Kestra Financial Tech Stack

Independent advisor platform and RIA/broker-dealer services for wealth management

Financial Services Austin, TX 201–500 employees Privately Held

Kestra Financial operates a Salesforce-centric stack (Sales Cloud, Service Cloud, Marketing Cloud) layered with Azure cloud infrastructure, Databricks, and Delta Lake—actively modernizing this ecosystem while adopting Anaplan and Alation. The hiring surge (77 roles in 30 days) skews heavily toward finance (31), support (21), and ops (17), with engineering at 10 and data at 6, signaling a business-operations-first scaling model rather than product-led growth. Pain points center on adoption friction, Salesforce integration complexity, and compliance burden—typical for a services-heavy fintech.

Tech Stack 94 technologies

Core StackSalesforce Apex Tableau Power BI Playwright TypeScript C# SQL Server React ASP.NET Cypress Selenium Azure DevOps Jira Confluence Databricks Delta Lake Zoom Unity Catalog Lightning Web Components LaserFiche Azure Azure Cosmos DB Allure ExtentReports Salesforce Sales Cloud Service Cloud Salesforce Marketing Cloud Azure Data Lake Profisee+63 more

AdoptingAlation Databricks Anaplan Kestra Profisee Delta Live Tables

What Kestra Financial Is Building

◆Challenges

Adoption of new platform
Improving client service quality
Reducing operational risk
Reducing resolution time
Improving test efficiency
Complex salesforce integrations
At risk relationships
Reducing service risk
Compliance with regulatory audits
Modernizing salesforce ecosystem

▲Active Projects

Salesforce ecosystem modernization
Workflow automation enhancements
Modernizing azure-based data ecosystem and databricks lakehouse platform
Investor solution onboarding
Adding new data sources
Data migration integration
Finance systems transformation initiatives
Implementation of cpm/fp&a tools
Transition to system-driven reporting
Organic growth content program

Hiring Activity

Accelerating110 roles · 75 in 30d

Department

Finance

Support

Ops

Engineering

Data

Operations

Product

Sales

Seniority

Mid

Senior

Junior

Director

Manager

Lead

Notable leadership hires: Client Service Director, Lead Generation

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About Kestra Financial

Kestra Financial provides independent RIA and broker-dealer infrastructure, along with integrated technology and practice-management solutions, to independent financial advisors. The company bundles core services—advisor and staff training, practice management tooling, concierge support, and asset management—alongside a Salesforce-powered tech platform. Based in Austin with 201–500 employees, Kestra operates as a private firm. Current initiatives span data modernization (Azure Data Lake to Databricks lakehouse migration), finance systems transformation (implementing CPM/FP&A tools), Salesforce ecosystem upgrades, and workflow automation to reduce service resolution time and compliance risk.

HeadquartersAustin, TX

Company Size201–500 employees

Hiring MarketsUnited States

Frequently Asked Questions

What tech stack does Kestra Financial use?

Salesforce (Sales Cloud, Service Cloud, Marketing Cloud), Azure, Databricks, Delta Lake, SQL Server, Azure Cosmos DB, React, ASP.NET, Tableau, Power BI, and LaserFiche. Currently adopting Anaplan, Alation, and Delta Live Tables.

What is Kestra Financial working on?

Salesforce ecosystem modernization, Azure-to-Databricks data platform migration, finance systems transformation (CPM/FP&A tooling), workflow automation to reduce client resolution time, and investor solution onboarding.

How this profile is built

Kestra Financial's technology stack, projects, and hiring signals are inferred from public hiring and company data — career pages, public listings, and company web presence — then clustered and de-duplicated. Figures are estimates that refresh over time. Read our full methodology →

This is not an official vendor or customer list. It is a technology-adoption signal inferred from public data, intended for B2B research.