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How We Help

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Consulting Services

For wealth firms that have outgrown their legacy systems and need to scale, F2 Strategy works as a strategic partner to help improve data architecture and create customized, exceptional digital experiences for advisors and clients. Our research-based approach highlights industry and institutional-specific gaps to help differentiate and drive our partners forward.


F2 Strategy’s proprietary all-in-one solution, Outsourced CTO (“OCTO”), is a flexible and fully customizable technology implementation solution that provides C-level oversight and management for growing organizations looking to innovate within their firm. OCTO firms have access to our entire bench of expertise and solutions to augment their current team on a fractional share basis.

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We operate in an evidence-based consulting model; conducting intellectual and advisory-based research on technology and business issues which drives informed strategy and decisions for our clients.

Experts in Action