F2 Strategy

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.