Check out this month’s #WordOnWealthTech where our co-founder and CEO, Doug Fritz, breaks down the latest technology developments in the #wealthmanagement industry: 💸Wealth.com’s latest funding is set to modernize estate planning 🫱🏻🫲🏼 Goldman Sachs and NewEdge Capital Group team up to offer enhanced #custodialservices for RIAs 💻 Envestnet, Inc rolls out new tech to improve the #digitalclientexperience These headlines are proving the industry's commitment to tech-driven client engagement and advisor efficiency. Read it here: https://lnkd.in/gqUkNiba
About us
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.
- Website
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http://www.f2strategy.com
External link for F2 Strategy
- Industry
- Financial Services
- Company size
- 51-200 employees
- Headquarters
- Chicago, Illinois
- Type
- Privately Held
- Founded
- 2016
- Specialties
- 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
Locations
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Primary
Chicago, Illinois, US
Employees at F2 Strategy
Updates
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Get to know our team of experienced and talented #wealthmanagement technology and #marketing professionals! Our employee spotlight series features a different team member every other Friday. Today meet Managing Director Josh Roesslein. Read his full bio here: https://lnkd.in/e8hundzA #finserv
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#Wealthmanagement firms face serious risks from every direction—cyberattacks, fraud, money laundering, regulatory requirements, and even human trafficking. It only takes one incident to ruin a firm’s reputation, incur substantial fines, or both. Margie Christensen explains the importance of regular evaluations of processes in mitigating these risks and how to get started: https://lnkd.in/e-FZXkRQ #wealthtech #finserv
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Let's Connect! Next week Jaclyn (Klabunde) Stanton and Michelle Borkowski will be at RIA Edge (Part of Wealth Management EDGE) West. And, check out Jaci's session, "High-Tech, High-Touch: Client Engagement in the Digital Age" on Oct. 7th. #wealthmanagement #wealthtech #finserv
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Doug Fritz is headed to SS&C Technologies Deliver next week! Join his presentation "From Automation to Analytics: Integrating Emerging Technologies in Wealth Management" on Tuesday at 10:15am. #wealthmanagement #wealthtech #fintech
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Learn how video can enhance your #wealthmanagement firm's internal communications, speeding adoption of new technologies and increasing trust. Jeremy Jackson and Michelle Borkowski explain how it all works: https://lnkd.in/e-6qXCim #marketing #internalcomms
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As a fully-remote company, we really cherish the opportunities we have to connect in person. Last week, Chicago was a spectacular host for our two days of meetings where our full team came together to collaborate and have fun. We are so grateful for this group of incredible industry experts that helps push our vision forward every day! #F2Strategy #wealthtech #wealthmanagement #finserv #teambuilding
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🎉 Exciting news! We’re honored to be named a finalist in this year’s InvestmentNews #WomentoWatch Awards in the Employer of Choice category! This recognition is a testament to our team's passion and dedication to supporting women in financial services. We couldn’t be more proud to be a part of this incredible cohort of organizations working to lift up the women in our industry. Check out the full list here: https://lnkd.in/gjQTctBu #womeninfinance #wealthmanagement #finserv
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Two years after the #SEC introduced its latest marketing rule reforms, many #advisors are still navigating the uncertainty. As our Senior Marketing Director, Michelle Borkowski, points out, the key question remains: "Is this communication in the best interest of my client?" Her top tips for balancing effective and compliant #marketing are to focus on inclusive content, use AI cautiously, and leverage your compliance-savvy network. For more insights, check out her latest article in Financial Planning: https://lnkd.in/g_4fUC34
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Our September #womeninwealthtechtowatch honoree is Sara Schwartz, CEO of Webull Advisors. Sara assumed the role in July, after serving as the Chief Compliance Officer since 2022. Her key focus areas include enhancing digital investment solutions, expanding client engagement through personalized financial strategies, and driving growth. Her vision is to position Webull Advisors at the forefront of the #RIA industry, fostering a culture of transparency, technological advancement, and exceptional client service. With a robust background in financial regulation and strategic management, Sara also led compliance teams at MEMBERS Trust Company, MTC Wealth Management, and Raymond James. We hope you’ll follow, engage with and learn from this #womeninwealthtechtowatch as well as share your own! #wealthtech #wealthmanagement #finserv