AVTA(Delisted)
AvantaxยทNASDAQ
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AVTA Profile
Avantax, Inc.
A provider of data and technology-driven tax software and wealth management solutions
3200 Olympus Blvd, Suite 100, Dallas, Texas 75019
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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.
