Provider of comprehensive financial planning and wealth management services through its network of financial professionals.
Avantax, Inc., headquartered in Dallas, Texas, stands as a leading provider of comprehensive wealth management solutions tailored for a diverse clientele across the United States. Founded in 1983 and formerly known as Blucora, Inc., the company rebranded to Avantax, Inc. in January 2023. Avantax offers a sophisticated integrated platform equipped with technical, practice, compliance, operations, sales, and product support tools. These tools empower financial professionals, tax professionals, certified public accounting firms, consumers, and small business owners to deliver tax-advantaged planning, investing, and wealth management services.
Central to Avantax's offerings are robust financial planning and advisory services, designed to meet the unique needs and goals of individual and business clients. The company specializes in retirement plan solutions, providing strategic guidance and investment options aimed at securing long-term financial stability and growth. By combining innovative technology with personalized financial strategies, Avantax ensures its clients receive tailored solutions that align with their financial objectives.
Avantax's commitment to excellence and client-centric approach has solidified its position as a trusted partner in wealth management. Through its integrated platform and comprehensive support tools, Avantax continues to empower financial professionals to navigate complex financial landscapes effectively. As the company looks towards the future, it remains dedicated to advancing its services and capabilities, leveraging technology and expertise to drive financial success and security for its clients nationwide.