Acquisition · Activity not yet classified
Integrated Tax & Wealth Strategies wealth management business
Transaction overview
Reported acquisition
Exact closing date not established.
Avantax Inc. reported acquiring Integrated Tax & Wealth Strategies’ wealth management business, with its wealth management team becoming investment adviser representatives of Avantax Planning Partners.
Selected source-supported transactions; coverage is incomplete. Announcements do not establish completion or that a deal is still pending. Sponsor activity and operating-business transactions are distinct from adviser acquisitions. Unclassified activity is excluded from adviser-only counts.
Source evidence
- Avantax Acquires Integrated Tax & Wealth Strategies’ $760 Million Wealth Management Business ↗
Avantax · Published May 1, 2024
Reports acquisition of the wealth management business and the team’s transition into Avantax Planning Partners; the founder continues the tax practice. No exact closing date is stated.