Kestra Financial Tech Stack

Wealth management platform for independent financial advisors

Financial Services Austin, TX 201–500 employees Privately Held

Kestra Financial operates a Salesforce-native advisor platform serving independent RIAs and broker/dealers. The tech stack reveals a company mid-modernization: they're standardizing on Salesforce (Einstein adoption underway) while simultaneously migrating a legacy Azure data ecosystem toward governance and lineage tooling (Alation, Profisee). Active projects span Salesforce transformation, multi-year advisor tech roadmap, and post-acquisition platform consolidation—signaling a scaling operation managing both organic product velocity and M&A integration.

Tech Stack 83 technologies

Core StackSalesforce Apex Tableau Power BI Smartsheet Jira Confluence Okta Azure AD AWS Lightning Web Components LaserFiche Microsoft Office Outlook Word Excel PowerPoint eSignature Microsoft 365 Adobe NFS Redtail CRM LinkedIn Salesforce Marketing Cloud Kestra SailPoint SAML 2.0 OIDC OAuth 2.0 SCIM+52 more

AdoptingAlation Profisee Salesforce Einstein Kestra

What Kestra Financial Is Building

◆Challenges

Modernizing legacy data ecosystem
Operational inefficiencies
Improving marketing efficiency
Reducing vendor complexity
Total cost of ownership optimization
Ensuring data governance compliance
Improving client experience
Reducing resolution time
Compliance documentation
Delegating tasks

▲Active Projects

Salesforce ecosystem modernization
Advisor platform maintenance
Modernize azure-based data ecosystem
Developing multi-year advisor technology roadmap
Migrating acquired firms onto bluespring stack
Coordinating api integrations and data migrations
Salesforce transformation initiative
Data governance, lineage, and metadata management initiatives
Improving onboarding processes
Build workflows, templates, and systems for scale

Hiring Activity

Steady150 roles · 50 in 30d

Department

Finance

Ops

Support

Engineering

Product

Data

Sales

Seniority

Mid

Senior

Junior

Director

Intern

Lead

Manager

Staff

Notable leadership hires: Technical Lead, Lead Generation Coordinator, Client Service Director

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About Kestra Financial

Kestra Financial provides wealth management and practice management solutions to independent financial advisors and RIA firms. The platform combines broker/dealer services, integrated technology, practice enrichment, and advisor training. The company operates through multiple service lines (Investment Services, Private Wealth Services, Advisory Services, Institutional Services) and maintains a 201–500 person team headquartered in Austin, Texas. Operations span finance, support, engineering, and product functions, with active hiring across all major departments.

HeadquartersAustin, TX

Company Size201–500 employees

Hiring MarketsUnited States

Frequently Asked Questions

What tech stack does Kestra Financial use?

Salesforce and Apex as primary platforms, supplemented by LaserFiche (document management), Redtail CRM, Tableau and Power BI (analytics), SailPoint and Okta (identity), and AWS and Azure cloud infrastructure.

What is Kestra Financial working on?

Salesforce transformation and advisor platform modernization; Azure data ecosystem migration with data governance tooling; integrating acquired firms onto unified stack; and developing multi-year advisor technology roadmap.