AVANTAX INC (AVTA)
US0952291005 - Common Stock
AVANTAX INC
NASDAQ:AVTA (11/27/2023, 8:00:01 PM)
After market: 25.995 +0.01 (+0.02%)25.99
-0.01 (-0.04%)
Company Profile
Avantax, Inc. engages in the provision of integrated tax-focused wealth management services and software. The company is headquartered in Dallas, Texas and currently employs 727 full-time employees. Its integrated tax-focused wealth management services consist of the operations of Avantax Wealth Management and Avantax Planning Partners. Avantax Wealth Management provides tax-focused wealth management solutions for financial professionals, tax professionals, CPA firms and their clients. Avantax Wealth Management offers its services through its registered broker-dealer, registered investment advisor (RIA), and insurance agency subsidiaries and is a United States tax-focused independent broker-dealer. Avantax Planning Partners is an in-house/employee-based RIA, insurance agency and wealth management business that partners with certified public accounting (CPA) firms in order to provide their consumer and small business clients with holistic financial planning and advisory services, as well as retirement plan solutions through Avantax Retirement Plan Services.
Company Info
AVANTAX INC
3200 Olympus Blvd., Suite 100
Dallas TEXAS
P: 19728706000.0
Employees: 727
Website: https://www.avantax.com/
AVTA News
a year ago - Seeking AlphaCarlyle Group, WP Carey poised to join S&P MidCap 400 (NASDAQ:CG)Carlyle Group and W.P. Carey stocks surge after being added to the S&P MidCap 400, while ICU Medical and Worthington Industries drop down to the SmallCap 600.
a year ago - Cetera Financial GroupCetera Holdings Announces Close of Avantax Acquisition/PRNewswire/ -- Avantax, Inc. (NASDAQ: AVTA) and Cetera Holdings, the holding company of Cetera Financial Group, announced today the successful completion of...
a year ago - AvantaxAvantax Welcomes Financial Advisors Joshua Heims and Alan Gnoinski with Nearly $100 Million in Total Client AssetsFocused on growth and expanding partnerships with tax professionals, Heims and Gnoinski bring their New York-based Lincoln Sparrow Advisors team to Avantax from SagePoint Financial
a year ago - AvantaxAvantax Welcomes Financial Advisors Joshua Heims and Alan Gnoinski with Nearly $100 Million in Total Client AssetsFocused on growth and expanding partnerships with tax professionals, Heims and Gnoinski bring their New York-based Lincoln Sparrow Advisors team to Avantax...
a year ago - AvantaxAvantax Hosts its Largest-Ever National Conference as Attendees Gather in Chicago, Showcasing the Peer-to-Peer Power of the Avantax CommunityThe event’s “Profound Approach, Enduring Impact” theme reflects how independent Avantax Financial Professionals’ tax-intelligent approach to financial planning changes clients’ lives
a year ago - AvantaxAvantax Hosts its Largest-Ever National Conference as Attendees Gather in Chicago, Showcasing the Peer-to-Peer Power of the Avantax CommunityThe event’s “Profound Approach, Enduring Impact” theme reflects how independent Avantax Financial Professionals’ tax-intelligent approach to financial...
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