Chicago, United States
F2 Strategy is a wealthtech management consulting firm specializing in improving technical capabilities for RIA, wealth, bank/trust, and family office firms. Founded in 2016 and headquartered in San Francisco, United States, the company has 75 employees and 3,400 consultants globally. It is led by former executives of top-rated wealth firms and family offices, combining management strategy and implementation work with proprietary research to create customized high-tech solutions.
A Private Equity Round investment was secured on 13 June 2023, with Renovus Capital Partners participating as the investor. F2 Strategy's focus on innovative and people-centric solutions underscores its belief in the power of technology to enhance connections and experiences for clients and advisors. The firm operates within the Marketing and Wealth Management industries, reflecting its commitment to driving exceptional client and advisor experiences through technological advancements.
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