About Avantax
Avantax is a company based in Dallas (United States) founded in 1983 was acquired by Cetera in September 2023. The company has 1,051 employees as of December 31, 2021. Avantax has completed 7 acquisitions, including GA Investment Management, Gene Bell & Associates and GuideVine.
- Headquarter Dallas, United States
- Employees 1051 as on 31 Dec, 2021
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Sectors
Business Services
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Phone
Locked
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Website
Locked
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Social
Locked
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Annual Revenue
$666.5 M (USD)1as on Dec 31, 2022
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Net Profit
$420.25 M (USD)5318as on Dec 31, 2022
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EBITDA
$544 K (USD)101as on Dec 31, 2022
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Latest Funding Round
$201.25 M (USD), Post-IPO
Mar 15, 2013
- Investors
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Employee Count
1051
as on Dec 31, 2021
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Investments & Acquisitions
GA Investment Management
& 6 more
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Acquired by
Cetera
(Sep 11, 2023)
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People of Avantax
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Leadership Team
18 people
Legal and Compliance
14 people
Software Development Team
10 people
Sales and Marketing
10 people
Finance and Accounting
9 people
Product Management Team
5 people
Investment Team
4 people
Registered Team
4 people
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Funding Insights of Avantax
Investors in Avantax
Avantax has secured backing from 1 investor, including institutional investors. Prominent investors backing the company include Cetera.
| Investor | Description | Founded Year | Domain | Location |
|---|---|---|---|---|
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Financial advisory services are offered to independent advisors and institutions.
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Locked | Locked | Locked |
Investor details for Avantax
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Investments & Acquisitions by Avantax
Avantax has strategically engaged in corporate development activities, having acquired 7 companies. Notable acquisitions include GA Investment Management, Gene Bell & Associates and GuideVine.
Investment portfolio details for Avantax
Portfolio company identities, transaction dates, round details, and investment values require an active premium plan.
- Portfolio identities
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| Company Name | Description | Domain | Location | Founded Year | Amount |
|---|---|---|---|---|---|
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Investment management services are provided by Myitws.com to clients.
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Locked | Locked | 2022 | Locked | |
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Wealth management and investment advisory services are provided to clients.
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Locked | Locked | 2019 | Locked | |
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Diversified investment management is handled by the firm.
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Locked | Locked | 2014 | Locked |
Complete acquisition details for Avantax
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Financial Statements - Avantax
Detailed financials for Avantax
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Avantax Comparisons
Peer comparison for Avantax
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Competitors of Avantax
Detailed competitors of Avantax
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Latest news on Avantax
Complete news archive for Avantax
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Frequently Asked Questions about Avantax
Avantax was founded in 1983 and raised its 1st funding round 30 years after it was founded.
Avantax is headquartered in Dallas, United States. It is registered at Dallas, Texas, United States.
As of Dec 31, 2021, the latest employee count at Avantax is 1,051.
Annual revenue of Avantax is $666.5M as on Dec 31, 2022.
Avantax was established in 1983 and is headquartered in Dallas, United States. Operations are centered in the financial services sector, where comprehensive wealth management solutions are provided to clients. Services encompass planning, investment advisory, and tax strategies, with a focus on integrated approaches to personal and business finances. The company serves individuals and advisors across the United States through its digital platform and advisory network.
Avantax has made 7 acquisitions, including GA Investment Management, Gene Bell & Associates, and GuideVine.
Avantax has 1 investor. Key investors include Cetera.