Company profile

Kestra Financial Tech Stack

Wealth management, RIA and broker/dealer platform for independent advisors

Financial Services Austin, TX 201–500 employees Privately Held

Kestra Financial supports independent financial advisors with brokerage, advisory and practice-management services, running client operations on Salesforce Sales, Service and Marketing Cloud. Adoption of Agentforce, Databricks Delta Live Tables, Alation and Profisee points to a governed data and AI platform build, while hiring skews toward finance, operations and support rather than engineering, reflecting a service-heavy, processing-intensive model.

Tech Stack 119 technologies

Core StackSmartsheet Jira Confluence NetSuite Intune Salesforce Figma Azure DevOps Power BI Tableau Apex Databricks Datadog Grafana OpenTelemetry Lacerte QuickBooks Desktop QuickBooks Online Exchange Online Microsoft Deployment Toolkit Pendo Salesforce Sales Cloud Service Cloud Salesforce Marketing Cloud Lightning Web Components LinkedIn Recruiter LexisNexis Azure Azure Monitor Azure Log Analytics+87 more

AdoptingAlation Databricks Agentforce Profisee Databricks Delta Live Tables Azure Well-Architected Framework

What Kestra Financial Is BuildingChallenges and projects from their job posts

◆Challenges

Modernizing the Salesforce ecosystem
Meeting standards amid high-volume processing
Streamlining onboarding processes
Scaling planning services and advisor efficiency
Handling high-volume client inquiries and experience
Improving release planning and delivery

▲Active Projects

Salesforce transformation initiative
Data, analytics and AI platform
M&A due diligence and acquisition technology integration
Portfolio transitions and account onboarding
Data dashboards
Client educational materials and seminars

Hiring Activity

Steady120 roles · 25 in 30d

Department

Finance

Ops

Support

Engineering

Data

Product

Sales

Seniority

Mid

Senior

Junior

Director

Lead

Manager

Staff

Notable leadership hires: Marketing Director, Cloud Director

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About Kestra Financial

Kestra Financial is a privately held wealth management firm headquartered in Austin, TX, with 201–500 employees. It serves independent financial advisors through broker/dealer and RIA services, asset management, advisor and staff training, concierge support and practice management. The company operates several subsidiaries covering investment, advisory, private wealth and institutional services. Its technology footprint spans Salesforce, Azure, Databricks, NetSuite and Power BI. Hiring is concentrated in the United States.

HeadquartersAustin, TX

Company Size201–500 employees

Hiring MarketsUnited States

Frequently Asked Questions

What tech stack does Kestra Financial use?

Kestra Financial uses Salesforce (Sales, Service and Marketing Cloud), Azure, Databricks, NetSuite, Power BI, Tableau, Jira, Confluence, Datadog and Grafana, and is adopting Agentforce, Alation and Profisee.

Is Kestra Financial hiring?

Yes. Hiring is steady and concentrated in finance, operations and support, with smaller openings in engineering, data and product, plus leadership roles such as Marketing Director and Cloud Director, all in the United States.

What is Kestra Financial working on?

Current initiatives include a Salesforce transformation, a data, analytics and AI platform, technology integration for acquisitions, M&A due diligence, and portfolio transitions with account onboarding.

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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.