Kestra Financial leads the industry in wealth management, service and technology solutions, and practice enrichment. Our independent RIA and broker/dealer services are powered by over 20 years of industry experience and are taking flight to elevate the level of personalized service you deserve.
Kestra Financial gives our independent financial advisors unmatched opportunities to grow their business. When you partner with us, you are investing in a partnership that enables you to see your entire practice more clearly.
Meet Kestra at KestraFinancial.com.
Learn about Kestra Private Wealth Services at KestraFinancial.com/Private-Wealth/.
Kestra Financial, Inc. is the parent company of Kestra Investment Services, LLC member FINRA/SIPC and of Kestra Private Wealth Services, LLC, Kestra Advisory Services, LLC, and Kestra Institutional Services, LLC. Fusion is a platform of Kestra Financial, Inc. PartnersFinancial and Benefits Partners are platforms of NFP Insurance Services, Inc. NFP is not an affiliate of Kestra Financial, Inc.
Kestra Financial gives our independent financial advisors unmatched opportunities to grow their business. When you partner with us, you are investing in a partnership that enables you to see your entire practice more clearly.
Meet Kestra at KestraFinancial.com.
Learn about Kestra Private Wealth Services at KestraFinancial.com/Private-Wealth/.
Kestra Financial, Inc. is the parent company of Kestra Investment Services, LLC member FINRA/SIPC and of Kestra Private Wealth Services, LLC, Kestra Advisory Services, LLC, and Kestra Institutional Services, LLC. Fusion is a platform of Kestra Financial, Inc. PartnersFinancial and Benefits Partners are platforms of NFP Insurance Services, Inc. NFP is not an affiliate of Kestra Financial, Inc.
Employees: 201-500
Phone: +1 844-553-7872
Founded date: 1997
Investors 2
| Date | Name | Website |
| - | Stone Poin... | stonepoint... |
| - | Warburg Pi... | warburgpin... |
Mentions in press and media 5
| Date | Title | Description |
| 26.01.2026 | Zocks Raises $45M in Series B Funding | Zocks, a San Francisco, CA-based provider of a privacy-first AI platform for financial advisors, raised $45M in Series B funding The round was co-led by Lightspeed Venture Partners and QED Investors, along with participation from Illuminate... |
| 26.01.2022 | Kestra Financial Partners With AdvicePay to Launch Fee-for-Service Financial Planning | Kestra Financial’s partnership with AdvicePay evolves the business models of our financial professionals to compliantly provide subscription, hourly, and retainer financial planning options to their clients, while expanding choice of paymen... |
| 04.02.2021 | Kestra Financial Closes Out 2020 with $5.3 Billion in New Recruitment Assets | AUSTIN, Texas–(BUSINESS WIRE)–Feb 4, 2021– After wrapping up an unprecedented year, industry-leading wealth management platform Kestra Financial today announced its annual recruitment results. The firm added $5.3 billion in new assets in 20... |
| 05.06.2019 | Kestra Financial Completes Recapitalization | Affiliated funds of Warburg Pincus, LLC (Warburg Pincus) acquired Kestra Financial, Inc., an Austin, Texas-based provider of an independent advisor platform for financial professionals, including traditional and hybrid RIAs. The amount of t... |
| 26.02.2019 | Term Sheet — Tuesday, February 26 | MO’ MONEY, MO’ PROBLEMS Good morning, Term Sheet readers. Paid Content Securing the enterprise without boundaries From ExtraHop PE funds produced another surge in investment value in 2018, capping the strongest five-year stretch in the indu... |