{"source":"Breaknorm","page":"https://breaknorm.co/company/kestraholdings.com","license":"https://breaknorm.co/terms","domain":"kestraholdings.com","name":"Kestra Holdings","legal_name":"Kestra Holdings","country":"US","country_second":"CA","city":"Austin","admin1":"Texas","vertical":"business_finance_services","subvertical":"wealth_management_investment","leaf":"wealth_management_general","summary":"Kestra Holdings is a service provider that offers wealth management platforms to independent financial professionals nationwide. Its offerings include portfolio management, succession and monetization opportunities, trust services, and back-office support. It serves wirehouse breakaways and independent advisors across the country.","offerings":["investment advisory platforms","succession and monetization opportunities","technology platforms","personal trust services"],"target_customers":["independent financial professionals","wirehouse breakaways"],"business_model":["B2B"],"geo_scope":"national","headcount":"1001-5000","headcount_source":"linkedin","revenue":"50M-250M","revenue_source":"estimated","certifications":[],"langs":["en"],"linkedin":"https://www.linkedin.com/company/kestra-holdings","reviews":[],"contact_points":0,"contact_phones":0,"page_types":["home"],"crawled":"2026-09-07","profiled":"2026-09-12","indexed":"2026-09-19","hiring_built":"","website_tech":["anthropic","apple","atlassian","cloudflare","jamf","kestra_financial","knowbe4","microsoft_365","microsoft_azure","mimecast","mimecast_dmarc_analyzer","openai","salesforce","salesforce_account_engagement","salesforce_marketing_cloud","smartsheet","tipalti"],"hiring":{"open":0,"open_postings":0,"new_7d":0,"new_30d":0,"new_90d":0,"closed_30d":0,"countries":[]},"hiring_functions":[],"tech_jobs":[],"intents":[],"recent_postings":[],"ats":"","similar":[{"domain":"kestrafinancial.com","name":"Kestra Financial","country":"US","city":"Austin","headcount":"201-500","leaf":"independent_financial_advisers","summary":"Kestra Financial is a service provider that supports independent financial advisors, helping them leave wirehouse or captive models and build their own advisory."},{"domain":"alphastarcm.com","name":"Alphastar Capital Management","country":"US","city":"Cornelius","headcount":"51-200","leaf":"wealth_management_general","summary":"Alphastar Capital Management is a service provider that supports independent financial advisors with practice management, financial planning, operations, and co."},{"domain":"nestwealth.com","name":"Nest Wealth","country":"CA","city":"Downtown Toronto (Richmond / Adelaide / King)","headcount":"51-200","leaf":"wealth_management_general","summary":"Nest Wealth is a digital wealth management and robo-advising service that builds personalized investment portfolios for individual investors and financial profe."},{"domain":"financialhorizons.com","name":"Financial Horizons","country":"CA","city":null,"headcount":"201-500","leaf":"independent_financial_advisers","summary":"Financial Horizons is a service provider that supports independent financial advisors with expert guidance, tools and personalized solutions."},{"domain":"infinitysecurities.com","name":"Infinity Financial Services","country":"US","city":"Oakland","headcount":"51-200","leaf":"wealth_management_general","summary":"Infinity Financial Services is a national hybrid broker-dealer and registered investment advisory firm that provides wealth management, brokerage, insurance, fi."},{"domain":"financialresourcesgroup.net","name":"Financial Resources Group","country":"US","city":"Fort Mill","headcount":"201-500","leaf":"wealth_management_general","summary":"Financial Resources Group is a service provider that supports independent, financial institution, and cross-platform financial advisors with business developmen."}],"similar_scored":582,"customers":null,"as_of":"2026-10-30","updated_at":"2026-10-30","hash":"4f1ef6895ccdb8fc","index_tier":3}