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Kessler Financial Services
Kessler Financial Services is a state-registered investment adviser with its main office in San Jose, CA. The firm provides investment advice to clients.
Overview
Kessler Financial Services is a state-registered investment adviser with its main office in San Jose, CA. The firm provides investment advice to clients. It is headquartered in the San Jose area.
General information
Firm type
Asset Manager
Year founded
1987
Location
Region
North America
Country
United States
City
Boston
Corporate office
Boston, MA, United States
Principals
Arthur Kessler
Founder
Sector focus
Frequently asked questions
Does Kessler manage outside capital or is it self-funded?
Kessler Financial Services is a privately held firm that deploys its own balance sheet and generates fee income from advisory engagements. There is no public record of the firm raising external commingled funds, making it a self-funded merchant bank rather than a fund manager with limited partners.
How does the firm fit into the fintech lending ecosystem?
Kessler acts as a bridge between fintech-enabled originators and institutional credit markets. For platforms like GoodLeap, the firm advises on ABS issuance, whole-loan sales, and strategic capital raises, helping originators access rated securitization markets and warehouse financing — critical functions for asset-heavy fintech lenders that require continuous capital to fund loan growth.
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