Kestra Financial Secures $80M to Redefine Wealth Management and Advisory Excellence

Kestra Financial is excited to announce the successful closing of an $80,000,000 funding round, a landmark achievement that further solidifies our leadership in wealth management, service and technology solutions, and practice enrichment. With over 20 years of industry experience, we have consistently delivered unmatched independent RIA and broker/dealer services, and this latest investment propels us into our next chapter of growth. The capital raised will be strategically deployed to enhance our state-of-the-art technology platforms, fueling innovative solutions that empower our independent financial advisors to view and manage their practices more clearly than ever before. This infusion of funds is designed to accelerate product development and expand our service offerings, deepening our commitment to helping advisors access the tools and resources needed to drive personalized client experiences. As the parent company of Kestra Investment Services, LLC, Kestra Private Wealth Services, LLC, Kestra Advisory Services, LLC, and Kestra Institutional Services, LLC, we take immense pride in fostering partnerships that drive industry-leading outcomes. Our commitment to excellence has consistently provided our partners with the unique opportunity to grow their businesses sustainably, and this new capital reinforces our promise to remain at the forefront of the wealth management industry. At Kestra Financial, we believe that every advisor deserves a clear view of their practice, along with tailored solutions that deliver both efficiency and effectiveness. We invite you to learn more about our innovative approach and meet our team at KestraFinancial.com, as we continue to redefine the landscape of financial advisory services and drive success for every partner we serve.