[Tuesday, February 16,2021 | San Francisco Bay Area] F2 Strategy, the leading boutique management consulting firm serving complex wealth advisory firms announced today the addition of Mike Betz in the key position of Senior Manager, Wealth Technology Strategist. Betz joins F2 Strategy with experience from SS&C Advent, Affiance Financial, Orion Advisory Board and AdvisorNet Financial. In joining, he becomes the newest senior member of the firm’s high growth team. In his new role, Mike will focus on delivering our outsourced CTO offering (OCTO™) which provides an all-in-one solution to technology innovation strategy and guidance for wealth & asset management firms.
Mike brings 20+ years of industry experience to the team where he’s been a registered rep, advisor, built RIAs from scratch, rebuilt them, lead tech stack overhauls and upgrades, been a fintech executive and provided concept to completion breakaway consulting.
“The impact and growth OCTO™ is having in our industry has been incredible to see. In our continued growth, we need to bring the brightest and most qualified minds to our firm. Mike helps us continue delivering exceptional OCTO™ services through focused knowledge and know-how which is in such high demand in the market” says Doug Fritz, Founder & Chief Executive Officer at F2 Strategy. “Mike expands our stable of exceptionally qualified wealth tech executives and brings additional CTO and software implementation experience. Mike’s passion for delivering on the promise of fintech fits perfectly into F2 Strategy’s culture and mission to enable firms to compete through great strategy coupled with competent execution.”
“We now live in a world where the smart use of technology is required for designing and delivering world class client experiences for organizations of all sizes” says Betz. “Technology is not a “department” anymore, it’s a thread that flows through the entire business. Driven by FAANG, consumer expectations of digital experiences are through the roof at the same time just being an independent RIA isn’t enough to differentiate anymore. I am thrilled to join F2 Strategy and work with firms to deliver on the promise of technology.”
About F2 Strategy
F2 Strategy is the leading boutique management consulting firm helping complex RIA, wealth and multi-family office firms improve their technical capabilities across the entire client and advisor experience.