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Insights

Technology Integration Kestra Financial leverages a robust tech stack including Curalate, Salesforce Marketing Cloud, and PostgreSQL. Highlighting the seamless integration of technology solutions can be a key selling point when targeting tech-savvy clients.

Growth Opportunities for Advisors Kestra Financial positions itself as a platform that offers independent financial advisors unparalleled opportunities to expand their businesses. Emphasizing this growth potential can appeal to advisors seeking to enhance their practice and client base.

Competitive Positioning Within the competitive landscape of financial services, Kestra Financial stands out with its focus on personalized service and practice enrichment. Emphasizing these unique selling propositions can attract clients looking for tailored solutions and support.

Market Differentiation By being the parent company of multiple subsidiaries such as Kestra Private Wealth Services and Kestra Advisory Services, Kestra Financial showcases a diverse range of offerings. Highlighting this breadth can help in positioning the company as a one-stop solution for various financial needs.

Revenue Potential With annual revenues in the range of $50M - $100M, Kestra Financial demonstrates a solid financial foundation. When targeting potential clients, showcasing the company's financial stability can instill confidence and attract those seeking reliable and reputable financial partners.

Similar companies to Kestra Financial

Kestra Financial Tech Stack

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

Curalate
Analytics
AdRoll CMP System
Cookie Compliance
PostgreSQL
Database
Microsoft Outlook
Email
Exhibit
Javascript Graphics
Salesforce Marketing Cloud
Marketing Performance Measurement
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	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 November 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 November 2024, Kestra Financial has approximately 380 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 CuralateAdRoll CMP SystemPostgreSQLMicrosoft OutlookExhibitSalesforce Marketing CloudCeridian PayrollBootstrap.

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: +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

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