Kestra Financial

Finance · Connecticut, United States · 1-10 Employees

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Overview

Headquarters

Park Ste 301, Southbury, Connecticut, 06...

Revenue

<$5 Million

Industry

Finance Securities Trading
ZI Rank: 1
Signal Type
Feb
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ZI Rank
1
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1

About Kestra Financial

Compass Capital Management specializes in financial planning and investment management services tailored for teachers, professionals, and retirees. Established in 1965, the firm focuses on helping clients navigate their financial futures, including retirement planning, estate planning, and investment management. Their commitment to integrity and personalized service ensures that clients receive the support they need to achieve their financial goals. With a strong emphasis on education, the team aims to empower clients to understand personal finance and make informed decisions.Explore more
Popular SearchesKestra Financial IncCompass Capital Group IncSIC Code 62,628NAICS Code 52,523Show more

Kestra Financial Org Chart

PhoneEmail
JW
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President, Compass Capital Management

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Company Name

Revenue

Number of Employees

Type

Funding

Founded In

Top Executive

Kestra Financial

<$5M
1-10
Private
-
1986
JW
Jared WhitePresident, Compass Capital Management
<$5M
11-50
Private
<$5M
2021
CM
Chris McLootaSenior Vice President, Partner
<$5M
1-10
Private
-
2020
BT
Barry TateFinancial Advisor
<$5M
11-50
Private
-
-
TC
Trina CuthbertClient Relationship Manager
<$5M
11-50
Private
-
1987
N/A
<$5M
1-10
Private
-
2007
JW
Jonathan WoodsFounding Partner, Chief Investment Officer
<$5M
1-10
Private
-
2008
JC
Jason ClaytonManaging Partner
Illustration of an envelope

Company Profile Activity

i

Among all Finance companies

Low Activity

High Activity

Activity Insights

Kestra Financial is experiencing very low activity levels compared to other companies in the Finance sector.

What does this means?

Kestra Financial is drawing exceptional interest within the Finance industry, suggesting notable developments or strong market momentum, learn more about Kestra Financial.

Kestra Financial Tech Stack

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Frequently Asked Questions Regarding Kestra Financial

What is Kestra Financial's official website?
Kestra Financial's official website is www.compasscapitalct.com
What is Kestra Financial's Revenue?
Kestra Financial's revenue is <$5 Million
What is Kestra Financial's SIC code?
Kestra Financial's SIC: 62,628
What is Kestra Financial's NAICS code?
Kestra Financial's NAICS: 52,523
How many employees does Kestra Financial have?
Kestra Financial has 1-10 employees
What industry does Kestra Financial belong to?
Kestra Financial is in the industry of: Finance, Securities Trading
What is Kestra Financial competition?
Kestra Financial top competitors include: Beacon Group, Family Financial Solutions, Woods Asset Management, Key Advisors Group
What technology does Kestra Financial use?
Some of the popular technologies that Kestra Financial uses are: Cloudflare Website Optimization, Smarsh, Datadog, Wistia
What does Kestra Financial do?

Compass Capital Management specializes in financial planning and investment management services tailored for teachers, professionals, and retirees. Established in 1965, the firm focuses on helping clients navigate their financial futures, including retirement planning, estate planning, and investment management. Their commitment to integrity and pe... rsonalized service ensures that clients receive the support they need to achieve their financial goals. With a strong emphasis on education, the team aims to empower clients to understand personal finance and make informed decisions.Read More

Is Kestra Financial a public company?
Kestra Financial is private company therefore does not currently have an official ticker symbol
See more information about Kestra Financial

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