Josh Edis

Avantax Advisory Services, Inc. (AAS) is a registered investment adviser headquartered in Dallas, Texas. The firm was founded in 1987 as H.D. Vest Advisory Services, Inc. They are a wholly-owned subsidiary of Avantax Wealth Management, Inc., which is owned by Avantax, Inc. (NASDAQ: AVTA). AAS offers an online discretionary investment management program designed for individuals, pension and profit-sharing plans, charitable organizations, corporations or other businesses.

TaxACT, Inc. provides income tax preparation software. It specializes in business, personal, professional tax software and state tax returns. The company was founded by Lance G. Dunn in 1998 and is headquartered in Cedar Rapids, IA.

P2Binvestor, Inc. provides crowdfunding and receivables financing. The firm offers receivables financing, an asset-backed line of credit, working capital secured by contractual future revenue, and purchase order financing. It has the capacity to consider multi-million dollar credit lines and lends to U.S. companies in various industries including technology, energy, personnel services, natural foods and beverages, manufacturing The company was founded by Krista Morgan and Bruce Morgan in 2012 and is headquartered in Denver, CO.

BayWeb, Inc. provides computer networking and consulting services. The private company is based in Santa Clara, CA and has subsidiaries in the United States.

H.D. Vest, Inc. operates as a holding company with interests in providing financial services. The firm through its subsidiaries offers financial products, advisory and custodial services, insurance and retirement services. The firm offers financial services under the HD Vest name; securities through HD Vest Investment Services and; advisory services through HD Vest Advisory Services. The company was founded in 1983 by Herbie Darwin Vest and is headquartered in Irving, TX.

BlueSnap, Inc. provides e-commerce payment services, specializing in secure global payment processing and payment gateways for B2B and B2C businesses. It offers B2B invoicing, marketplaces, digital goods, SaaS, healthcare, logistics and freight, gaming, and education services. The company was founded in 2001 and is headquartered in Waltham, MA.

CozmoTV provides syndicated video players and platforms. The private company is based in San Francisco, CA. The company was founded by Alexander Lee Rowland.

Emerge Digital, Inc. provides web and application development services. The private company is based in San Francisco, CA.

NT Ventures, Inc. engages in the manufacture and supply of cannabis. It offers professional-grade cannabis products including bulk crude and distillate, flower and pre-rolls, and all forms of cannabis concentrates. The company was founded by Alexander Lee Rowland and Nelson Becerra in 2016 and is headquartered in Hillsborough, CA.

LandTrust, Inc. engages in listing, discovering, and booking private land for hunting, fishing and outdoor recreation. The company was founded by Nicolas De Castro and is headquartered in Bozeman, MT.

Part of Avantax, Inc., Avantax Wealth Management, Inc. is a financial company that offers a tax-advantaged approach for comprehensive financial planning. The company is based in Dallas, TX. Avantax technology, tax and wealth management insights are used by Avantax financial professionals to uncover and tailor opportunities across their clients’ financial lifecycles to help enable better long-term outcomes. Through its tax-smart approach, Avantax financial professionals help clients leverage taxes to create financial growth opportunities. Avantax uses technology, tax and wealth management insights to uncover tailored and advantageous opportunities across their clients’ financial lifecycles to help enable better long-term outcomes. Avantax Wealth Management is the holding company for the group of companies providing financial services under the Avantax name. Securities, investment advisory services, and insurance services are offered through Avantax Investment Services, Avantax Advisory Services, Avantax Insurance Agency, and Avantax Insurance Services. Although Avantax Wealth Management does not provide tax or legal advice, or supervise tax, accounting or legal services, Avantax representatives may offer these services through their independent outside business. The company was founded in 1983.