Avantax Inc. acquires SEP Financial Services from veteran independent financial advisor Stephen E. Plain
Acquiring Company
Avantax
Acquired Company
SEP Financial Services
Dallas
BalochistanFinancial ServicesFinanceLendingConsultingAccountingFinancial ServicesFinanceLendingDescription
Avantax Inc., a leader in tax-focused financial planning and wealth management, has successfully acquired SEP Financial Services from veteran independent financial advisor Stephen E. Plain. This acquisition reinforces Avantax’s commitment to providing comprehensive tax-intelligent wealth management solutions and expands its client base with the addition of the long-standing practice of veteran advisor, Stephen E. Plain.
Quick answer
Avantax is acquiring SEP Financial Services, announced September 26, 2024. Avantax is based in Dallas, Texas, United States.
- How much did Avantax pay for SEP Financial Services?
- The deal value was not disclosed.
- What does Avantax do?
- Avantax, Inc. (NASDAQ: AVTA) delivers tax-focused financial planning and wealth management solutions for Financial Professionals, tax professionals and CPA firms, supporting our goal of minimizing clients’ tax burdens..
- Where are Avantax and SEP Financial Services based?
- Avantax is based in Dallas, Texas, United States. SEP Financial Services is based in Balochistan, Pakistan.
Source: Fundz verified event record.
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Frequently asked
Who acquired SEP Financial Services?
SEP Financial Services was acquired by Avantax, based in Dallas. The deal was reported on September 26, 2024. Avantax, Inc. Avantax is privately held and operates in Financial Services.
When did Avantax acquire SEP Financial Services?
Avantax's acquisition of SEP Financial Services was reported on September 26, 2024. Avantax Inc., a leader in tax-focused financial planning and wealth management, has successfully acquired SEP Financial Services from veteran independent financial advisor Stephen E. Plain. Fundz records the date the transaction was first publicly reported, sourced from filings and company announcements.
What does SEP Financial Services do?
SEP Financial Services was founded by veteran independent financial advisor Stephen E. Plain and provided financial planning and advisory services. Therefore, September Financial Services became affiliated with Avantax for 25 years. It is privately held, operating in Financial Services, and is based in Balochistan.
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