Insights

Growth Through Acquisition Kestra Financial has recently expanded its advisor base by acquiring assets from LPL Financial and recruiting nearly 130 financial advisors in 2025, indicating a strong growth trajectory and potential demand for advanced support, training, and integration solutions.

Technology Adoption With a robust tech stack including Azure Databricks, SAP, and AI partnerships, Kestra demonstrates a focus on innovative technology solutions, creating opportunities to offer customized digital transformation and AI-driven tools to enhance operational efficiency.

Leadership Expansion Recent strategic hires, such as vice presidents in business development and head of advanced planning, suggest an increasing need for sophisticated client engagement and planning tools, presenting sales prospects in client relationship management and advisory technology.

Recognition and Awards Winning Silver and Bronze awards for supporting advisors highlights Kestra’s commitment to excellence, indicating a potential openness to partnership solutions that further enhance service quality and market reputation.

Market Position & Revenue With revenues between 250 and 500 million dollars and industry recognition, Kestra holds a competitive position in wealth management, creating opportunities to target their internal teams with advanced consulting or technology integration services to reinforce their market edge.

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 FormatsExamplePercentage
First.Last@kestrafinancial.comJohn.Doe@kestrafinancial.com
86%
FLast@kestrafinancial.comJDoe@kestrafinancial.com
8%
Last@kestrafinancial.comDoe@kestrafinancial.com
4%
First@kestrafinancial.comJohn@kestrafinancial.com
2%

Frequently Asked Questions

Where is Kestra Financial's headquarters located?

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Kestra Financial's main headquarters is located at 5707 Southwest Parkway Building 2 Suite 400 Austin, Texas 78735 United States. The company has employees across 3 continents, including North AmericaAsiaEurope.

What is Kestra Financial's phone number?

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

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

What is Kestra Financial's NAICS code?

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

How many employees does Kestra Financial have currently?

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As of February 2026, Kestra Financial has approximately 448 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?

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Kestra Financial operates in the Financial Services industry.

What technology does Kestra Financial use?

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

What is Kestra Financial's email format?

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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.

Section iconCompany Overview

Headquarters
5707 Southwest Parkway Building 2 Suite 400 Austin, Texas 78735 United States
Phone number
NAICS Code
52 - Finance and Insurance
Employees
201-500

Section iconFunding & Financials

  • $250M$500M

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

Section iconFunding & Financials

  • $250M$500M

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

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