Kestra Financial Overview

Financial ServicesCompany

Was Kestra Financial formerly PE-backed?

Yes. Kestra Financial was formerly owned by 3 private investors.

Where is Kestra Financial headquartered?

Kestra Financial is headquartered in Austin, Texas.

What sector is Kestra Financial in?

Kestra Financial is a financial services company.

When was Kestra Financial founded?

Kestra Financial was founded in 1997.

Kestra Financial

Kestra Financial, Inc.

5707 Southwest Parkway, Building 2, Suite 400,
Austin, Texas 78735
United States,
www.kestrafinancial.com

Kestra Financial is a provider of independent advisor platforms that empowers sophisticated independent financial professionals, including traditional and hybrid RIAs, to prosper, grow and provide superior client service. Kestra Financial was founded in 1997 and is based in Austin, Texas.


M&A Summary

Buy vs Sell

Year ≤ '20 '21 '22 '23 '24 '25 T
Buy (0.6/yr) # 3 - - 2 - 1 6
Sell (0.4/yr) # - - - 1 - 1 2
  8

Top M&A Advisors

Financial Deals
Goldman Sachs
1

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