WE Family Offices
WE Family Offices is a different kind of wealth advisor. WE stands for Wealth Enterprise.
54 employees · est. 2013 · Coral Gables, United States
WE Family Offices is the older company (2016 vs 2013).
1 signal in the last 90 days
Side-by-Side Comparison
| Metric | F2 Strategy | WE Family Offices |
|---|---|---|
| Founded | ||
| Founded | 2016 | 2013 older |
| Headquarters | ||
| Headquarters | Chicago, United States | Coral Gables, United States |
| Employees | ||
| Employees | 126 | 54 |
| Industry | ||
| Industry | Marketing, Wealth Management | Insurance, Wealth Management |
| Funding Stage | ||
| Funding Stage | Private Equity | Not tracked yet |
| Total Funding | ||
| Total Funding | Not tracked yet | Not tracked yet |
| Funding Rounds | ||
| Funding Rounds | 1 | Not tracked yet |
| Services | ||
| Services | Not tracked yet | Not tracked yet |
| Target Customers | ||
| Target Customers | Not tracked yet | Not tracked yet |
| Taxonomy | ||
| Taxonomy | Wealth Management, RIA, Banking, Technology, Client Experience, Advisor Experience, Family Office, Wealthtech, Management Strategy, Implementation, Research, San Francisco, Global Presence, Innovation | Wealth Management, Family Office, High Net Worth, Independent Advisory, Fiduciary Standard, Wealth Preservation, B Corporation, Thought Leadership, Global Families, Wealth Enterprise, Wealth Advisory, International Alliance |
| Website | ||
| Website | f2strategy.com | wefamilyoffices.com |
About F2 Strategy
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 f...
About WE Family Offices
WE Family Offices is a unique wealth advisor firm with offices in New York and Miami. The company prides itself on addressing the real-life wealth challenges faced by single family offices and ultra-high net worth families. WE Family Offices works closely with each family to create a unique wealth e...
We will tell you when either one moves
BounceWatch watches F2 Strategy and WE Family Offices for new funding, fast hiring, new executives and a change of software vendor. When one happens, we email you the same day.
Funding, hiring, leadership and stack changes at F2 Strategy and WE Family Offices — by email.
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Compiled from the BounceWatch company index. We last looked at F2 Strategy on 11 Sep 2024, and WE Family Offices on 12 Sep 2024. Where a field is blank here, it means we have not recorded it — not that the answer is zero. How we source and date this.
