Company size 1001-5000
AUM $25B - $50B
Dallas, Texas, United States
Avantax Advisory Services, Inc. and Avantax Planning Partners, Inc. are an indirect wholly-owned subsidiaries of Blucora, Inc., a publicly traded provider of tax-focused software and wealth management services, and an SEC registered investment advisers. Avantax Advisory Services, Inc. provides investment management services through investment advisory programs for individuals, pension and profit sharing plans, corporations, and other businesses. Avantax Planning Partners, Inc. works with independent, certified public accounting firms to provide personal financial planning, investing, and wealth management services for their clients.
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