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Avantax to Announce First Quarter 2023 Financial Results Monday, May 8, 2023

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Avantax, Inc. (NASDAQ: AVTA) will announce its first quarter 2023 financial results on May 8, 2023, after market close. Subsequently, a conference call is scheduled for May 9, 2023, at 8:30 a.m. ET to discuss the results and future outlook. Avantax provides tax-focused wealth management services with approximately $77 billion in total client assets as of December 31, 2022, operating under two business models: Avantax Wealth Management and Avantax Planning Partners. The conference call will be accessible via the Avantax Investor Relations page.

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  • Scheduled announcement of Q1 2023 financial results indicates ongoing communication with investors.
  • Approximately $77 billion in total client assets showcases strong market presence.
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DALLAS, April 24, 2023 (GLOBE NEWSWIRE) -- Avantax, Inc. (NASDAQ: AVTA), a leading provider of tax-focused wealth management services, that empowers people to improve their financial wellness, will announce its first quarter 2023 financial results following market close on Monday, May 8, 2023.

A conference call for members of the investment community will be held on Tuesday, May 9, 2023 at 8:30 a.m. ET during which the Company will discuss its first quarter 2023 results, its outlook and other business items. This call will be webcast and can be accessed within the Investor Relations section of the Avantax corporate website at https://investors.avantax.com.

About Avantax®

Avantax, Inc. (NASDAQ: AVTA) delivers tax-focused wealth management solutions for Financial Professionals, tax professionals and CPA firms, supporting our goal of minimizing clients’ tax burdens through comprehensive tax-focused financial planning. We have two distinct, but related, models within our business: the independent Financial Professional model and the employee-based model. We refer to our independent Financial Professional model as Avantax Wealth Management®. Avantax Wealth Management offers services through its registered broker-dealer, registered investment advisor (RIA), and insurance agency subsidiaries and is a leading U.S. tax-focused independent broker-dealer that works with a nationwide network of Financial Professionals operating as independent contractors. We refer to our employee-based model as Avantax Planning Partners℠. Avantax Planning Partners offers services through its RIA and insurance agency by partnering with CPA firms to provide their consumer and small-business clients with holistic financial planning and advisory services. Collectively, we had approximately $77 billion in total client assets as of December 31, 2022. For more information on Avantax, visit www.avantax.com.  

For additional information, please visit us at https://corporate.avantax.com.

Source: Avantax

Investor Relations:
Dee Littrell
(972) 870-6463
IR@Avantax.com


FAQ

When will Avantax publish its Q1 2023 financial results?

Avantax will announce its Q1 2023 financial results on May 8, 2023.

What is the date and time of Avantax's Q1 2023 earnings call?

The earnings call is scheduled for May 9, 2023, at 8:30 a.m. ET.

Where can I access Avantax's Q1 2023 earnings call?

The call can be accessed through the Avantax Investor Relations website.

What business models does Avantax operate under?

Avantax operates under Avantax Wealth Management and Avantax Planning Partners.

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