AVANTAX INC
About AVANTAX INC
Avantax Inc is a provider of integrated tax-focused wealth management services and software, assisting consumers, small business owners, tax professionals, financial professionals, and certified public accounting firms. The firm has two distinct models in business: the independent Financial Professional model and the employee-based model. It refers to the independent Financial Professional model as Avantax Wealth Management offering services through its registered broker-dealer, registered investment advisor (RIA), and insurance agency subsidiaries. The employee-based model refers to Avantax Planning Partners offering services through its RIA and insurance agency by partnering with CPA firms to provide their consumer and small-business clients with financial planning and advisory services.
- CEO
- Mr. Christopher W. Walters
- Employees
- 727
- Fiscal year end
- 12-31
- Website
- avantax.com
Company profile
- Exchange
- US
- Symbol
- AVTA
- Market-cap rank
- #3280
- Market cap
- 956.74M
- Float cap
- 956.74M
- Shares out
- 36.81M
- Float shares
- 36.81M
Sectors & themes
Quote time 2026-10-08 19:54:59 · For reference only, not investment advice and not tailored to your situation.
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