State Pension Advisors

Financial Advisory Servicesstatepension.us

State Pension Advisors (State Employee Advisor Network), operated by Revenx LLC, is a Tampa-based referral platform that connects state government and university employees with independent, licensed financial advisors specializing in state pension systems across 14 US states.

Company typePrivate
Founded2018
HeadquartersTampa, United States
Headcount11–50
GTM typeB2C
OfferingServices

What State Pension Advisors does

State Pension Advisors, operating under the DBA "State Employee Advisor Network," is a marketing and referral platform run by Revenx LLC that connects state government employees and university/higher education employees with a network of independent, vetted, and licensed financial advisors. The platform conducts initial consultations to assess retirement goals, background, and location, then matches individuals with advisors trained in their specific state pension system. Services are positioned as free to consumers, with the company generating revenue through referral fees paid by participating financial professionals.

The platform offers a portfolio of advisory service categories including retirement planning, pension planning, investment planning (including 457(b), TSP, and FERS guidance), wealth management, financial planning, life insurance, and 401(k) advisory, alongside a 403(b) retirement calculator tool. Distribution is conducted online through a self-serve appointment booking flow supplemented by content marketing (blog), organic social media (Facebook, LinkedIn, X/Twitter), and per-state landing pages. The company claims a 14-state service footprint (Florida, California, Virginia, Ohio, Pennsylvania, Texas, Connecticut, Colorado, Arizona, Indiana, Iowa, New Hampshire, Illinois, and Georgia) and discloses no proprietary technology platform, app, or API. The firm is headquartered in Tampa, Florida, operates as a private LLC, and explicitly states it is not a registered investment adviser, broker-dealer, or insurance agency.

Commercially, State Pension Advisors runs a sales-led, affiliate-referral revenue model: financial professionals in the network pay Revenx LLC for marketing and referral services, while end customers receive complimentary consultations. Headcount is reported at 11–50 employees. The company claims 15+ years of experience in the state employee retirement advisory space, although the entity (Revenx LLC) was founded in 2018. No funding rounds, M&A activity, patents, certifications, named enterprise customers, or disclosed financial figures were identified in the input data.

State Pension Advisors firmographics

Firmographics

Name: State Pension Advisors
Legal name: Revenx LLC
Website: https://statepension.us
Company type: Private
Founded year: 2018
Operating status: Operating
Headcount range: 11–50 employees
Short description: State Pension Advisors (State Employee Advisor Network), operated by Revenx LLC, is a Tampa-based referral platform that connects state government and university employees with independent, licensed financial advisors specializing in state pension systems across 14 US states.
Ownership category
akta.pro rank

State Pension Advisors industry classification

Industry

Product category: Financial Advisory Services
NAICS: Portfolio Management and Investment Advice (523940), Portfolio Management and Investment Advice (52394)
SIC: Investment Advice (6282)
akta.pro primary industry: Employer Retirement Plan Advisory (401(k)/Pension) (FSAEABAE)
akta.pro secondary industries: Retirement & Distribution Planning RIAs (401(k)/IRA/Pension Rollovers) (FSAAACAE), Corporate Retirement Plan Advisory RIAs (ERISA 401(k)/403(b)) (FSAAACAF), Financial Planning–Led RIAs (FSAAACAB)

Keywords

Retirement planning services
Pension advisory
Financial planning
Wealth management
401k advisory

Where State Pension Advisors is headquartered

Location

Headquarters

HQ city: Tampa
HQ country: United States
HQ region: North America

Offices1 record

Markets served

State Pension Advisors business model

Business model

GTM type: B2C
Offering type: Services
Cost components: Marketing or Sales, Personnel, Operations, Technology or R&D

Revenue model

Referral Fee Revenue: Revenx LLC, which operates the State Employee Advisor Network platform, receives compensation from financial professionals for marketing and referral services. This creates a financial incentive to refer individuals to participating professionals. End customers receive free consultations.

Pricing tiers

Model	Billing	Price
Freemium	Others	Free consultation services for consumers

Go-to-market motion1 record

Distribution channels1 record

Marketing channels4 records

State Pension Advisors product offering

Product offering

Core offering

State Pension Advisors (also doing business as State Employee Advisor Network) operates as a marketing and referral platform run by Revenx LLC that connects state government and university employees with a network of independent, vetted, licensed financial advisors. The platform matches consumers to advisors specializing in their state's pension system and offers free initial consultations covering retirement planning, pension planning, investment planning, wealth management, financial planning, life insurance, and 401(k) advisory.

Product overview

State Employee Advisor Network is a marketing and referral platform operated by Revenx LLC that connects State Government and University employees with a network of independent, vetted, and licensed financial advisors specializing in state pension systems. The company offers a portfolio of financial advisory services including Retirement Planning, Pension Planning Consultants, Investment Planning, Wealth Management, Financial Planning, Life Insurance, and 401(k) Advisory. The platform also provides a 403(b) Retirement Calculator tool. Services are available across 14 U.S. states including Florida, California, Virginia, Ohio, Pennsylvania, Texas, Connecticut, Colorado, Arizona, Indiana, Iowa, New Hampshire, Illinois, and Georgia. The company acts as a matching service, conducting initial consultations to pair employees with advisors trained in their specific state pension system.

Differentiator

Problem solved

Functional benefit

Products and services

Retirement Planning Services Personalized financial advice based on individual financial situations and future retirement plans, helping state employees navigate the complexities of retirement timing and income planning.
Pension Planning Consultants Expert guidance on state pension systems, helping employees understand their pension benefits, retirement income goals, and what is needed to achieve them.
Investment Planning Financial goal exploration and alignment of financial resources, including guidance on 457(b) Deferred Compensation Plans, TSP, and Social Security benefits.
Wealth Management Informed advisory on financial investments, tax planning, and estate planning to help state employees manage and grow their wealth.
Financial Planning Comprehensive planning covering all aspects of an individual's financial situation and goals, including FERS retirement coordination.
Life Insurance Advice on insurance coverage that fits individual needs, helping state employees calculate coverage and close gaps in protection.
401(k) Financial Advisor Specialized advisory services for state employees managing 401(k) retirement accounts, providing guidance on contribution strategies and investment options.
403(b) Retirement Calculator Online calculator tool enabling state employees to estimate and plan their 403(b) retirement savings and projections.

Quantifiable outcome

100% client satisfaction rate based on follow-up surveys

Companies that use State Pension Advisors

Customer profile

Segments2 records

Ideal customer profiles2 records

State Pension Advisors technology and API

Technology

Technology focussed No

API detail

Has API: No
API docs
API detail

Core technology

AI maturity

App detail

State Pension Advisors partnerships and signals

Strategic signal

Partnerships

One partnership is on record.

Revenx LLCcoreOthersRevenx LLC operates the State Employee Advisor Network platform as a marketing and referral platform. The company receives compensation from financial professionals for marketing and referral services. State Employee Advisor Network connects consumers with independent, licensed financial professionals through this platform.

Scale indicators5 records

Expansion highlights4 records

State Pension Advisors competitors and assessment

Company assessment

Emerging players

Facet Wealth: Facet Wealth is a digital-first financial planning firm offering flat-fee advice across retirement, investment, tax, and estate planning, delivered via its own CFP-led advisor team. It targets a similar mass-affluent customer base as State Pension Advisors but employs advisors directly and uses a technology-led delivery model.
Boldin (formerly NewRetirement): Boldin is a retirement-planning software platform that helps consumers model retirement income, Social Security, and withdrawal strategies, with an optional marketplace of advisors. It overlaps with State Pension Advisors' 403(b) calculator and retirement-planning tools while offering a self-serve alternative to human-advisor matching.

Direct peers

SmartAsset: SmartAsset is a leading online financial-advisor matching marketplace that connects consumers to vetted advisors across retirement, investing, and financial planning. It is the most direct competitor to State Pension Advisors' referral-and-match model, with broader vertical coverage but similar affiliate-referral monetization.
WiserAdvisor: WiserAdvisor is a financial advisor matching service that pairs consumers with vetted advisors across retirement, estate, and wealth planning. It competes head-to-head with State Pension Advisors in the advisor-matching space, although without State Pension Advisors' narrow focus on state-employee pension systems.

Broad incumbents

Empower (Personal Capital): Empower acquired Personal Capital to combine recordkept retirement-plan administration with a digital wealth-management and planning platform serving retirement savers. It overlaps with State Pension Advisors in retirement, 401(k) advisory, and wealth planning, but at vastly larger scale and with proprietary technology.
Edelman Financial Engines: Edelman Financial Engines is a large, established RIA specializing in 401(k) and employer-sponsored retirement plan advisory, serving millions of participants. It competes with State Pension Advisors at the retirement-advice layer for state employees but operates a fully employed-advisor model rather than a referral marketplace.
TIAA: TIAA is a long-established financial services provider specializing in retirement plans for higher-education and not-for-profit employees, with deep state-pension and 403(b) expertise. It directly overlaps with State Pension Advisors' higher-education and state-employee customer segment, but offers captive investment products rather than advisor referrals.
Fidelity Retirement Planning: Fidelity provides retirement-planning tools, 401(k)/403(b) advisory, and access to CFP-guided planning for individuals, including state employees saving in 457(b) and other public-sector plans. It is a broad incumbent alternative to State Pension Advisors' retirement and pension advisory services, with proprietary digital tools and an in-house advisor force.
Prudential Retirement Strategies: Prudential offers retirement planning, annuities, and individual retirement-planning advice through Prudential Advisors, including a strong focus on public-sector and state-employee retirement income strategies. It competes in the same retirement-and-pension advisory category as State Pension Advisors but with a much broader product set and direct advisor employment.
Vanguard Personal Advisor: Vanguard Personal Advisor combines a low-cost digital advice platform with human CFP-led planning for retirement, investing, and 401(k)/403(b) rollover advice. It targets a similar mass-affluent retirement-planning customer and competes with State Pension Advisors on retirement income and pension-related advice, but at much larger scale and on a captive AUM model.

Market position

Strengths4 records

Weaknesses4 records

Competitive moat4 records

Key risks6 records

Key highlights6 records

Customer concentration

State Pension Advisors financial estimates

Financial estimate

Revenue estimate

Valuation estimate

State Pension Advisors leadership team

Management profile

Number of profiles

State Pension Advisors funding detail

Funding detail

Funding overview

Funding rounds

Investors

Funding detail is available on the Subscription and Enterprise plan.Contact sales →

State Pension Advisors M&A and investment

M&A and investment

M&A

Investments

M&A and investment is available on the Subscription and Enterprise plan.Contact sales →

Frequently asked questions about State Pension Advisors

What does State Pension Advisors do?

Is State Pension Advisors a public or private company?

State Pension Advisors is a private company. It is classified as founder individual operated bootstrapped and is currently operating.

When was State Pension Advisors founded?

State Pension Advisors was founded in 2018. It employs 11 to 50 people.

Where is State Pension Advisors based?

State Pension Advisors is headquartered in Tampa, United States, in the North America region.

How does State Pension Advisors make money?

One revenue line is on record: referral Fee Revenue.

Who are State Pension Advisors's main competitors?

Emerging players on record are Facet Wealth and Boldin (formerly NewRetirement). Direct peers are SmartAsset and WiserAdvisor. Broad incumbents are Empower (Personal Capital), Edelman Financial Engines, TIAA, Fidelity Retirement Planning, Prudential Retirement Strategies and Vanguard Personal Advisor.

Does State Pension Advisors have an API?

No public API is recorded for State Pension Advisors.

What industry is State Pension Advisors in?

State Pension Advisors's product category is Financial Advisory Services. Its primary akta.pro industry code is FSAEABAE, Employer Retirement Plan Advisory (401(k)/Pension), with a secondary code of FSAAACAE, Retirement & Distribution Planning RIAs (401(k)/IRA/Pension Rollovers). Its NAICS code is 523940 and its SIC code is 6282.