Kestra Private Wealth Services Overview
- Founded
- 2011

- Status
- Acquired/Merged
- Employees
- 11

- Latest Deal Type
- M&A
- Financing Rounds
- 2
- Investments
- 2
Kestra Private Wealth Services General Information
Description
Provider of private wealth advisory and consulting services intended for financial professionals. The company offers real estate management starting from sourcing and deposits to build-outs, equipment support for electronics, furniture and signage, compliance management as well as technical support through an integrated, multi-custodial platform and wealth management platform enhancements.
Contact Information
- 3570 Carmel Mountain Road
- Suite 150
- San Diego, CA 92130
- United States
Kestra Private Wealth Services Valuation & Funding
Deal Type | Date | Amount | Valuation/ EBITDA |
Post-Val | Status | Debt |
---|
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Request a free trialKestra Private Wealth Services Signals
Growth Rate

Growth

Size Multiple


Key Data Points
Twitter Followers
5.5k

Similarweb Unique Visitors
15.0K

Majestic Referring Domains
314

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Request a free trialKestra Private Wealth Services Former Investors
Investor Name | Investor Type | Holding | Investor Since | Participating Rounds | Contact Info |
---|
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Request a free trialKestra Private Wealth Services Acquisitions (2)
Company Name | Deal Date | Deal Type | Deal Size | Industry | Lead Partner |
---|---|---|---|---|---|
0000000000 00 | 05-Dec-2012 | 0000000000 | Other Financial Services | ||
Overlake Partners | 05-Dec-2012 | Merger/Acquisition | Consulting Services (B2B) | 000000 00 |
Kestra Private Wealth Services Subsidiaries (2)
Company Name | Industry | Location | Founded |
---|---|---|---|
Overlake Partners | Consulting Services (B2B) | Bellevue, WA | |
0000000000 000000 | Other Financial Services | San Diego, CA |