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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.
Pershing provides the resources and solutions that financial services firms, institutional investors, managers and advisors need to succeed.
Vanguard Shareholder Solutions Inc. is a Vancouver, BC-based company in the Financial Services sector.
Established in 1853 to simplify the exchange of checks and improve the efficiency of the payments system, The Clearing House continues to be a world leader in the payments business. The Clearing House provides payment services for check, electronic check, ACH and wire transfer. It also includes industry forums to discuss and take action in issues critical to its owners.
FrontStream Payments is a leading merchant service provider of integrated payment products and services to businesses and independent credit card sales organizations.