Avantax

📍 Dallas, United States🗓 Founded 1983👥 619 employees💰 Last funded Oct 2019
Financial Services🌐 avantax.com
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Avantax, a unique community within Cetera Holdings, delivers tax-intelligent wealth management solutions for financial professionals, tax professionals & CPA firms, supporting its goal of minimizing clients’ tax burdens through comprehensive tax-intelligent financial planning. Avantax has two distinct, but related, models within its business: the independent Financial Professional model & the employee-based model. Avantax refers to its independent Financial Professional model as Avantax Wealth Management®. Avantax Wealth Management (AWM) works with a nationwide network of Financial Professionals operating as independent contractors & offers its services through its registered broker-dealer, Avantax Investment Services, Inc., Member FINRA, SIPC, registered investment advisor (RIA), Avantax Advisory Services, Inc., & insurance agency subsidiaries. We refer to our employee-based model as Avantax Planning Partners℠. Avantax Planning Partners offers services through its RIA, insurance agency, & affiliated broker-dealer, Avantax Investment Services, Inc., & partners with CPA firms to provide their consumer & small-business clients with holistic financial planning & advisory services. Securities offered through Avantax Investment Services℠, Member FINRA (www.finra.org), SIPC (www.sipc.org). Investment advisory services offered through Avantax Advisory Services℠. Insurance services offered through licensed agents of Avantax Insurance Agency℠ & Avantax Insurance Services℠. 3200 Olympus Blvd., Suite 100, Dallas, TX, 75019, 972-870-6000. Visit Avantax.com/social_policy for more information. Avantax exclusively provides financial products and services & does not directly provide or supervise tax or accounting services. Its affiliated Financial Professionals may offer those services through their independent outside businesses. Financial Professionals’ outside companies arent registered investment advisers.
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Total investors
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Early stage
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Mid stage
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1983
Founded

Investors

2 investors
All
Early stage
Mid stage
Late stage
Investor geography1 country
United States
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Frequently asked questions
Who invested in Avantax?
Avantax has 2 investors on record on gritt.io.
When did Avantax last raise funding?
The most recent investment in Avantax recorded on gritt.io was in October 2019.
When was Avantax founded?
Avantax was founded in 1983.
What industry is Avantax in?
Avantax operates in Financial Services. Find similar Financial Services investors on gritt.io.
Where is Avantax based?
Avantax is headquartered in Dallas, United States.