F2 Strategy
Financial ServicesView the employees at
F2 Strategy-
Kim Hubbard Talent and Client Account Executive
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San Francisco, California, United States
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Rising Star
Dave Smigielski Senior Manager @F2 Strategy | Principal @BCG Platinion Alum | Senior Consultant @Springboard Advisory Group Alum #HighTechMeetsHighTouch-
San Francisco Bay Area
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Rising Star
Chris Candelaria Senior Manager, OCTO @ F2 Strategy | Bank of the West, LPL, Loring Ward, First Republic, MyVest, BNY Mellon, Natixis Alum #HighTechMeetsHighTouch-
San Francisco Bay Area
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Rising Star
Mark Eaton Executive Guidance, FinTech at Scale-
Rising Star
Laura Korbel President @ F2 Strategy | Rightpoint, Capco, Isobar Alum #HighTechMeetsHighTouch-
Chicago, Illinois, United States
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Top 10%
Overview
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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