F2 STRATEGY

F2 Strategy is the leading boutique management consulting firm helping complex RIA, wealth and multi-family office firms improve their technical capabilities across the entire client and advisor experience. We are the engine to empower your great decisions... For wealth firms that have outgrown their legacy systems and need to scale, we work as your strategic partner to improve your firm's digital client journey across eight areas of expertise: CRM, Portfolio Management, Reporting, Tech Infrastructure, Financial Planning, Account Management, Digital Experience and Data Architecture. Our research-based approach highlights industry and institutional-specific gaps to help differentiate and drive our partners forward.