Symbols

AVTA(Delisted)

Avantax·NASDAQ

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Key Stats

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0.000052 WK RANGE0.0000

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Prev.Close

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Market Cap

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52 Week High

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About AVTA

Avantax, Inc.

A provider of data and technology-driven tax software and wealth management solutions

Industry

Established Date

Listing Date

12/15/1998

Exchange

NASDAQ Stock Exchange

Full-time Employees

727

Fiscal Year Ends

12-31

Website

www.avantax.com

Security Type

Common stock

Office address

3200 Olympus Blvd, Suite 100, Dallas, Texas 75019

Business

Introduction

Founded in 1996, Avantax, Inc., a Delaware corporation, provides financial professionals, tax professionals and CPA firms with tax-centric wealth management solutions that support their goal of minimizing their clients' tax burdens through comprehensive tax-centric financial planning. The company has two different but related models in its business: a standalone financial professional model and an employee-based model. The company calls its independent financial professional model Avantax Wealth Management. Avantax Wealth Management, which provides services through its registered broker-dealer, registered investment advisor (RIA) and insurance agency subsidiaries, is the leading tax-focused independent broker-dealer in the United States, partnering with a national network of financial professionals operating as independent contractors. The company calls its employee-based model Avantax Planning Partners. Avantax Planning Partners, through its RIAs and insurance agencies, works with CPA firms to provide comprehensive financial planning and consulting services to consumers and small business clients. As of September 30, 2022, the company's total client assets were $73 billion.

Company Financials

EPS

AVTA has released its 2023 Q3 earnings. EPS was reported at 0.36, versus the expected 0.19, beating expectations. The chart below visualizes how AVTA has performed over recent quarters, highlighting trends in earnings surprises.

Revenue & Expenses

AVTA has released its 2023 Q3 earnings report, with revenue of 192.34M, reflecting a YoY change of 16.55%, and net profit of -1.50M, showing a YoY change of 93.16%. The Sankey diagram below clearly presents AVTA's revenue sources and cost distribution.