Kestra Holdings Tech Stack

Wealth management platform ecosystem for independent financial advisors

Financial Services AUSTIN, TX 1,001–5,000 employees Founded 1997 Privately Held

Kestra Holdings operates a multi-service wealth management platform for independent financial professionals, combining investment solutions, technology, trust services, and back-office support. The tech stack—Salesforce, Databricks, Delta Lake, Unity Catalog—reflects an infrastructure rebuild underway: they're modernizing a legacy data ecosystem while adopting Azure cloud-native solutions, and the active project slate (lakehouse implementation, data governance, design systems) shows engineering and product leadership driving platform consolidation rather than feature velocity.

Tech Stack 13 technologies

Core StackConfluence Jira Salesforce Figma Databricks Delta Lake Unity Catalog Lucid Suite Salesforce Sales Cloud Service Cloud Salesforce Marketing Cloud

AdoptingAzure

What Kestra Holdings Is Building

◆Challenges

Modernizing legacy data ecosystem
Integrating third-party wealthtech solutions
Vendor evaluation and integration
Ensuring interoperability and security
Reduce user friction
Improve adoption
Reduce training needs
Advisor productivity improvement
Adopting cloud-native solutions
Ensuring data governance compliance

▲Active Projects

Integrate third-party wealthtech solutions into advisor platform
Establish kpis for adoption and roi
Continuous improvement via advisor feedback loops
Reimagine workflows and information architecture
Establish scalable design systems
Create repeatable ux research and testing methodologies
Continuous improvement of advisor and investor technology capabilities
Modernizing azure data ecosystem
Implementing databricks lakehouse
Data governance initiatives

Hiring Activity

Accelerating5 roles · 5 in 30d

Department

Product

Data

Design

Engineering

Seniority

Director

Lead

Senior

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About Kestra Holdings

Kestra Holdings is a privately held financial services company based in Austin, TX, serving as an integrated ecosystem for independent financial advisors. The firm provides a full suite of wealth management capabilities: technology platforms, investment solutions, trust services, back-office operations, and succession/monetization advisory. The organization operates across multiple business units united by a common advisor-facing technology platform, which they are actively modernizing through cloud infrastructure upgrades, third-party wealthtech integrations, and internal design and data governance improvements.

HeadquartersAUSTIN, TX

Company Size1,001–5,000 employees

Founded1997

Hiring MarketsUnited States

Frequently Asked Questions

What tech stack does Kestra Holdings use?

Kestra uses Salesforce (Sales Cloud, Service Cloud, Marketing Cloud), Databricks, Delta Lake, Unity Catalog, Confluence, Jira, Lucid Suite, and Figma. The company is actively adopting Azure to modernize its data ecosystem.

What is Kestra Holdings working on?

Current initiatives include modernizing the Azure data ecosystem, implementing a Databricks lakehouse, integrating third-party wealthtech solutions, establishing design systems, creating UX research methodologies, and enforcing data governance compliance.