Blucora, Inc. is a provider of tax-focused wealth management services and software. Its segments include the Wealth Management segment and the Tax Software segment. The Wealth Management segment consists of the operations of Avantax Wealth Management, which provides tax-focused wealth management solutions for financial professionals, tax professionals, certified public accounting (CPA) firms, and their clients; and Avantax Planning Partners, which operates as an employee-based registered investment advisor and wealth management business that partners with CPA firms in order to provide their consumer and small business clients with financial planning and advisory services, as well as retirement plan solutions through Avantax Retirement Plan Services. The Tax Software business consists of the operations of TaxAct, Inc. and provides digital tax preparation services, packaged tax software, and ancillary services for consumers, small business owners, and tax professionals.
Number of employees : 1 100 people.
|Wealth Management||546.19||72.3%||658.21||74.4%|| +20.51%|
|Tax Software||208.76||27.7%||226.99||25.6%|| +8.73%|
|USD in Million
|United States||754.95||100%||885.20||100%|| +17.25%|
|USD in Million
|Vote ||Quantity||Free-Float||Company-owned shares||Total Float
|The Vanguard Group, Inc. ||4,906,336||
|Van Berkom & Associates, Inc. ||3,932,294||
|Dimensional Fund Advisors LP ||2,655,856||
|Capital Research & Management Co. ||2,421,200||
|Hill Path Capital LP ||2,312,749||
|P2 Capital Partners LLC ||2,300,000||
|Sandell Asset Management Corp. ||2,226,621||
|Longwood Investment Advisors, Inc. ||1,827,435||
|SSgA Funds Management, Inc. ||1,758,145||
|Wellington Management Co. LLP ||1,686,756||
Connections : Blucora, Inc.