Transform Your
Technology Landscape


F2 Strategy takes an evidence-based approach to consulting that combines the deep industry experience of our team, market trends and undercurrents from our role as industry awards judges and our own proprietary research. As a result, F2 Strategy delivers the highest quality of advice and insight available in the wealth and asset management market today.


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

With An Evidence-Based Foundation

To Empower Great Decisions

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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

OCTO™ is a complete and fully customizable technology implementation solution that provides C-level oversight and management for organizations looking to innovate within their firm. The focus is on ensuring firms are developing and delivering market leading high-tech solutions that maximize client and business engagement.

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

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

Our Research

F2 Strategy runs a proprietary research division that delivers intellectual and advisory-based research on technology and business issues impacting the RIA, wealth, bank/trust and family office industries. Our research illuminates industry gaps and delivers insights to empower our clients to make great decisions.

F2 Strategy also leads the only peer-to-peer community of global wealth tech decision-makers of its kind. Armed with data, insights and experience, this exclusive group of leaders is driving the evolution of the industry together. Interested? Get in touch.

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Experts in Action