Avantax
Avantax's Overview
1st Global was an independent broker-dealer and wealth management firm founded in 1992, specializing in providing tax-intelligent financial planning and investment solutions through a network of CPAs and tax professionals. In May 2019, 1st Global was acquired by Blucora, Inc. and subsequently integrated into Blucora's wealth management segment, which was rebranded as Avantax Wealth Management. Avantax (NASDAQ: AVTA) continued 1st Global's mission of offering tax-focused financial advice. In late 2023, it was announced that Avantax, Inc. would be acquired by Cetera Holdings, with the transaction expected to close in mid-2024. This page reflects information about 1st Global's legacy and its evolution into Avantax, up to its pending acquisition.
Where is Avantax's Headquarters?
HQ Function
Serves as the primary operational and strategic hub for Avantax, overseeing its network of financial professionals, technology development, compliance, and corporate functions. It supports the delivery of tax-advantaged financial planning and wealth management services.
Notable Features:
The headquarters is situated in a modern business park (Cypress Waters), likely featuring contemporary office design conducive to collaboration and innovation. Such facilities often include amenities supporting employee well-being and productivity.
Work Culture:
The work culture at Avantax is likely professional, client-centric, and emphasizes expertise in financial services and tax strategy. It would foster collaboration between departments to support its extensive network of affiliated financial advisors.
HQ Significance:
The headquarters is vital for coordinating Avantax's nationwide operations, supporting its financial professionals, and driving the company's strategic initiatives in the competitive wealth management landscape. It represents the consolidation of 1st Global and other acquired entities into the Avantax brand.
Values Reflected in HQ: The headquarters likely reflects Avantax's commitment to professionalism, integrity, innovation in financial technology, and providing comprehensive support to its advisors and their clients.
Location:
Avantax, incorporating 1st Global's legacy, operates primarily within the United States. Its national presence is defined by its Dallas-area headquarters, which supports an extensive network of independent tax and financial professionals across all states. These professionals provide localized financial planning and wealth management services. While corporate functions are centralized, the service delivery model ensures a broad reach throughout the U.S. market. International operations are not a primary focus.
Street Address:
3200 Olympus Blvd, Suite 100
City:
Dallas
State/Province:
TX
Country:
USA
Avantax's Global Presence
Cedar Rapids, Iowa, USA
Address: Specific address not publicly listed for a large corporate office; operations may be integrated with Cetera's existing facilities or through regional support structures.
Potentially housed operational support, technology, or service teams. The primary model of Avantax is supporting a distributed network of independent financial professionals rather than maintaining numerous large corporate branch offices.
Buying Intent Signals for Avantax
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Executive Team of Avantax
As of April 2025, Avantax' leadership includes:
Investors of Avantax
Avantax has been backed by several prominent investors over the years, including:
Executive New Hires/Exits in the Last 12 Months
The most significant executive-related news for Avantax in the last 12 months is its pending acquisition by Cetera Holdings, announced in late 2023. This transaction will likely lead to substantial changes in the executive leadership team upon completion in mid-2024. Chris Walters was noted as interim CEO in the period leading up to the acquisition. Specific individual hires or exits outside of this major corporate event have been less prominent.
Technology (Tech Stack) used by Avantax
Discover the tools Avantax uses. Highperformr reveals the technologies powering your target accounts — helping your sales, marketing, and GTM teams prioritize smarter and close faster.
Avantax Email Formats and Examples
Avantax, like many corporations, primarily uses common professional email formats. The most prevalent structure observed is the 'first.last' convention. Other formats might exist but are less common.
first.last@avantax.com (e.g., jane.doe@avantax.com)
Format
jane.doe@avantax.com
Example
85%
Success rate
News and media
PR Newswire • October 26, 2023
Cetera to Acquire Avantax
Cetera Holdings, the holding company of Cetera Financial Group, announced a definitive agreement to acquire Avantax, Inc. (NASDAQ: AVTA) for $26.00 per share in cash, valuing Avantax at approximately $1.2 billion. The transaction is expected to close by mid-2024....more
Avantax Investor Relations • November 8, 2023
Avantax Reports Third Quarter 2023 Financial Results
Avantax announced its financial results for the third quarter ended September 30, 2023, reporting total revenue of $180.3 million and net income of $2.5 million. The company highlighted growth in advisory assets and its focus on supporting financial professionals....more
Blucora Press Release (Archived) • May 2, 2019
Blucora Completes Acquisition of 1st Global
Blucora, Inc. (then parent company of Avantax) announced the completion of its acquisition of 1st Global, a tax-focused wealth management firm. This acquisition significantly expanded Blucora's wealth management business....more
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