Kestler Financial Group
Kestler Financial Group is a privately held independent financial services firm in Leesburg, Virginia, founded in 1997. It offers annuities, life insurance, long-term care insurance, and securities products to individual clients through a small team of 11 to 50 employees.
- Company typePrivate
- Founded1997
- HeadquartersLeesburg, United States
- Headcount11–50
- GTM typeB2C
- OfferingServices
Kestler Financial Group firmographics
Firmographics- Name
- Kestler Financial Group
- Website
- https://kestlerfinancial.com
- Company type
- Private
- Founded year
- 1997
- Headcount range
- 11–50 employees
- Short description
- Kestler Financial Group is a privately held independent financial services firm in Leesburg, Virginia, founded in 1997. It offers annuities, life insurance, long-term care insurance, and securities products to individual clients through a small team of 11 to 50 employees.
- Ownership category
- akta.pro rank
Kestler Financial Group industry classification
Industry- Product category
- Insurance and Securities Services
- NAICS
- Insurance Agencies and Brokerages (52421), Agencies, Brokerages, and Other Insurance Related Activities (5242), Portfolio Management and Investment Advice (523940)
- SIC
- Insurance Agents, Brokers & Service (6411), Investment Advice (6282)
- akta.pro primary industry
- Fee-Only Advisory (FSAEAAAL)
- akta.pro secondary industry
- Financial Coaching & Budgeting Advisory (FSAEAAAH)
Keywords
Where Kestler Financial Group is headquartered
LocationHeadquarters
- HQ city
- Leesburg
- HQ country
- United States
- HQ region
- North America
Markets served
Kestler Financial Group business model
Business model- GTM type
- B2C
- Offering type
- Services
- Cost components
- Personnel, Marketing or Sales, Operations, Others
Kestler Financial Group product offering
Product offeringCore offering
Kestler Financial Group is a financial services company that distributes annuities, life insurance, long-term care (LTC) insurance, and securities services to clients. The firm operates as a traditional insurance and securities provider with a small employee base.
Differentiator
Problem solved
Functional benefit
Products and services
- Annuities Insurance products that provide retirement income or lump-sum payouts, offered to individual clients for retirement and long-term financial planning.
- Life Insurance Life insurance coverage products distributed to individuals and families for income protection and estate planning purposes.
- Long-Term Care (LTC) Insurance Insurance coverage for long-term care costs such as nursing home, assisted living, or in-home care, offered to individuals planning for extended care needs.
- Securities Services Brokerage or investment-related services involving securities products, offered to individual clients for investment and wealth accumulation.
Companies that use Kestler Financial Group
Customer profileIdeal customer profiles1 record
Kestler Financial Group technology and API
TechnologyTechnology focussed No
API detail
- Has API
- No
- API docs
- API detail
Core technology
AI maturity
App detail
Kestler Financial Group competitors and assessment
Company assessmentDirect peers
- Primerica: Independent sales force distributing term life, mutual funds, annuities, and other financial products to middle-income households. Operates with a similar small-office, multi-line producer model.
- Waddell & Reed Financial: Independent financial advisory firm offering securities, insurance, and asset management through a network of financial advisors. Mirrors Kestler's multi-product, advisor-led distribution.
- Edward Jones: Large independent financial advisory franchise serving individuals with investments, insurance, and retirement planning. Closely mirrors Kestler's advisor-led, multi-product model at a national scale.
- Cetera Financial Group: Independent broker-dealer supporting affiliated financial professionals with securities, advisory, and insurance solutions. Provides the type of infrastructure Kestler would rely on for compliance and product access.
- Cambridge Investment Research: Independent broker-dealer serving financial advisors with investment, insurance, and advisory support. Comparable to Kestler in target market (independent advisors offering multi-product planning).
Broad incumbents
- New York Life: Mutual insurer offering life insurance, annuities, LTC, and investment products via career agents. Comparable product mix to Kestler, especially in life and LTC.
- Northwestern Mutual: Established provider of life insurance, annuities, long-term care, and wealth management through a national advisor network. Overlaps directly with Kestler's product portfolio but at far greater scale.
- MassMutual: Mutual insurer with a strong life, annuity, and wealth management franchise distributed through career agents and financial professionals. Overlaps with Kestler's life, LTC, and securities offerings.
Market position
Customer concentration
Kestler Financial Group financial estimates
Financial estimateRevenue estimate
Valuation estimate
Kestler Financial Group leadership team
Management profileNumber of profiles
Kestler Financial Group funding detail
Funding detailFunding overview
Funding rounds
Investors
Funding detail is available on the Subscription and Enterprise plan.Contact sales →
Kestler Financial Group M&A and investment
M&A and investmentM&A
Investments
M&A and investment is available on the Subscription and Enterprise plan.Contact sales →
Frequently asked questions about Kestler Financial Group
What does Kestler Financial Group do?
Kestler Financial Group is a financial services company that distributes annuities, life insurance, long-term care (LTC) insurance, and securities services to clients. The firm operates as a traditional insurance and securities provider with a small employee base.
When was Kestler Financial Group founded?
Kestler Financial Group was founded in 1997. It employs 11 to 50 people.
Where is Kestler Financial Group based?
Kestler Financial Group is headquartered in Leesburg, United States, in the North America region.
Who are Kestler Financial Group's main competitors?
Direct peers on record are Primerica, Waddell & Reed Financial, Edward Jones, Cetera Financial Group and Cambridge Investment Research. Broad incumbents are New York Life, Northwestern Mutual and MassMutual.
Does Kestler Financial Group have an API?
No public API is recorded for Kestler Financial Group.
What industry is Kestler Financial Group in?
Kestler Financial Group's product category is Insurance and Securities Services. Its primary akta.pro industry code is FSAEAAAL, Fee-Only Advisory, with a secondary code of FSAEAAAH, Financial Coaching & Budgeting Advisory. Its NAICS code is 52421 and its SIC code is 6411.