About Kestra Financial
Kestra Financial is a company based in Austin (United States) founded in 2014 was acquired by Warburg Pincus in February 2019. It operates as a Professional Services and Brokerage / Intermediation. The company has 630 employees as of December 31, 2021. Kestra Financial has completed 3 acquisitions, including H. Beck, Rinvelt David and Watermark Wealth Strategies. Kestra Financial offers products and services including Wealth Management Platform, Business Consulting, and Private Wealth Services. Kestra Financial operates in a competitive market with competitors including Kroll, FS Vector, USQ, Ceto and Associates and Allinial Global, among others.
- Headquarter Austin, United States
- Employees 630 as on 31 Dec, 2021
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Sectors
Business Services
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Phone
Locked
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Website
Locked
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Social
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- Legal Name Kestra Financial, Inc.
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Annual Revenue
Not available
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Net Profit
Not available
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EBITDA
Not available
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Latest Funding Round
$500 M (USD), Debt – Conventional
Jun 01, 2019
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Investors
Warburg Pincus
& 1 more
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Employee Count
630
as on Dec 31, 2021
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Investments & Acquisitions
H. Beck
& 2 more
- Acquired by
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Products & Services of Kestra Financial
Kestra Financial offers a comprehensive portfolio of products and services, including Wealth Management Platform, Business Consulting, and Private Wealth Services.
Independent platform supporting financial professionals' business growth.
Expertise provided for critical business areas of advisors.
Tailored wealth management solutions for high-net-worth clients.
People of Kestra Financial
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Funding Insights of Kestra Financial
Investors in Kestra Financial
Kestra Financial has secured backing from 2 investors, including venture fund investors. Prominent investors backing the company include Warburg Pincus and Stone Point Capital.
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Private equity firm investing in global financial services sectors.
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Multi-stage private equity investments are pursued across diverse sectors.
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Investor details for Kestra Financial
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Investments & Acquisitions by Kestra Financial
Kestra Financial has strategically engaged in corporate development activities, having acquired 3 companies. Notable acquisitions include H. Beck, Rinvelt David and Watermark Wealth Strategies.
Investment portfolio details for Kestra Financial
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- Transaction dates
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Verified entity values are shown only after access is granted.
| Company Name | Description | Domain | Location | Founded Year | Amount |
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Provider of wealth management services
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Retirement and financial planning services are provided to clients.
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Investment advisory and broker services are provided to clients.
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Locked | Locked | 1984 | Locked |
Complete acquisition details for Kestra Financial
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- Domains and locations
Verified entity values are shown only after access is granted.
Financial Statements - Kestra Financial
Detailed financials for Kestra Financial
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Kestra Financial Comparisons
Peer comparison for Kestra Financial
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Competitors of Kestra Financial
Kestra Financial operates in a dynamic and competitive business environment, facing competition from various established players and emerging companies in the market. The competitive landscape includes prominent companies such as Kroll, FS Vector, USQ, Ceto and Associates and Allinial Global, among others.
| Company Name | Domain | Founded year | HQ Location | Description |
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Financial and risk advisory solutions are offered to businesses.
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Regulatory compliance, public policy, and strategy advisory services are provided.
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Customized (re)insurance solutions and alternative risk transfer are offered.
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Offers consulting and AI tools for financial institutions' growth and efficiency.
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Association of independent firms providing accounting collaboration and resources worldwide
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Offers accounting, tax, and advisory services to industries like healthcare and life sciences.
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Detailed competitors of Kestra Financial
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Latest news on Kestra Financial
Complete news archive for Kestra Financial
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Frequently Asked Questions about Kestra Financial
Kestra Financial was founded in 2014 and raised its 1st funding round 5 years after it was founded.
Kestra Financial is headquartered in Austin, United States. It is registered at Austin, Texas, United States.
Robert Bartenstein is the current CEO of Kestra Financial.
As of Dec 31, 2021, the latest employee count at Kestra Financial is 630.
Kestra Financial is established as an independent wealth management platform based in Austin, United States. The company is focused on empowering financial professionals through a partnership culture. Services are provided in wealth management, business consulting, and private wealth solutions. Support is extended to advisors for business growth, transition, and succession planning. The platform is designed to address individual needs while offering superior resources. Collaboration and innovation are emphasized to build shared success within the advisor community. Leadership involvement is prioritized with direct access to experienced executives.
Kestra Financial's top competitors include Kroll, USQ and Altair Global.
Kestra Financial offers Wealth Management Platform, Business Consulting, and Private Wealth Services.
Kestra Financial has made 3 acquisitions, including H. Beck, Rinvelt David, and Watermark Wealth Strategies.
Kestra Financial has 2 investors. Key investors include Warburg Pincus, and Stone Point Capital.