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, creator of Outsourced CTO (OCTO), 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 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, elevate, and empower us all to reach the highest level of fulfillment. F2 Strategy was founded in 2016 in Silicon Valley, currently has 22 employees, and works with firms representing $1.7T in AUM.
We believe the right technology has the power to support, elevate, and empower us all to reach the highest level of fulfillment.
At the heart of our mission are creative and passionate humans. We are problem-solvers and listeners. Strategists and doers. Friends and confidantes. Rooted in family values. And we have the privilege of building a team of people around the world to deliver upon this excellence.