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F2 Strategy, creator of Outsourced CTO (OCTO), 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 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, elevate, and empower us all to reach the highest level of fulfillment. F2 Strategy was founded in 2016 in San Francisco, has 17 employees, and has advised on WealthTech strategy with firms managing over $1.6T in client assets.
Overview
Location
United States, California, San Francisco
Employees
11-50
Founded date
2016
Mentions in press and media 7
| Date | Title | Description |
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| May 1, 2025 | F2 Strategy Acquires MD Solutions | F2 Strategy, a Chicago, IL-based wealth management technology and marketing services company, acquired MD Solutions LLC, a Fort Myers, FL-based financial technology, software and operations provider. This is F2’s third in the past two years... |
| Sep 23, 2024 | Strategy Consulting Market was valued at $38.4 billion in 2021, and to hit $111.4 billion by 2031 | Strategy Consulting Market WILMINGTON, DE, UNITED STATES, September 23, 2024 /EINPresswire.com/ -- According to the report, the global strategy consulting market size is estimated to generate $38.4 billion in 2021 and $111.4 billion by 2031... |
| Jul 18, 2023 | Global Strategy Consulting Market to Record a Valuation of USD 122.62 Billion by 2030, Propelled by Increasing Demand for Advisory Firms in North America, States Extrapolate | |
| May 22, 2023 | Global Technology Strategy Consulting Market Valued at USD 51.2 Billion in 2022, Expected to Grow at a CAGR of 12.3% from 2023 to 2033 | Global Technology Strategy Consulting Market Valued at USD 51.2 Billion in 2022, Expected to Grow at a CAGR of 12.3% from 2023 to 2033 05-22-2023 07:54 PM CET | IT, New Media & Software Press release from: Evolve Business Intelligence... |
| Aug 11, 2021 | Strategy Consulting Market Was Valued At USD 55.04 Billion In 2019 And Is Projected To Reach USD 101.75 Billion By 2027, Growing At A CAGR Of 9.31% From 2020 To 2027 | Strategy Consulting Market Was Valued At USD 55.04 Billion In 2019 And Is Projected To Reach USD 101.75 Billion By 2027, Growing At A CAGR Of 9.31% From 2020 To 2027 08-11-2021 04:40 PM CET | IT, New Media & Software Press release fro... |
| Jul 2, 2021 | 14 Ways To Make An Excellent Employee Experience A Core Company Value | In recent years, study after study has proven that the most successful companies put as much effort into creating a workplace environment where employees feel safe, happy and motivated as they do into attracting long-term clients and custom... |
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FAQ about F2 Strategy Consulting
When was F2 Strategy Consulting founded?
F2 Strategy Consulting was founded in 2016.
What has the press written about F2 Strategy Consulting?
Parsers VC has collected 7 articles mentioning F2 Strategy Consulting, among them “F2 Strategy Acquires MD Solutions” (May 1, 2025) and “Strategy Consulting Market was valued at $38.4 billion in 2021, and to hit $111.4 billion by 2031” (Sep 23, 2024).
Is F2 Strategy Consulting still active?
Yes, F2 Strategy Consulting is active; its latest activity on Parsers VC dates from Sep 3, 2025.