Blucora
Blucora, Inc. is a technology-enabled financial solutions provider based in Irving, Texas. The company serves a diverse clientele, including consumers, small business owners, tax professionals, financial advisors, and certified public accounting firms across the United States. Blucora operates through two main segments: Wealth Management and Tax Preparation. The Wealth Management segment offers a comprehensive platform that integrates brokerage, investment advisory, and insurance services for financial advisors. Meanwhile, the Tax Preparation segment delivers digital do-it-yourself tax solutions through its online platform, TaxAct.com, along with ancillary services such as audit defense and e-filing. Additionally, this segment provides professional tax software designed for tax preparers to efficiently manage individual and business tax returns. Founded in 1996, Blucora was originally named InfoSpace, Inc. before rebranding in 2012.
Headquarters Advisory Group
Acquisition in 2021
Headquarters Advisory Group specializes in providing investment advisory services to certified public accountant (CPA) firms and law firms. The company focuses on helping its clients craft and implement tailored financial strategies that align with their specific business models and personal objectives. Its range of services includes tax, retirement, and investment planning, as well as debt management, estate, and insurance advisory services. By thoroughly analyzing each client's unique needs, Headquarters Advisory Group empowers businesses and individuals to create effective blueprints for achieving their wealth management goals.
HK Financial Services
Acquisition in 2020
HK Financial Services is a financial company that specializes in wealth management and tax preparation. The firm offers a range of services including asset management, retirement planning, insurance planning, estate planning, and tax planning. Through its Avantax Wealth Management division, HK Financial Services provides tailored solutions to help clients achieve their financial goals and navigate complex tax situations. The company's comprehensive approach aims to integrate various financial services to enhance clients' overall financial well-being.
1st Global
Acquisition in 2019
1st Global is the independent wealth management services partner that has a proven system to successfully integrate CPAs and professional financial advisors into strategic business models that serve the complex needs of affluent families.
HD Vest Financial Services
Acquisition in 2015
HD Vest Financial Services provides financial solutions to individuals, families, and small businesses. It offers a wide array of services including securities, insurance, money management services, and banking solutions. The company creates opportunities for tax professionals and independent financial advisors to build and expand successful financial services practices that serve a growing need among investors seeking a holistic approach to wealth management. HD Vest Financial Services was founded in 1983 and is headquartered in Irving, Texas.
HowStuffWorks
Acquisition in 2014
HowStuffWorks, LLC is an Atlanta-based company established in 1998 that specializes in creating informative and entertaining content across various media formats, including articles, podcasts, and videos. The company’s website features a broad range of topics such as adventure, animals, culture, health, technology, and more. A significant aspect of its business is its extensive podcast library, which includes over 6,000 episodes and has achieved more than 1 billion downloads, making it a leading publisher in the podcasting space. Notable brands under HowStuffWorks include Stuff You Should Know and Stuff You Missed in History Class. In addition to its content offerings, HowStuffWorks operates an online store that sells branded merchandise such as apparel and accessories. The company is a subsidiary of OpenMail, LLC.
TaxACT
Acquisition in 2012
TaxACT is a company that specializes in providing tax preparation software and web-based services for individuals and businesses. Founded in 1998 and based in Cedar Rapids, Iowa, TaxACT offers a variety of products designed to facilitate the e-filing of federal tax returns. Its software includes free, deluxe, and state editions, catering to different needs, while also providing desktop downloads. Additionally, TaxACT delivers consulting services and insights to help customers make informed financial decisions. The company’s offerings encompass a range of tax preparation solutions for various business structures, including Sole Proprietor, Partnership-LLC, C Corporation, and S Corporation. Through its secure online platform, TaxACT aims to simplify the tax filing process and minimize errors for its users.
Mercantila
Acquisition in 2010
Mercantila is a San Francisco-based company that operates a chain of specialty online retail shops. The business focuses on offering a wide range of products, including fitness and sports equipment as well as items for kids and babies. Their inventory features various fitness apparatus such as elliptical trainers, exercise bikes, home gyms, and treadmills, alongside children's products like baby strollers, cribs, and play kitchens. This diverse selection caters to both fitness enthusiasts and families, positioning Mercantila as a versatile player in the online retail market.
Giantbear
Acquisition in 2002
GiantBear, Inc. is a New York-based provider of wireless technology and application services. The company specializes in delivering wireless data and mobile commerce solutions tailored for wireless carriers, e-businesses, and corporate enterprises. GiantBear's offerings facilitate the delivery of Web-to-wireless content and data across various platforms, including analog, digital, and WAP. Additionally, the company provides a comprehensive range of services, including application development, platform integration, hosting, maintenance, strategic planning, marketing support, content distribution, and customer service integration. GiantBear also operates a platform that enables users to exchange content and information wirelessly over the web.
Go2Net
Acquisition in 2000
Go2Net, Inc. is a company that provides a network of branded properties and aggregated content across various categories, including search and directory services, small business support, electronic commerce, personal finance, and multiplayer games via the internet. It specializes in offering electronic commerce solutions to online merchants, which include payment authorization and additional services tailored for small and medium-sized businesses. As of October 12, 2000, Go2Net operates as a subsidiary of InfoSpace Inc.
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