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Kestra Financial logo — The industry-leading, independent advisor platform that empo...

Kestra Financial

The industry-leading, independent advisor platform that empowers your success.

Founded 1996 United States Austin, United States 380 employees Finance, Financial Services +1

General Information

Company Name Kestra Financial
Founded Year 1996
Location United States Austin, United States +1
Founders / Decision Makers
Team member
Employees 380
Industries Finance, Financial Services, Banking
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About Kestra Financial

Kestra Financial is a leading independent advisor platform in the finance, financial services, and banking industries. With a foundation dating back to 1996, the company prides itself on offering industry-leading wealth management, service, and technology solutions, as well as practice enrichment. Kestra Financial is committed to providing personalized and independent RIA and broker/dealer services backed by over 20 years of industry experience. The company's main goal is to elevate the level of personalized service for its clients. Kestra Financial is dedicated to empowering independent financial advisors by providing them with unmatched opportunities to grow their businesses. The company positions itself as a strategic partner that offers clear insights into the entire practice, enabling advisors to envision and achieve their full potential. Prospective partners are encouraged to explore Kestra Financial's offerings and learn about its Private Wealth Services through its official website. While specific details regarding the last investment and investors are not provided, Kestra Financial, Inc. functions as the parent company of Kestra Investment Services, LLC, member FINRA/SIPC, and Kestra Private Wealth Services, LLC, Kestra Advisory Services, LLC, and Kestra Institutional Services, LLC. Additionally, Fusion is a platform of Kestra Financial, Inc., while PartnersFinancial and Benefits Partners are platforms of NFP Insurance Services, Inc. It's worth noting that NFP is not an affiliate of Kestra Financial, Inc. In conclusion, Kestra Financial is a well-established player in the financial industry, presenting promising opportunities for potential investors and partners seeking to align with a company dedicated to empowering independent financial advisors and enhancing personalized service in wealth management.

Taxonomy: Wealth Management, RIA (Registered Investment Advisor), Broker/Dealer Services, Integrated Technology Platform, Advisor Training, Practice Management, Private Wealth Services, Investment Advisory, Business Management Technology, Concierge Service, Independent Financial Advisors, Securities Services, Financial Technology

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Kestra Financial Alternatives & Competitors

Kestra Financial vs
CD Wealth Management
CD Wealth Management United States

A team of exceptional wealth managers who always put our clients first.

11 employees
Financial Services, Wealth Management
Kestra Financial vs
KDI Wealth Management
KDI Wealth Management United States

Peer-to-peer advising to make your wealth feel effortless.

10 employees
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Kestra Financial vs
FSM Wealth
FSM Wealth United States

Trusted Advice from Trusted Advisors

16 employees
Financial Services, Insurance

FAQ About Kestra Financial

The industry-leading, independent advisor platform that empowers your success.
Kestra Financial was founded in 1996.
Kestra Financial is headquartered in Austin, United States.
Kestra Financial operates in the following industries: Finance, Financial Services, Banking.
Kestra Financial has approximately 380 employees.
Top alternatives and competitors to Kestra Financial include CD Wealth Management, KDI Wealth Management, FSM Wealth, The Hebets Company, True Alpha Wealth Management. These companies operate in related industries and serve comparable markets. You can compare them side by side on Bounce Watch.
Kestra Financial and CD Wealth Management are both companies in similar industries. Compare their funding, team size, growth signals, and market position on Bounce Watch to see which one fits your needs.

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