Avantax, Inc. (AVTA) is a publicly traded company in the Financial Services sector, operating within the Asset Management industry. The company is headquartered in Coppell, TX, United States. The current CEO is Christopher W. Walters.
AVTA has IPO date of 1998-12-15, 727 full-time employees, listed on the NASDAQ Global Select.
Avantax, Inc. provides wealth management solutions to consumers, small business owners, tax professionals, financial professionals, and certified public accounting firms in the United States. The company offers an integrated platform of technical, practice, compliance, operations, sales, and product support tools that enable to offer tax-advantaged planning, investing, and wealth management services. It also provides financial planning and advisory services, and retirement plan solutions. The company was formerly known as Blucora, Inc. and changed its name to Avantax, Inc. in January 2023. Avantax, Inc. was founded in 1983 and is headquartered in Dallas, Texas.