Kestra Holdings

Kestra Holdings is dedicated to empowering independent financial professionals and their clients by providing them with the tools and support necessary to navigate the complexities of the wealth management landscape. Our customers, who are fiercely independent financial advisors, often face the challenge of accessing institutional-quality resources, technology, and a collaborative community while maintaining their autonomy. We address this by offering a comprehensive ecosystem of integrated wealth management platforms. This ecosystem is designed to provide a full, end-to-end suite of solutions, ensuring that financial professionals have everything they need to not only succeed but also to redefine the future of the advisory industry. Our commitment is to deliver superior service, cutting-edge technology, and preeminent resources that enable our partners to thrive in an ever-evolving market.

At the core of our customer-centric approach is the understanding that the success of financial professionals is directly tied to the success of their clients. That's why we've built our platforms to support the entire lifecycle of their business, from streamlining daily operations with our AdvisorComplete technology to offering sophisticated investment solutions and succession planning. We foster a culture of independence and collaboration, where advisors can tap into a network of peers and have direct access to our leadership team. This collaborative environment, combined with our robust back-office support, allows advisors to focus on what they do best: providing exceptional service and guidance to their clients. By investing in our partners' growth and providing them with the leverage and scale of a large organization, we help them power financial independence for the investors they serve.