CTOs on the Move

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

Similar Companies

Wunder Capital

Wunder is an online investment platform that allows any accredited investor or financial institution to invest in large-scale solar projects across the United States.

Charter School Capital

We help charter schools access, leverage and sustain the resources needed to thrive. Funded $2+ billion to support charters nationwide. #WeLoveCharterSchools

CREDITWATCH Services

CREDITWATCH Services is a Fort Worth, TX-based company in the Financial Services sector.

Northwest Federal Credit Union

Since 1947, Northwest Federal Credit Union`s goal has been to make a positive difference in the lives of our members and the community. Our success can be attributed to the credit union philosophy of "people helping people," as well as our steadfast mission to be your lifetime financial partner. We`re proud to offer financial services for every stage of your life—from your child`s first youth savings account to financing their education; to major purchases such as cars or your home—we`re dedicated to delivering consistent service to every member, every day, every time.

Haberling Financial Group

Haberling Financial Group is a Kennewick, WA-based company in the Financial Services sector.