Insights

Ria Advisory Target fee-only wealth management practices like Hoover Financial Advisors for cross-sell opportunities in outsourced investment research, portfolio construction, and client onboarding technology integrations.

AUM Growth Leverage their revenue range and small team to position scalable solutions such as modular back-office support, compliance monitoring, and scalable CRM/automation to support growth without sacrificing client service.

Technology Stack Offer modern fintech and data integration services that complement their tech stack (S3, Google Tag Manager, Datadog, JSON-LD) with enhanced portfolio analytics, ESG screening enhancements, and secure data pipelines.

Asset Footprint Explore partnerships around expanding ESG and thematic investing capabilities given their recent stake in ESG-focused ETFs and interest in diversified assets across multiple sectors.

Expansion Readiness Position services that support RIAs in succession planning, regulatory compliance, and scalable client acquisition strategies to capitalize on growth potential in a fee-only advisory model.

CBIZ, Inc. Tech Stack

CBIZ, Inc. uses 8 technology products and services including Cloudflare, FMG Suite, jQuery, and more. Explore CBIZ, Inc.'s tech stack below.

Cloudflare

Content Management System

FMG Suite

Content Marketing

jQuery

Javascript Libraries

jQuery Migrate

Javascript Libraries

Google Maps

Maps

Cloudflare Bot Management

Security

HTTP/3

Web & Portal Technology

Cloudflare Insights

Web Analytics

CBIZ, Inc. Email Formats	Example	Percentage
First@hfaplanning.com	John@hfaplanning.com	80%
FirstLast@hfaplanning.com	JohnDoe@hfaplanning.com	20%
FL@hooverfinancialadvisors.com	JD@hooverfinancialadvisors.com	100%

CBIZ, Inc. Email Formats

Example

Percentage

First@hfaplanning.com

John@hfaplanning.com

80%

FirstLast@hfaplanning.com

JohnDoe@hfaplanning.com

20%

FL@hooverfinancialadvisors.com

JD@hooverfinancialadvisors.com

100%

Frequently Asked Questions

What is CBIZ, Inc.'s phone number?

You can contact CBIZ, Inc.'s main corporate office by phone at

+1-317-871-****

. 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 CBIZ, Inc.'s official website and social media links?

CBIZ, Inc.'s official website is hooverfinancialadvisors.com and has social profiles on LinkedIn.

How much revenue does CBIZ, Inc. generate?

As of July 2026, CBIZ, Inc.'s annual revenue is estimated to be $10M - $25M.

What is CBIZ, Inc.'s SIC code NAICS code?

CBIZ, Inc.'s SIC code is 6211 - Security Brokers, Dealers, and Flotation Companies NAICS code is 5239 - Other Financial Investment Activities.

How many employees does CBIZ, Inc. have currently?

As of July 2026, CBIZ, Inc. has approximately 9 employees across 1 continents, including North America. Key team members include Chief Operating Officer: K. H.Chief Operating Officer: K. H.Implementation Consultant At Cbiz, Inc. || Human Capital Management: B. K.. Explore CBIZ, Inc.'s employee directory with LeadIQ.

What industry does CBIZ, Inc. belong to?

CBIZ, Inc. operates in the Investment Management industry.

What technology does CBIZ, Inc. use?

CBIZ, Inc.'s tech stack includes CloudflareFMG SuitejQueryjQuery MigrateGoogle MapsCloudflare Bot ManagementHTTP/3Cloudflare Insights.

What is CBIZ, Inc.'s email format?

CBIZ, Inc.'s email format typically follows the pattern of First@hfaplanning.com. Find more CBIZ, Inc. email formats with LeadIQ.

When was CBIZ, Inc. founded?

CBIZ, Inc. was founded in 2001.

CBIZ, Inc.

Q: How many employees does CBIZ, Inc. have currently?

CBIZ, Inc. has approximately 9 employees.

Q: What technology does CBIZ, Inc. use?

CBIZ, Inc.'s tech stack includes Hotjar, Google Search Console, Section.io, jQuery, Google Hosted Libraries.

Q: What is CBIZ, Inc.'s NAICS code?

CBIZ, Inc.'s NAICS code is 5239 (Other Financial Investment Activities).

Investment ManagementIndiana, United States2-10 Employees

CBIZ, Inc. is described as operating in the Investment Management industry and is located at 3500 Depauw Boulevard, Suite 1031, Indianapolis, Indiana 46268, United States. Hoover Financial Advisors is a fee-only wealth management practice based in Indianapolis, Indiana, with a focus on financial planning and investment management. Hoover Financial Advisors operates as a Registered Investment Advisor registered with the State of Indiana to provide financial planning and investment services on a fee-only basis. The firm serves individuals, families, and business owners, adopting a relationship-oriented and personalized approach to helping clients achieve long-term goals and improve financial well-being. The organization lists 2-10 employees. The practice maintains an online presence at hooverfinancialadvisors.com.

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CBIZ, Inc. Tech Stack

Media & News

Hoover Financial Advisors, Inc invests into assets: stake in iShares ESG Aware MSCI in the amount of $34K.

Hoover Financial Advisors, Inc invests into assets: stake in Halliburton in the amount of $27K.

Hoover Financial Advisors, Inc invests into assets: stake in Waste Management in the amount of $30K.

Hoover Financial Advisors, Inc invests into assets: stake in Tandem Diabetes Care in the amount of $26K.

Hoover Financial Advisors, Inc invests into assets: stake in Union Pacific in the amount of $29K.

Hoover Financial Advisors, Inc invests into assets: stake in iShares MSCI ACWI in the amount of $44K in United States, Northern America, Americas.

Hoover Financial Advisors, Inc invests into assets: stake in Vanguard S&P in the amount of $25K.

CBIZ, Inc.'s Email Address Formats