Financials | Financial Services | Capital Markets | Asset Management & Custody Banks
NASDAQ | Common Stock
Avantax, Inc. provides wealth management solutions to consumers, small business owners, tax professionals, financial professionals, and certified public accounting firms in the United States.
The company offers an integrated platform of technical, practice, compliance, operations, sales, and product support tools that enable to offer tax-advantaged planning, investing, and wealth management services.
It also provides financial planning and advisory services, and retirement plan solutions.
The company was formerly known as Blucora, Inc. and changed its name to Avantax, Inc. in January 2023.
Avantax, Inc. was founded in 1983 and is headquartered in Dallas, Texas.
As of November 26, 2023, Avantax, Inc. operates as a subsidiary of Aretec Group, Inc. As of November 27, 2023, Avantax, Inc. operates as a subsidiary of Aretec Group, Inc..
| Reported date | EPSChange YoY | EstimateSurprise |
|---|---|---|
| Nov 6, 23 | -0.04 Increased by +80.00% | 0.14 Decreased by -128.57% |
| Aug 9, 23 | 0.09 Decreased by -90.91% | 0.14 Decreased by -35.71% |
| May 8, 23 | -0.01 Decreased by -100.94% | 0.16 Decreased by -106.25% |
| Feb 15, 23 | -0.03 Increased by +89.66% | -0.04 Increased by +25.00% |
| Nov 1, 22 | -0.20 Increased by +23.08% | -0.16 Decreased by -25.00% |
| Aug 8, 22 | 0.99 Decreased by -22.66% | 1.04 Decreased by -4.81% |
| May 4, 22 | 1.06 Increased by +1.92% | 1.27 Decreased by -16.54% |
| Feb 16, 22 | -0.29 Decreased by -52.63% | -0.45 Increased by +35.56% |
| Fiscal ending date | RevenueChange YoY | IncomeChange YoY | ProfitChange YoY |
|---|---|---|---|
| Sep 30, 23 | 192.34 M Increased by +12.03% | -1.50 M Increased by +93.16% | Decreased by -0.78% Increased by +93.89% |
| Jun 30, 23 | 186.93 M Decreased by -27.23% | 3.58 M Decreased by -90.92% | Increased by +1.92% Decreased by -87.52% |
| Mar 31, 23 | 177.98 M Decreased by -42.13% | -248.00 K Decreased by -100.72% | Decreased by -0.14% Decreased by -101.24% |
| Dec 31, 22 | 172.39 M Decreased by -3.33% | -1.60 M Increased by +93.25% | Decreased by -0.93% Increased by +93.02% |
| Sep 30, 22 | 171.70 M Decreased by -1.42% | -21.84 M Increased by +21.44% | Decreased by -12.72% Increased by +20.31% |
| Jun 30, 22 | 256.88 M Increased by +1.01% | 39.42 M Increased by +24.73% | Increased by +15.35% Increased by +23.48% |
| Mar 31, 22 | 307.55 M Increased by +10.48% | 34.62 M Increased by +25.23% | Increased by +11.26% Increased by +13.35% |
| Dec 31, 21 | 178.33 M Increased by +14.94% | -23.69 M Increased by +53.27% | Decreased by -13.29% Increased by +59.34% |