Kestra Holdings is an ecosystem of financial firms offering wealth management technology, platforms and services to independent financial professionals nationwide.
Kestra Holdings is an ecosystem of financial firms that provides wealth management solutions, platforms and resources to independent financial professionals across the United States. Founded in 1997, the company operates nationwide and works within the wealth management, financial services and investment advisory sectors.
Its central offering is an end-to-end suite of wealth management platforms combining technology, service and supporting resources for independent advisors. The firm's technical work concentrates on wealth management technology and financial technology platforms, with an stated emphasis on advisor and client experience.
The company describes its culture as one that celebrates independence and aims to empower independent financial professionals. It cites a commitment to superior service and to enabling the growth of both advisors and their investing clients.
