Insights

Growth potential IPX Retirement operates in the 401k industry with a diversified, multi-vendor approach, and a revenue range of 10M-25M, signaling room for expansion through expanded distribution, cross-selling to custodians, insurers, and advisory firms.

Strategic partnerships Recent collaboration with Benetic to offer non-profit and governmental recordkeeping solutions suggests opportunity to upsell to advisory networks serving nonprofit and government plans seeking streamlined digital access.

Senior leadership moves Key hires in mid-2022 for Senior Sales Consultant, VP of Operations, and VP of Business Development indicate a push to scale sales, improve operational efficiency, and broaden market reach— ripe for outreach and partner engagement.

Tech-enabled play Tech stack includes Salesforce, Pardot, WordPress, Shopify, and Mailgun, highlighting a modern, CRM-driven sales motion with potential to leverage automated nurturing, targeted campaigns, and integration partnerships to accelerate deal cycles.

Niche market focus Specialization in trust, custody, and lifetime income distribution for 401k-related needs, with attention to non-ERISA and governmental plans, presents avenues to target plan sponsors and advisors serving diverse retirement plans.

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IPX Retirement Tech Stack

IPX Retirement uses 8 technology products and services including jQuery CDN, WordPress, Salesforce, and more. Explore IPX Retirement's tech stack below.

jQuery CDN
Content Delivery Network
WordPress
Content Management System
Salesforce
Customer Relationship Management
Shopify
E-commerce
Mailgun
Email
Microsoft 365
Email
Pardot
Marketing
WP Engine
Platform As A Service

Media & News

IPX Retirement's Email Address Formats

IPX Retirement uses at least 4 email formats:

IPX Retirement Email Formats	Example	Percentage
FLast@fpstrustco.com	JDoe@fpstrustco.com	100%
First.Last@ipxretirement.com	John.Doe@ipxretirement.com	91%
FLast@ipxretirement.com	JDoe@ipxretirement.com	4%
First@ipxretirement.com	John@ipxretirement.com	5%

Frequently Asked Questions

What is IPX Retirement's phone number?

You can contact IPX Retirement's main corporate office by phone at

+1-303-625-****

. 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 IPX Retirement's official website and social media links?

IPX Retirement's official website is ipxretirement.com and has social profiles on LinkedIn.

How much revenue does IPX Retirement generate?

As of September 2026, IPX Retirement's annual revenue is estimated to be $10M - $25M.

What is IPX Retirement's NAICS code?

IPX Retirement's NAICS code is 52 - Finance and Insurance.

How many employees does IPX Retirement have currently?

As of September 2026, IPX Retirement has approximately 15 employees across 1 continents, including North America. Key team members include Vice President Of Business Development: D. D., Vice President Of Business Development: J. E. and Vice President Business Development: K. Y. Explore IPX Retirement's employee directory with LeadIQ.

What industry does IPX Retirement belong to?

IPX Retirement operates in the Financial Services industry.

What technology does IPX Retirement use?

IPX Retirement's tech stack includes jQuery CDN, WordPress, Salesforce, Shopify, Mailgun, Microsoft 365, Pardot and WP Engine.

What is IPX Retirement's email format?

IPX Retirement's email format typically follows the pattern of FLast@fpstrustco.com. Find more IPX Retirement email formats with LeadIQ.

When was IPX Retirement founded?

IPX Retirement was founded in 2013.

IPX Retirement

Q: What is IPX Retirement's official website and social media links?

IPX Retirement's official website is ipxretirement.com. IPX Retirement has social profiles on LinkedIn.

Q: How many employees does IPX Retirement have currently?

IPX Retirement has approximately 15 employees.

Q: What technology does IPX Retirement use?

IPX Retirement's tech stack includes Cloudflare CDN, Font Awesome, Pardot, Open Graph, easy pie chart.

Q: What is IPX Retirement's NAICS code?

IPX Retirement's NAICS code is 52 (Finance and Insurance).

Financial ServicesColorado, United States11-50 Employees

IPX Retirement is a financial services company that supports the distribution of lifetime income within the 401(k) space by combining trust, custody, and enabling technology. Its multi-vendor, multi-provider approach is designed to deliver value to financial advisors, plan sponsors, investment providers, insurance carriers, and the investors they serve. The firm is based in Centennial, Colorado. It operates in the retirement-focused segment of financial services, connecting various participants across the ecosystem. In 2022, IPX Retirement announced a partnership with Benetic to provide advisors online access to non-profit and governmental recordkeeping solutions.