Kestra Financial | Company Profile - Revenue, Headcount, Tech Stack, Contacts
Kestra Financial is an independent financial services platform based in Austin, Texas, founded in 1997.
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Kestra Financial is an independent financial services platform headquartered in Austin, Texas. Founded in 1997, the company supports over 1,800 independent financial professionals nationwide with a comprehensive suite of services aimed at enhancing client service and achieving financial goals. It operates several subsidiaries offering investment advisory, brokerage, and insurance services.
The organization places a strong emphasis on integrated business management technology for operational efficiency. Its platform includes solutions for investment advisory, brokerage transactions, insurance products, and tailored wealth management services. Kestra Financial manages over $142 billion in assets under advisement and $70 billion in assets under management, generating total revenues of approximately $858 million as of the end of 2024. The leadership team is comprised of experienced industry professionals committed to strategic growth and high-quality client service.
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