Avantax helps financial firms grow their client base & optimize marketing spend & mix, through conAvantax, Inc. (NASDAQ: AVTA) delivers tax-focused wealth management solutions for Financial Professionals, tax professionals and CPA firms, supporting their goal of minimizing clients’ tax burdens through comprehensive tax-focused financial planning. They have two distinct, but related, models within their business: the independent Financial Professional model and the employee-based model. They refer to their independent Financial Professional model as Avantax Wealth Management®. Avantax Wealth Management offers services through its registered broker-dealer, registered investment advisor (RIA), and insurance agency subsidiaries and is a leading U.S. tax-focused independent broker-dealer that works with a nationwide network of Financial Professionals operating as independent contractors. They refer to their 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.version-focused SaaS platforms

Finance

Avantax

Avantax's headquarters in Dallas, TX, United States

This department focuses on identifying and cultivating new business opportunities to drive growth and expand the company’s market presence.

Business Development

This department provides expert guidance and planning for clients to manage their financial resources effectively.

Financial Advisory Services

This department focuses on providing financial advice and investment strategies tailored to individual clients' wealth management needs.

Wealth Management

This department ensures adherence to legal and regulatory standards while providing consultancy and support for compliance-related matters.

Compliance Department

This department provides financial guidance and investment advice to clients, helping them manage and grow their assets.

Investment Advisory Services

The Leadership Team at Avantax is responsible for setting strategic direction and overseeing operational execution across all business models, ensuring alignment with the company’s goals of delivering tax-focused wealth management solutions. Comprising executives from various functional areas such as finance, human resources, compliance, and product management, the team collaborates to optimize marketing strategies, enhance service delivery, and foster growth within both the Avantax Wealth Management and Avantax Planning Partners models. Their leadership drives innovation and maintains high standards of excellence to support financial professionals and their clients effectively.

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Other teams

Financial Advisory Services

Wealth Management

Compliance Department

Investment Advisory Services

Leadership Team