Kestra

Finance · 51-200 Employees

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Overview

Revenue

<$5 Million

Industry

Finance Securities Trading
ZI Rank: 1
Signal Type
Dec
Jan
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May
ZI Rank
1
1
1
1
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1

About Kestra

Kestra Investment Management assists independent advisors in enhancing their investment strategies, leveraging over 100 years of expertise in the industry. The company offers a range of solutions tailored to meet the needs of financial advisors. Their services are designed to empower advisors to provide better investment options for their clients. Kestra aims to elevate the investment management experience for independent financial professionals.Explore more
Kestra's Social MediaPopular SearchesKestraKestra Investment Management LLCKestra Investment ManagementSIC Code 62,628NAICS Code 52,523Show more

Kestra Org Chart

PhoneEmail
SS

Chief Compliance Officer

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PhoneEmail
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Company Name

Revenue

Number of Employees

Type

Funding

Founded In

Top Executive

Kestra

<$5M
51-200
Private
-
-
SS
Stephen SmithChief Compliance Officer
$8.2M
11-50
Private
<$5M
1991
SS
Scott StChief Financial Officer
$6.9M
11-50
Private
-
1983
Denise Lollis, Chief Operating Officer & Chief Compliance Officer at Greenwood Capital Associates
Denise LollisChief Operating Officer & Chief Compliance Officer
$5.6M
51-200
Private
-
2016
TO
Tetsuo OchiManaging Partner and CEO Managing Partner and Country Officer
<$5M
11-50
Private
-
1986
KC
Kathleen CraneChief Financial Officer
<$5M
11-50
Private
-
1999
SB
Stephen BarrettChairman, CEO
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Company Profile Activity

i

Among all Finance companies

Low Activity

High Activity

Activity Insights

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

What does this means?

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

Kestra Tech Stack

A closer look at the technologies used by Kestra

Most Recent Scoops

Event
Person-Based
Kara Murphy, Chief Investment Officer, appeared on a podcast called "Bloomberg Surveillance" on 08/21/2025. Topics discussed include Fed, markets, Trump, economy, policy.
Events, Podcast
Open Position
Event
Person-Based
Kara Murphy, Chief Investment Officer, appeared on a podcast called "Bloomberg Surveillance" on 10/17/2024. Topics discussed include US economy, equity markets, Bitcoin, 2024 election.
Events, Podcast
Left Company
Executive Move
Executive Moves, Left Company
Left Company
Executive Move
Executive Moves, Left Company
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Kestra News & Media

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Top Finance Companies

Frequently Asked Questions Regarding Kestra

What is Kestra's official website?
Kestra's official website is www.kestraim.com
What is Kestra's Revenue?
Kestra's revenue is <$5 Million
What is Kestra's SIC code?
Kestra's SIC: 62,628
What is Kestra's NAICS code?
Kestra's NAICS: 52,523
How many employees does Kestra have?
Kestra has 51-200 employees
What industry does Kestra belong to?
Kestra is in the industry of: Finance, Securities Trading
What is Kestra competition?
Kestra top competitors include: Greenwood Capital Associates, Karpus Investment Management, Wainwright Investment Counsel, Wellesley Office Park
What technology does Kestra use?
Some of the popular technologies that Kestra uses are: Cloudflare CDN, Microsoft 365, Vimeo, Google Tag Manager
What does Kestra do?

Kestra Investment Management assists independent advisors in enhancing their investment strategies, leveraging over 100 years of expertise in the industry. The company offers a range of solutions tailored to meet the needs of financial advisors. Their services are designed to empower advisors to provide better investment options for their clients.... Kestra aims to elevate the investment management experience for independent financial professionals.Read More

What are Kestra social media links?
Kestra Linkedin page
Is Kestra a public company?
Kestra is private company therefore does not currently have an official ticker symbol
See more information about Kestra

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