Partner With Us
FROM DAY ONE
Your business’s success requires more than someone simply managing operations or processing transactions. You need a partner dedicated to your business throughout its lifecycle. No matter what kind of financial professional you are, you have access to a customized growth plan, including tools and services to support you.
Kestra Financial Partnership Models
If you’re an entrepreneur serving your clients as an Independent RIA or Hybrid financial professional, we can help your business
take a leap forward.
If you design and manage corporate client employer-sponsored retirement plans, partner with a platform who understands your unique requirements and tools.
If you’re looking to break away from a corporate structure while retaining your clients, find true freedom and dedicated support with our complete turnkey solution.
WHAT YOU CAN EXPECT FROM US
Any wealth management platform can promise better technology or speedier service. You’re here because you want more than just another broker-dealer. And that’s what we deliver.
Connect with our most senior-level executives who not only listen, but are engaged and responsive, working directly with you and your business.
We attract sophisticated professionals who are both high-performing and also like-minded in their approach. Our community of financial professionals openly share best practices, solutions, and successes.
We offer a comprehensive range of wealth management solutions from investment funds to insurance products that can meet any of your clients’ goals.
It’s not just our high-touch concierge service model—every department is built to foster relationships and create a proactive, personalized experience that delivers results.
Be positioned for growthAT EVERY TURN
No matter where you are in the life of your business, our dedicated experts deliver comprehensive service and support to help strengthen every facet of your business.
Unlike at oversized broker-dealers, we’re a platform with consultants who work with you on a more personal level, focusing on six core aspects of growing your business.Learn More
Our flexible, secure open-architecture solutions are designed to integrate seamlessly with your preferred business platforms, driving efficiency for you and your staff.Learn More
Our concierge teams offer personalized training and guidance in a variety of services, including compliance consulting, operations and trade support.Learn More
When switching platforms, our dedicated onboarding team develops customized plans to maximize client retention.Learn More