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Insights

Technology Integration Kestra Financial utilizes advanced technology platforms such as Azure Databricks, SAP, and Microsoft SQL Server, indicating a strong foundation for digital transformation and modernization efforts that could benefit from customized technology upgrades or integrations.

Growth and Expansion With recent partnerships like Zocks Communications and strategic acquisitions such as the new stake in Invesco BulletShares ETF, Kestra demonstrates ongoing growth initiatives that may create opportunities for additional service providers and product offerings in wealth management.

Award-winning Service Receiving multiple Stevie Awards and industry recognitions for customer support and advisor services suggests a strong focus on client satisfaction, creating opportunities to position complementary client engagement solutions or premium support services.

Leadership Development The promotion of John Amore to president reflects a commitment to leadership and strategic growth, indicating potential for partnership in executive training, leadership development, or advanced consulting services targeting high-level decision-makers.

Market Positioning Operating within a competitive landscape alongside firms with large employee bases and significant revenue, Kestra presents opportunities for collaboration in areas such as marketing, analytics, or compliance technology to help expand their market share and improve operational efficiency.

Similar companies to Kestra Financial

Kestra Financial Tech Stack

Kestra Financial uses 8 technology products and services including Azure Databricks, Azure Service Bus, SAP, and more. Explore Kestra Financial's tech stack below.

Azure Databricks
Advanced Analytics And Data Science
Azure Service Bus
Cloud Infrastructure Computing
SAP
Customer Relationship Management
Microsoft SQL Server
Database
Dayforce HCM
Human Resource Management System
UPS
Logistics
Ceridian Payroll
Payroll Management And Benefits Administration
Bootstrap
UI Frameworks

Media & News

Kestra Financial's Email Address Formats

Kestra Financial uses at least 1 format(s):

Kestra Financial Email Formats	Example	Percentage
First.Last@kestrafinancial.com	John.Doe@kestrafinancial.com	86%
FLast@kestrafinancial.com	JDoe@kestrafinancial.com	8%
Last@kestrafinancial.com	Doe@kestrafinancial.com	4%
First@kestrafinancial.com	John@kestrafinancial.com	2%

Frequently Asked Questions

Where is Kestra Financial's headquarters located?

Kestra Financial's main headquarters is located at 5707 Southwest Parkway Building 2, Suite 400. The company has employees across 3 continents, including North AmericaAsiaEurope.

What is Kestra Financial's phone number?

You can contact Kestra Financial's main corporate office by phone at

+1-800-880-****

. For more prospecting data, LeadIQ has access to up-to-date and accurate contact information within our platform. Find, capture, and sync contact data to your CRM and sales tools in one click.

What is Kestra Financial's official website and social media links?

Kestra Financial's official website is kestrafinancial.com and has social profiles on LinkedIn.

What is Kestra Financial's NAICS code?

Kestra Financial's NAICS code is 52 - Finance and Insurance.

How many employees does Kestra Financial have currently?

As of December 2025, Kestra Financial has approximately 431 employees across 3 continents, including North AmericaAsiaEurope. Key team members include Vp Business Development: B. T.Vice President Of Business Development: D. K.Vice President | Business Development: R. K.. Explore Kestra Financial's employee directory with LeadIQ.

What industry does Kestra Financial belong to?

Kestra Financial operates in the Financial Services industry.

What technology does Kestra Financial use?

Kestra Financial's tech stack includes Azure DatabricksAzure Service BusSAPMicrosoft SQL ServerDayforce HCMUPSCeridian PayrollBootstrap.

What is Kestra Financial's email format?

Kestra Financial's email format typically follows the pattern of First.Last@kestrafinancial.com. Find more Kestra Financial email formats with LeadIQ.

Kestra Financial

Financial ServicesTexas, United States201-500 Employees

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.

Company Overview

Headquarters: 5707 Southwest Parkway Building 2, Suite 400
Phone number: +1-800-880-****
Website: kestrafinancial.com
NAICS Code: 52 - Finance and Insurance
Employees: 201-500

Media & News

Funding & Financials

$250M$500M
Kestra Financial's revenue is estimated to be in the range of $250M$500M

Funding & Financials

$250M$500M
Kestra Financial's revenue is estimated to be in the range of $250M$500M

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