About Kestra Financial
Kestra Financial is a Business Services company based in Austin (United States) founded in 2014, and was acquired by Warburg Pincus in February 2019. Kestra Financial is recognized as an industry-leading independent wealth management platform. It operates on a Professional Services and Brokerage / Intermediation model. The company has 630 employees. Kestra Financial has completed 3 acquisitions, including H. Beck, Rinvelt David and Watermark Wealth Strategies. Its chief executive, as recorded, is Robert Bartenstein. Its website kestrafinancial.com draws about 93 thousand monthly visits. Kestra Financial offers products and services including Wealth Management Platform, Business Consulting, and Private Wealth Services. Its focus areas include Financials, Capital Markets and Wealth Management. Its legal entity is Kestra Financial, Inc. Its competitors include Kroll, USQ and Ceto and Associates; 1 of its 3 listed competitors has raised funding.
Company details
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.
- Headquarters Austin, United States
- Employees 630
- Stage Acquired
- SectorsBusiness Services
- Website category Finance · Investing
- Phone•••• ••••
- Website kestrafinancial.com
- Social LinkedIn X Facebook
- Acquired by Warburg Pincus (Feb 2019)
- Legal Name Kestra Financial, Inc.
- Latest Funding Round$500M (USD), Debt – Conventional
Jun 2019
- InvestorsWarburg Pincus
& 1 more
- Employee Count630
- Investments & AcquisitionsH. Beck
& 2 more
- Acquired by
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.
Funding Insights of Kestra Financial
- Total Rounds 1
- Last Round Debt – Conventional — $500M
- First Round $500M
(Jun 2019)
All 1 funding rounds of Kestra Financial with amounts and investors; the two latest post-money valuations are shown, the rest are part of the premium plan.
| Date | Amount | Transaction Name | Valuation | Lead Investors | Investors |
|---|---|---|---|---|---|
| Jun 2019 | $500M | Debt – Conventional | – | – | – |
2 investors in total: 2 institutional.
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.
| Investor | Description | Founded Year | Domain | Location |
|---|---|---|---|---|
Private equity firm investing in global financial services sectors. | stonepoint.com | |||
Multi-stage private equity investments are pursued across diverse sectors. | 1966 | warburgpincus.com | New York, United States |
Investor details for Kestra Financial
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- Investor portfolios
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People of Kestra Financial
2 people are tracked at Kestra Financial (2 in leadership); the tracked headcount is 630.
| Name | Role | Group |
|---|---|---|
Robert Bartenstein | CEO | Leadership |
Stephen Langlois | President Emeritus, Senior Adviser | Leadership |
Complete people profiles 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.
| Company Name | Description | Domain | Location | Founded | Acquired | Amount |
|---|---|---|---|---|---|---|
Retirement and financial planning services are provided to clients. | rinveltdavid.com | Grand Rapids, United States | 2006 | Sep 2017 | •••• | |
Investment advisory and broker services are provided to clients. | hbeckinc.com | Bethesda, United States | 1984 | Aug 2017 | •••• | |
Provider of wealth management services | watermarkwealth.com | Scottsdale, United States | 2009 | Nov 2016 | •••• |
Complete acquisition details for Kestra Financial
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Timeline of Kestra Financial
7 dated milestones of Kestra Financial across 5 years, from founding to its latest funding, stage changes and deals.
- Founded Kestra Financial is founded.
- Exit Acquired by Stone Point Capital.
- Acquisition Acquires Watermark Wealth Strategies.
- Acquisition Acquires H. Beck.
- Acquisition Acquires Rinvelt David.
- Exit Acquired by Warburg Pincus.
- Funding First funding round of $500.0M.
Competitors of Kestra Financial
Kestra Financial has 3 listed competitors in our database, 1 of them funded. They include Kroll, USQ and Ceto and Associates.
| Company Name | Domain | Founded | HQ Location | Total funding | Employees | Description |
|---|---|---|---|---|---|---|
| kroll.com | 1932 | New York, United States | 25 | Financial and risk advisory solutions are offered to businesses. | ||
| usqrisk.com | 2020 | New York, United States | $3.25M | Customized (re)insurance solutions and alternative risk transfer are offered. | ||
| ceto.com | 1994 | Suwanee, United States | Offers consulting and AI tools for financial institutions' growth and efficiency. |
Detailed competitors of Kestra Financial
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Web traffic of Kestra Financial
The website of Kestra Financial (kestrafinancial.com) receives about 93.5K visits a month and ranks #367,729 among all websites worldwide, #3,818 in Investing.
- Monthly visits93.5K
▼ 4.4% vs previous month
- Unique visitors17.3K
per month
- Global rank#367,729
among all websites
- Category rank#3,818
Finance · Investing
- Bounce rate18%
- Pages per visit5.3
- Average visit7 min 16 sec
- DevicesDesktop 88% · Mobile 12%
Websites whose visitors overlap most with Kestra Financial. Affinity shows how closely the audiences match.
| Website | Domain | Audience affinity | Monthly visits | Global rank | Profile |
|---|---|---|---|---|---|
mainaccount.com | mainaccount.com | 100% | #128,092 | – | |
| morningstar.com | 90% | 12.9M | #4,951 | View details | |
bernstein.com | bernstein.com | 89% | #302,165 | – | |
| tradestation.com | 83% | 1.7M | #31,005 | View details | |
| stonepoint.com | 82% | #790,977 | View details | ||
| •••••••••• | ••••••.com | ••% | •.•M | #••••• | – |
| •••••••••• | ••••••.com | ••% | •.•M | #••••• | – |
| •••••••••• | ••••••.com | ••% | •.•M | #••••• | – |
All 15 similar websites and full traffic analytics for Kestra Financial
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- 15 similar websites
- Audience overlap
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- Traffic by brand
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Top companies in Professional Consulting & Advisory
3 companies that operate in the same segment as Kestra Financial (Professional Consulting & Advisory) in United States, ranked by their profile score on The Company Check.
| Company | Description | Founded | Location | Total funding | Revenue | Employees |
|---|---|---|---|---|---|---|
Provider of data analytics, cloud modernization, management strategy, and digital transformation services | 1998 | Aliso Viejo, California, United States | USD 250 M | USD 59.61 M | 1,905 | |
Diversified insurance brokerage and risk management services are offered worldwide. | 1927 | Rolling Meadows, Illinois, United States | USD 13.94 B | 56,000 | ||
Talent acquisition and consulting services are provided globally. | 1969 | Los Angeles, California, United States | USD 2.94 B | 9,250 |
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Related news about 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 CEO of Kestra Financial, as recorded in our data.
Kestra Financial has 630 employees.
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 Ceto and Associates.
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.
Kestra Financial operates through Kestra Financial, Inc..
Yes. Kestra Financial was acquired by Warburg Pincus in February 2019.