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.
We don’t really work on paper anymore. Our relationships with clients are so much deeper and automated.
Advisors will be able to deliver a much deeper and richer experience with clients through digital and predictive tools.
It means finding ways to use technology that deepen the relationship between asset owners and their emotions, expectations and impacts on the world.