Avantax Acquires Gene Bell & Associates, Expanding Employee-Based Ria Footprint To The Northwest
Acquiring Company
Avantax
Acquired Company
Gene Bell & Associates
DallasFinancial ServicesFinanceLendingConsultingAccountingDescription
Avantax®, a leader in tax-focused financial planning, has acquired Washington-based Gene Bell & Associates. The transaction expands the presence of Avantax’s employee-based RIA (registered investment advisor), adds venerable tax expert and Financial Professional Gene Bell, CFP®, E.A., NTPI Fellow®, to the financial services company’s management team, and helps ensure Bell’s clients are well-served as they pursue their financial goals.
Quick answer
Avantax is acquiring Gene Bell & Associates, announced February 17, 2022. Avantax is based in Dallas, Texas, United States.
- How much did Avantax pay for Gene Bell & Associates?
- 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 Gene Bell & Associates based?
- Avantax is based in Dallas, Texas, United States.
Source: Fundz verified event record.
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Frequently asked
Who acquired Gene Bell & Associates?
Gene Bell & Associates was acquired by Avantax, based in Dallas. The deal was reported on February 17, 2022. Avantax, Inc. Avantax is privately held and operates in Financial Services.
When did Avantax acquire Gene Bell & Associates?
Avantax's acquisition of Gene Bell & Associates was reported on February 17, 2022. Avantax®, a leader in tax-focused financial planning, has acquired Washington-based Gene Bell & Associates. Fundz records the date the transaction was first publicly reported, sourced from filings and company announcements.
What does Gene Bell & Associates do?
Offering personal, estate and retirement planning, insurance and investing*, as well as, individual, estate and business tax planning and preparation. It is privately held.
This company was part of an acquisition. Fundz tracks who bought whom, and who to call on both sides.
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