F2 Strategy
Highly Engaged Employees
Highly Engaged EmployeesBusiness Services · Pennsylvania, United States · 201-500 Employees
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Overview
Headquarters
330 N Wabash Ave Fl 23, West Chester, Pe...Phone Number
(415) 844-0641Website
www.f2strategy.comRevenue
$44.1 MillionIndustry
About F2 Strategy
F2 Strategy is a wealth management technology and consulting services firm that partners with financial services organizations to help them modernize technology, improve client and advisor experiences, and drive strategic growth. The firm works with a range of institutional clients including wealth management firms, registered investment advisors (RIAs), broker-dealers, banks & trust companies, family offices, asset servicers, and alternative asset institutions to design technology strategies, implement modern systems, enhance marketing capabilities, and manage change across organizations. Founded in 2016 and originally based in San Francisco, F2 Strategy is now headquartered in Chicago, Illinois, and has grown through both organic expansion and strategic acquisitions to broaden its technology, marketing, managed services, and asset servicing offerings. Its leadership combines decades of industry experience with proprietary research to help clients make informed decisions about technolRead more
F2 Strategy Org Chart
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Revenue
Number of Employees
Type
Funding
Founded In
$25M
51-200
Private
-
1986
Dafna GonenCEO I, I Financial Pension Planning Family Office & Wealth Management Services
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F2 Strategy is a wealth management technology and consulting services firm that partners with financial services organizations to help them modernize technology, improve client and advisor experiences, and drive strategic growth. The firm works with a range of institutional clients including wealth management firms, registered investment advisors (... Read More
