[Tuesday, September 7, 2021 | Silicon Valley, CA] F2 Strategy, a WealthTech management consulting firm serving complex wealth advisory firms, announced today the addition of Katie Delwiche in the key position of Manager, Wealth TechnologyStrategist. Delwiche joins F2 Strategy with experience from Wells Fargo, AXA Investment Managers, Advantus Capital and Ameriprise. In joining, Katie becomes the newest member of the firm’s deep bench of expertise. In her role, she will focus on our OCTO offering and work with our clients to define their technology vision while also owning and driving tech implementations.
Katie brings over 24 years of industry expertise to the team focused on executive leadership experience in technology transformation, large-scale process automation and program management.
“The impact and growth of our business has been incredible to see. Our OCTO offering consistently adds value early and often for our clients at a price point that works within their budgets. Katie helps us continue delivering exceptional knowledge and know-how, which is in such high demand in this market” says Doug Fritz, Chief Executive Officer at F2 Strategy.
“I was drawn to F2 Strategy because of the quality team they have in place and the growth they are experiencing. I am excited to be part of an organization that can ignite change within the WealthTech industry and consistently be at the forefront of new technology solutions, says Delwiche. “The team of experts who work at the firm are passionate about what they do and their energy is contagious. The culture at F2 Strategy is also very welcoming and empowering as a working mother.”
About F2 Strategy
F2 Strategy, creator of Outsourced CTO (OCTO), is a WealthTech management consulting firm helping complex RIA, wealth, bank/trust and family office firms improve their technical capabilities to build exceptional client and advisor experiences. Led by former executives of a wide range of top-rated wealth firms and family offices, F2 Strategy combines their results-driven management strategy with industry-leading, proprietary research to create customized high-tech solutions.
A diverse, creative, and people-centric company, F2 Strategy believes the right technology has the power to support, elevate, and empower us all to reach the highest level of fulfillment. F2 Strategy was founded in 2016 in San Francisco, currently has 16 employees, and works with firms representing $1.6T in AUM.
Liz Fritz | F2 Strategy