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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.
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DALLAS, July 02, 2024 (GLOBE NEWSWIRE) -- Avantax®, Inc., a unique community within Cetera Holdings and a leader in tax-focused financial planning and wealth management, announced today that it has b...
DALLAS, June 04, 2024 (GLOBE NEWSWIRE) -- Avantax® Inc., a leader in tax-focused financial planning and wealth management, welcomes Erin Hinzmann who joined Avantax Wealth Management (Avantax) via Al...
Psagot Value Holdings Ltd. Israel lifted its stake in NVIDIA Co. (NASDAQ:NVDA – Free Report) by 5.6% in the fourth quarter, according to its most recent Form 13F filing with the Securities &...
Avantax Advisory Services Inc. grew its stake in NVIDIA Co. (NASDAQ:NVDA – Free Report) by 1.1% in the 4th quarter, according to its most recent filing with the SEC. The firm owned 120,977 share...
Quadrant Capital Group LLC grew its holdings in shares of Edison International (NYSE:EIX – Free Report) by 9.8% in the 4th quarter, according to its most recent disclosure with the SEC. The fund...
Avantax Advisory Services Inc. reduced its position in shares of Watsco, Inc. (NYSE:WSO – Free Report) by 49.3% in the 4th quarter, according to the company in its most recent disclosure with th...
Quadrant Capital Group LLC increased its stake in shares of Check Point Software Technologies Ltd. (NASDAQ:CHKP – Free Report) by 20.6% in the 4th quarter, according to its most recent Form 13F ...
Meridian Wealth Management LLC acquired a new position in shares of UBS AG FI Enhanced Large Cap Growth ETN (NYSEARCA:FBGX – Free Report) in the 4th quarter, according to its most recent 13F fil...
Avantax Advisory Services Inc. trimmed its position in Albemarle Co. (NYSE:ALB – Free Report) by 13.2% during the fourth quarter, according to its most recent disclosure with the Securities and ...
