
1001 - 5000 employees
Founded 1997
đž Finance
đł Fintech
đ€ B2B
Finance âą Fintech âą B2B
Kestra Holdings is an ecosystem of financial firms that provides industry-leading wealth management platforms and support services to independent financial professionals across the U. S. The company offers end-to-end wealth management solutions including investment and portfolio management, technology platforms, succession and monetization services, trust services, insurance and planning services, and back-office support. Kestra is the parent company of broker-dealer and registered investment adviser entities (e. g. , Kestra Investment Services, Kestra Advisory Services, Kestra Private Wealth Services, Kestra Institutional Services) and other affiliated firms such as Arden Trust Company and Bluespring Wealth Partners. Founded in 1997, Kestra emphasizes independence for advisors, scale and service for advisors and their clients, and a technology-enabled ecosystem for growth, succession, and operational support.
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Surveillance Analyst in financial services ensuring compliance and documentation to mitigate risk. Collaborating with teams and financial advisors for compliance-related projects.
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Advertising and Supervision Analyst responsible for reviewing advertising and supervising compliance. Collaborate with financial professionals and maintain regulatory adherence in marketing materials.