Avantax
Highly Engaged Employees
Highly Engaged EmployeesFinance · Texas, United States · 1K - 5K Employees
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Overview
Headquarters
3200 Olympus Blvd Ste 100, Coppell, Texa...Phone Number
(972) 870-6400Website
www.avantax.comRevenue
$666.5 MillionIndustry
ZI Rank: 3
Signal Type
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ZI Rank
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About Avantax
Founded in 1983 by a CPA The pioneer for tax-smart financial services, Avantax supports an independent network of both tax and non-tax professionals who provide comprehensive financial services to their clients.Explore more
Avantax Org Chart
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Avantax Tech Stack
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Events, Financial Planning, Capacity Planning, Facilities Management, Business Finance, Corporate Strategy, Finance, Financial Strategy
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Avantax News & Media
Cetera's Tax-Focused Community, Avantax, Welcomes Prestige Global Private Wealth
Seasoned financial advisor Waheed Siddiqui moves from Citigroup Global Markets Inc., seeking the independence and resources to enhance the client experience and offer tax-intelligent advice DALLAS, Dec. 9, 2025 /PRNewswire/ -- Cetera welcomes financial advisor Waheed Siddiqui and his...Financial Advisor Shawna Vanaken Moves from Commonwealth to Cetera's Avantax Community of Tax-Focused Financial Professionals
Oregon-based Pinnacle Tax & Financial Services chooses Avantax for its tax expertise and growth resources DALLAS, Nov. 17, 2025 /PRNewswire/ -- Cetera welcomes longtime Commonwealth financial advisor Shawna Vanaken, CFP®, CPA, EA, who has joined Cetera's community of tax-focused financial...Cetera Welcomes Oestriecher Financial Management with $154 Million in AUA to its Avantax Community of Tax-Focused Advisors
Multigenerational firm rooted in Central Louisiana moves from LPL to leverage Cetera's succession planning, marketing, and other growth resources for the firm's next-gen advisors DALLAS, Oct. 23, 2025 /PRNewswire/ -- Cetera welcomes wealth management advisors Anne M. Oestriecher, CPA,...Avantax Welcomes Multi-Generational Firm Brazzel Wealth Management, With Approximately $80 Million in Assets Under Administration
DALLAS--(BUSINESS WIRE)--Avantax, a community of tax-focused financial professionals within Cetera, welcomes veteran financial advisor Toby Brazzel, who joined Avantax because he wanted a financial services partner who would help him build a multi-generational advisory practice in which his son and wife could be more actively and directly involved. Brazzel transferred to Avantax from Allstate Financial Services, LLC, where he had approximately $80 million in client assets under administration a
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Founded in 1983 by a CPA The pioneer for tax-smart financial services, Avantax supports an independent network of both tax and non-tax professionals who provide comprehensive financial services to their clients.... Read More
