What Does Kestra Financial Do?

Total employees386
HeadquartersAustin
FoundedN/A

Kestra Financial is a leading provider of wealth management solutions, offering a robust platform and comprehensive support services for independent financial advisors and institutions. They focus on empowering advisors with the freedom to build their practices on their own terms, backed by innovative technology, personalized consulting, and a collaborative community. Kestra Financial, which evolved from NFP Advisor Services (founded in 1997) and was rebranded in 2016, is dedicated to helping advisors deliver exceptional client experiences and achieve long-term success in the evolving financial landscape.

Where Is Kestra Financial's Headquarters?

HQ Function

Serves as the central hub for Kestra Financial's corporate operations, executive leadership, technology development, advisor support services, and compliance oversight.

Notable Features:

Modern office space in a key business park, designed to support a dynamic workforce with collaborative areas and technology-enabled meeting spaces. Likely includes amenities common in contemporary corporate environments in Austin.

Work Culture:

Emphasizes a collaborative, advisor-centric culture, focusing on innovation, professional growth, and providing a supportive environment for both employees and affiliated financial advisors. The Austin tech scene likely influences a dynamic and forward-thinking atmosphere.

HQ Significance:

The Austin headquarters is strategically located in a vibrant tech and business hub, allowing Kestra Financial to attract top talent and stay at the forefront of financial technology and service innovation. It centralizes key operations, enabling efficient support for its nationwide network of advisors.

Values Reflected in HQ: The choice of a modern, well-equipped headquarters in a strategic location like Austin likely reflects Kestra's commitment to innovation, growth, comprehensive advisor support, and attracting top-tier talent.

Location:

Kestra Financial primarily focuses its operations and advisor support within the United States. It serves a nationwide network of independent financial advisors across all 50 states. While it does not maintain a significant physical office presence or direct operations internationally, it provides US-based advisors with access to global investment products and markets to serve their clients' diverse needs.

Street Address:

5707 Southwest Parkway, Building 2, Suite 400

City:

Austin

State/Province:

Texas

Country:

USA

Where Else Does Kestra Financial Operate Around the World?

San Diego, California/USA

Address: 9820 Willow Creek Road, Suite 280, San Diego, CA 92131 (This is a key office for Kestra Private Wealth Services, a Kestra Holdings company closely affiliated with Kestra Financial)

To provide dedicated support and resources for advisors and clients in Southern California and the wider West Coast region, leveraging San Diego's established financial services community.

Buying Intent Signals for Kestra Financial

Highperformr Signals uncover buying intent and give you clear insights to target the right accounts at the right time — helping your sales, marketing, and GTM teams close more deals, faster.

Notable news
Hiring actively
Corporate Finance
Corporate Finance
Corporate Finance
Corporate Finance
Corporate Finance
*Example signal, not calculated in real time

Who's Leading Kestra Financial? Meet the Executive Team

As of April 2025, Kestra Financial' leadership includes:

Stephen Langlois - President, Kestra Financial
James Poer - Chairman and CEO, Kestra Holdings (Oversees Kestra Financial)
Kris Chester - Chief Compliance Officer, Kestra Financial and Kestra Investment Services
Daniel Schwamb - Executive Vice President, Business Development, Kestra Financial
Joanne M. Woiteshek - Chief Financial Officer, Kestra Holdings (Supports Kestra Financial)
Taylor Hammons - Chief Technology Officer, Kestra Holdings (Impacts Kestra Financial)

Who's Investing in Kestra Financial?

Kestra Financial has been backed by several prominent investors over the years, including:

Stone Point Capital
Oak Hill Capital

What Leadership Changes Has Kestra Financial Seen Recently?

Hire1
Exits0

Kestra Financial and its parent Kestra Holdings have focused on strengthening their leadership, particularly in technology and specialized wealth management divisions. Key movements include strategic promotions to enhance innovation and operational excellence.

New Appointments:

Taylor Hammons, Taylor Hammons was promoted to Chief Technology Officer of Kestra Holdings. In this expanded role, Hammons leads the overarching technology vision, development, and infrastructure for Kestra Financial and other Kestra Holdings businesses.

What Technology (Tech Stack) Is Used byKestra Financial?

Discover the tools Kestra Financial uses. Highperformr reveals the technologies powering your target accounts — helping your sales, marketing, and GTM teams prioritize smarter and close faster.

Kestra Financial Email Formats and Examples

Kestra Financial primarily utilizes a standard email format for its employees. The most common pattern is the first initial followed by the last name.

The most common email format for Kestra Financial is `f[last]@kestrafinancial.com`. For example, Jane Doe would be `jdoe@kestrafinancial.com`. Another less common but possible format is `[first].[last]@kestrafinancial.com`.

Format

jdoe@kestrafinancial.com

Example

95%

Success rate

What's the Latest News About Kestra Financial?

PR NewswireApril 23, 2024

Kestra Financial Welcomes $320 Million Florida-Based Firm, Marcantonio Wealth Advisors

Kestra Financial announced the addition of Marcantonio Wealth Advisors, a Florida-based firm managing $320 million in client assets. This move highlights Kestra's continued growth and attractiveness to independent advisory firms seeking advanced technology and comprehensive support....more

PR NewswireFebruary 20, 2024

Kestra Financial Adds Two California Wealth Management Firms Collectively Overseeing $365 Million in Client Assets

Kestra Financial expanded its network by onboarding two California-based wealth management firms, The Integrated Fiduciary Group and Coastline Wealth Management. These firms collectively manage $365 million in client assets, strengthening Kestra's presence on the West Coast....more

Business WireMay 21, 2024

Kestra Financial’s Taylor Hammons Promoted to Chief Technology Officer of Kestra Holdings

Kestra Holdings announced the promotion of Taylor Hammons to Chief Technology Officer. Hammons will lead the technology strategy and execution for all Kestra Holdings companies, including Kestra Financial, Kestra Private Wealth Services, Bluespring Wealth Partners, and GrovePoint Financial, underscoring a commitment to technological advancement....more

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