Our Mission

We believe the right technology will support, elevate, and empower the great wealth firms of the future.

Our Approach

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. 

How We’re Different

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.

Recognitions, Thought Leadership, Advisory & Awards Judges
Family Wealth Report Awards 2021PWM Wealth Tech Awards 2021WM Industry AwardsThe UHNW InstituteFinancial Planning INVESTPrivate Asset Management Awards 2021 ShortlistedThinkAdvisor Luminaries 2021

We were founded in 2016 in Silicon Valley, CA.


F2 Strategy acquires Oakbrook Solutions and accepts investment from Renovus Capital.


We have 100+ employees based in 13 states.

Company Overview

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.

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Our Guiding Principle

We believe the right technology has the power to support, elevate, and empower us all to reach the highest level of fulfillment.

People are at the Heart

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.