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Avantax, Inc. Common Stock


AVTA: Avantax Inc is a provider of integrated tax-focused wealth management services and software, assisting consumers, small business owners, tax professionals, financial professionals, and certified public accounting firms. The firm has two distinct models in business: the independent Financial Professional model and the employee-based model. It refers to the independent Financial Professional model as Avantax Wealth Management offering services through its registered broker-dealer, registered investment advisor (RIA), and insurance agency subsidiaries. The employee-based model refers to Avantax Planning Partners offering services through its RIA and insurance agency by partnering with CPA firms to provide their consumer and small-business clients with financial planning and advisory services.


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