| Name | Title | Contact Details |
|---|---|---|
Leona Yang |
SVP, Product Manager | Profile |
Avantax, Inc. (NASDAQ: AVTA) delivers tax-focused wealth management solutions for Financial Professionals, tax professionals and CPA firms, supporting our goal of minimizing clients` tax burdens through comprehensive tax-focused financial planning. We have two distinct, but related, models within our business: the independent Financial Professional model and the employee-based model. We refer to our independent Financial Professional model as Avantax Wealth Management®. Avantax Wealth Management offers services through its registered broker-dealer, registered investment advisor (RIA), and insurance agency subsidiaries and is a leading U.S. tax-focused independent broker-dealer that works with a nationwide network of Financial Professionals operating as independent contractors. We refer to our employee-based model as Avantax Planning Partners℠. Avantax Planning Partners offers services through its RIA and insurance agency by partnering with CPA firms to provide their consumer and small-business clients with holistic financial planning and advisory services.
Merchants Billing Services is a Las Vegas, NV-based company in the Financial Services sector.
Valiant Trust Company is a Calgary, AB-based company in the Financial Services sector.
Impac Mortgage Corp. Wholesale, a subsidiary of Impac Mortgage Holdings, Inc. (NYSE: IMH), is a national third-party originator, specializing in Non-QM, Jumbo, Conventional, and VA products. Licensed in 45 states, Impac has established itself as the premier lender in alternative products and has originated more than $90 billion in assets. Impac is committed to helping our broker partners grow by delivering differentiating products, consistent underwriting, and fast turn times. We possess the resources of a strong, publicly traded company, yet provide unmatched white-glove service, intuitive tools, and superior customer care. In 2020, Impac celebrated its 25th year as a public company: a milestone that is a testament to the relationships we have fostered and the sustainability of our business model.
We believe that people are the X factor when running a successful business and only with them can we continue our journey to excellence. We hire the brightest minds and strive to empower them to innovate and give them freedom to lead the way while raising the bar within the financial services industry. The XS Group (XS.com) is a global multi-asset broker providing access to trade a wide range of financial products including Shares, Indices, Metals, Energy, Commodities, Currencies & Others. Established in Australia in 2010, XS.com has grown into a global market leader in the FinTech, financial services and online trading industry with multiple international offices and licenses in various jurisdictions around the globe including ASIC, CySEC, and the FSA. XS.com offers traders, institutional investors and brokers worldwide access to deep institutional liquidity and advanced trading technology, combined with an efficient user experience, high-quality relationship management and excellent customer support.