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Avantax Wealth Management
ActiveOperating status — whether the company still runs independently. “Closed” usually means it was acquired, merged, or shut down.🔥 LowHeat score — how much recent activity & attention the company has (web traffic, news, hiring).📈 Low growthGrowth score — momentum trend across web traffic, headcount and other growth signals. Irving, Texas, United States Founded 1983 1001-5000 employees For Profit
Avantax Wealth Management is pioneering the future of comprehensive wealth management with a unique perspective on investing.
Avantax Wealth Management was acquired by Cetera Financial Group in 2023 for $1.2B.
Total Funding
Available in Pro Last Funding
Available in Pro Acquisitions
7
Monthly Visits
Available in Pro Contacts
140
Patents
0
6 trademarks
Company Details
Funding & Financials
Pro- Total funding
- Funding rounds
- Last funding
- Last funding type
- Last funding date
- Funding status
- Total equity funding
- Revenue range
IPO & Stock
- IPO status
- Private
Web Traffic
Pro- Monthly visits
- Global traffic rank
- 6-mo avg visits
- Visit duration (s)
- Pages / visit
- Bounce rate
- Rank change (mo)
Technology & IP
- Active technologies
- 42
- Active products
- 20
- Patents granted
- 0
- Trademarks
- 6
- IT spend
- $42.18M
Company Info
- Founded
- 1983
- Employees
- 1001-5000
- Operating status
- Active
- Company type
- For Profit
- Org types
- company
- News articles
- 36
- HQ
- Irving, Texas, United States
- Region
- Dallas/Fort Worth Metroplex, Southern US
- Exit date
- Sep 11, 2023
Signals & Scores
- Heat score
- Low
- Growth score
- Low
- Trend (7d)
- 0
- Trend (30d)
- 0.3
- Trend (90d)
- -0.7
- Last leadership hire
- May 1, 2025
Acquisitions by Avantax Wealth Management
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140
professional contacts at Avantax Wealth Management
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