Avantax is headquartered in Coppell, Texas.
Avantax disclosed revenue of 666M USD for 2022 and 885M USD for 2021.
Avantax has 727 employees.
Avantax is a financial services company.
Avantax was founded in 1983.
3200 Olympus Boulevard, Suite 100,
Coppell, Texas
75019
United States,
(972) 870-6400
www.avantax.com
Avantax delivers tax-focused financial planning and wealth management solutions for financial professionals, tax professionals and CPA firms, supporting its goal of minimizing clients’ tax burdens through comprehensive tax-focused financial planning. Avantax has two distinct, but related, models within its business: the independent Financial Professional model and the employee-based model. Avantax was incorporated in 1983 and is based in Coppell, Texas.
| Year | ≤ '20 | '21 | '22 | '23 | '24 | '25 | T | |
|---|---|---|---|---|---|---|---|---|
| Buy (0.8/yr) | # | 15 | 2 | - | 1 | 1 | - | 19 |
| vol | $1.7B | $1.7B | ||||||
| Sell (0.2/yr) | # | 2 | - | 1 | - | - | - | 3 |
| vol | $85M | $720M | $805M | |||||
| 22 | ||||||||
| Financial | Deals |
|---|---|
|
Financo |
1 |
|
GCA Corporation |
1 |
|
Union Square Advisors |
1 |
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