Avantax, Inc.

Avantax, Inc. is a provider of integrated tax-focused wealth management services and software. It provides wealth management solutions to consumers, small business owners, tax professionals, financial professionals, and certified public accounting firms. The company offers an integrated platform of technical, practice, compliance, operations, sales, and product support tools that enable it to offer tax-advantaged planning, investing, and wealth management services. It also provides financial planning and advisory services, as well as retirement plan solutions. Avantax, Inc. was formerly known as Blucora, Inc. and changed its name to Avantax, Inc. in January 2023. The company was founded in 1983 and is based in Dallas, Texas. As of November 27, 2023, Avantax, Inc. operates as a subsidiary of Aretec Group, Inc.