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Avantax, Inc. (NASDAQ: AVTA) delivers tax-focused wealth management solutions for Financial Professionals, tax professionals and CPA firms, supporting our goal of minimizing clients` tax burdens through comprehensive tax-focused financial planning. We have two distinct, but related, models within our business: the independent Financial Professional model and the employee-based model. We refer to our independent Financial Professional model as Avantax Wealth Management®. Avantax Wealth Management offers services through its registered broker-dealer, registered investment advisor (RIA), and insurance agency subsidiaries and is a leading U.S. tax-focused independent broker-dealer that works with a nationwide network of Financial Professionals operating as independent contractors. We refer to our employee-based model as Avantax Planning Partners℠. Avantax Planning Partners offers services through its RIA and insurance agency by partnering with CPA firms to provide their consumer and small-business clients with holistic financial planning and advisory services.
Bonside partners with brick and mortar businesses to provide them with capital and insights for their next stage of growth. They offer a Repeatable Revenue Agreement that provides upfront capital and flexible repayment based on monthly revenues.
Syncora Holdings Ltd is a holding company domiciled in Bermuda. Swap Financial Group is also an operating subsidiary.
GreatBanc Trust Company is a Lisle, IL-based company in the Financial Services sector.
comnat systems inc is a Annandale, VA-based company in the Financial Services sector.