 | This article needs additional citations for verification. Please help improve this article by adding citations to reliable sources. Unsourced material may be challenged and removed. Find sources: "Avantax" – news · newspapers · books · scholar · JSTOR (June 2020) (Learn how and when to remove this message) |
 | |
| Company type | Private |
|---|---|
| Industry | Financial services |
| Headquarters | Dallas, Texas, United States |
| Area served | United States |
| Key people | Todd Mackay (President) |
| Revenue | $666 Million |
| AUM | US$ $92+ billion (2020) |
| Number of employees | Approx. 727 |
| Parent |
|
| Website | avantax |
Avantax is a tax-focused independent broker-dealer in the United States. On November 28, 2023, Cetera completed the acquisition of Avantax.
History
Avantax (originally Blucora, Inc.) was formed in 1996 as a Delaware corporation. Significant recent events in Avantax’s history include:
| Year | Event |
|---|---|
| 2015 | Blucora announces acquisition of HD Vest |
| 2019 | Avantax closed the acquisition of all the issued and outstanding common stock of 1st Global, a tax-focused wealth management company. |
| 2020 | Avantax acquired all of the issued and outstanding common stock of HFKS. |
| 2021 | Avantax announced the rebranding of HKFS to Avantax Planning Partners. |
| 2023 | Avantax changed its corporate name from Blucora, Inc. to Avantax, Inc. |
References
- "About — Avantax® Wealth Management".
- "Cetera Completes Acquisition of Avantax". CPA Practice Advisor. Retrieved 2023-07-17.
- "HD Vest Announces Agreement to be Acquired by Blucora, Inc". Cision PR Newswire. 14 October 2015. Retrieved 10 August 2020.