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Avantax, Inc. Stock AnalysisComprehensive stock analysis for Avantax, Inc. (AVTA) including live price, Snowflake performance metrics, financial statements, and investment research.Stock AnalysisAVTA
AVTA
Avantax, Inc.
  • Company Overview
  • FRC Research
  • Financial Data
  • Peer Comparison
  • Ownership & News
AVTA
Home🔹Stocks🔹Avantax, Inc.

Avantax, Inc.

AVTA•NASDAQ

Avantax, Inc.

AVTA•NASDAQ
Sentiment

Your view on AVTA

Sentiment
Your view
AVTA
Avantax, Inc.
  • Company Overview
  • FRC Research
  • Financial Data
  • Peer Comparison
  • Ownership & News
AVTA
Company Overview

Overview

What the company does, where it operates, and who runs it.

About Avantax, Inc.

Industry
Asset Management
Sector
Financial Services
CEO
Christopher W. Walters
Headquarters
US
Industry
Asset Management
Sector
Financial Services
CEO
Christopher W. Walters
Headquarters
US
Description

Avantax, Inc. provides wealth management solutions to consumers, small business owners, tax professionals, financial professionals, and certified public accounting firms in the United States. The company offers an integrated platform of technical, practice, compliance, operations, sales, and product support tools that enable to offer tax-advantaged planning, investing, and wealth management services. It also provides financial planning and advisory services, and retirement plan solutions. The company was formerly known as Blucora, Inc. and changed its name to Avantax, Inc. in January 2023. Avantax, Inc. was founded in 1983 and is headquartered in Dallas, Texas.

Infographics

Visual summary of the business at a glance.

FRC Research

Media

Videos and interviews covering the company.

Financial Data

Stock Data

Price chart, volume, and trading data.

Fair Value

What FRC thinks the stock is worth vs. the current price.

Financial Ratios

Profitability, returns, valuation, and leverage ratios.

Dividend Analysis

Yield, payout ratio, and dividend coverage metrics.

Earnings Analysis

EPS history, beat rate, and upcoming earnings reports.

Financial Statements

Income statement, balance sheet, and cash flow statements.

Peer Comparison

Comparables

List of peer companies in the same industry.

Ownership & News

Institutional Ownership

Which funds and firms own the stock.

Insider Trading

Recent buying and selling by company executives.

Senate Trading

U.S. Senator disclosures filed under the STOCK Act.

News

Latest headlines and market coverage.

News

Latest Market News