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Avantax

www.avantax.com

 
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 ...
  • Number of Employees: 250-1000
  • Annual Revenue: $10-50 Million
  • www.avantax.com
  • 3200 Olympus Boulevard Suite 100
    Dallas, TX USA 75019
  • Phone: 972.870.6000

Executives

Name Title Contact Details
Dave Bergh
 Chief Information Security Officer and Vice President of Information Technology Profile

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Aura

Aura provides affordable, credit-building loans to working families in America. Aura, a Community Development Financial Institution (CDFI), is proud to be a part of the financial technology community, delivering innovative solutions for fairness and financial inclusion. Most financial institutions see borrowers as simply a credit score. At Aura, we see the whole you. We see your potential and your dreams, and we will help you get there. Our borrowers want to make a better life for themselves and their families. Aura is here to make sure that borrowers have a true partner on their financial journey. Aura serves low and middle income communities at risk of being left behind. We have provided hundreds of thousands of affordable loans since launching in 2014. We are available in over 1,200 locations across California, Texas, Illinois and Arizona. Over two-thirds of Aura`s customers grow their credit score by an average of 312 points from their first to second loan. Aura will build on this success by further empowering borrowers, putting them on the road to financial security, and helping them to achieve their dreams.