Avantax Inc (Avantax), formerly Blucora Inc, offers technology-enabled financial and wealth management services. The company provides products and services in wealth management. It delivers technology tools and an open architecture investment platform to support financial advisors. Avantax through its Avantax Retirement Plan Services offers financial planning, advisory services as well as retirement plan services. The company provides its services through its registered investment advisor, registered broker-dealer and insurance agency subsidiaries. It offers wealth management solutions for financial professionals, CPA firms, tax professionals and clients. Avantax is headquartered in Dallas, Texas, the US.
Headquarters
United States of America
Address
3200 Olympus Blvd., Suite 100, Dallas, Texas, 75019
Website
www.avantax.com
Telephone
1 972 8706000
No of Employees
727
Industry
Financial Services
Revenue (2022)
$666.5M
Avantax Inc premium industry data and analytics
Products and Services
| Services |
|---|
| Wealth Management Solutions |
| Investment Advisory Solutions |
| Retirement Plan Services |
| XYZ |
| XYZ |
| XYZ |
History
History section provides information on new products, mergers, acquisitions, expansions, approvals, and many more key events.
| Year | Event | Description |
|---|---|---|
| 2023 | Ownership Changes | In November, the company was acquired by Cetera Holdings. |
| 2023 | Acquisitions/Mergers/Takeovers | In August, the company acquired Summit Wealth Advocates, a wealth management firm. |
| 2023 | Corporate Changes/Expansions | In January, the company changed its name to Avantax Inc. |
Competitor Comparison
| Key Parameters | Avantax Inc | Ameriprise Financial Inc | Intuit Inc | Raymond James Financial Inc | H&R Block Inc |
|---|---|---|---|---|---|
| Headquarters | United States of America | United States of America | United States of America | United States of America | United States of America |
| City | Dallas | Minneapolis | Mountain View | St Petersburg | Kansas City |
| State/Province | Texas | Minnesota | California | Florida | Missouri |
| No. of Employees | 727 | 13,800 | 18,200 | 18,000 | 4,000 |
| Entity Type | Private | Public | Public | Public | Public |
Executives
| Name | Position | Board | Since | Age |
|---|---|---|---|---|
| Georganne C Proctor | Chairman | Executive Board | 2019 | 66 |
| Christopher W Walters | Chief Executive Officer; Director; President | Executive Board | 2020 | 49 |
| Marc Mehlman | Treasurer; Chief Financial Officer | Senior Management | 2022 | 46 |
| Chris McClellen | Chief Technology Officer | Senior Management | - | - |
| Tabitha Bailey | Secretary; Chief Legal Officer | Senior Management | 2023 | 37 |
| Non Dignissim Eros | Proin vel | Convallis | 2024 | XY |
| Non Dignissim Eros | Proin vel | Convallis | 2024 | XY |
| Non Dignissim Eros | Proin vel | Convallis | 2024 | XY |
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