Modern technology needs a modern approach. At F2 Strategy, our team of industry insiders brings decades of experience and acumen to implement technology solutions for ambitious, growth-minded firms that want to stay commercially ahead and deliver outstanding client experiences.
We firmly believe evidence-based decision making is the driver for great results. Our highly respected network and unique approach have resulted in our leadership team being selected to serve as speakers, judges, and writers for some of the industry’s most prestigious reports and programs.
F2 Strategy is a wealthtech management consulting firm helping complex RIA, wealth, bank/trust and family office firms improve their technical capabilities to build exceptional client and advisor experiences. Led by former executives of a wide range of top-rated wealth firms and family offices, F2 Strategy combines their results-driven management strategy and implementation work with industry-leading, proprietary research to create customized high-tech solutions.
A diverse, creative, and people-centric company, F2 Strategy believes the right technology has the power to support us all to reach the highest level of connection. F2 Strategy was founded in 2016 in San Francisco, has 75 employees and 3,400 consultants globally.
