Avantax, Inc. Common Stock

AVTA

Market cap $957M

Avantax to operate as a unique community within Cetera Holdings, bringing more than 3,100 financial professionals and over $82 billion in assets to Cetera Acquisition further expands Cetera's tax and wealth management offerings and represents core component of Cetera's growth strategy DALLAS and LOS ANGELES , Nov. 27, 2023 /PRNewswire/ -- Avantax, Inc. (NASDAQ: AVTA) and Cetera Holdings, the holding company of Cetera Financial Group, announced today the successful completion of Cetera's acquisition of Avantax. Avantax is now a unique community within the Cetera family with 3,111 financial professionals, representing $82.3 billion in assets under administration and $42.0 billion in assets under management, as of September 30, 2023.

Focused on growth and expanding partnerships with tax professionals, Heims and Gnoinski bring their New York-based Lincoln Sparrow Advisors team to Avantax from SagePoint Financial Focused on growth and expanding partnerships with tax professionals, Heims and Gnoinski bring their New York-based Lincoln Sparrow Advisors team to Avantax from SagePoint Financial

The event's “Profound Approach, Enduring Impact” theme reflects how independent Avantax Financial Professionals' tax-intelligent approach to financial planning changes clients' lives The event's “Profound Approach, Enduring Impact” theme reflects how independent Avantax Financial Professionals' tax-intelligent approach to financial planning changes clients' lives