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Area Development - Site Selection, Facility Planning and Workforce Development

Kestra Holdings Plans Tempe, Arizona, Headquarters Operations

10/22/2025
Wealth management company Kestra Holdings plans to establish operations in Tempe, Arizona. The project is expected to create 250 jobs over the next two years.

The company's new headquarters, located at Rio 2100, will initially be home to client service and operations teams before additional business operations move in.

“It’s an exciting time for growth and expansion here at Kestra,” said James Poer, Chief Executive Officer of Kestra Holdings. “The addition of these key hires, and our expansion into Tempe, reflects our commitment to sustainable growth, operational excellence, and investing in great people. Austin will remain a vital hub of innovation and leadership for our company, and Tempe will serve as a complementary center of talent and opportunity. Together, these locations will strengthen our ability to serve our community of high-performing advisors while fostering the growth of vibrant, collaborative teams in both markets.”

Kestra Holdings provides a full suite of services and technology platforms for independent financial professionals and firms across the U.S. Through its affiliated companies, Kestra supports financial advisors with investment solutions, back-office support, and opportunities for succession and monetization.

“Kestra’s secondary headquarters in Tempe highlights Arizona’s attractiveness as a top destination for business and financial services companies,” noted Sandra Watson, President and CEO of the Arizona Commerce Authority (ACA). “This location will create high-quality jobs and enhance Tempe and Arizona’s innovative business and financial services sectors.”

“Kestra’s expansion into Tempe builds on Greater Phoenix’s position as a thriving center for financial services and innovation,” added Thomas Maynard, Senior Vice President of Business Development, Greater Phoenix Economic Council. “We’re confident this expansion will be mutually beneficial for the company and for our local talent pool.”

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