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Blucora

Stock Price

$26

2024-07-18

Market Capitalization

$1.3 B

2023-03-28

Revenue

$666.5 M

FY, 2022

Blucora Summary

Company Summary

Overview
Blucora is a provider of technology-enabled financial solutions to consumers, small business owners and tax professionals. The Company operates through the Wealth Management and Tax Preparation segments. The Wealth Management segment consists of HD Vest, which provides financial advisors with an integrated platform of brokerage, investment advisory and insurance services to assist in making each financial advisor a financial service center for his/her clients The Tax Preparation segment provides digital do-it-yourself tax preparation solutions for consumers, small business owners and tax professionals.
Type
Public
Status
Active
Founded
1996
HQ
Dallas, TX, US | view all locations
Website
http://www.blucora.com
Cybersecurity rating
ESG rating
50-59 out of 100|View all ESG data
Sectors

Key People

  • Carol Hayles, Director

    • Jana Schreuder, Director

      • Christopher Walters

        Christopher Walters, President and Chief Executive Officer, Director

      • Georganne C. Proctor, Chair of the Board

        Operating MetricsView all

        E-files (Tax Preparation)

        4.4M

        Q2, 2017

        Assets Under Administration (Wealth Management)

        $42.7B
        11.0%

        Q3, 2017

        Advisory Assets Under Management (Wealth Management)

        $12B
        17.4%

        Q3, 2017

        LocationsView all

        2 locations detected

        • Dallas, TX HQ

          United States

          3200 Olympus Blvd #100

        • Cedar Rapids, IA

          United States

          1425 60th St NE

        Blucora Financials

        Summary Financials

        Revenue (Q3, 2023)
        $192.3M
        Gross profit (Q3, 2023)
        $74.7M
        Net income (Q3, 2023)
        ($1.5M)
        Cash (Q3, 2023)
        $106.4M
        EBIT (Q3, 2023)
        $2.6M
        Enterprise value
        $153.8M

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