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.
Staffed by former executives from top-rated wealth firms and family offices, our knowledge and experience come 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. Key areas we help our clients include:
Outsourced CTO (“OCTO”) offers an all-in-one solution to technology innovation strategy and guidance for small to mid-sized wealth/asset management firms.
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.