| Name | Title | Contact Details |
|---|---|---|
James Carey |
Director of Technology | Profile |
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.
Headquartered in Dickson City, PA, Commonwealth Financial Systems is the area`s premier collection agency, having served clients in Northeastern Pennsylvania for over 25 years. However, our services are offered nationwide. Our diversified client base includes Debt Purchasers, Financial, Retail, Commercial, Government and Medical Clients. We offer a full array of accounts receivable management services to our valued clients. Our company`s approach to each client employs a strategy that completely addresses your needs and maintains flexibility in the services provided. Commonwealth Financial Systems is Northeastern PA`s leader in the field of accounts receivable management and financial services. Our dedicated, well-trained professional staff is committed to providing diversified outsourced solutions to maximize debt recovery for all our clients. Our success in assisting you and your company is based on the collective experience, leadership and integrity of our own team. We continue to utilize the latest technology and delivery systems, as well as maintain the highest standards of compliance. Through this strategy, we aim to achieve our goal of becoming a national leader in our industry. We are located in of Dickson City, PA.
Vantage Credit Union is a Bridgeton, MO-based company in the Financial Services sector.
Battery Ventures is a global, technology-focused investment firm.
ATM Net Systems and Solutions is a Atlanta, GA-based company in the Financial Services sector.