About 1st Global
1st Global is a Financial Services company based in Dallas (United States) founded in 1995, and was acquired by Blucora in March 2019. Diversified asset management services are provided to various clients. Its focus areas include Asset Management and Diversified. Its competitors include Fidelity Investments, Morgan Stanley and Northwestern Mutual; 1 of its 3 listed competitors has raised funding.
Company details
Avantax was established in 1995 as a diversified asset management firm based in Dallas, United States. Operations focus on asset management within the financial services sector, where investment advisory and wealth management solutions are delivered to individual and institutional clients. Services encompass portfolio management, retirement planning, and risk assessment, primarily conducted through digital and advisory platforms. Geographic presence centers on the U.S. market, with oversight from the Dallas headquarters.
- Headquarters Dallas, United States
- Stage Acquired
- SectorsFinancial Services
- Phone•••• ••••
- Website 1stglobal.com
- Social X
- Acquired by Blucora (Mar 2019)
Investors in 1st Global
1st Global has secured backing from 1 investor. Prominent investors backing the company include Blucora.
| Investor | Description | Founded Year | Domain | Location |
|---|---|---|---|---|
| blucora.com |
Investor details for 1st Global
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People of 1st Global
8 people are tracked at 1st Global (4 in leadership, 4 in team).
| Name | Role | Group |
|---|---|---|
Stephen A. Batman | Chairman & CEO | Leadership |
John Mims | Business Development Research Analyst; Business Development Marketing Director | Leadership |
Robert Jackson Cfp® | Vice President, Advisory Solutions | Leadership |
Felisha Pullen | Director, Client Advocacy | Leadership |
Sarah Merrill | WIN Event Planner | Team |
Trent Lujin | Relationship Manager | Team |
Jennifer Pierce | Administrative Assistant | Team |
Greg Toy | Client Service Representative | Team |
Complete people profiles for 1st Global
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Timeline of 1st Global
2 dated milestones of 1st Global across 24 years, from founding to its latest funding, stage changes and deals.
- Founded 1st Global is founded.
- Exit Acquired by Blucora.
Competitors of 1st Global
1st Global has 3 listed competitors in our database, 1 of them funded. They include Fidelity Investments, Morgan Stanley and Northwestern Mutual.
| Company Name | Domain | Founded | HQ Location | Total funding | Employees | Description |
|---|---|---|---|---|---|---|
| fidelity.com | 1946 | Boston, United States | $517.99M | 24,000 | Provider of brokerage accounts, retirement planning, wealth management, and trading platforms | |
| morganstanley.com | 1935 | New York, United States | 49 | Wealth management, investment advisory, and financial services are provided. | ||
| northwesternmutual.com | 1857 | Milwaukee, United States | 6,661 | Northwestern Mutual is engaged in financial planning and insurance services. |
Detailed competitors of 1st Global
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Web traffic of 1st Global
Websites that share an audience with 1st Global (1stglobal.com).
Websites whose visitors overlap most with 1st Global. Affinity shows how closely the audiences match.
| Website | Domain | Audience affinity | Monthly visits | Global rank | Profile |
|---|---|---|---|---|---|
thetradepros.com | thetradepros.com | 100% | – | ||
| mtspartners.com | 100% | #2,041,486 | View details | ||
| firstcommand.com | 100% | 680.7K | #132,039 | View details | |
shorelinetrading.com | shorelinetrading.com | 100% | – | ||
sharkopciones.com | sharkopciones.com | 100% | #3,290,656 | – | |
| •••••••••• | ••••••.com | ••% | •.•M | #••••• | – |
| •••••••••• | ••••••.com | ••% | •.•M | #••••• | – |
| •••••••••• | ••••••.com | ••% | •.•M | #••••• | – |
All 10 similar websites and full traffic analytics for 1st Global
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Top companies in Asset Management
3 companies that operate in the same segment as 1st Global (Asset Management) in United States, ranked by their profile score on The Company Check.
| Company | Description | Founded | Location | Total funding | Revenue | Employees |
|---|---|---|---|---|---|---|
Provider of brokerage accounts, retirement planning, wealth management, and trading platforms | 1946 | Boston, Massachusetts, United States | USD 517.99 M | |||
Investment banking services are delivered across multiple financial sectors. | 1869 | New York, New York, United States | USD 126.21 B | 46,500 | ||
Mutual life insurance company | 1851 | Springfield, United States | 10,466 |
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Related news about 1St Global
Complete news archive for 1st Global
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Frequently Asked Questions about 1st Global
1st Global was founded in 1995.
1st Global is headquartered in Dallas, United States. It is registered at Dallas, Texas, United States.
Avantax was established in 1995 as a diversified asset management firm based in Dallas, United States. Operations focus on asset management within the financial services sector, where investment advisory and wealth management solutions are delivered to individual and institutional clients. Services encompass portfolio management, retirement planning, and risk assessment, primarily conducted through digital and advisory platforms. Geographic presence centers on the U.S. market, with oversight from the Dallas headquarters.
1st Global's top competitors include Fidelity Investments, Northwestern Mutual and Morgan Stanley.
1st Global has 1 investor. Key investors include Blucora.
Yes. 1st Global was acquired by Blucora in March 2019.