[December 3, 2021 | San Francisco Bay Area] F2 Strategy, a WealthTech management consulting firm serving complex wealth advisory firms, announced today the addition of Samir Maniar in the key position of Senior Manager within our consulting services team. Maniar is a proven leader with over 20 years of experience in the financial services industry. Samir has delivered large and complex transformational programs, guided global delivery teams, managed complex programs, and served as a subject matter expert on technology advisory engagements. His domain expertise includes data and technology integration, quality assurance, information management, solution architecture, change integration and operational effectiveness with a focus on efficiency, managing risks and quality delivery. In joining, Samir 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. Samir helps us continue delivering exceptional knowledge and know-how to our clients, which is in such high demand in this market.”
For mid- to large-sized firms that have outgrown their legacy systems and need to scale, F2 Strategy’s consulting services team works as a strategic partner to help improve data architecture and identify market opportunities to help differentiate firms and drive growth.
“F2 Strategy delivers a unique blend of Advisory Management Consulting and WealthTech domain expertise services. Those service offerings, paired with the diverse client spectrum that we serve, set F2 Strategy apart and was a key reason why I joined the F2 Strategy team,” says Maniar. “The company culture, team camaraderie and growth are phenomenal. As I look to the future, I am most excited about joining forces with our clients as their trusted WealthTech advisor and filling the gaps in their technology and data needs.”
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