Kestra Holdings, a leading wealth management company supporting independent financial professionals nationwide, today announced the development of the Kestra Investor Solution—a next-generation client portal and performance reporting platform. Powered by Addepar’s global data and AI capabilities, the solution aims to digitize day-to-day operations while providing advisors and investors with a more connected, transparent, and engaging experience.
The Kestra Investor Solution aggregates diverse portfolio, market, and client data into a single digital experience. This consolidated view enables advisors and clients to see the full picture of wealth holdings—including complex alternatives and held-away assets—while providing sophisticated performance reporting with actionable, data-driven insights.
Reports are customizable and branded to reflect the advisor firm’s identity, presented in a visually engaging format that simplifies understanding of portfolio performance across multiple account types.
The platform includes a next-generation portal and mobile app designed with the advisor firm’s brand at the forefront. Clients gain 24/7 secure access to their information, supporting greater transparency and engagement without requiring advisors to sacrifice control or personalization.
“Kestra is focused on building a future‑ready digital ecosystem that helps our advisors deliver a more connected, transparent, and engaging experience for their clients, giving advisors the tools they need to grow and scale with confidence,” said Vinay Kant, Chief Digital Technology Officer at Kestra Holdings. “The Kestra Investor Solution reinforces our commitment to serving our advisor community, enabling us to deliver a solution purpose-built for the diverse business models across our community and their end-clients.”
The solution is powered by Addepar’s robust platform, which unifies complex financial data and delivers AI-powered insights. This partnership enables Kestra to elevate advisor and client experiences at scale.
“Partnering with Kestra to bring the Kestra Investor Solution to market represents a meaningful opportunity to support more advisors at scale,” said Peter O’Brien, Chief Revenue Officer at Addepar. “Kestra’s commitment to elevating the experience of its advisors and clients aligns with our own mission to turn complex financial data into clear, actionable insight. Together, we’re raising the industry standard – empowering advisors to deliver better advice and stronger client outcomes.”
The Kestra Investor Solution is currently in pilot phase with select affiliated firms and is scheduled for a phased rollout beginning in fall 2026 across Kestra’s primary platforms.
About Kestra Holdings
Kestra Holdings offers industry-leading wealth management platforms for independent wealth management professionals nationwide. With an innovative culture that celebrates independence, the company seeks to redefine the future of the advisory industry through superior service, cutting-edge technology, and preeminent resources that every financial professional needs to succeed in the market now and in the years to come. Kestra Holdings companies support independent financial professionals across the country in delivering comprehensive securities, trust, and investment advisory services to their clients. Kestra Holdings is the direct or indirect parent company of Comprehensive Brokerage Services (CBS), Arden Trust Company, Bluespring Wealth Partners, LLC (including its investment adviser and wealth management firm subsidiaries), Kestra Investment Services, LLC, member FINRA/SIPC, as well as Kestra Investment Management, LLC, Kestra Advisory Services, LLC, Kestra Private Wealth Services, LLC, and Kestra Institutional Services, LLC, all federally registered investment advisers.
About Addepar
Addepar is a global data and AI platform empowering investment professionals to turn complex financial information into actionable intelligence. Addepar unifies portfolio, market and client data in a total portfolio view and delivers AI-powered insights within investment and client workflows. More than 1,400 firms in nearly 60 countries use Addepar to manage and advise on nearly $9 trillion in assets. Its open platform integrates with nearly 650 software, data and consulting partners to power end-to-end investment operations across firms of all sizes and complexity. Addepar supports clients worldwide with offices in New York City, Salt Lake City, London, Edinburgh, Pune, Dubai, Geneva and São Paulo.
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