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Company profile: Kestra Holdings

1.1 - Company Overview

Kestra Holdings Logo

Kestra Holdings

Headquarter: United States
Founded: 20XX🔒
Employees: 100-500🔒

Company description

  • Provider of wealth management platforms for independent financial professionals, offering scalable portfolio management solutions, integrated trust, estate and insurance planning services, support for top-tier advisory firm independence, full-service transition help for wirehouse breakaways, and acquisition partnerships for monetization, growth and succession.

Products and services

  • Integrated Insurance & Planning Services: Delivers integrated insurance products and planning services for financial advisors and their clients, aligned with wealth management platforms for cohesive advisor-client financial planning nationwide
  • Integrated Trust & Estate Planning Services: Delivers integrated services for managing trust and estate planning needs, supporting advisory practices within a national independent wealth management platform for cohesive client planning
  • Scalable Portfolio Management Solutions: Supplies scalable tools and resources for efficient investment portfolio management, empowering independent financial professionals nationwide through industry-leading wealth management platforms to streamline oversight and decision-making

Key contacts

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Financial details

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1.2 - Competitors and similar companies to Kestra Holdings

Carbon Delta Logo

Carbon Delta

HQ: Switzerland Website
  • Description: Provider of a climate and market data platform that exposes climate risks in the financial markets, enabling companies to protect assets, optimize performance, and reach sustainability goals.
  • Rationale: This competitor operates in a highly similar market segment with overlapping features.
  • Company type: Private company
  • Employees: ●●●●●
  • Total funding raised: $●●●m
  • Backers: ●●●●●●●●●●
  • Acquisitions: ●●
View full Carbon Delta company profile →
TheStreet Logo

TheStreet

HQ: United States Website
  • Description: Provider of digital financial media content and tools, including stock market and business news, comprehensive market data, and in-depth stock analysis, delivered across online, social media, tablet, and mobile channels.
  • Rationale: This competitor operates in a highly similar market segment with overlapping features.
  • Company type: Private company
  • Employees: ●●●●●
  • Total funding raised: $●●●m
  • Backers: ●●●●●●●●●●
  • Acquisitions: ●●
View full TheStreet company profile →
InvestorPlace Logo

InvestorPlace

HQ: United States Website
  • Description: Provider of independent financial research and recommendations for investors and financial advisors. Offers general InvestorPlace reports, Eric Fry newsletters (Fry’s Investment Report, The Speculator, Leverage), and collaborative portfolios like Power Portfolio 2024 and AI Revolution Portfolio.
  • Rationale: This competitor operates in a highly similar market segment with overlapping features.
  • Company type: Private company
  • Employees: ●●●●●
  • Total funding raised: $●●●m
  • Backers: ●●●●●●●●●●
  • Acquisitions: ●●
View full InvestorPlace company profile →
ClearStructure Logo

ClearStructure

HQ: United States Website
  • Description: Provider of web-based portfolio management and trading systems delivering front-to-back office solutions. Offers Sentry PM for private markets, private debt/direct lending, and CLO operations, plus Sentry Research Manager for centralized credit research. Provides EMEA/US help desks, 24/7 support, account managers, and online documentation.
  • Rationale: This competitor operates in a highly similar market segment with overlapping features.
  • Company type: Private company
  • Employees: ●●●●●
  • Total funding raised: $●●●m
  • Backers: ●●●●●●●●●●
  • Acquisitions: ●●
View full ClearStructure company profile →
Founders Financial Logo

Founders Financial

HQ: United States Website
  • Description: Provider of award-winning independent broker-dealer and RIA services, offering unparalleled support.
  • Rationale: This competitor operates in a highly similar market segment with overlapping features.
  • Company type: Private company
  • Employees: ●●●●●
  • Total funding raised: $●●●m
  • Backers: ●●●●●●●●●●
  • Acquisitions: ●●
View full Founders Financial company profile →
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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 Holdings

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Buyer group 1: ████████ ████████

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Buyer group 2: ████████ ████████

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Description: ████████ ████████ ████████ ████████ ████████ ████████ ████████ ████████ ████████ ████████
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Buyer group 3: ████████ ████████

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Description: ████████ ████████ ████████ ████████ ████████ ████████ ████████ ████████ ████████ ████████
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3. Investors and private equity firms

3.1 - Buyout funds investing in similar companies to Kestra Holdings

2.2 - Growth funds investing in similar companies to Kestra Holdings

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4 - Top valuation comps for Kestra Holdings

4.2 - Public trading comparable groups for Kestra Holdings

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4.3 - M&A Transactions similar to Kestra Holdings

Selected M&A transactions

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Frequently Asked Questions

About Kestra Holdings

What does Kestra Holdings do?

Kestra Holdings is a provider of wealth management platforms for independent financial professionals, offering scalable portfolio management solutions, integrated trust, estate and insurance planning services, support for top-tier advisory firm independence, full-service transition help for wirehouse breakaways, and acquisition partnerships for monetization, growth and succession.

Who are Kestra Holdings's competitors?

Kestra Holdings's competitors and similar companies include Carbon Delta, TheStreet, InvestorPlace, ClearStructure, and Founders Financial.

Where is Kestra Holdings headquartered?

Kestra Holdings is headquartered in United States.

How many employees does Kestra Holdings have?

Kestra Holdings has 1,000 employees 🔒.

When was Kestra Holdings founded?

Kestra Holdings was founded in 2010 🔒.

What sector and industry vertical is Kestra Holdings in?

Kestra Holdings is in the Enterprise Software 🔒 sector and industry

M&A Buyers & Acquirers for Kestra Holdings

Who are the top strategic acquirers in Kestra Holdings's sector and industry

Top strategic M&A buyers and acquirers in Kestra Holdings's sector include ████████, ██████████, ██████, ████████, and ██████████ 🔒.

Which M&A buyer groups are most relevant for Kestra Holdings?

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Financial Investors investing in Kestra Holdings's sector and industry vertical

Which are the top PE firms investing in Kestra Holdings's sector and industry vertical?

Top PE firms investing in Kestra Holdings's sector and industry vertical include ████████, ██████████, ████████, and ██████████ 🔒.

Who are the top buyout funds acquiring in Kestra Holdings's sector and industry vertical?

Active PE funds and buyout funds acquiring companies in Kestra Holdings's sector and industry vertical include █████████, ██████████, ████████████, and ████████████ 🔒.

Who are the top growth equity funds investing in companies in Kestra Holdings's sector and industry vertical?

Growth funds and venture capital funds investing in companies similar to Kestra Holdings include █████████, ██████████, ████████████, and ████████████ 🔒.

Valuation benchmarks of companies in Kestra Holdings's sector and industry

Which are the key public companies that are relevant trading comps benchmarks for Kestra Holdings?

The key public trading comparables and valuation benchmarks for Kestra Holdings include █████████, ██████████, ████████████, and ████████████ 🔒.

Which are the key trading comparable groups for Kestra Holdings for public valuation benchmarks?

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What are recent M&A transactions in Kestra Holdings's sector and industry vertical?

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What are recent capital raises and funding rounds in Kestra Holdings's' sector and industry vertical?

Access recent funding rounds and capital raises in Kestra Holdings's sector and industry vertical including growth equity, venture capital, and buyout investments. Our database includes round size, lead investors and valuations.

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