Articles from F2 Strategy

F2 Strategy (“F2”), the leading business and digital transformation services firm to the global wealth and asset management industries, today announced the acquisition of Callaway Cloud Consulting (“Callaway”), a technology consulting firm specializing in platform engineering, data engineering, Salesforce and custom artificial intelligence solutions.

F2 Strategy (“F2”), the leading business and digital transformation services firm to the global wealth and asset management industries, today announced the acquisition of Intelligo Partners, a Toronto-based consulting firm specializing in investment technology consulting. The acquisition expands F2's investment platform implementation capabilities, strengthens its leadership in Canada and advances the firm's strategy to build the premier North American consultancy focused on asset and wealth management technology.

F2 Strategy (“F2”), the leading business and digital transformation services firm to the global wealth and asset management industries, today announced it has acquired Meradia, a North American leader in investment management operations and technology consulting.

F2 Strategy (“F2”), the leading business and digital transformation services firm to the global wealth and asset management industries, today announced that Ryan Beach has been reappointed chief executive officer following a six-month period during which he explored another executive leadership opportunity.

F2 Strategy (“F2”), the leading business and digital transformation services firm to the global wealth and asset management industries, announced today it has acquired HBMJ Consulting LLC (“HBMJ”), a boutique consulting firm based in the New York City metro area. HBMJ specializes in operational scalability, data intelligence and technology transformation for hedge funds, hybrid funds, private credit and other alternative investment firms seeking institutionalization of the back office.

F2 Strategy (“F2”), a leading wealth management technology and marketing services company, today announced its acquisition of Aliter Investment Services (“Aliter”), a Boston-based professional services firm specializing in operations and technology transformation for investment managers and asset servicing providers such as global banks, data integrators and technology firms. The acquisition expands F2’s capabilities into asset servicing for pooled investment vehicles, complementing its existing Bank Trust and Wealth verticals. Asset Servicing becomes F2’s third core vertical, enhancing the firm’s strategic consulting, execution and delivery across the financial services ecosystem.

F2 Strategy (“F2”), a leading wealth management technology and marketing services company, announced today that it has acquired MD Solutions LLC (“MDS”), a Florida-based financial technology, software and operations provider. This is F2’s second transaction in the past year and its third in the past two years, following a strategic growth investment from Renovus Capital Partners and subsequent acquisitions of Oakbrook Solutions and SKY Marketing Consultants.

F2 Strategy, a leading wealth management technology services company, today announces the hiring of Jay Halbert to the newly created chief financial officer (CFO) position. Halbert will assume a pivotal role in overseeing the entirety of the rapidly growing company’s financial operations, including accounting; financial reporting, planning and analysis; and budgeting and banking relationships.

F2 Strategy (“F2”), a leading wealth management technology and marketing services consultancy, today announced the appointment of industry veteran Ryan Beach as chief executive officer. The recruitment of Beach represents the latest in a series of strategic personnel additions that include Laura Korbel as president and Jay Halbert as chief financial officer.

F2 Strategy, a leading wealth management technology services company, today released a white paper in collaboration with Dynasty Financial Partners, LLC ("Dynasty"), a provider of technology-enabled wealth management solutions and business services for financial advisory firms. This research, aimed at empowering prospective breakaway advisors and existing registered investment advisors (RIAs) in navigating critical technology and operational decisions, indicates substantial benefits for mid-sized firms partnering with Dynasty.

F2 Strategy (“F2”), a leading wealth management technology services company, today announced the acquisition of a full-service, boutique marketing consultancy, SKY Marketing Consultants (“SKY”), which specializes in providing branding and marketing advisor services for wealth management firms and their advisors. With the acquisition of SKY, F2 pairs its technology implementation and strategic consulting services with high-touch marketing strategies and solutions fit to serve firms across the wealth management industry.

F2 Strategy, a leading wealth management technology services company, has today announced that Jaclyn Stanton and Wade Spencer have been appointed to ensure F2’s wealth technology expertise and subject matter expertise deepens and expands with focus on specific industry segments, needs, and capabilities.

F2 Strategy (“F2”), a leading wealth management technology services company, has today introduced the strategic addition of industry veteran Laura Korbel as President. Having recently announced the establishment of a Midwest headquarters in Chicago, F2 has recruited Korbel to propel sustainable expansion and growth in an increasingly competitive landscape.

F2 Strategy, a leading wealth management technology services firm, today announced the acquisition of preeminent consulting and services provider Oakbrook Solutions (“Oakbrook”) as well as a majority investment from private equity firm Renovus Capital. The deal marks a significant milestone for F2 Strategy and sets the stage for accelerated growth and expanded service offerings.

F2 Strategy, a wealthtech management consulting company serving complex wealth advisory firms, today announced the launch of its Executives-in-Residence (EIR) program, comprised of a legendary team of industry experts and former wealthtech executives that will further innovation for the industry at large. These professionals have gained a great amount of experience in their careers and join F2 as they transition toward a new venture or as they are looking toward their next chapter upon retirement.