Avantax

Avantax provides integrated tax-focused wealth management services and software in the United States, catering to consumers, small business owners, tax professionals, and accounting firms. The company operates through two primary business models: the independent Financial Professional model and the employee-based model. In the independent model, Avantax Wealth Management delivers services via its registered broker-dealer, registered investment advisor, and insurance agency subsidiaries. In contrast, the employee-based model, known as Avantax Planning Partners, offers services through its registered investment advisor and insurance agency while partnering with professionals in the financial sector. Additionally, Avantax includes a Tax Preparation segment that offers digital do-it-yourself tax solutions and professional tax preparer software, enabling users to efficiently prepare and file tax returns. Founded in 1996 and originally known as Blucora, the company is headquartered in Irving, Texas, and aims to leverage technology to enhance the financial experience for its clients.

Todd Mackay

President

10 past transactions

Headquarters Advisory Group

Acquisition in 2021
Headquarters Advisory Group exists to serve CPA firms and law firms in developing plans that help clients determine the direction of their financial strategy. It helps businesses and individuals create and implement a blueprint for achieving their wealth management goals. By analyzing each client's specific needs, it is able to deliver plans that are individually tailored to the unique business models and personal objectives of each client.

HK Financial Services

Acquisition in 2020
HK Financial Services is a financial company providing wealth management services.

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, founded in 1998 and based in Atlanta, Georgia, is a leading digital platform that offers a wealth of informative and entertaining content through articles, podcasts, and videos. The website covers diverse topics including adventure, animals, auto, culture, entertainment, health, home and garden, lifestyle, money, science, and technology. Known for its engaging podcast content, HowStuffWorks operates a portfolio of popular shows such as Stuff You Should Know and Stuff You Missed in History Class, boasting a library of over 6,000 podcasts and achieving more than 1 billion downloads. In addition to its educational content, the company also runs an online store that sells various merchandise, including apparel and accessories. HowStuffWorks functions as a subsidiary of OpenMail, LLC, and has established itself as a prominent player in the edutainment space.

Monoprice

Acquisition in 2013
Monoprice, Inc., operating as MonoPrice.com, is an e-commerce retailer based in Rancho Cucamonga, California, established in 2002. The company specializes in providing a wide range of high-quality cables, components, and accessories for both computer and consumer electronics. Its product offerings include audio, networking, data, video, and power cables, as well as computer peripherals, gaming accessories, home and office products, and various other electronic items. Monoprice is known for delivering premium quality products at prices significantly lower than retail averages, with a strong emphasis on customer satisfaction. Many products are produced in certified facilities that adhere to high production standards, and the majority are RoHS compliant, minimizing environmental impact. Monoprice operates a warehouse in Hebron, Kentucky, and has established a reputation for fast service and extensive inventory, ensuring immediate product availability for customers. The company has been recognized for its business practices, including accreditation from the Better Business Bureau.

TaxACT

Acquisition in 2012
TaxACT is a company that specializes in tax preparation software and web-based services for individuals and businesses. Founded in 1998, it offers a variety of solutions designed to facilitate the preparation and filing of taxes. Its product lineup includes software for individual filers, as well as business-oriented solutions such as Sole Proprietor, Partnership-LLC, C Corporation, and S Corporation tax preparation. TaxACT provides different editions of its software, including free, deluxe, and state editions, all accessible through a secure online platform, along with desktop downloads. The company's services are designed to help users e-file federal returns efficiently while minimizing errors through alerts and guidance. In addition to its software offerings, TaxACT also provides consulting services to support customers in making informed financial decisions throughout the year.

Mercantila

Acquisition in 2010
Mercantila is a San Francisco-based online retail platform that specializes in a diverse range of products across various categories. The company operates a chain of specialty stores focusing on fitness and sports equipment, offering items such as elliptical trainers, exercise bikes, home gyms, and trampolines. In addition to fitness products, Mercantila provides a selection of kids and baby items, including strollers, bassinets, cribs, and play kitchens. This dedicated approach to niche markets allows Mercantila to cater to specific customer needs within the online shopping space.

GiantBear

Acquisition in 2002
GiantBear, Inc. operates as a wireless technology and application service provider in New York. It provides wireless data and mobile commerce solutions for wireless carriers, e-businesses, and corporate enterprises. The company’s solutions enable carriers to provide Web-to-wireless content, data, and mobile commerce to users on the analog, digital, and WAP platforms. GiantBear also offers a suite of services, including application development and implementation, portal and platform development and integration, hosting and maintenance services, strategic planning and marketing assistance, content and mobile commerce distribution, and billing and customer service integration.

Go2Net

Acquisition in 2000
Prior to the merger, Go2Net, Inc. offered a network of branded properties and aggregated content in the categories of search and directory, small business and electronic commerce services, personal finance, and multi player games through the World Wide Web. The company also offered electronic commerce solutions to the online merchants by providing payment authorization and other services to the small and medium-sized businesses. As of October 12, 2000, Go2Net, Inc. operates as a subsidiary of InfoSpace Inc.
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