F2 Strategy Employee Directory

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 technology investments, operations infrastructure, and client engagement strategies.Read More