Insights

Acquisition Advantage Following its recent acquisition by CBIZ, American Pension Advisors now benefits from increased resources and expanded service capabilities, providing an opportunity to upsell comprehensive financial and advisory solutions to existing clients.

Market Reach Operating within the competitive financial services sector with a focus on retirement plans, APA serves mid-sized to small businesses, signaling potential for targeted outreach to similar firms seeking personalized retirement plan administration.

Digital Engagement Utilizing tech tools like LinkedIn Insight Tag and Salesloft suggests APA's focus on digital marketing and outreach, which can be leveraged to introduce innovative financial products and enhance client engagement strategies.

Growth Potential With revenues between one and ten million dollars and a dedicated team, APA presents opportunities for scalable technology solutions, automation, and enhanced compliance services to support its continued growth.

Industry Alignment Positioned alongside major firms like Fidelity and Vanguard, APA can be targeted for partnerships or value-added services that complement its retirement planning expertise, opening avenues for high-value corporate collaborations.

Similar companies to American Pension Advisors

American Pension Advisors Tech Stack

American Pension Advisors uses 8 technology products and services including Linkedin Insight Tag, OneTrust, Font Awesome, and more. Explore American Pension Advisors's tech stack below.

Linkedin Insight Tag
Analytics
OneTrust
Cookie Compliance
Font Awesome
Font Scripts
jQuery UI
Javascript Libraries
jQuery Migrate
Javascript Libraries
Salesloft
Sales Enablement
X-XSS-Protection
Security
Facebook
Widgets

Media & News

CBIZ Employee Services Organization acquired Apapensions on Jul 5th '23.
CLEVELAND, July 5, 2023 /PRNewswire/ -- CBIZ, Inc. (NYSE: CBZ ) ("the Company"), a leading provider of financial, insurance and advisory services, announced today that it has acquired American Pension Advisors, Ltd. ("APA") of Indianapolis, IN, effective July 1, 2023.
Jul 05, 2023 | www.prnewswire.com

American Pension Advisors's Email Address Formats

American Pension Advisors uses at least 1 format(s):

American Pension Advisors Email Formats	Example	Percentage
FLast@apapensions.com	JDoe@apapensions.com	44%
Last@apapensions.com	Doe@apapensions.com	6%
FLast@apapensions.com	JDoe@apapensions.com	44%
Last@apapensions.com	Doe@apapensions.com	6%

Frequently Asked Questions

Where is American Pension Advisors's headquarters located?

American Pension Advisors's main headquarters is located at 9265 Counselors Row, Suite 105 Indianapolis, IN 46240, US. The company has employees across 1 continents, including North America.

What is American Pension Advisors's phone number?

You can contact American Pension Advisors's main corporate office by phone at

+1-888-428-****

. For more prospecting data, LeadIQ has access to up-to-date and accurate contact information within our platform. Find, capture, and sync contact data to your CRM and sales tools in one click.

What is American Pension Advisors's official website and social media links?

American Pension Advisors's official website is apapensions.com and has social profiles on LinkedIn.

How much revenue does American Pension Advisors generate?

As of November 2025, American Pension Advisors's annual revenue is estimated to be $1.4M.

What is American Pension Advisors's SIC code NAICS code?

American Pension Advisors's SIC code is 6282 - Investment Advice NAICS code is 52 - Finance and Insurance.

How many employees does American Pension Advisors have currently?

As of November 2025, American Pension Advisors has approximately 11 employees across 1 continents, including North America. Key team members include Owner: D. B.Principal: J. C.Plan Administrator: A. C.. Explore American Pension Advisors's employee directory with LeadIQ.

What industry does American Pension Advisors belong to?

American Pension Advisors operates in the Financial Services industry.

What technology does American Pension Advisors use?

American Pension Advisors's tech stack includes Linkedin Insight TagOneTrustFont AwesomejQuery UIjQuery MigrateSalesloftX-XSS-ProtectionFacebook.

What is American Pension Advisors's email format?

American Pension Advisors's email format typically follows the pattern of FLast@apapensions.com. Find more American Pension Advisors email formats with LeadIQ.

When was American Pension Advisors founded?

American Pension Advisors was founded in 1997.

American Pension Advisors

Q: How many employees does American Pension Advisors have currently?

American Pension Advisors has approximately 11 employees.

Q: What technology does American Pension Advisors use?

American Pension Advisors's tech stack includes Facebook Pixel, Microsoft ASP.NET, Windows Server, Salesforce Marketing Cloud Account Engagement, ZURB Foundation.

Financial ServicesUnited States11-50 Employees

Since 1997, American Pension Advisors, Ltd. (APA) has been providing full-service consultation and retirement plan administration. APA assists in the design, implementation, and administration of all types of retirement plans, new and takeover.

APA first evaluates the client's goals, philosophy, and other substantive elements of the business. Once the plan is in place, APA makes certain the plan continues to operate as designed for the business. Finally, APA ensures a successful plan by educating participants.