Network·Venture Capital

Newport Group Consulting, LLC

Unclaimed

📍 LAKE MARY, FL

Venture Capitaltechnologyfinancial servicesbusiness services
www.ascensus.com

SEC CRD #801-66908

About

Ascensus - We help more people save through partnerships with leading financial institutions and state governments. Jump to content Who We Serve Advisor Central One-stop to power advisors in enhancing their retirement practice and client relationships. Explore Advisor Central News Education News Education Support About About Overview Ascensus Newport FuturePlan Provident Trust Group Advisor Central Search Log in Less complexity, more clarity. Ascensus recognized by the 2026 Banking Tech Awards. Read more. Ascensus to acquire AmericanTCS. Read more. What's really holding people back from saving? It's not a lack of intent. See what’s actually getting in the way—and how to take action. View key findings Tax-Advantaged Savings Helping more savers save more Check out the personalized solutions available to meet your needs – whether you are a bank or financial institution seeking administrative support or scalable growth, or an individual aiming to save more for retirement and education goals. Learn more about Ascensus Individuals Join your plan with confidence and start saving for retirement, education, or disability expenses. We make it easy to manage and access your savings when you need them. Employers Attract top talent and support long-term retention with a retirement plan that s easy to offer and manage. We simplify plan management so you can stay focused on running your business. Advisors Grow your practice and ease clients administrative burden with scalable retirement pla

Key Contact

RB

ROBERT B. KAPLAN

CHIEF COMPLIANCE OFFICER

📞 (407) 333-2905

🔒 Sign up for free to view key contact information

Sign up free →

This profile has not yet been verified by the firm. Information may be incomplete or outdated. Claim this profile to take control of your listing.

AUM

$5.1B

Location

LAKE MARY, FL

Is this your firm?

Claim this profile to complete your information, set investment criteria, and start receiving curated deal flow from sponsors on DEALITHIC.