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Avantax Inc (Avantax), a subsidiary of Aretec Group Inc d/b/a Cetera Holdings, is a financial services company that specializes in tax-intelligent investing. The company's main activities include personal wealth and financial planning, wealth management, retirement planning, and support for tax professionals and CPAs. Avantax offers comprehensive financial services and products, with a focus on holistic, tax-smart approaches to wealth management. The company's services are utilized by families, individuals, and small businesses, as well as independent tax and non-tax professionals. Avantax operates through a network of independent professionals across the US. Avantax is headquartered in Dallas, Texas, the US.
Headquarters
United States of America
Address
3200 Olympus Blvd., Suite 100, Dallas, Texas, 75019
Website
www.avantax.com
Telephone
1 972 8706000
Industry
Financial Services
Revenue (2022)
$666.5M
Avantax Inc premium industry data and analytics
Products and Services
| Services |
|---|
| Wealth Management Solutions |
| Investment Advisory Solutions |
| Retirement Plan Services |
| XYZ |
| XYZ |
| XYZ |
History
History section provides information on new products, mergers, acquisitions, expansions, approvals, and many more key events.
| Year | Event | Description |
|---|---|---|
| 2025 | Asset Purchase | In May, the company acquired the assets of WealthCare Financial Group LLC. |
| 2025 | Asset Purchase | In January, the company announced the acquisition of assets of Sweeney Kovar, LLP, a wealth management and accounting firm. |
| 2024 | Acquisitions/Mergers/Takeovers | In September, the company announced the acquisition of SEP Financial Services. |
Competitor Comparison
| Key Parameters | Avantax Inc | Intuit Inc | Ameriprise Financial Inc | Raymond James Financial Inc | H&R Block Inc |
|---|---|---|---|---|---|
| Headquarters | United States of America | United States of America | United States of America | United States of America | United States of America |
| City | Dallas | Mountain View | Minneapolis | St. Petersburg | Kansas City |
| State/Province | Texas | California | Minnesota | Florida | Missouri |
| No. of Employees | - | 18,200 | 13,600 | 19,500 | 4,300 |
| Entity Type | Private | Public | Public | Public | Public |
Executives
| Name | Position | Board | Since | Age |
|---|---|---|---|---|
| Todd C Mackay | President - Avantax Wealth Management | Senior Management | 2020 | 49 |
| Suman Aluru | Vice President - Software Engineering | Senior Management | - | - |
| Michael Kobs | Vice President - Enterprise Relationships and Business Consulting | Senior Management | - | - |
| Dan Kocher | Vice President - Service Excellence | Senior Management | - | - |
| Holly Manton | Vice President - Product Management | Senior Management | - | - |
| Non Dignissim Eros | Proin vel | Convallis | 2026 | XY |
| Non Dignissim Eros | Proin vel | Convallis | 2026 | XY |
| Non Dignissim Eros | Proin vel | Convallis | 2026 | XY |
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