Kestra Holdings, founded in 1997, operates as an ecosystem of financial firms. The company provides a full end-to-end suite of wealth management solutions designed for financial professionals. Its core offering includes industry-leading wealth management platforms for independent financial professionals.
The firm's culture emphasizes innovation and independence, with a stated focus on the advisor and client experience. Kestra Holdings aims to empower independent financial professionals through its integrated suite of services.
Operating nationwide, Kestra Holdings is active in the wealth management, financial services, and investment advisory sectors. The company's model centers on supporting financial professionals with the tools and infrastructure needed to manage client wealth.
