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Kestra Financial

5707 Southwest Parkway, Building 2, Suite 400,
Austin, 78735, TX,
United States

https://www.kestrafinancial.com/

1 844-553-7872

Banking and Financial Services

Kestra Financial Technographics

Kestra Financial Software Purchases and Digital Transformation Initiatives

Discover the latest software purchases and digital transformation initiatives being undertaken by Kestra Financial and its business and technology executives. Each quarter our research team identifies on-prem and cloud applications that are being used by the 300 Kestra Financial employees from the public (Press Releases, Customer References, Testimonials, Case Studies and Success Stories) and proprietary sources.

During our research, we have identified that Kestra Financial has purchased the following applications: Tipalti Invoice Management and Bill Processing System for AP Automation in 2021, CheckR for BackGround Screening in 2018, Slack Connect for Collaboration in 2022 and the related IT decision-makers and key stakeholders.

Our database provides customer insight and contextual information on which enterprise applications and software systems Kestra Financial is running and its propensity to invest more and deepen its relationship with Tipalti , CheckR , Employ or identify new suppliers as part of their overall Digital and IT transformation projects to stay competitive, fend off threats from disruptive forces, or comply with internal mandates to improve overall enterprise efficiency.

We have been analyzing Kestra Financial revenues, which have grown to $858.0 million in 2024, plus its IT budget and roadmap, cloud software purchases, aggregating massive amounts of data points that form the basis of our forecast assumptions for Kestra Financial intention to invest in emerging technologies such as AI, Machine Learning, IoT, Blockchain, Autonomous Database or in cloud-based ERP, HCM, CRM, EPM, Procurement or Treasury applications.

Kestra Financial Data, Technology Stack, and Enterprise Applications

ERP Financial Management

Vendor	Previous System	Application	Category	Market	VAR/SI	When	Live	Insight
Tipalti	Legacy	Tipalti Invoice Management and Bill Processing System	AP Automation	ERP Financial Management	n/a	2021	2021

HCM

Vendor	Previous System	Application	Category	Market	VAR/SI	When	Live	Insight
CheckR	Legacy	CheckR	BackGround Screening	HCM	n/a	2018	2018
			Recruiting, Applicant Tracking System	HCM		2021	2021
			Recruiting, Applicant Tracking System	HCM		2019	2019

Collaboration

Vendor	Previous System	Application	Category	Market	VAR/SI	When	Live	Insight
Salesforce	Legacy	Slack Connect	Collaboration	Collaboration	n/a	2022	2022

Content Management

Vendor	Previous System	Application	Category	Market	VAR/SI	When	Live	Insight
			Document Management, Intelligent Document Processing	Content Management		2022	2022
			Web Content Management	Content Management		2018	2018

CRM

Vendor	Previous System	Application	Category	Market	VAR/SI	When	Live	Insight
			Customer Experience	CRM		2022	2022
			Customer Experience	CRM		2022	2022
			Digital Advertising Platform	CRM		2023	2023
			Digital Advertising Platform	CRM		2021	2021
			Marketing Analytics	CRM		2021	2021
			Marketing Analytics	CRM		2023	2023
			Marketing Automation	CRM		2023	2023
			Marketing Automation	CRM		2019	2019
			Marketing Automation	CRM		2020	2020
			Sales Automation, CRM, Sales Engagement	CRM		2023	2023
			Tag Management	CRM		2016	2016

ITSM

Vendor	Previous System	Application	Category	Market	VAR/SI	When	Live	Insight
			IT Service Management	ITSM		2020	2020

PaaS

Vendor	Previous System	Application	Category	Market	VAR/SI	When	Live	Insight
			Transactional Email	PaaS		2019	2019

IaaS

Vendor	Previous System	Application	Category	Market	VAR/SI	When	Live	Insight
			Application Hosting and Computing Services	IaaS		2020	2020
			Content Delivery Network	IaaS		2023	2023

CyberSecurity

Vendor	Previous System	Application	Category	Market	VAR/SI	When	Live	Insight
			Secure Email Gateways (SEGs)	CyberSecurity		2016	2016

IT Decision Makers and Key Stakeholders at Kestra Financial

First Name	Last Name	Title	Function	Department	Email	Phone
No data found

Show All Contacts

Apps Being Evaluated by Kestra Financial Executives

Date	Company	Status	Vendor	Product	Category	Market
No data found

FAQ - APPS RUN THE WORLD Kestra Financial Technographics

Kestra Financial is a Banking and Financial Services organization based in United States, with around 300 employees and annual revenues of $858.0 million.

Kestra Financial operates a diverse technology stack with applications such as Tipalti Invoice Management and Bill Processing System, CheckR and Slack Connect, covering areas like AP Automation, BackGround Screening and Collaboration.

Kestra Financial has invested in cloud applications and AI-driven platforms to optimize efficiency and growth, collaborating with vendors such as Tipalti, CheckR and Salesforce.

Kestra Financial recently adopted applications including AdRoll in 2023, Ruler Analytics in 2023 and Salesforce Marketing Cloud in 2023, highlighting its ongoing modernization strategy.

APPS RUN THE WORLD maintains an up-to-date database of Kestra Financial’s key decision makers and IT executives, available to Premium subscribers.

Our research team continuously updates Kestra Financial’s profile with verified software purchases, vendor relationships, and digital initiatives identified from public and proprietary sources.

Subscribe to APPS RUN THE WORLD to access the complete Kestra Financial technographics profile, including detailed breakdowns by category, vendor, and IT decision makers.