[April 7, 2020 | Silicon Valley, CA] F2 Strategy, Inc. has launched a new outsourced CTO solution, OCTO™, to enable ambitious wealth management firms lacking a dedicated in-house innovation team to access technology expertise and oversight on a fractional time-costed basis. OCTO™ was engineered by F2, a leading technology consultancy, to fill the gap that exists when wealth management firms lack a dedicated in-house innovation team.

OCTO™ is a complete and fully customizable technology implementation solution that provides C-level oversight and management for organizations looking to innovate within their firm. The focus is on ensuring firms are developing and delivering market leading high-tech solutions that maximize client and business engagement.

“The release of OCTO™ represents a fundamental adjustment to the preferred operating model of our industry,” says Doug Fritz, CEO. “This new solution offers our clients the opportunity to engage with a team of former wealth executives equipped to seamlessly plug in and activate innovation from within a firm’s existing operating model and culture.”

“There is now intense focus for business of all sizes to implement sophisticated technology capabilities to remain relevant and competitive,” says Seb Dovey, Chairman. “To succeed requires skills, process and leadership experience. Not every firm has the capacity to have market-leading CTO capabilities internally. OCTO™ addresses this situation.”


OCTO™ is available today to wealth management firms internationally. For more information visit www.f2strategy.com.

About F2 Strategy

F2 Strategy, Inc provides boutique consulting services globally to support existing technology teams within the wealth management, family office, RIA and wealth manager space, helping these companies align their technology platforms and distribution channels with the wealth management experience that their clients expect.

The development of OCTO™ is part of F2 Strategy’s ongoing mission to help wealth management leaders seeking to make great commercially effective decisions. In all its assignments, F2 Strategy is committed to enabling wealth managers to ensure their future operations are impactful client-centric high-tech high-touch enterprises.

Media Contact

Liz Fritz
Chief Commercial Officer
Direct: 650.400.4323
Email: Liz@F2Strategy.com