Avantax

From Wikipedia, the free encyclopedia

Avantax is a tax-focused independent broker-dealer in the United States. On November 28, 2023, Cetera Financial Group completed the acquisition of Avantax.[2]

TypePrivate
Headquarters,
United States
Area served
United States
Quick facts Type, Industry ...
Avantax, Inc.
TypePrivate
IndustryFinancial services
Headquarters,
United States
Area served
United States
Key people

Todd Mackay (President)
Revenue$666 Million
AUMUS$ $92+ billion (2020)[1]
Number of employees
Approx. 727
Parent
Websiteavantax.com
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History

Avantax (originally Blucora, Inc.) was formed in 1996 as a Delaware corporation.[3]

In November 2023 it was announced that Avantax would be acquired by Cetera for $1.2 billion. As a result of the acquisition, the company delisted from Nasdaq and became a business unit of Cetera.[4]

References

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