Stone Point replaces Warburg Pincus as the majority owner, with the latter making its majority investment in 2019.

The Kestra Holdings management team and a large number of Kestra-affiliated financial advisors and Bluespring-affiliated principals will retain equity positions in the company; Bl ...

AUSTIN, Texas--(BUSINESS WIRE)--Kestra Financial, an industry-leading wealth management platform, today announced that John V. Amore, the firm’s current head of wealth management, will assume ...

Related: Campus Private Wealth Joins Kestra Private Wealth Platform “I’m eager for the opportunity to build on Stephen’s great leadership, continuing to support the needs of our advisors ...

Kestra Holdings today announced the completion of its acquisition by funds managed by Stone Point Capital LLC (Stone Point), ...

scaling our platform and growing our expertise in serving and acquiring established wealth management firms seeking a monetisation path that respects their legacy.” Kestra Holdings, as the ...

AUSTIN, Texas, January 13, 2025--(BUSINESS WIRE)--Kestra Financial, an industry-leading wealth management platform, today announced that John V. Amore, the firm’s current head of wealth management, ...