AVTA
- Avantax, Inc.
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Overview
Company Summary
Avantax, Inc., known by its ticker symbol AVTA, is a financial services company that provides a range of financial planning, wealth management, and tax advisory services to individuals and businesses. Formerly known as HD Vest Financial Services, Avantax serves as a subsidiary of Blucora, Inc.
Avantax operates through a nationwide network of independent financial professionals, including certified public accountants (CPAs), tax attorneys, financial advisors, and tax professionals. These professionals collaborate with clients to create comprehensive financial plans tailored to their unique needs and goals. The company's services encompass investment management, retirement planning, estate planning, insurance solutions, tax planning, and tax preparation.
One of Avantax's key differentiators is its integrated approach to wealth management and tax advising, enabling clients to receive comprehensive financial guidance that takes into account their tax liabilities and strategies. Through these approaches, Avantax aims to help clients optimize their wealth, minimize tax burdens, and plan for long-term financial stability.
Avantax also provides a technology platform, Avantax Wealth Management, which offers an array of tools and resources to support financial professionals in delivering personalized and efficient services to their clients. This platform combines client relationship management, investment research, tax software, and other technology solutions to enhance the client experience and streamline operations.
In summary, Avantax, Inc. is a financial services company that specializes in providing financial planning, wealth management, and tax advisory services through a network of independent professionals. The company's integrated approach aims to optimize client wealth and minimize tax burdens, ultimately helping individuals and businesses achieve their financial goals.