Blucora, Inc.

Overview

Blucora Inc (Blucora) offers technology-enabled financial services. The company provides products and services in tax preparation and wealth management. It offers technology tools and an open architecture investment platform to support financial advisors. The company had various advisors with branch offices in the US states, who used the Avantax platform. Blucora’s carries out tax preparation solutions including digital do-it-yourself (DDIY) tax preparation solutions through TaxAct website. It provides solutions to consumers, tax professionals and small business owners. The company also offers services such as refund payment transfer, stored value card services, audit defense and retirement investment accounts. Blucora is headquartered in Dallas, Texas, the US.
Key Stats
Address
3200 OLYMPUS BLVD., SUITE 100, DALLAS, Texas
Headquarters

United States of America

Contact

1 972 8706000

Website
www.blucora.com
No of Employees

846

Industry

Financial Services

Ticker Symbol & Exchange​

BCOR [NASD]

Revenue (2020)

$755 m

5.2% (2020 vs 2019)
Net Income (2020)

$-343 m

-812.4% (2020 vs 2019)
Net Profit Margin

-45 %

-776.6% (2020 vs 2019)
Market Cap *

$788 m

EPS *

$-7.1

  *Note: Ratios based on the share price as of 8-September-2021, in absolute numbers and US$.

Peer Comparison

Key Parameters Blucora, Inc.Intuit IncH&R Block IncVertex Inc.
Key Information
Headquarters United States of America United States of America United States of America United States of America
Headquarter City DALLAS MOUNTAIN VIEW KANSAS CITY KING OF PRUSSIA
Headquarter State/Province Texas California Missouri Pennsylvania
No. of Employees 846 10,600 3,600 1,200
Entity Type Public Public Public Public

Products & Services

Blucora is a financial solutions provider. The company's key services and brands include the following:

Services
  • Wealth Management Solutions
  • Tax Preparation Solutions
Brands
  • TaxAct
  • Avantax Wealth Management
Key Financial Charts
Sales Growth
Operating Margin
Net Income Growth
EPS (Earnings per Share)
Debt to Equity Ratio
Return on Assets

Employees

Name Position Board Since Age Biography
Mike Holmes Chief Marketing Officer Senior Management 2021 - Mr. Mike Holmes serves as the Chief Marketing Officer of the company since 2021. He has over 30 years of...
Ann J Bruder Chief Development Officer; Chief Legal Officer; Secretary; Chief Administrative Officer Senior Management 2020 55 Ms. Ann J Bruder has been the Chief Legal, Development and Administration Officer and Secretary of the company since 2020....
Christopher Walters Chief Executive Officer; President; Director Executive Board 2020 46 Mr. Christopher Walters has been the President and Chief Executive Officer of the company since 2020. He has been the...
Marc Mehlman Chief Financial Officer Senior Management 2020 44 Mr. Marc Mehlman has been the Chief Financial Officer of the company since 2020. Previously, he served in various leadership...
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History

Year Event Description
2021 Acquisitions/Mergers/Takeovers In March, the company through its subsidiary Avantax acquired GuideVine Technologies, Inc.
2021 New Products/Services In January, the company launched TaxAct Xpert Help, a new add-on service.
2020 Contracts/Agreements In January, the company signed an agreement to acquire HK Financial Services, a registered investment…
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2019 Quis autem vel Ut enim ad minima veniam, quis nostrum exercitationem ullam corporis suscipit laboriosam
2019 Quis autem vel Ut enim ad minima veniam, quis nostrum exercitationem ullam corporis suscipit laboriosam

Locations


Honkamp Krueger Financial Services, Inc.

Address

2355 John F Kennedy Rd, Dubuque
United States of America

Telephone

1  - 5635822855

Website

www.hkfs.com
1st Partners & Co, Inc

Address

Suite 500, 8150 N Central Expy, Dallas
United States of America

Telephone

1 - 2142651201

Website

www.myretirementaccount.com
TaxACT Inc

Address

1425 60th Street North East, Cedar Rapids
United States of America

Telephone

1 319 3733600

Website

www.taxact.com

Deals

Number of Deals
Deal Value (US$ m)

Latest Deals

Announced Date Headline Deal Type Acquirers / Investors / Surviving Entity Issuer / partner / Target
07 Jan 2020 Blucora Acquires Honkamp Krueger Financial Services (HK Financial Services) Acquisition Blucora, Inc. Honkamp Krueger Financial Services, Inc.
19 Mar 2019 Blucora Acquires 1st Global Acquisition Blucora, Inc. 1st Global Capital Corp
14 Nov 2016 YFC-BonEagle to Acquire Monoprice from Blucora Acquisition YFC-BonEagle Electric Co Ltd Monoprice, Inc.
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14 Oct 2015 Lorem ipsum dolor sit amet, consectetur adipiscing elit Eiusmod Tempor Exercitation cillum velit
21 Apr 2014 Lorem ipsum dolor sit amet, consectetur adipiscing elit Eiusmod Tempor Exercitation cillum velit

Jobs Overview

56

Active Jobs

20

Posted

24

Closed

Job Trends

Latest Jobs

Job title Company Country
Quality Analyst III Blucora, Inc. United States
Senior DevOps Engineer Blucora, Inc. United States
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Cras Malesuada Dolor nisi Lorem minim amet cillum elit. Cursus Sed Pulvinar
Cras Malesuada Dolor nisi Lorem minim amet cillum elit. Cursus Sed Pulvinar
Cras Malesuada Dolor nisi Lorem minim amet cillum elit. Cursus Sed Pulvinar