Avantax is a tax-focused independent broker-dealer in the United States. On November 28, 2023, Cetera completed the acquisition of Avantax.[2]
History
Avantax (originally Blucora, Inc.) was formed in 1996 as a Delaware corporation. Significant recent events in Avantax’s history include:
| Year
|
Event
|
| 2015
|
Blucora announces acquisition of HD Vest[3]
|
| 2019
|
Avantax closed the acquisition of all the issued and outstanding common stock of 1st Global, a tax-focused wealth management company.
|
| 2020
|
Avantax acquired all of the issued and outstanding common stock of HFKS.
|
| 2021
|
Avantax announced the rebranding of HKFS to Avantax Planning Partners.
|
| 2023
|
Avantax changed its corporate name from Blucora, Inc. to Avantax, Inc.
|
References
External links
