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Ascend empowers entrepreneurial CPAs to reach their goals with an innovative growth model that brings their firms into the new age. Backed by private equity from people-focused Alpine Investors, Ascend is building a modern platform for regional accounting firms that enables them to stay independent while accessing the resources of a large CPA firm to help them grow. Ascend provides access to growth capital, robust talent acquisition, best-of-breed technology, a catalytic leadership system, shared back-office services, and modernized equity incentives so that firms can surmount todays industry challenges and reach their full potential. Founded in January 2023, the company attained revenues sufficient to qualify it as a Top 100 U.S. accounting firm within six months of operation.
Lockton Affinity is a division of Lockton Companies that focuses on underwriting and distributing specialty insurance products. It operates in markets that are outside the standard offerings, catering to unique insurance needs. Lockton Companies, the parent organization, is a global insurance brokerage known for its client-focused and family-owned approach.
HealthSherpas mission is to help every American feel the comfort and security of having health coverage. HealthSherpa is the largest and fastest-growing individual health coverage exchange in the United States, simplifying access to ACA and Medicare health plans from both federal and state marketplaces. Our secure, integrated technology platform empowers insurance agents, agencies, and carriers to quickly and accurately serve and support individuals as they select and use quality, affordable health plans.