Company profile: Kestra Financial
1.1 - Company Overview
Company description
- Provider of an independent advisor platform for sophisticated financial professionals, including traditional and hybrid RIAs, delivering integrated business management technology and services such as AdvisorComplete for client data, trading and compliance, business consulting, transition support, compliance support, flexible technology solutions, and Kestra Private Wealth Services (PWS) for wirehouse-to-independent transitions.
Products and services
- AdvisorComplete: An enterprise-grade centralized platform that integrates business applications, furnishing tools for client data management, trading, and compliance workflows tailored for independent financial professionals
- Technology Solutions: Secure technology systems that integrate with existing business platforms to drive operational efficiency and reliably support advisory business operations
- Kestra Private Wealth Services (PWS): A full-service transition framework supplying real estate, equipment, compliance support, and technology support to architect wirehouse-to-independent practice launches for financial professionals
Key contacts
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Financial details
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1.2 - Competitors and similar companies to Kestra Financial
Barabino & Partners
HQ: Italy
Website
- Description: Provider of corporate communication consultancy, integrated communications, media relations, public relations, and digital services, with direct presence in foreign markets; the only Italian group in these fields to do so.
- Rationale: This competitor operates in a highly similar market segment with overlapping features.
- Company type: Private company
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- Total funding raised: $●●●m
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Williams Lea
HQ: United Kingdom
Website
- Description: Provider of marketing and communications supply chain services, delivering creative and content production, strategy and consulting, and technology and experiences (UX/UI, technical development, eCommerce platform design). Offers omnichannel content, Digital Interact to streamline marketing workflows and enhance asset utilization and stakeholder engagement, and Moving Image services for live-action, post-production and visual effects.
- Rationale: This competitor operates in a highly similar market segment with overlapping features.
- Company type: Private company
- Employees: ●●●●●
- Total funding raised: $●●●m
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- Acquisitions: ●●
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Med-Metrix
HQ: United States
Website
- Description: Provider of performance management and revenue cycle solutions for the healthcare industry, leveraging its proprietary FLOWtechnology platform for graphic-rich reporting and automated workflow. Services include comprehensive RCM outsourcing, patient intake optimization, physician advisory, HIM and coding, billing and collections, and credentialing and provider enrollment.
- Rationale: This competitor operates in a highly similar market segment with overlapping features.
- Company type: Private company
- Employees: ●●●●●
- Total funding raised: $●●●m
- Backers: ●●●●●●●●●●
- Acquisitions: ●●
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AbitareIn
HQ: Italy
Website
- Description: Provider of residential construction and marketing services focused on first homes in Milan. Develops modern, functional living spaces through projects such as Lambrate Twin Palace, BalduccioDodici, Palazzo Sintesy, Savona 105, and Bombay Palace, featuring contemporary and traditional design, large outdoor areas, well-lit interiors, sustainable living, and high-quality materials.
- Rationale: This competitor operates in a highly similar market segment with overlapping features.
- Company type: Private company
- Employees: ●●●●●
- Total funding raised: $●●●m
- Backers: ●●●●●●●●●●
- Acquisitions: ●●
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SumTotal
HQ: United Kingdom
Website
- Description: Provider of strategy, product, and business development consulting focused on delivering pragmatic, effective customer-centric solutions, specializing in mobile commerce, Bluetooth Low Energy, smart energy products, IoT services, and digital media.
- Rationale: This competitor operates in a highly similar market segment with overlapping features.
- Company type: Private company
- Employees: ●●●●●
- Total funding raised: $●●●m
- Backers: ●●●●●●●●●●
- Acquisitions: ●●
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2.M&A buyers
2.1 Potential strategic acquirers in the sector
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2.2 - Strategic buyer groups for Kestra Financial
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Buyer group 3: ████████ ████████
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3. Investors and private equity firms
3.1 - Buyout funds investing in similar companies to Kestra Financial
2.2 - Growth funds investing in similar companies to Kestra Financial
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4 - Top valuation comps for Kestra Financial
4.2 - Public trading comparable groups for Kestra Financial
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