[December 17, 2021 | San Francisco Bay Area] F2 Strategy, a WealthTech management consulting firm serving complex wealth advisory firms, announced today the addition of Phil Hilton in the key position of Manager within our OCTO team. Hilton is a proven leader with over 25 years of experience with expertise in planning and executing large and complex cross-functional projects. In his role, he will serve as the program manager for our OCTO clients and provide project management support to ensure projects are executed effectively and efficiently. In joining, Phil becomes the newest member of the firm’s deep bench of WealthTech experts.
“What we’ve built at F2 Strategy is undeniably the largest team of experts who understands what it takes to make the right technology decisions and can lead clients through those changes,” says Doug Fritz, Chief Executive Officer at F2 Strategy. “Our OCTO offering consistently adds value early and often for our clients at a price point that works within their budgets. Phil helps us continue delivering exceptional knowledge and know-how, which is in such high demand in this market
For small - to mid-sized organizations looking to innovate within their firm, F2 Strategy’s proprietary all-in-one platform, Outsourced CTO (“OCTO”), is a flexible and fully customizable technology implementation solution that provides C-level oversight and management– augmenting current teams with a deep bench of experts at a fraction of the cost. F2 Strategy believes the right technology has the power to support, elevate, and empower us all to reach the highest level of fulfillment.
"The passion and the commitment of the team in what they do, as well as the collegial atmosphere, were key factors in my decision to join F2 Strategy,” says Hilton. “I'm incredibly excited to apply my program management experience to the role and be part of such a client-focused organization that truly believes in improving lives through technology."
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 23 employees, and works with firms representing $1.6T in AUM.
Liz Fritz | F2 Strategy