
1001 - 5000 employees
Founded 1997
💸 Finance
🤝 B2B
☁️ SaaS
Finance • B2B • SaaS
Kestra Holdings is an ecosystem and holding company that provides industry-leading wealth management platforms and services to independent financial professionals across the United States. It serves as the direct or indirect parent of broker-dealer and registered investment adviser subsidiaries (including Kestra Investment Services, Kestra Advisory Services, Kestra Private Wealth Services, Kestra Institutional Services, Arden Trust Company, and Bluespring Wealth Partners) and offers end-to-end solutions such as portfolio management platforms, technology and back-office support, trust services, succession and monetization opportunities, and insurance and planning services. Kestra emphasizes enabling advisor independence through scale, service, and technology to support both advisors and their investing clients.
Selected: 🇺🇸 United States – Remote USA.
Selected: 🆕 Date Added.
🕒 August 22
Senior Supervisory Principal ensuring advisors follow regulatory standards and Kestra policies. Reviewing accounts, trades, correspondence, and escalated compliance matters remotely.
🕒 August 21
Supervisory Principal maintaining Kestra’s regulatory compliance for financial representatives. Reviewing trades, accounts, disclosures, correspondence, and conducting training.