Kestra Financial

Overview

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.

Basic Information

Contact Details

• Phone: +1 844-553-7872
• Website: kestrafinancial.com
• LinkedIn: linkedin.com/company/kestra-financial

Key Focus Areas & Initiatives

• Broker
• Dealer services
• Asset management services
• Integrated technology platform
• Advisor & staff training
• Concierge service
• Practice management
• B2B
• Client relationship management
• Investment solutions
• Advisory firm acquisition
• Investment advisory
• Advisor independence support
• Digital tools
• Asset under advisement
• Practice monetization
• Advisory services
• Client onboarding solutions
• Client onboarding
• Advisor success programs
• Compliance support
• Alternative investments
• Wealth management innovation
• Financial planning
• Practice growth strategies
• Practice automation
• Client service
• Regulatory compliance
• Practice support
• Portfolio management
• Advisor community
• Wealth tech integration
• Compliance automation
• Digital marketing
• Wealth solutions
• Advisor onboarding technology
• Investment management
• Succession planning for advisors
• Independent wealth platform
• Wealth management consulting
• Succession planning
• Financial technology
• Regulatory compliance support
• Advisor community collaboration
• Wealth management platform
• Retirement planning
• Financial independence
• Assets under management
• Practice transition support
• Wealth management
• Advisor growth tools
• Advisory firm support
• Technology infrastructure
• Other financial investment activities
• Business scalability
• Independent advisor
• Technology support
• Technology platform
• Financial services
• Independent broker-dealer
• Business growth
• Client-focused
• Wealth planning
• Practice management consulting
• Technology integration
• Growth strategies
• Services
• Wealth management technology
• Wirehouse exit support
• Financial advisor
• Consulting
• Financial professionals
• Client retention strategies
• Broker-dealer
• Wealth management ecosystem
• Brokerage services
• Operational efficiency
• Practice growth
• Compliance services
• Client engagement
• Business consulting
• Advisory firm
• Practice scalability solutions
• Wealth management infrastructure
• Business development for advisors
• Practice efficiency tools
• Asset management
• Advisor support
• Independent broker-dealer network
• Financial services platform
• Financial advisor support
• Client transition support
• Investment advisory services
• Financial growth strategies
• Customized growth plans
• Financial professional recruitment
• Advisor engagement
• Private wealth services
• Business analytics
• Portfolio construction
• Wealth planning tools
• Client experience enhancement
• Service team model
• Compliance management
• Business succession planning
• Performance metrics
• Marketing strategy development
• Fintech solutions
• Unique business consulting
• Advisor onboarding
• Streamlined operations
• Financial metrics analysis
• Networking opportunities
• Community of advisors
• Custom technology platforms
• High-touch service model
• Collaborative culture
• Investment transactions processing
• Entrepreneurial focus
• Financial advisor independence
• Data security standards
• Client engagement strategies
• Business value maximization
• Industry-leading technology
• Comprehensive service offerings
• Finance
• Marketing & advertising
• Finance technology
• Information technology & services
• Management consulting

Technologies Used

• AI
• ASP.NET
• AdRoll
• Adobe Media Optimizer
• Atlassian Cloud
• Bootstrap Framework
• Cedexis Radar
• Cloudflare DNS
• DoubleClick
• DoubleClick Conversion
• Facebook Custom Audiences
• Facebook Login (Connect)
• Facebook Widget
• Google Analytics
• Google Dynamic Remarketing
• Google Font API
• Google Tag Manager
• Hotjar
• Linkedin Marketing Solutions
• Microsoft Azure Hosting
• Microsoft Office 365
• Mimecast
• Mobile Friendly
• Pardot
• Remote
• SalesLoft
• Salesforce
• Twitter Advertising
• Vimeo

Affiliated Organizations & Regional Branches

• Merrick Financial Group LLC
• Rinvelt & David, LLC
• FIS Reliance Trust
• H. Beck, Inc.