
“The quality and coverage of B2B contact database are very impressive...”
Mark J.
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+8
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...
Strategy consulting,fintech,thought leadership,technology roadmaps,vendor assessment,wealth management,ria,family office,tech implementation,crm,trading systems,performance reporting,and digital client experience
F2 strategy operates in the Financial services industry.
F2 strategy's revenue is 11m - 100m
F2 strategy has 51 - 200 employees.
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