · Genstar — coverage

PWD coverage

advisor_note

Pontera pitches AI trust layer after OpenAI agents probe SEC sites

The 401(k) software firm's credential-sharing dispute with Fidelity is unresolved as Schwab prepares its own agent.

the_wrap · Oct 2Nuveen closes $13 billion Schroders deal; private-markets book leads the integration

practice · Oct 1Ascensus launches a participant-referral workflow for plan advisers

the_wrap · Oct 1Ascensus announces advisor referral platform; Edward Jones plans 2027 AI plan tool

advisers · Sep 30Ascensus announces advisor referral platform for more than 16 million plan participants

plans · Sep 14NQDC's retention case has a comprehension problem

plans · Sep 9BofA again sweeps J.D. Power digital experience rankings

M&A · Sep 2Aquiline's Flourish control is a distribution play

Deals & PE · Aug 26Victory Capital's $7 billion First Eagle buy is a distribution play

Deals & PE · Aug 20Stone Point and Genstar buy the 401(k) rails

Deals & PE · Aug 20Stone Point, Genstar to jointly own Ascensus

Deals & PE · Aug 18MAI's double RIA deal is a bet on geography

plans · Aug 18Stone Point and Genstar take equal stakes in Ascensus