Avantax, Inc. (AVTA)

NASDAQ: AVTA · IEX Real-Time Price · USD
+0.80 (3.77%)
Jun 2, 2023, 4:00 PM EDT - Market closed

Company Description

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.

Avantax, Inc.
Country United States
Founded 1996
IPO Date Dec 15, 1998
Industry Asset Management
Sector Financials
Employees 727
CEO Christopher W. Walters

Contact Details

3200 Olympus Blvd., Suite 100
Dallas, Texas 75019
United States
Phone 972-870-6000
Website avantax.com

Stock Details

Ticker Symbol AVTA
Exchange NASDAQ
Fiscal Year January - December
Reporting Currency USD
CIK Code 0001068875
Employer ID 91-1718107
SIC Code 6199

Latest SEC Filings

Date Type Title
May 8, 2023 S-8 Securities to be offered to employees in employee benefit plans
May 8, 2023 10-Q Quarterly Report
May 8, 2023 8-K Current Report
May 5, 2023 8-K Current Report
Apr 5, 2023 DEFR14A Filing
Apr 4, 2023 8-K Current Report
Apr 3, 2023 DEF 14A Other definitive proxy statements
Mar 24, 2023 PRE 14A Other preliminary proxy statements
Mar 1, 2023 8-K Current Report
Mar 1, 2023 SC TO-I/A Filing