Originally launched as an independent company, GuideVine created an online marketplace to help consumers find, evaluate, and connect with financial advisors based on their specific needs. In October 2018, the company was acquired by Blucora, Inc. to enhance the digital marketing and client acquisition capabilities for Blucora's network of financial professionals under brands like HD Vest and 1st Global. Blucora has since consolidated its wealth management businesses and rebranded itself entirely as Avantax, Inc. (NASDAQ: AVTA). GuideVine's technology is now leveraged within Avantax to support its tax-focused financial planning and wealth management services.

Founded in

United States