Avantax

Avantax is owned by Genstar Capital. Genstar Capital has a direct presence in 2 countries.

Genstar Capital has 10 subsidiaries including Avantax, Avantax Wealth Management and Cetera.

They are in:

• Financial Services55%
• Fund9%
• Other36%

Acquisition, funding and merger involving Genstar Capital.

• Cetera Holdings has acquired Avantax (posted on November 29 2023).
• Cetera Holdings has acquired Avantax (posted on November 29 2023).

View the org chart displaying its 13 main executives

Most searched biographies at Avantax

• Suman Aluru, Vice President, Software Engineering
• Louie Rosalez, Senior Vice President, Avantax Planning Partners
• Ivan Gruhl, Vce President, Co-Chief Investment Officer

Popular executive movements at Genstar Capital

• Sid Ramakrishnan, who was Vice President, is promoted to Managing Director  (posted on March 3 2025).
• Scott Niehaus, who was Director, Investment, is promoted to Managing Director  (posted on March 3 2025).
• Conor Flemming, who was Vice President, is promoted to Principal  (posted on March 3 2025).

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to follow the executive moves at Avantax.

Genstar Capital has 3,822 competitors including Fidelity (United States (USA)), American Express (United States (USA)) and Momentum Group (South Africa).

Popular M&A news in Financial Services

• Mesh has filed its IPO. Its stock ticker will be 82. (posted on March 13 2025).
• Amber Group and iClick Interactive have merged  (posted on March 13 2025)..
• Plata Card has filed its IPO. Its stock ticker will be 160. (posted on March 13 2025).

Popular contacts in Financial Services

• Michael Miebach - Chief Executive Officer at MasterCard
• Anastasia Amoroso - Chief Investment Strategist at iCapital Network
• Devin McGranahan - President, Chief Executive Officer, Director at Western Union

Learn more about the Financial Services industry >

Press releases by Avantax

• Advisors, don’t overlook these items during tax season
• Taxes + wealth: 2 connected but still (for now) distinct fields are merging
• 10 Long-Term Investing Strategies That Work
• Avantax Welcomes Stephen Whyte and his Four-Generation Tax and Wealth Management Firm with Over $100 Million in Total Client Assets — Avantax® Wealth Management
• Cetera Holdings Announces Close of Avantax Acquisition — Avantax® Wealth Management
• Avantax Welcomes Financial Advisors Joshua Heims and Alan Gnoinski with Nearly $100 Million in Total Client Assets — Avantax® Wealth Management
• Avantax Hosts its Largest-Ever National Conference as Attendees Gather in Chicago, Showcasing the Peer-to-Peer Power of the Avantax Community — Avantax® Wealth Management
• Avantax Posts Record Newly Recruited Assets as Advisor Appetite for Joining the Tax-Focused Avantax Community Keeps Growing — Avantax® Wealth Management
• Boost your tax practice's bottom line with a wealth manager
• RIA Roundup: Avantax Adds Two Firms, $450M in Assets
• View more press releases Close

Social media about Avantax

• Avantax on Wikipedia, Google News & Yahoo Finance
• Avantax on LinkedIn, Twitter & YouTube