Get to know our team of experienced and talented hashtag #wealthmanagement technology and marketing professionals! Our employee spotlight series features a different team member every other Friday. Today meet Senior Technical Analyst Mike Hodan. Read his full bio here: https://lnkd.in/eZmtNdjS #wealthtech #fintech
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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🔍The sale of #Envestnet to Bain Capital is leaving many industry professionals wondering what’s next for the platform. Our co-founder and CEO Doug Fritz expects the firm to heighten focus on the #Tamp business while other aspects of the organization act as profitable, standalone units. Learn more from Ian Wenik for Citywire: https://lnkd.in/e8hQexwB #wealthtech
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Cash sweeps, a lucrative but covert revenue stream, involves moving clients' uninvested assets into higher-yielding accounts. However, this practice is now facing scrutiny from investors who believe they are missing out on potential returns. Our co-founder and CEO Doug Fritz notes that while “investors can’t necessarily demand returns they see advertised” as these funds often cover various fees, it is still crucial for advisors to strive for returns that are as close to market rates as possible. For more of Doug’s thoughts read here from Sean Allocca for The Daily Upside: https://lnkd.in/e8nC8Zyp #finserv #wealthmanagement
Why This Little-Known Wall Street Revenue Stream Is Drying Up
https://www.thedailyupside.com
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F2 Strategy reposted this
The talk surrounding AI is omnipresent, influencing sectors far and wide, including investment management. Yet, a pertinent question arises: How are firms harnessing AI to their advantage, particularly in your industry? Jaclyn (Klabunde) Stanton with F2 Strategy and Prakash K. with SS&C cut through the noise and dive into practical use cases for AI in a recent Tech It Up podcast episode. Read our blog for the episode takeaways: https://lnkd.in/e2H3mskJ
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Thinking about #mergers or #acquisitions? In this #TBT insight piece Dan Johnson, Bryce Carter and Anthony Cullen explain how outsourcing can reduce the pressure of synchronizing technologies before and after the deal. https://lnkd.in/eAxK7Ksi #wealthmanagement #wealthtech
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🔍Our co-founder and CEO Doug Fritz digs into the latest industry for July’s #WordOnWealthTech & shines a light on some of the buzziest financial services headlines: 💠 Leadership changes 💠Strategic partnerships 💠New funding, and more! Featuring Mercer Advisors, Orion, Corient, Addepar, Envestnet, Inc, BlackRock, Fidelity Investments, & Jump Read this month’s column with WealthManagement.com: https://lnkd.in/gRRPDXg8
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Marking a significant move in the #wealthtech industry, Bain Capital has officially acquired Envestnet, Inc. Our co-founder and CEO Doug Fritz doesn’t expect any major innovations to come out of the deal. Instead, he suggests we’re more likely to see additional investment in Envestnet’s high-profit features, such as Tamarac, allowing them to further grow. Check out more of Doug’s insights on the matter from Davis Janowski for WealthManagement.com: https://lnkd.in/e5QVANrG #wealthmanagement #fintechnews
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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 Senior Project Manager John Sjosten. Read his full bio here: https://lnkd.in/e7tqJa2h #fintech #wealthtech
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Our Executives in Residence are leaders in the industry with decades of knowledge and experience to share. Today, Neal Maglaque explains the importance of making technology decisions in support of the firm's value proposition to navigate today's complex marketplace. Read the full insight post: https://lnkd.in/d-4t-nqB #wealthmanagement #wealthtech #fintech #finserv
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Making the financial services industry an environment that champions women is a priority for our co-founder Liz Fritz. She recently sat down with Maree Moscati CEO for Copytalk Mobile Transcription Services‘ Dynamic Women series to discuss the challenges of being a woman in finance, her unconventional journey to joining the industry, and the birth of F2 Strategy. ”What I fell in love with were the stories of the investors. Stories around advisors helping women through a divorce or supporting a family save and plan to send their kids to college. These were the stories I wanted to help tell.” Read the column here: https://lnkd.in/gSDy2T7D
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