Blucora Employee Directory
Financial ServicesTexas, United States501-1000 Employees
Avantax, Inc., part of the Cetera Holdings community, provides tax-aware wealth management solutions for financial professionals, tax professionals and CPA firms. It runs two related business models: Avantax Wealth Management serves independent financial professionals, while Avantax Planning Partners operates as an employee-based model. The organization delivers its services through its broker-dealer and registered investment adviser entities and through affiliated insurance agencies; it does not directly supervise tax or accounting services. A nationwide network of financial professionals acts as independent contractors, and the company collaborates with CPA firms to provide integrated financial planning and advisory services. Headquartered in the Dallas area, Texas, Avantax positions itself in the financial services sector by integrating tax considerations into advisory planning. In May 2025, Avantax announced the acquisition of assets from WealthCare Financial Group, expanding its advisor network.
1-888-653-2347 
support@leadiq.com 
