Kestra Investment Services: A Leading Wealth Management Platform

AUSTIN, Texas--(BUSINESS WIRE)--Kestra Financial, an industry-leading independent wealth management platform, today announced the addition of a new private equity investor. Kestra Holdings nearly doubled its debt and interest payments on those liabilities after adding the investor last year. This strategic move is expected to fuel further growth and enhance the platform's capabilities in serving financial professionals and their clients.

First in two categories, Kestra Holdings has proved its commitment to leading financial professionals with innovative initiatives in service and technology. The platform's dedication to providing superior service, cutting-edge technology, and a suite of streamlined portfolio solutions has been recognized through a high volume of nominations. This reflects their ongoing commitment to excellence and meeting the evolving needs of their clients.

Financial professionals with more than $1.3 billion in assets under management have joined Kestra Financial in the second quarter. This influx of talent further strengthens the platform's capabilities in providing comprehensive wealth management solutions and personalized financial advice to clients. With a growing team of experienced professionals, Kestra Financial aims to deliver exceptional value to its clients and help them achieve their financial goals.

The Kestra Financial-backed RIA aggregator has recently acquired Christopher Street Financial, a practice affiliated with Kestra's in-house services. This acquisition further expands Kestra's reach and capabilities, allowing them to serve a broader client base. By integrating Christopher Street Financial into their platform, Kestra Financial can leverage their expertise and provide enhanced services to clients across various market segments.

AUSTIN, Texas--(BUSINESS WIRE)--Kestra Financial, an industry-leading wealth management platform, has announced strong growth in 2022. The platform's success can be attributed to its innovative initiatives, streamlined portfolio solutions, and a veteran team of investment professionals. Kestra Financial's commitment to excellence has resonated with financial professionals and clients alike, leading to significant growth and recognition in the industry.