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Doug Fritz
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Doug Fritz

Co-Founder & CEO
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Doug Fritz is the co-founder and CEO of F2 Strategy. Doug, a veteran CTO and sought-after WealthTech consultant, leads an all-star team of executives in technology-driven operations, digital client engagement, performance and implementation, among many other areas for clients. Through F2’s Outsourced CTO (OCTO) model and strategy consulting services, Doug is passionate about helping firms of all sizes deliver exceptional client and advisor experiences.

Doug is also an accomplished industry thought-leader, speaker and judge at In|Vest, American Banker, Financial Times, WM.Com, RIAIntel, InvestmentNews, Family Wealth Report, WealthStack, and Financial Planning. He is also a winner of the 2021 ThinkAdvisor Thought Leader Luminary award. Before founding F2 with his wife and Chief Commercial Officer Liz Fritz, Doug was the Chief Technology Officer of First Republic Bank where he led the execution of the WealthTech roadmap. Prior, he was Senior Vice President of Wells Fargo Wealth Management Group. Doug lives in Santa Cruz.

Previous Experience
  • First Republic
  • Wells Fargo
  • Credit Suisse
  • KPMG
Up Close with
Doug

What has changed the most since you started out in the industry?

We don’t really work on paper anymore. Our relationships with clients are so much deeper and automated.

Predict the future—what do you think WealthTech will allow advisors to do in five years that they can’t do now?

Advisors will be able to deliver a much deeper and richer experience with clients through digital and predictive tools.

What does the phrase, “Do Good with Tech” mean to you?

It means finding ways to use technology that deepen the relationship between asset owners and their emotions, expectations and impacts on the world.

Latest Insights from

Doug

Latest Insights

Oleg Tishkevich makes two familiar, key ex-TD Ameritrade hires as INVENT...
Oleg Tishkevich makes two familiar, key ex-TD Ameritrade hires as INVENT...
News

Oleg Tishkevich makes two familiar, key ex-TD Ameritrade hires as INVENT...

Investment News: Envestnet buys 401kplans.com, expanding retirement offerings
Investment News: Envestnet buys 401kplans.com, expanding retirement offerings
News

Investment News: Envestnet buys 401kplans.com, expanding retirement offerings

Latest Insight from

Doug

Latest Insight

Oleg Tishkevich makes two familiar, key ex-TD Ameritrade hires as INVENT...
News