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Avantax

Avantax is a tax-focused independent broker-dealer in the United States. On November 28, 2023, Cetera completed the acquisition of Avantax.[2]

History

Avantax (originally Blucora, Inc.) was formed in 1996 as a Delaware corporation. Significant recent events in Avantax’s history include:

References

  1. ^ "About — Avantax® Wealth Management".
  2. ^ "Cetera Completes Acquisition of Avantax". CPA Practice Advisor. Retrieved 2023-07-17.
  3. ^ "HD Vest Announces Agreement to be Acquired by Blucora, Inc". Cision PR Newswire. 14 October 2015. Retrieved 10 August 2020.

External links