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Avantax Acquisitions

Avantax has acquired 16 companies and its latest acquisition was SEP Financial Services on Sep 2024

Unlock 13 more acquisitions →
COMPANY ACQUIRED
ACQUISITION DATE
AMOUNT
DESCRIPTION
SEP Financial Services

Sep 2024

Source »
undisclosed
-
GA Investment Management, Inc.

May 2024

Source »
undisclosed
GA Investment is a Pennsylvania-based investment management firm that offers services such as wealth advisory, and retirement planning for individuals and businesses.

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Integrated Tax and Wealth Strategies's Wealth Management Business

May 2024

Source »
$760M
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Summit Wealth Advocates, LLC

Aug 2023

Source »
undisclosed
Summit Wealth is a Minnesota-based wealth management firm that provides services such as financial planning and tax advisory for individuals and businesses.
Gene Bell & Associates

Feb 2022

Source »
undisclosed
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Frequently Asked Questions about Avantax

  1. What companies did Avantax acquire?

    Companies acquired by Avantax include SEP , GA Investment Management and

  2. How many acquisitions does Avantax have?

    Avantax has acquired 16 companies including SEP , GA Investment Management and .

  1. How many acquisitions did Avantax make in 2024?

    In 2024 Avantax acquired 3 companies including SEP , GA Investment Management and .