Company Information

Get to know GuideVine (Acquired by Avantax, part of Blucora, Inc. (NASDAQ: BCOR)

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.

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Financial Wealth ManagementPRIMARY
Financial Other Service

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GuideVine (Acquired by Avantax, part of Blucora, Inc. (NASDAQ: BCOR)

United States

Founded in

2013 (13 Years)

Founded

Last online: No recent activity

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OVERALL SCORE

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Markets.com

(326 reviews)

United States

2008

(18 years)

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Security Information

Warning

This company is currently Unproved.

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License

A Grade License

Issued by globally renowned regulators, these licenses ensure the highest trader protection through strict compliance, fund segregation, insurance, and regular audits. Dispute resolution and adherence to AML/CTF standards further enhance security.

B Grade License

Granted by respected regional regulators, these licenses offer robust safety measures such as fund segregation, financial reporting, and compensation schemes. Though slightly less strict than Tier 1, they provide dependable regional protection.

C Grade License

Issued by regulators in emerging markets, these licenses offer basic protections such as minimum capital requirements and AML policies. Oversight is less stringent, so traders should exercise caution and verify safety measures.

D Grade License

From jurisdictions with minimal oversight, these licenses often lack key protections like fund segregation and insurance. While attractive for operational flexibility, they pose higher risks to traders.

TrustFinance is not a licensed financial advisor and is not affiliated with any financial institutions in your region. We encourage you to do your own research before making any investment decisions.