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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.
MSU Federal Credit Union, the world`s largest university-based credit union, offers a full range of personal - and business-related financial services to Michigan State University and Oakland University faculty, staff, students, alumni association members, and their families worldwide in addition to a variety of select employee groups. Founded in 1937 by a few MSU professors and employees, MSUFCU now has thirteen branches, over 183,000 members, more than $2.6 billion in assets, and over 600 employees.
The AmiPRO platform is purpose built for Canadian Wealth Management firms looking to offer and manage digital assets for their clients. AmiPRO is a complete turnkey solution that brings best of breed products and services under a simple interface, enabling advisors to meet their clients evolving investment interests and objectives.
Amherst Securities Group L.P is a Austin, TX-based company in the Financial Services sector.
Seix Investment Advisors is a Upper Saddle River, NJ-based company in the Financial Services sector.