About Kestra Holdings
Kestra Holdings is a company based in Austin (United States) founded in 1997 was acquired by Stone Point Capital in October 2024. It operates as a Professional Services, and Brokerage / Intermediation. Kestra Holdings has completed 1 acquisition, including Grove Point Financial. Kestra Holdings offers products and services including Wealth Management Platforms, Portfolio Management Solutions, Trust & Estate Planning, and Insurance & Planning Services. Kestra Holdings operates in a competitive market with competitors including Addepar, sei, Avaloq, 360 One and Centricity, among others.
- Headquarter Austin, United States
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Sectors
Technology
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Phone
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Website
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Social
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- Legal Name Kestra Holdings
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Annual Revenue
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Net Profit
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EBITDA
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Latest Funding Round
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Employee Count
Employee Count
- Investments & Acquisitions
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Acquired by
Stone Point Capital
(Oct 15, 2024)
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Products & Services of Kestra Holdings
Kestra Holdings offers a comprehensive portfolio of products and services, including Wealth Management Platforms, Portfolio Management Solutions, Trust & Estate Planning, and Insurance & Planning Services. The company's diverse product and service offerings are designed to meet the evolving needs of its customers, address market demands, and provide comprehensive solutions that drive value creation and customer satisfaction across various segments and use cases.
Platforms are provided for independent financial professionals nationwide.
Scalable solutions are offered for effective portfolio management.
Integrated services are delivered for trust and estate planning.
Integrated insurance solutions are provided for financial planning needs.
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Funding Insights of Kestra Holdings
| Date | Amount | Transaction Name | Valuation | Lead Investors | Investors |
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| Jul, 2021 | Amount | Post-IPO - Grab | Valuation |
investors |
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| Feb, 2021 | Amount | Post-IPO - Grab | Valuation |
investors |
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| Jan, 2021 | Amount | Post-IPO - Grab | Valuation |
investors |
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| Feb, 2021 | Amount | Post-IPO - Grab | Valuation |
investors |
Investors in Kestra Holdings
Kestra Holdings has secured backing from 1 investor, including venture fund investors. Prominent investors backing the company include Stone Point Capital. This diverse investor base provides strategic capital, industry expertise, and valuable network connections that support the company's growth initiatives, market expansion, and long-term value creation.
| Investor | Description | Founded Year | Domain | Location |
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Private equity firm investing in global financial services sectors.
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Founded Year | Domain | Location |
| Investor | Description | Founded Year | Domain | Location |
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Single family office of Amitabh Bachchan, founder of Amitabh Bachchan Corporation or AB CORP
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Founded Year | Domain | Location | |
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Startup ecosystems are ignited through strategic investments by Signite Partners.
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Venture capital is directed toward companies in multiple sectors.
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Founded Year | Domain | Location | |
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Venture capital is invested in cybersecurity, fintech, and AI startups.
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Founded Year | Domain | Location |
Investments & Acquisitions by Kestra Holdings
Kestra Holdings has strategically engaged in corporate development activities, having acquired 1 company. Notable acquisitions include Grove Point Financial. These strategic investments and acquisitions demonstrate the company's commitment to growth through portfolio expansion, market consolidation, technology integration, and strategic partnerships that enhance competitive positioning and drive long-term value creation.
| Company Name | Description | Domain | Location | Founded Year | Amount |
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Bionic investment advisor platform
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2016 | ||||
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Fine Asian gourmet food is offered by an internet-first restaurant.
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2016 | ||||
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Physical e-commerce kiosks are deployed for rural purchases in Indonesia.
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2014 | ||||
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Fine Asian gourmet food is offered by an internet-first restaurant.
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2016 |
| Company Name | Description | Domain | Location | Founded Year | Amount |
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Provider of financial advisory services
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1984 |
| Company Name | Description | Domain | Location | Founded Year | Amount |
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OVO is recognized as a smart digital payment application.
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2017 | ||||
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Bionic investment advisor platform
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2016 | ||||
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Physical e-commerce kiosks are deployed for rural purchases in Indonesia.
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2014 | ||||
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Physical e-commerce kiosks are deployed for rural purchases in Indonesia.
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2014 |
Financial Statements - Kestra Holdings
| Date | Amount | Transaction Name | Valuation | Lead Investors | Investors |
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| Jul, 2021 | Amount | Post-IPO - Grab | Valuation |
investors |
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| Feb, 2021 | Amount | Post-IPO - Grab | Valuation |
investors |
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| Jan, 2021 | Amount | Post-IPO - Grab | Valuation |
investors |
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| Feb, 2021 | Amount | Post-IPO - Grab | Valuation |
investors |
Kestra Holdings Comparisons
Competitors of Kestra Holdings
Kestra Holdings 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 Addepar, sei, Avaloq, 360 One and Centricity, among others. This competitive environment drives innovation, market differentiation, and strategic positioning as companies strive to capture market share and deliver value to their customers. Understanding the competitive dynamics is crucial for assessing market positioning, identifying growth opportunities, and navigating the challenges inherent in a competitive marketplace.
| Company Name | Domain | Founded year | HQ Location | Description |
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| domain | founded_year | HQ Location |
Wealth management solutions are delivered for investment advisors.
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Wealth and investment management solutions are offered to institutional investors.
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| domain | founded_year | HQ Location |
Cloud-based solutions for financial institutions are provided by Avaloq.
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| domain | founded_year | HQ Location |
Asset and wealth management software is provided for businesses.
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| domain | founded_year | HQ Location |
Digital private wealth management platform for individuals
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| domain | founded_year | HQ Location |
Cloud-based solutions are offered for wealth management and financial advising.
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| Company Name | Domain | Founded year | HQ Location | Description |
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| domain | founded_year | HQ Location |
Multiple services are booked via an app-based platform.
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On-demand services are booked through an app-based platform.
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| domain | founded_year | HQ Location |
App based platform offering on demand delivery and ride-hailing services
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| domain | founded_year | HQ Location |
Operates an on-demand hyperlocal delivery app for food and groceries.
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Latest news on Kestra Holdings
Frequently Asked Questions about Kestra Holdings
When was Kestra Holdings founded?
Kestra Holdings was founded in 1997.
Where is Kestra Holdings located?
Kestra Holdings is headquartered in Austin, United States. It is registered at Austin, Texas, United States.
What does Kestra Holdings do?
Kestra Holdings is focused on delivering wealth management solutions to independent financial professionals across the nation. A comprehensive ecosystem of services is offered, including investment solutions, technology platforms, trust services, and back-office support. The company operates in the financial advisory sector, emphasizing superior service and cutting-edge technology. Succession and monetization opportunities are also provided to advisors. Through these offerings, financial independence is powered for both advisors and their clients.
Who are the top competitors of Kestra Holdings?
Kestra Holdings's top competitors include Addepar, Delta Capita and sei.
What products or services does Kestra Holdings offer?
Kestra Holdings offers Wealth Management Platforms, Portfolio Management Solutions, Trust & Estate Planning, and Insurance & Planning Services.
How many acquisitions has Kestra Holdings made?
Kestra Holdings has made 1 acquisition, including Grove Point Financial.
Who are Kestra Holdings's investors?
Kestra Holdings has 1 investor. Key investors include Stone Point Capital.