Insights

Strategic Acquisition APA was acquired by CBIZ in July 2023, signaling a potential shift in client bases, service offerings, and cross-sell opportunities for payroll, benefits, and advisory services within CBIZ's ecosystem.

Retirement Focus Specializes in design, implementation, and administration of retirement plans with emphasis on ongoing plan operation and participant education, indicating opportunities to upsell comprehensive retirement plan consulting and education programs.

Small Firm Scale Current team size is 2-10 employees, suggesting a lean operation with a potential appetite for scalable outsourced services, ADM platforms, or vendor partnerships to expand capacity and capabilities.

Growth Potential Revenue range of 1M to 10M combined with integration into CBIZ post-acquisition presents a pathway for cross-sell to CBIZ’s large enterprise client base and near-term revenue diversification.

Technology Stack Utilizes common sales and analytics tools (Microsoft Clarity, Salesloft) and web infrastructure (Cloudflare, jQuery) that can be leveraged for client analytics, marketing automation, and user experience improvements in retirement plan services.

Similar companies to American Pension Advisors

American Pension Advisors Tech Stack

American Pension Advisors uses 8 technology products and services including Microsoft Clarity, Font Awesome, Google Fonts API, and more. Explore American Pension Advisors's tech stack below.

Microsoft Clarity
Analytics
Font Awesome
Font Scripts
Google Fonts API
Font Scripts
jQuery
Javascript Libraries
jQuery Migrate
Javascript Libraries
Salesloft
Sales Enablement
Cloudflare Bot Management
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	88%
Last@apapensions.com	Doe@apapensions.com	12%

Frequently Asked Questions

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.

What is American Pension Advisors's NAICS code?

American Pension Advisors's NAICS code is 52 - Finance and Insurance.

How many employees does American Pension Advisors have currently?

As of July 2026, American Pension Advisors has approximately 2 employees across 1 continents, including North America. Key team members include 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 Microsoft ClarityFont AwesomeGoogle Fonts APIjQueryjQuery MigrateSalesloftCloudflare Bot ManagementFacebook.

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 2 employees.

Q: What technology does American Pension Advisors use?

American Pension Advisors's tech stack includes Salesloft, Cloudflare CDN, OneTrust, Microsoft IIS, Linkedin Insight Tag.

Q: What is American Pension Advisors's NAICS code?

American Pension Advisors's NAICS code is 52 (Finance and Insurance).

Financial ServicesIndiana, United States2-10 Employees

American Pension Advisors, Ltd. provides full-service retirement plan consulting and administration, helping design, implement, and manage retirement plans for businesses. The firm begins with an assessment of a client’s goals and business philosophy to ensure the plan aligns with organizational objectives. After implementation, it maintains plan operations to keep the program functioning as designed and educates participants to support a successful outcome.

Based in Indianapolis, Indiana, APA operates in the financial services sector, offering retirement plan design, implementation, administration, and participant education. In July 2023, APA was acquired by CBIZ, effective July 1, 2023.