Kestra Holdings, a wealth management company serving independent financial professionals and firms, has announced the development of the Kestra Investor Solution, a new client portal experience for its affiliated advisors, powered by Addepar’s global data and AI platform.
The Kestra Investor Solution is designed to provide advisors and their end-investor clients with advanced technology and service support. This solution leverages Addepar’s expertise in data aggregation, portfolio intelligence, and performance reporting to achieve integration within Kestra’s ecosystem.
Key features of the new solution include a unified and transparent view of client wealth, aggregating portfolio, market, and client data—encompassing brokerage, advisory, direct business, alternatives, and held-away assets—into a single digital experience for both advisors and clients. It also delivers advanced portfolio analytics and performance reporting, offering customized, branded, and visually engaging reports with data-driven insights for consolidated reporting across all account types. Furthermore, the solution provides a next-generation digital experience through a modern, tailored portal and mobile app that emphasizes a firm’s brand, with 24/7 secure access.
Vinay Kant, Chief Digital Technology Officer at Kestra Holdings, stated that the company is focused on building a “future‑ready digital ecosystem” to help advisors deliver a more connected, transparent, and engaging experience for their clients, thereby providing tools for growth and scale. He added that the Kestra Investor Solution reinforces their commitment to serving the advisor community, enabling a solution purpose-built for the diverse business models within their community and their clients.
Peter O’Brien, Chief Revenue Officer at Addepar, commented on the partnership with Kestra, noting it represents an opportunity to support more advisors at scale. He mentioned that Kestra’s commitment to elevating the experience of its advisors and clients aligns with Addepar’s mission to transform complex financial data into clear, actionable insights, with a goal to raise industry standards.
The Kestra Investor Solution is currently in a pilot phase with select Kestra-affiliated firms. A phased rollout is planned to commence across Kestra Financial, Kestra Private Wealth Services, and Bluespring Wealth Partners beginning in the fall of this year.
Kestra Holdings offers wealth management platforms for independent wealth management professionals across the United States. The company supports independent financial professionals in delivering comprehensive securities, trust, and investment advisory services to their clients. Kestra Holdings is the direct or indirect parent company of entities such as Comprehensive Brokerage Services (CBS), Arden Trust Company, Bluespring Wealth Partners, Kestra Investment Services, Kestra Investment Management, Kestra Advisory Services, Kestra Private Wealth Services, and Kestra Institutional Services.
Addepar is a global data and AI platform that empowers investment professionals to convert complex financial information into actionable intelligence. It unifies portfolio, market, and client data into a total portfolio view and delivers AI-powered insights within investment and client workflows. Over 1,400 firms in nearly 60 countries utilize Addepar to manage and advise on approximately $9 trillion in assets. Its open platform integrates with nearly 650 software, data, and consulting partners to support end-to-end investment operations for firms of varying sizes and complexity. Addepar maintains offices in multiple global locations, including New York City, Salt Lake City, London, and Dubai.
