Business introduction
Experience Matters
Your WealthTech Transformation Partner
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.
F2 Strategy Solutions
Account Management
The Value Account Management provides strategic focus for the backbone of your firm; the machinery of compliance, accounting, billing and reconciliation. Our expertise across trust, broker/dealer and RIA compliance and accounting structures is led by strategy and culminates with newly implemented tools or processes that accelerate your growth....
business needs
- Technology Evaluation & Selection
- Technology Implementation & Management
- Technology Strategy & Consulting
Client Relationship Management
The Value Client Relationship Management (CRM) drives the cohesion and scalability of your organization’s operations and client service delivery. We approach CRM from the outside in. We start with optimizing your experience journeys and end with implementing the technology solutions necessary to consistently deliver it....
business needs
- Technology Evaluation & Selection
- Technology Implementation & Management
- Technology Strategy & Consulting
Data Architecture
The Value Data Architecture is the foundation to any future-ready technology roadmap. From lowering project costs and making better decisions to operational efficiency and vendor optionality; a modern data architecture will help you deliver on your advisor and client expectations. We understand your network and data needs and use that knowledge......
business needs
- Technology Evaluation & Selection
- Technology Implementation & Management
- Technology Strategy & Consulting
Digital Experience
The Value Our philosophy is clear: digital experiences must amplify the value of your people and services, not replace them. Our process starts with an understanding of your unique client values; incorporates the reality that when it comes to digital experience, you are competing with every experience your client has with......
business needs
- Technology Evaluation & Selection
- Technology Implementation & Management
- Technology Strategy & Consulting
Financial Planning
The Value Financial Planning optimizes your firm’s approach and execution of the behavioral and emotional side of wealth. Our experience allows us to expose hidden opportunities within your planning process. We cover tool optimization, data gathering and integration into other aspects of the client experience....
business needs
- Technology Evaluation & Selection
- Technology Implementation & Management
- Technology Strategy & Consulting
Outsourced CTO
OCTO clients have access to our entire bench of expertise and solutions augmenting their current team at a fraction of the cost of hiring in-house....
business needs
- Business Process Management & Outsourcing
- Technology Implementation & Management
- Technology Strategy & Consulting
Portfolio Management
The Value Portfolio Management digs deep into the efficiency of your firm’s processes and tools to maximize market outcomes for your clients. Our deep expertise helps your clients expand and optimize additional asset classes and tax outcomes as well as access lower cost and more efficient investment structures....
business needs
- Technology Evaluation & Selection
- Technology Implementation & Management
- Technology Strategy & Consulting
Reporting
The Value Reporting is one of the most critical client experience touchpoints of any wealth firm because it connects your reports to the value of your firm. We cover the technology and machinery your team needs to tell unique and insightful investment stories to your clients as you cultivate long-term retention....
business needs
- Technology Evaluation & Selection
- Technology Implementation & Management
- Technology Strategy & Consulting
Tech Infrastructure
The Value Infrastructure addresses the basic building blocks of your advisory business’ technology. Our process ensures you have the right partners for security, telephony, business management software and general advisory technology licensing. We support your ongoing needs so that you maintain a smoothly-run and efficient technology ecosystem....
business needs
- Technology Evaluation & Selection
- Technology Implementation & Management
- Technology Strategy & Consulting
