Kestra Financial Affiliates Ecclesiastes Wealth Partners
September 29, 2026
Kestra Financial has added Ecclesiastes Wealth Partners, a Richardson, Texas-based wealth management firm managing approximately $550 million in client assets, to its network of independent advisors. Ecclesiastes will maintain its personalized, advisory-led model while leveraging Kestra’s technology, business consulting resources, marketing support, and AI-powered tools to improve efficiency and scalability.
- Buyers
- Kestra Financial
- Targets
- Ecclesiastes Wealth Partners
- Platforms
- Kestra Financial
- Industry
- Wealth Management
- Location
- Texas, United States
- Transaction Type
- Growth capital
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