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About Avantax Wealth Management℠

Avantax Wealth Management℠ (which comprises Blucora’s Wealth Management business and includes HD Vest and 1st Global) offers a tax-advantaged approach for comprehensive financial planning. Through its Tax-Smart approach, Avantax helps clients leverage taxes to create financial growth opportunities. Most financial companies treat taxes as an afterthought, or not at all, even though taxes are one of life’s most complex and costly expenses. Avantax uses technology, tax, and wealth management insights to uncover tailored and advantageous opportunities across our clients’ financial lifecycles to deliver optimal returns. As of mid-September 2019, 4,200 advisors oversee more than $67 billion in client assets.

About Blucora

Blucora, Inc. (NASDAQ: BCOR) is a leading provider of technology-enabled financial solutions to consumers, small businesses, and tax professionals. Our products and services in tax preparation and wealth management, through TaxAct and Avantax™ Wealth Management, respectively, help consumers manage their financial lives. For more information on Blucora or its businesses, please visit (

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