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F2 Strategy

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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.

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F2 Strategy's headquarter address
Line 1: , san francisco, california, usa, 94920
F2 Strategy's industries
financial services
F2 Strategy's technology
Amazon AWS Google Tag Manager Linkedin Marketing Solutions Mobile Friendly ShareThis Twitter Advertising Typekit Varnish Vimeo
People working at F2 Strategy
DF
Doug Fritz
Founder
Belvedere Tiburon, California, United States
SL
Scott Lamont
Wealth Technology Strategist
Belvedere Tiburon, California, United States
PT
Pamela Turner
Director, Wealth Technology Strategist
Belvedere Tiburon, California, United States
DJ
Dan Johnson
Director
Belvedere Tiburon, California, United States
MZ
Michael Zebrowski
Executive In Residence
Belvedere Tiburon, California, United States
LF
Liz Fritz
Co-Founder
Belvedere Tiburon, California, United States
LM
Luke Winskowski, CFP® MBA
Executive In Residence
Belvedere Tiburon, California, United States
CC
Chris Candelaria
Senior Manager, OCTO (Outsourced CTO)
Belvedere Tiburon, California, United States
SM
Samir Maniar
Senior Manager, Consulting Services
Belvedere Tiburon, California, United States
JF
Jennifer Dempsey Fox
Executive In Residence
Belvedere Tiburon, California, United States
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