Avantax - Company Information
Avantax, inc., a unique community within cetera holdings, delivers tax-intelligent wealth management solutions for financial professionals, tax professionals and cpa firms, supporting its goal of minimizing clients' tax burdens through comprehensive tax-intelligent financial planning. avantax has two distinct, but related, models within its business: the independent financial professional model and the employee-based model. avantax refers to its independent financial professional model as avantax wealth management®. avantax wealth management works with a nationwide network of financial professionals operating as independent contractors and offers its services through its leading u.s. independent broker-dealer, registered investment advisor (ria), and insurance agency subsidiaries. we refer to our employee-based model as avantax planning partners℠. avantax planning partners offers services through its ria and insurance agency by partnering with cpa firms to provide their consumer and small-business clients with holistic financial planning and advisory services. collectively, avantax had $82.3 billion in total client assets as of september 30, 2023. for additional information, please visit www.avantax.com. neither avantax wealth management® nor its subsidiaries provide or supervise tax or accounting services. avantax wealth management® is the holding company for the group of companies providing financial services under the avantax name. securities offered through avantax investment services℠, member finra (www.finra.org), sipc (www.sipc.org). investment advisory services offered through avantax advisory services℠. insurance services offered through licensed agents of avantax insurance agency℠ and avantax insurance services℠. 3200 olympus blvd., suite 100, dallas, tx, 75019, 972-870-6000. please visit www.avantax.com/social_policy/ for more information.
Financial Services
Avantax - Technology Stack
Find prospects by the technologies they use. Use this section to learn more about key technologies and tools, tracked by Sprouts.ai, used by Avantax.
Materialize
Some quick example text to build on the card title and make up the bulk of the card&aposs content.
Javascript
Some quick example text to build on the card title and make up the bulk of the card&aposs content.
Vue.js
Some quick example text to build on the card title and make up the bulk of the card&aposs content.
TweenMax
Some quick example text to build on the card title and make up the bulk of the card&aposs content.
Polyfill
Some quick example text to build on the card title and make up the bulk of the card&aposs content.
PHP
Some quick example text to build on the card title and make up the bulk of the card&aposs content.
Employee profile
John Doe
CEO
Samantha Duncan
CTO
Gary Austin
MD
Jonathan Shaw
CMD
Janice May
MD
Janet McDonald
CFO
Avantax - Company Information
Avantax, inc., a unique community within cetera holdings, delivers tax-intelligent wealth management solutions for financial professionals, tax professionals and cpa firms, supporting its goal of minimizing clients' tax burdens through comprehensive tax-intelligent financial planning. avantax has two distinct, but related, models within its business: the independent financial professional model and the employee-based model. avantax refers to its independent financial professional model as avantax wealth management®. avantax wealth management works with a nationwide network of financial professionals operating as independent contractors and offers its services through its leading u.s. independent broker-dealer, registered investment advisor (ria), and insurance agency subsidiaries. we refer to our employee-based model as avantax planning partners℠. avantax planning partners offers services through its ria and insurance agency by partnering with cpa firms to provide their consumer and small-business clients with holistic financial planning and advisory services. collectively, avantax had $82.3 billion in total client assets as of september 30, 2023. for additional information, please visit www.avantax.com. neither avantax wealth management® nor its subsidiaries provide or supervise tax or accounting services. avantax wealth management® is the holding company for the group of companies providing financial services under the avantax name. securities offered through avantax investment services℠, member finra (www.finra.org), sipc (www.sipc.org). investment advisory services offered through avantax advisory services℠. insurance services offered through licensed agents of avantax insurance agency℠ and avantax insurance services℠. 3200 olympus blvd., suite 100, dallas, tx, 75019, 972-870-6000. please visit www.avantax.com/social_policy/ for more information.
Financial Services
Avantax - Technology Stack
Find prospects by the technologies they use. Use this section to learn more about key technologies and tools, tracked by Sprouts.ai, used by Avantax.
Materialize
Some quick example text to build on the card title and make up the bulk of the card&aposs content.
Javascript
Some quick example text to build on the card title and make up the bulk of the card&aposs content.
Vue.js
Some quick example text to build on the card title and make up the bulk of the card&aposs content.
TweenMax
Some quick example text to build on the card title and make up the bulk of the card&aposs content.
Polyfill
Some quick example text to build on the card title and make up the bulk of the card&aposs content.
PHP
Some quick example text to build on the card title and make up the bulk of the card&aposs content.
Employee profile
John Doe
CEO
Samantha Duncan
CTO
Gary Austin
MD
Jonathan Shaw
CMD
Janice May
MD
Janet McDonald
CFO
