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History
 
The proprietary Unite platform -- developed exclusively for the 529 industry -- is at the core of Ascensus College Savings' success in emerging as an industry leader in the college savings space. Unite's open architecture and customization provide a flexible platform for integrating back office and marketing systems, as well as hosting a variety of investment firms. The platform enabled the company to administer its first 529 plan in 2002 -- the SSgA Upromise 529 Plan (formerly the Upromise College Fund), in conjunction with the State of Nevada. Other plans soon followed, including New York's 529 College Savings Program Direct Plan, the first direct 529 plan ever to undergo a conversion to a new program manager.

In 2013 Ascensus, the nation's largest independent retirement plan services provider, acquired the Upromise Investments companies, now known as Ascensus College Savings. The acquisition extended Ascensus' footprint into the college savings arena and helped them diversify into a new market with characteristics that are similar to its core recordkeeping strengths. As a result of the acquisition, Ascensus helps over 6 million Americans save for a college education and retire successfully (as of 03/31/2014).
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