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F2 Strategy
F2 Strategy is a wealthtech management consulting firm helping complex RIA, wealth, bank trust and family offices.
Company Insights & Details
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Company Info
F2 Strategy is a consulting company that helps wealth management firms, including banks, RIA's trusts, and family offices use better technology to improve services for their client and advisors.
Company Details
- Founders: Doug Fritz, Liz Fritz
- Founded: 2016
- Headquarters: Chicago, Illinois, United States
- CEO: Ryan Beach
Key Features:
- Offers expert support to complete tech projects successfully.
- Creates strategies to manage risks and improve workflows.
- Helps businesses to smoothly adapt new technology and processes.
- Supports organizations in following industry rules and staying compliant.
FAQs
Company Details
Company Size
Medium (51-250)
Contact Details
Social Media
Primary Category
- Financial Service Provider
Company-driven Events
- Hosted
- Sponsored
- Media Partnered
My Event Engagements (1)
Ended
WealthTech Executive Summit 2024
Scottsdale ,United States
Nov 06, 2024 | (UTC: -08:00)
Free
Seminar
- Funding
- Investment
- Revenue
Total Investors
Total Rounds
| # | Investor Name | Investor Category | Funding Date | Funding Round | Invested By | Fund Raised |
|---|---|---|---|---|---|---|
 No Records data foundOops, it’s quiet here! No funding list yet. | ||||||
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