Kestra Financial
Highly Engaged Employees
Highly Engaged EmployeesFinance · Texas, United States · 201-500 Employees
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Overview
Headquarters
5707 Southwest Pkwy Ste 400, Austin, Tex...Phone Number
(844) 553-7872Website
www.kestrafinancial.comRevenue
$790 MillionIndustry
ZI Rank: 5
Signal Type
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ZI Rank
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About Kestra Financial
Kestra Financial provides a financial services platform for financial professionals. Kestra Financial is headquartered in the "Silicon Hills" of Austin, Texas and was founded in 1997.Explore more
Kestra Financial Org Chart
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Revenue
Number of Employees
Type
Funding
Founded In
Kestra Financial
$790M
201-500
Private
-
1997
CD
Charles DanielsVice President, Private Chief Financial Officer
Company Profile 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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Hiring Plans
Kestra Financial has more open roles in Operations than it has had at any time in the past 6 months. Areas of expertise include: Client Services, and Setting Appointments.
Hiring Plans
Open Position
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Kestra Financial News & Media
Industry Survey Commissioned by Kestra Reveals Only 6% of Financial Advisors Planning to Retire Have a Fully Documented Succession Plan
AUSTIN, Texas--(BUSINESS WIRE)--Kestra Financial (Kestra) and Bluespring Wealth Partners (Bluespring), companies within the Kestra Holdings ecosystem – which offers industry-leading wealth management platforms for independent wealth management professionals – today announced the release of its first-ever proprietary industry survey, Bridging the Gap: Succession Misalignment Between G1 and G2 Advisors, conducted by independent research firm 8 Acre Perspective. The new survey on advisor successioNew Advisor Joins Kestra Private Wealth Services, Embracing Independence Alongside Inspired Wealth Planning
AUSTIN, Texas--(BUSINESS WIRE)--Kestra Private Wealth Services (Kestra PWS), a registered investment adviser subsidiary of Kestra Financial, Inc., today welcomed John Griffin to its community of independent financial professionals, in partnership with Cordele, Georgia-based Inspired Wealth Planning (Inspired), which joined the Kestra PWS platform in 2023. With nearly $190 million in client assets under management and approximately 850 clients, Griffin and his team of professionals bring a centuKestra Financial Adds $2.4 Billion in Recruitment Assets in First Quarter of 2025, With Strong Q2 Outlook
AUSTIN, Texas--(BUSINESS WIRE)--Kestra Financial, an industry-leading wealth management platform, welcomed 26 financial professionals collectively overseeing more than $2.4 billion in assets under management in the first quarter of 2025. Financial professionals have the option to operate independently through Kestra Financial or Kestra Private Wealth Services—a registered investment adviser subsidiary of Kestra Financial that offers a comprehensive, full-service platform. Designed to support thTuras Wealth Partners Joins Kestra Private Wealth Services To Further Focus on Client Experience
AUSTIN, Texas--(BUSINESS WIRE)--Kestra Private Wealth Services (Kestra PWS), a registered investment adviser subsidiary of Kestra Financial, Inc., today announced it has welcomed Turas Wealth Partners (Turas), a wealth management firm led by father-son duo John and Shea Marmion, to its platform. This move to independence represents a shared commitment to delivering highly tailored client service. Based just outside Columbus in Worthington, Ohio, Turas Wealth Partners was born out of a desire to
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Kestra Financial provides a financial services platform for financial professionals. Kestra Financial is headquartered in the "Silicon Hills" of Austin, Texas and was founded in 1997.... Read More
