F2 strategy paves way for WealthTech space with record growth in CTO and outsourced advisory services


F2 Strategy Doubles Client Base and Triples Team of Seasoned WealthTech Experts by Opening Hybrid Office in New York

Santa Cruz, California, September 16, 2021 (GLOBE NEWSWIRE) – Strategy F2, a WealthTech management consulting firm, today announced record growth, doubling its client base to include 53 RIAs, wealth management companies, bank / trust and family office and more than tripling its team of experts experienced in WealthTech over the past 12 months. This exciting growth represents a growing need among companies to improve their technical capabilities in order to remain commercially relevant and deliver exceptional customer and advisor experiences. F2 Strategy also announced the opening of its first physical office in New York City, providing a flexible and optional working environment for team members based in the city and surrounding areas.

Led by former executives from a wide range of wealth management companies, asset managers, family offices and leading consulting firms, F2 Strategy’s team of industry insiders bring decades of experience and insight to implement high-tech solutions based on research. For mid to large businesses that have moved beyond their legacy systems and need to evolve, F2 Strategy works as a strategic partner to help improve data architecture and identify market opportunities to help differentiate and move their partners forward. .

For small and medium-sized businesses looking to innovate within their business, F2 Strategy’s exclusive all-in-one platform, Outsourced CTO (“OCTO”), is a flexible and fully customizable technology implementation solution that provides C-level oversight and management – augmenting current teams with a deep pool of experts at a fraction of the cost. Through OCTO’s innovation, F2 Strategy maintains ongoing relationships with companies representing $ 223 billion in high net worth assets under management. F2’s total customer base represents $ 1.6 trillion in high net worth assets under management.

“Finally, the wealth industry has turned to technology. The difference between the tech ‘haves’ and the ‘have nots’ is evident with high valuations and disproportionate growth in assets under management attributed to investing in modern tools, ”said Doug Fritz, co-founder and CEO of F2 Strategy. “For companies looking to catch up with leaders, finding an experienced partner is the key to more critical decision they can make. What we have built at F2 is undeniably the largest team of experts who understand what it takes to make the right technology decisions. and can guide customers through these changes. The tangible results our clients have achieved are incredible – and as we continue to grow, we are confident that our experience-based approach will help more growth-minded businesses keep pace with this consumer of increasingly connected, mission-oriented and tech-savvy. countryside.”

In addition to revenue growth, F2 Strategy has expanded its team to include 17 WealthTech, Business Development and Client Management experts across the country. F2’s recruiting strategy has been a key differentiator and added value for clients – each new team member brings the added benefits of one-on-one support, unique perspectives and strategic business relationships to F2 clients.

“The growth we are experiencing comes after careful strategic planning of how we can build a business that adheres to its mission and consistently delivers valuable, high quality business solutions,” said Seb Dovey, Chairman of the Board of Directors of F2 Strategy. “The success of F2 Strategy opens up fantastic opportunities for our team to deliver exceptional solutions to our clients. In addition, our approach attracts additional exceptional talent to our business. The future is very bright for F2 Strategy.

At the helm of F2 Strategy’s recruiting efforts is Liz Fritz, co-founder and commercial director. “We have completely redesigned the traditional workplace, and this approach has been a big driver for us to attract top talent,” said Fritz. “We believe that the success of clients is directly influenced by the well-being of employees, so we have created a unique work-life environment for teammates across the United States. has allowed us to build a team of people with diverse backgrounds and personal experiences that make us all better partners for our clients.

As F2 Strategy expands its team across the United States, the company is proud to have opened its first physical office in New York. “Opening a flexible office in the country’s financial epicenter is a milestone for F2,” said Fritz. “We are extremely pleased to offer a central hybrid hub for team collaboration and customer networking to support and elevate our remote workforce. And we hope that as we evolve, we can continue to show the industry what it means to “do good” with technology. “

You can find more information about the F2 team and basic services at www.f2strategy.com. For media inquiries contact [email protected].

About the F2 strategy

Strategy F2, creator of Outsourced CTO (OCTO), is a wealth management consulting firm that helps complex AIR, wealth, bank / trust and family office businesses improve their technical capabilities to create client experiences and advise exceptional. Led by former executives from a wide range of leading wealth management companies and family offices, F2 Strategy combines their results-driven management strategy with proprietary cutting-edge research to create customized high-tech solutions. .

A diverse, creative and people-centric company, F2 Strategy believes that the right technology has the power to support us, uplift us, and empower us to reach the highest level of accomplishment. F2 Strategy was founded in 2016 in San Francisco, currently has 17 employees and works with companies with $ 1.6 trillion in assets under management.



CONTACT: Liz Fritz F2 Strategy 650.400.4323 [email protected]

Leave A Reply

Your email address will not be published.