Kestra Financial is a leading independent wealth management platform that empowers sophisticated, independent financial professionals with innovative technology and personalized support to foster growth and superior client service.
WWWealth Wizards provides digital financial guidance and advice, making it accessible to everyone.
Simply Business is a leading online insurance brokerage in the UK, focused on providing tailored coverage for small businesses and landlords.
Kestra Holdings is an industry-leading wealth management organization that provides a comprehensive ecosystem of technology, services, and support for independent financial professionals and their clients.
Retirement Solutions Advisors (RSA) provides retirement plan design, compliance, and consulting services to businesses and non-profit organizations across the United States. They focus on creating customized retirement plan benefits tailored to each client's needs.
Defaqto is a UK-based independent financial information business that provides ratings, software, and insights to help financial institutions and consumers make better-informed decisions.