Transforming Your
Technology Landscape

Overview

F2 Strategy is your go-to partner to transform your wealth management technology business. We have an incredible team of industry experts and innovators from across the wealth management sector who are devoted to partnering with you to address the pain points currently challenging our industry.

Strategy

The F2 Strategy Difference

Staffed by former executives from top-rated wealth firms and family offices, our knowledge and experience comes from sitting on your side of the table. We understand that technology innovations rely heavily on your culture and client expectations and are critical to any strategic decision.

Your Strategy & Implementation Partner

An Evidence-Based Foundation

Make Great Decisions

OCTOTM

Your Outsourced Chief Technology Officer Solution

Outsourced CTO (“OCTO”) offers an all-in-one solution to technology innovation strategy and guidance for small to mid-sized wealth/asset management firms.

Expert Guidance

The F2 OCTO augments a wealth management firm’s current team and elevates their wealth technology offering by providing expert guidance from experienced industry executives who work in partnership with the firm leadership.

Flexible Resources

While the specific OCTO role changes based on the current needs, challenges, or goals of an organization, a retainer-based model ensures that that the firm always has a qualified team of experts on-call.

Increased Capacity

The F2 OCTO augments a wealth management firm’s current team and elevates their wealth technology offering by providing expert guidance from experienced industry executives who work in partnership with the firm leadership.

Long-term Retainer Based
Wealth Technology Focused
Add Value Early & Often
Research

F2 Strategy Research

F2 Strategy Research is the proprietary research division of F2 Strategy, Inc delivering intellectual and advisory-based research on technology and business issues impacting the RIA, wealth, bank/trust and family office industries. With expertise spanning across the wealth management sector, we provide an unfair advantage to our clients and partners by illuminating industry gaps and delivering insights to help their businesses make great decisions.

F2 Strategy Research also runs, in partnership with Money Management Institute, an exclusive community of wealth tech leaders nationally who excel through knowledge-sharing and confidentiality. Armed with data, insights and experience, this group drives the evolution of our industry together.

Experts in Action