Kestra Holdings
PrivateLast Round
Debt
8/15/2025
Total Funding Raised
$1.2B
Company Overview
Kestra Holdings is a financial services company that provides an ecosystem of wealth management solutions, including technology platforms, back-office support, and investment services for independent financial professionals.
Sector
FinTech
Verticals
Wealth Management, Investment Platforms, RegTech
Business Model
B2B
Customer Profile
Revenue Share, Services & Consulting, Subscription SaaS
AI Layer
Non-AI
Keywords
Historical Pricing
Historical view of private secondary pricing and transaction trends.
Kestra Holdings Comps
Public and private peers based on sector, stage, and business model.
Kestra Holdings Funding Rounds
Historical fundraising activity
| Round | Date | Amount Raised | Valuation | Investors | Sources |
|---|---|---|---|---|---|
| Debt | 8/15/2025 | ||||
| Buyout/LBO | 2/3/2025 | ||||
| Debt | 12/20/2024 | ||||
| Seed | 9/23/2024 | ||||
| Debt | 3/11/2024 | ||||
Private Equity | 9/30/2022 |
Kestra Holdings Investors
Notable investors and investment history
| Investor | Rounds |
|---|---|
| Alven | Seed |
| Stone Point Capital | Buyout/LBO |
| Warburg Pincus | Private Equity, Buyout/LBO |
| ISAI | Seed |
| Axeleo Capital | Seed |
Kestra Holdings Filings
SEC and related filings with document metadata.
| Typed | Date | Amount Offered | Amount Sold | Filling | Pages | Download |
|---|---|---|---|---|---|---|
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Frequently Asked Questions
Common questions about Kestra Holdings's valuation, stock price, and market status.
