Kestra Financial
The industry-leading, independent advisor platform that empowers your success.
380 employees · est. 1996 · Austin, United States
Resource Financial Planning, Inc.
The Retirement Specialists
13 employees · est. 1982 · Portland, United States
Resource Financial Planning, Inc. is the older company (1996 vs 1982); Kestra Financial is the larger of the two.
Side-by-Side Comparison
| Metric | Kestra Financial | Resource Financial Planning, Inc. |
|---|---|---|
| Founded | ||
| Founded | 1996 | 1982 older |
| Headquarters | ||
| Headquarters | Austin, United States | Portland, United States |
| Employees | ||
| Employees | 380 larger | 13 |
| Industry | ||
| Industry | Finance, Financial Services, Banking | Financial Services, Wealth Management |
| Funding Stage | ||
| Funding Stage | Not tracked yet | Not tracked yet |
| Total Funding | ||
| Total Funding | Not tracked yet | Not tracked yet |
| Funding Rounds | ||
| Funding Rounds | Not tracked yet | Not tracked yet |
| Services | ||
| Services | Not tracked yet | Not tracked yet |
| Target Customers | ||
| Target Customers | Not tracked yet | Not tracked yet |
| Taxonomy | ||
| 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 | Financial Planning, Investment Management, Retirement Planning, Registered Investment Advisor, Wealth Management, Securities, Broker/Dealer, Independent Advisor, FINRA, SIPC, Registered Broker, Wealth Inc., Advisory Services, Portland |
| Website | ||
| Website | kestrafinancial.com | resourcefinancial.com |
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. K...
About Resource Financial Planning, Inc.
Resource Financial Planning, Inc. is a leading player in the financial services and wealth management industries. Established in 1982, the company has continually evolved and adapted to meet the ever-changing needs of its clients. With its headquarters based in the United States, the company has sol...
We will tell you when either one moves
BounceWatch watches Kestra Financial and Resource Financial Planning, Inc. for new funding, fast hiring, new executives and a change of software vendor. When one happens, we email you the same day.
Funding, hiring, leadership and stack changes at Kestra Financial and Resource Financial Pla... — by email.
Frequently Asked Questions
Compare Kestra Financial with someone else
Start typing a company name or domain.
Related Comparisons
Compiled from the BounceWatch company index. We last looked at Kestra Financial on 16 Nov 2024, and Resource Financial Planning, Inc. on 12 Sep 2024. Where a field is blank here, it means we have not recorded it — not that the answer is zero. How we source and date this.