Avantax, Inc. (AVTA) Research

Headquartered in Dallas, Texas, Avantax, Inc., founded in 1983, delivers extensive financial and wealth management services throughout the United States. The company serves a diverse clientele, including individual consumers, entrepreneurs, and various financial sector professionals such as tax specialists, financial advisors, and certified public accounting firms. Avantax equips these entities with a comprehensive, integrated platform that includes vital technical, operational, compliance, sales, and product assistance. This powerful system enables its users to offer clients tax-efficient planning, investment strategies, and overarching wealth management solutions. Furthermore, Avantax provides dedicated financial planning and advisory support, along with specialized retirement plan offerings. The company adopted its current name, Avantax, Inc., in January 2023, having previously been known as Blucora, Inc.

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