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Insights

Key Personnel Promotion Promotion of John Amore to president at Kestra Financial presents an opportunity for sales engagement, leveraging his new leadership role to strengthen partnerships and explore new business avenues.

Strategic Partnership Partnership with Arc Private Wealth provides sales opportunities to offer Kestra Financial's full-service support model, showcasing the company's capabilities to a broader client base through collaborative initiatives.

Expert Hiring Hiring of Kant in a specialized role at Kestra Financial opens doors for tailored sales strategies, tapping into Kant's expertise to enhance client engagement and drive revenue growth.

Strategic Investments Investments in Cedar Fair, New York Mortgage Trust, and Wolfspeed reflect a proactive approach to wealth management, creating avenues for engaging clients interested in diversified portfolios and alternative investments.

Industry Expansion With revenue ranging from $50M to $100M, Kestra Financial signals financial stability, providing a favorable environment for sales teams to pursue high-value clients seeking wealth management solutions from established companies.

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 FormatsExamplePercentage
First.Last@kestrafinancial.comJohn.Doe@kestrafinancial.com
87%
FLast@kestrafinancial.comJDoe@kestrafinancial.com
7%
Last@kestrafinancial.comDoe@kestrafinancial.com
4%
First@kestrafinancial.comJohn@kestrafinancial.com
2%

Frequently Asked Questions

Where is Kestra Financial's headquarters located?

Minus sign iconPlus sign iconKestra 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?

Minus sign iconPlus sign icon 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?

Minus sign iconPlus sign iconKestra Financial's official website is kestrafinancial.com and has social profiles on LinkedIn.

How much revenue does Kestra Financial generate?

Minus sign iconPlus sign icon As of January 2025, Kestra Financial's annual revenue reached $75M.

What is Kestra Financial's NAICS code?

Minus sign iconPlus sign iconKestra Financial's NAICS code is 52 - Finance and Insurance.

How many employees does Kestra Financial have currently?

Minus sign iconPlus sign iconAs of January 2025, Kestra Financial has approximately 378 employees across 5 continents, including North AmericaEuropeAsia. Key team members include CFO: J. B.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?

Minus sign iconPlus sign iconKestra Financial operates in the Financial Services industry.

What technology does Kestra Financial use?

Minus sign iconPlus sign iconKestra Financial's tech stack includes CuralateAdRoll CMP SystemPostgreSQLMicrosoft OutlookExhibitSalesforce Marketing CloudCeridian PayrollBootstrap.

What is Kestra Financial's email format?

Minus sign iconPlus sign iconKestra 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.

Section iconCompany 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

Section iconMedia & News

Section iconFunding & Financials

  • $50M$100M

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

Section iconFunding & Financials

  • $50M$100M

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

Company Leadership

  • Stylized image of a person
    J. B.
    CFO
    Phone icon
    Mobile Phone
  • Stylized image of a person
    D. K.
    Vice President Of Business Development
    Phone icon
    Mobile Phone
  • Stylized image of a person
    R. K.
    Vice President | Business Development
    Phone icon
    Mobile Phone
  • Stylized image of a person
    F. K.
    Vice President Of Business Development
    Phone icon
    Mobile Phone
  • Stylized image of a person
    W. M.
    VP Finance
    Phone icon
    Mobile Phone

Employee Directory

  • Stylized image of a person
    G. C.
    President, Chief Executive Officer, Chief Investment Strategist
    Phone icon
    Mobile Phone
  • Stylized image of a person
    G. V.
    Managing Partner - Weath Advisor - Heritage Wealth Management Group
    Phone icon
    Mobile Phone
  • Stylized image of a person
    J. O.
    Managing Partner At O'keeffe Financial Partners Llc & Financial Advisor
    Phone icon
    Mobile Phone
  • Stylized image of a person
    K. E.
    Partner
    Phone icon
    Mobile Phone
  • Stylized image of a person
    M. P.
    Evp, Chief Compliance Officer
    Phone icon
    Mobile Phone

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