Provides wealth management platforms and technology for independent financial professionals.
| Title |
|---|
| Compensation Support Specialist Full Time · 1+ YOE Austin, Texas, United States · Onsite |
| Compensation Support Specialist Full Time · 1+ YOE Tempe, Arizona, United States · Onsite |
| Platform Engineer Full Time · 4+ YOE Austin or Tempe · Onsite |
| Head of Business Development, CBS Full Time · 5+ YOE Shakopee, Minnesota, United States · Onsite |
| Advisor Full Time · 2+ YOE Plymouth, Massachusetts, United States · Onsite |
| Advisor Full Time · 2+ YOE Plymouth, Massachusetts, United States · Onsite |
| Client Service Principal Full Time · 5+ YOE Tempe, Arizona, United States · Onsite |
| Financial Advisory - Accounting Specialist Full Time · 5+ YOE Clearwater, Florida, United States · Onsite |
| Financial Advisory - Accounting Specialist Full Time · 5+ YOE Clearwater, Florida, United States · Onsite |
| Client Service Director Full Time · 8+ YOE Tempe, Arizona, United States · Onsite |
| Client Service Director Full Time · 8+ YOE Tempe, Arizona, United States · Onsite |
| Client Service Director Full Time · 8+ YOE Tempe, Arizona, United States · Onsite |
| Client Service Director Full Time · 8+ YOE Tempe, Arizona, United States · Onsite |
| Client Service Specialist II Full Time · 2+ YOE Tempe, Arizona, United States · Onsite |
| Client Service Specialist II Full Time · 2+ YOE Tempe, Arizona, United States · Onsite |
| Software Engineer Full Time · 4+ YOE Austin, Texas, United States · Onsite |
| Software Engineer Full Time · 4+ YOE Austin, Texas, United States · Onsite |
| Software Engineer Full Time · 4+ YOE Austin, Texas, United States · Onsite |
| Software Engineer Full Time · 4+ YOE Tempe, Arizona, United States · Onsite |
| Business Consultant Full Time · 3+ YOE Austin or Tempe · Onsite |
| Lead Advisor Full Time · 3+ YOE To be determined, Unknown, United States · Onsite |
| Lead Advisor Full Time · 3+ YOE Plymouth or Plymouth · Onsite |
| Operations Specialist Full Time Pittsburgh, Pennsylvania, United States · Onsite |
| Compliance - Risk Officer Full Time · 4+ YOE Austin, Texas, United States · Onsite |
| M&A Integration Business Manager Full Time · 5+ YOE Austin, Texas, 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 |