View up-to-date information on Avantax Inc’s latest deals, number of deals and deal values, alongside insights into its key mergers and acquisitions.

Number of Deals

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Deal Value ($M)

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Latest Deals

Announced Date Headline Deal Type Acquirers/Investors/Surviving Entity Issuer/Partner/Target
17 Feb 2022 Avantax Wealth Management Acquires Gene Bell & Associates Acquisition
Avantax Wealth Management Inc  

Gene Bell & Associates  

02 Nov 2021 Avantax Wealth Management Acquires Warner Finance Acquisition
Avantax Wealth Management Inc  

Warner Finance  

02 Aug 2021 Avantax Acquires Headquarters Advisory Group Acquisition
Avantax Planning Partners, Inc.  

Headquarters Advisory Group LLC  

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06 Apr 2021 Lorem ipsum dolor sit amet, consectetur adipiscing elit Eiusmod Tempor Exercitation cillum velit Exercitation cillum velit Tempor
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