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 CPA and law firms, focusing on developing comprehensive financial strategies for their clients. The firm assists businesses and individuals in creating tailored plans that address their unique wealth management goals, offering services such as tax planning, retirement planning, investment advice, debt management, and estate and insurance advisory. By conducting thorough analyses of clients' specific needs and objectives, Headquarters Advisory Group delivers personalized strategies that align with the distinct business models and personal aspirations of each client.
HK Financial Services
Acquisition in 2020
HK Financial Services is a financial company that focuses on wealth management and tax preparation. It offers a range of services including asset management, retirement planning, insurance planning, estate planning, and tax planning. The company operates through its Avantax Wealth Management and Tax Act divisions, delivering comprehensive financial solutions tailored to meet the needs of its clients.
1st Global
Acquisition in 2019
1st Global is a wealth management services provider based in Dallas, Texas. The company specializes in integrating Certified Public Accountants (CPAs) and professional financial advisors into strategic business models. This approach enables 1st Global to offer a range of solutions, including growth, consulting, research, and education, tailored to meet the complex financial needs of affluent families. With a proven system in place, 1st Global aims to enhance the effectiveness of financial services for its clients.
HD Vest Financial Services
Acquisition in 2015
HD Vest Financial Services, established in 1983 and based in Irving, Texas, is a financial services provider that caters to individuals, families, and small businesses. The company facilitates the growth of tax professionals' and independent financial advisors' practices by offering a comprehensive suite of services, including securities, insurance, money management, and banking solutions. HD Vest's network of independent contractors enables clients to access these services, fostering a holistic approach to wealth management and financial planning.
HowStuffWorks
Acquisition in 2014
HowStuffWorks, LLC, founded in 1998 and based in Atlanta, Georgia, operates a website that offers informative articles, podcasts, and videos explaining various topics, including science, technology, culture, health, and lifestyle. The company is recognized as a leading publisher of entertaining and educational podcast content, with a library exceeding 6,000 podcasts and over 1 billion downloads. It is home to popular brands such as Stuff You Should Know and Stuff You Missed in History Class, appealing to a highly engaged audience across multiple platforms. In addition to its digital content, HowStuffWorks runs an online store selling branded merchandise, including apparel and accessories. As of December 31, 2016, HowStuffWorks operates as 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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