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Recent Investments Kestra Private Wealth Services has been actively investing in various companies, such as Cedar Fair, New York Mortgage Trust, Wolfspeed, Performance Food Group, and Extra Space Storage Inc. This indicates potential opportunities for cross-selling additional financial services to these companies or their employees.

Expanding Team With recent hires like Kant and Lisa Galloway joining Kestra Financial, there is a chance to leverage these new team members to broaden the company's network and explore referrals from their previous professional connections.

Technology Stack Utilizing tools like Facebook Pixel, Salesforce Interaction Studio, and Google within their tech stack can offer insights into target audience behavior, enabling tailored sales pitches and improved client engagement strategies.

Financial Stability Kestra Financial's revenue range of $50-100 million signifies a stable financial base, which can be appealing to potential clients seeking long-term financial partners. Highlighting this financial strength in sales pitches can build trust with prospects.

Competitive Landscape Understanding key competitors like Ameriprise Financial, TD Ameritrade, and Wells Fargo Advisors allows Kestra Financial to position its unique value proposition effectively. Leveraging market differentiators in sales conversations can attract clients seeking alternatives to larger financial institutions.

Similar companies to Kestra Financial

Kestra Financial Tech Stack

Kestra Financial uses 8 technology products and services including Facebook Pixel, AdRoll CMP System, PostgreSQL, and more. Explore Kestra Financial's tech stack below.

Facebook Pixel
Analytics
AdRoll CMP System
Cookie Compliance
PostgreSQL
Database
Microsoft Excel
Editors
Exhibit
Javascript Graphics
Google
Miscellaneous
Salesforce Interaction Studio
Personalization
ZURB Foundation
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	87%
FLast@kestrafinancial.com	JDoe@kestrafinancial.com	7%
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 Austin, TX 78735 US. The company has employees across 5 continents, including North AmericaEuropeAsia.

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.

How much revenue does Kestra Financial generate?

As of September 2024, Kestra Financial's annual revenue reached $75M.

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 September 2024, Kestra Financial has approximately 381 employees across 5 continents, including North AmericaEuropeAsia. Key team members include CFO: J. B.Vice President | Business Development: R. K.Vice President Of Business Development: F. 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 Facebook PixelAdRoll CMP SystemPostgreSQLMicrosoft ExcelExhibitGoogleSalesforce Interaction StudioZURB Foundation.

What is Kestra Financial's email format?

Kestra Financial's email format typically follows the pattern of . Find more Kestra Financial email formats with LeadIQ.

Kestra Financial

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 Austin, TX 78735 US
Phone number: ✕
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+1-800-880-****
Website: kestrafinancial.com
NAICS Code: 52 - Finance and Insurance
Employees: 201-500

Media & News

Funding & Financials

$50M$100M
Kestra Financial's revenue is in the range of $50M$100M

Funding & Financials

$50M$100M
Kestra Financial's revenue is in the range of $50M$100M

Company Leadership

J. B.
CFO
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R. K.
Vice President | Business Development
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F. K.
Vice President Of Business Development
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W. M.
VP Finance
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J. V. A.
Head Of Wealth Management, Executive Vice President
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Employee Directory

G. C.
President, Chief Executive Officer, Chief Investment Strategist
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G. V.
Managing Partner - Weath Advisor - Heritage Wealth Management Group
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J. O.
Managing Partner At O'keeffe Financial Partners Llc & Financial Advisor
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K. E.
Partner
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K. C.
Executive Vice President + Chief Operating Officer
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