Blucora Operating Metrics

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Blucora key operating metrics including E-files (Tax Preparation), environmental, and social and governance score (ESG).

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

Operating Metrics

Metrics	FY, 2013	FY, 2014	FY, 2015	FY, 2016
E-files (Tax Preparation)	5.5M	5.5M		7M
Assets Under Administration (Wealth Management)		$37.1B	$36.6B	$38.7B
Advisory Assets Under Management (Wealth Management)		$9.6B	$9.7B	$10.4B
Advisors (Wealth Management)		4.5K	4.6K	4.5K

50-59 out of 100

Community

Employees

Environment

Governance

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Source:CSRHub