Private company

H.D. Vest

Logo: Rmmcclune, CC BY-SA 3.0, via Wikimedia Commons3

Avantax is a tax-focused independent broker-dealer in the United States. On November 28, 2023, Cetera Financial Group completed the acquisition of Avantax.2 It was founded in 1983.1 It is headquartered in Irving.1 Wikipedia text CC BY-SA 4.0

Last updated Oct 21, 2026.

Overview

1983Founded1
  • Industryfinancial services1
  • HeadquartersIrving1

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

The story

Avantax (originally Blucora, Inc.) was formed in 1996 as a Delaware corporation.

In November 2023 it was announced that Avantax would be acquired by Cetera for $1.2 billion. As a result of the acquisition, the company delisted from Nasdaq and became a business unit of Cetera.

From Wikipedia’s article on Avantax, shared under CC BY-SA 4.0.4

Timeline

  1. 1983Founded Founded1

Sources

The numbers on this page point here. Each one links to the record it came from.

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