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(Redirected from H.D. Vest)
Avantax, Inc.
Company typePrivate
IndustryFinancial services
United States
Area served
United States
Key people

Todd Mackay (President)
Revenue$666 Million
AUMUS$ $92+ billion (2020)[1]
Number of employees
Approx. 727

Avantax is a tax-focused independent broker-dealer in the United States. On November 28, 2023, Cetera completed the acquisition of Avantax.[2]


Avantax (originally Blucora, Inc.) was formed in 1996 as a Delaware corporation. Significant recent events in Avantax’s history include:

Year Event
2015 Blucora announces acquisition of HD Vest[3]
2019 Avantax closed the acquisition of all the issued and outstanding common stock of 1st Global, a tax-focused wealth management company.
2020 Avantax acquired all of the issued and outstanding common stock of HFKS.
2021 Avantax announced the rebranding of HKFS to Avantax Planning Partners.
2023 Avantax changed its corporate name from Blucora, Inc. to Avantax, Inc.


  1. ^ [1]
  2. ^ "Cetera Completes Acquisition of Avantax". CPA Practice Advisor. Retrieved 2023-07-17.
  3. ^ "HD Vest Announces Agreement to be Acquired by Blucora, Inc". Cision PR Newswire. 14 October 2015. Retrieved 10 August 2020.

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