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Avantax Wealth Management
Location
6333 N. State Highway 161, Fourth Floor,
Irving, 75038, TX,
United States
Website
https://www.avantaxwealthmanagement.com/
Phone
1 197-287-6000
Artw industry
Banking and Financial Services
Employee
Revenue

Avantax Wealth Management Technographics

Avantax Wealth Management Software Purchases and Digital Transformation Initiatives

Discover the latest software purchases and digital transformation initiatives being undertaken by Avantax Wealth Management and its business and technology executives. Each quarter our research team identifies on-prem and cloud applications that are being used by the 350 Avantax Wealth Management employees from the public (Press Releases, Customer References, Testimonials, Case Studies and Success Stories) and proprietary sources.

During our research, we have identified that Avantax Wealth Management has purchased the following applications: Workday Recruiting for Recruiting, Applicant Tracking System in 2020, Avaya CRM for CRM in 2013, Rackspace Cloud for Application Hosting and Computing Services in 2021 and the related IT decision-makers and key stakeholders.

Our database provides customer insight and contextual information on which enterprise applications and software systems Avantax Wealth Management is running and its propensity to invest more and deepen its relationship with Workday , Avaya , Salesforce or identify new suppliers as part of their overall Digital and IT transformation projects to stay competitive, fend off threats from disruptive forces, or comply with internal mandates to improve overall enterprise efficiency.

We have been analyzing Avantax Wealth Management revenues, which have grown to $278.0 million in 2024, plus its IT budget and roadmap, cloud software purchases, aggregating massive amounts of data points that form the basis of our forecast assumptions for Avantax Wealth Management intention to invest in emerging technologies such as AI, Machine Learning, IoT, Blockchain, Autonomous Database or in cloud-based ERP, HCM, CRM, EPM, Procurement or Treasury applications.

Avantax Wealth Management Data, Technology Stack, and Enterprise Applications
HCM
Vendor
Previous System
Application
Category
Market
VAR/SI
When
Live
Insight
Workday Legacy Workday Recruiting Recruiting, Applicant Tracking System HCM n/a 2020 2020
CRM
Vendor
Previous System
Application
Category
Market
VAR/SI
When
Live
Insight
Avaya Legacy Avaya CRM CRM CRM n/a 2013 2013
In 2013, Avantax Wealth Management implemented Avaya CRM as its CRM to support client relationship and advisory workflows. The deployment centered on a contact and client lifecycle platform intended to consolidate advisor activities and client interaction records within a single CRM instance. Avaya CRM was configured to provide standard CRM capabilities including contact and account management, opportunity and pipeline tracking, task and activity automation, case management for client requests, and dashboard reporting for advisory and service teams. Configuration work emphasized workflow templates for client onboarding and recurring advisory interactions, and audit-capable activity logging consistent with financial services CRM practices. Operational coverage focused on wealth advisors, client service representatives, compliance and operations staff, reflecting role-based usage across client-facing and back-office functions. Personnel records note proficiency in Avaya CRM and Reptrack Software, indicating operational familiarity with both systems among staff. Governance centered on role-based access controls, standardized advisory workflows, and activity audit trails to support compliance and client record integrity. The implementation narrative highlights Avaya CRM as the central CRM for client relationship management at Avantax Wealth Management, with configuration and governance aligned to wealth management business functions.
Marketing Automation CRM 2020 2020
IaaS
Vendor
Previous System
Application
Category
Market
VAR/SI
When
Live
Insight
Rackspace Technology Legacy Rackspace Cloud Application Hosting and Computing Services IaaS n/a 2021 2021
Application Hosting and Computing Services IaaS 2021 2021
Content Delivery Network IaaS 2021 2021
CyberSecurity
Vendor
Previous System
Application
Category
Market
VAR/SI
When
Live
Insight
Web Application Firewalls (WAF) CyberSecurity 2021 2021
IT Decision Makers and Key Stakeholders at Avantax Wealth Management
First Name Last Name Title Function Department Email Phone
No data found
Show All Contacts
Apps Being Evaluated by Avantax Wealth Management Executives
Date Company Status Vendor Product Category Market
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FAQ - APPS RUN THE WORLD Avantax Wealth Management Technographics

Avantax Wealth Management is a Banking and Financial Services organization based in United States, with around 350 employees and annual revenues of $278.0 million.

Avantax Wealth Management operates a diverse technology stack with applications such as Workday Recruiting, Avaya CRM and Rackspace Cloud, covering areas like Recruiting, Applicant Tracking System, CRM and Application Hosting and Computing Services.

Avantax Wealth Management has invested in cloud applications and AI-driven platforms to optimize efficiency and growth, collaborating with vendors such as Workday, Avaya and Rackspace Technology.

Avantax Wealth Management recently adopted applications including Rackspace Cloud in 2021, Amazon EC2 in 2021 and Amazon Elastic Load Balancing (ELB) in 2021, highlighting its ongoing modernization strategy.

APPS RUN THE WORLD maintains an up-to-date database of Avantax Wealth Management’s key decision makers and IT executives, available to Premium subscribers.

Our research team continuously updates Avantax Wealth Management’s profile with verified software purchases, vendor relationships, and digital initiatives identified from public and proprietary sources.

Subscribe to APPS RUN THE WORLD to access the complete Avantax Wealth Management technographics profile, including detailed breakdowns by category, vendor, and IT decision makers.