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Avantax

Financial Services

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revenue-icon Revenue
11M - 100M
funding-icon Total Funding
--
size-icon Size
501 - 1000
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Frequently Asked Questions About Avantax

What does Avantax do?+

Avantax, a unique community within Cetera Holdings, delivers tax-intelligent wealth management solutions for financial professionals, tax professionals & CPA firms, supporting its goal of minimizing clients tax burdens through comprehensive tax-intelligent financial planning. Avantax has two distinct, but related, models within its business: the independent Financial Professional model & the employee-based model. Avantax refers to its independent Financial Professional model as Avantax Wealth Management. Avantax Wealth Management (AWM) works with a nationwide network of Financial Professionals operating as independent contractors & offers its services through its registered broker-dealer, Avantax Investment Services, Inc., Member FINRA, SIPC, registered investment advisor (RIA), Avantax...

What is Avantax's industry? +

Avantax operates in the Financial services industry.

What is Avantax's revenue? +

Avantax's revenue is 11m - 100m

What is Avantax's company size? +

Avantax has 501 - 1000 employees.

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