Provides wealth management platforms and technology for independent financial professionals.
| Title |
|---|
| Fiduciary Operations Director Full Time · 8+ YOE Austin, Texas, United States · Onsite |
| Program Manager Full Time · 5+ YOE Tempe or Austin · Onsite |
| Director of Revenue Full Time · 7+ YOE Tempe, Arizona, United States · Onsite |
| Supervision Manager Full Time · 5+ YOE Austin, Texas, United States · Onsite |
| Client Services & Onboarding Specialist Full Time · 4+ YOE Pittsburgh, Pennsylvania, United States · Onsite |
| Client Services & Onboarding Specialist Full Time · 4+ YOE Pittsburgh, Pennsylvania, United States · Onsite |
| Tech Data Product Owner Full Time · 3+ YOE Tempe, Arizona, United States · Onsite |
| Lead Generation Manager Full Time · 4+ YOE Austin, Texas, United States · Onsite |
| Senior Manager HRBP / Director HR Business Partnering Full Time · 8+ YOE Tempe or Austin · Hybrid |
| Trading Specialist I Full Time · 1+ YOE Austin or Tempe · Onsite |
| Operation Specialist, Money Movement Full Time · 1+ YOE Tempe, Arizona, United States · Onsite |
| Operations Specialist - Money Movement Full Time · 1+ YOE Austin, Texas, United States · Onsite |
| Marketing and Commmunication Specialist Full Time · 3+ YOE Clearwater, Florida, United States · Onsite |
| Program Manager, Advisor Tech Strategy and Ecosystem Full Time · 5+ YOE Austin, Texas, United States · Onsite |
| Marketing and Commmunication Specialist Full Time · 3+ YOE Clearwater, Florida, United States · Onsite |
| Client Specialist Full Time Plymouth, Massachusetts, United States · Onsite |
| Client Specialist Full Time Plymouth, Massachusetts, United States · Onsite |
| Senior Due Diligence Analyst Full Time · 4+ YOE Austin, Texas, United States · Onsite |
| Paraplanner Full Time · 2+ YOE New Jersey, United States · Onsite |
| Paraplanner Full Time · 2+ YOE United States · Onsite |
| Compliance Analyst Full Time · 1+ YOE Austin, Texas, United States · Onsite |
| Platform Engineer Full Time · 4+ YOE Austin or Tempe · Onsite |
| Insurance - Life Case Manager Full Time · $60K-$65K · 2+ YOE Shakopee, Minnesota, United States · Onsite |
| Compensation Support Specialist Full Time · 1+ YOE Tempe, Arizona, United States · Onsite |
| Senior Insurance Specialist Full Time Shakopee, Minnesota, United States · Onsite |
| Activities | Wealth management platform servicesIndependent broker-dealer operationsInvestment advisory servicesTrust and estate servicesFinancial technology platform provision |
| Headquarters | US |
| Industries | Financial ServicesWealth Management |
| Name | Kestra Holdings |
| Employees | 1,600 |
| Type | Private |
| Subsidiaries | Kestra FinancialBluespring Wealth PartnersArden Trust CompanyKestra Private Wealth ServicesKestra Investment Management |
| Tagline | Provides wealth management platforms and technology for independent financial professionals. |
| Founded | 1,997 |
| Website | kestraholdings.com |
| Latest Funding Round | Corporate Round |
| Latest Funding Year | 2,025 |
| Latest Funding Amount | 160,000,000 |
| Latest Investors | Stone Point Capital |