Financial Snapshot
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About AVANTAX, INC.
Avantax, Inc. engages in the provision of integrated tax-focused wealth management services and software. The company is headquartered in Dallas, Texas and currently employs 727 full-time employees. Its integrated tax-focused wealth management services consist of the operations of Avantax Wealth Management and Avantax Planning Partners. Avantax Wealth Management provides tax-focused wealth management solutions for financial professionals, tax professionals, CPA firms and their clients. Avantax Wealth Management offers its services through its registered broker-dealer, registered investment advisor (RIA), and insurance agency subsidiaries and is a United States tax-focused independent broker-dealer. Avantax Planning Partners is an in-house/employee-based RIA, insurance agency and wealth management business that partners with certified public accounting (CPA) firms in order to provide their consumer and small business clients with holistic financial planning and advisory services, as well as retirement plan solutions through Avantax Retirement Plan Services.
Industry: Finance Services Peers: MidCap Financial Investment Corp Associated Capital Group, Inc. Bain Capital Specialty Finance, Inc. Barings BDC, Inc. Blackstone Inc. VIRTUS INVESTMENT PARTNERS, INC. Oaktree Specialty Lending Corp New Mountain Finance Corp P10, Inc. SLR Investment Corp.
