| Name | Title | Contact Details |
|---|---|---|
Austin Kim |
Associate General Counsel | Profile |
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.
RAYL Innovations Inc. (“RAYL”) is a Canadian, Vancouver-based FinTech company founded in 2020. RAYL offers business application solutions for SME business owners and merchants through RAYL.Apptive and RAYL.ApptivePro; and will be positioned in the short-term to provide integrated payment processing and other financial solutions. RAYL has the potential to add tremendous value to businesses by integrating key business solutions, financial services, and data analytics, with a unique pricing strategy all on one integrated and interoperable platform.
Benefit Choices Inc is a Montgomery, AL-based company in the Financial Services sector.
Niles Township Schools Credit Union is a Morton Grove, IL-based company in the Financial Services sector.
Community First Trust Co is a Hot Springs National Park, AR-based company in the Financial Services sector.