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F2 Strategy

Tiburon, United States of America

Transforming wealth management with technology and expertise

F2 Strategy transforms wealth management by combining best-in-class technology and marketing solutions. Experience matters when it comes to wealthTech transformation. As a strategic partner, F2 Strategy works with wealth firms to improve their digital client journey across CRM, Portfolio Management, Reporting, Tech Infrastructure, Financial Planning, Account Management, Digital Experience, and Data Architecture. The company's research-based approach highlights industry-specific gaps to help differentiate and drive forward its partners. F2 Strategy's proprietary solution, OCTOTM, provides C-level oversight, management, and implementation for high-growth organizations looking to innovate within their firm.

F2 Strategy worked with

    Wealth Management Firms
Team Size
26 - 50 people
Hourly Rate
-
Daily Rate
-
Minimum Project Budget
-
Industry Experience
9 years
Timezones
-
Languages
English
Primary Location
Tiburon, United States of America

F2 Strategy services and pricing

ServiceMin Project BudgetHourly Rate
Business Services--

Locations

AddressCountryActions

1 Blackfield Dr 229, , Tiburon

Headquarter
🇺🇸 United States of America Get directions

1 Blackfield Dr 229, Tiburon, CA, 94920

🇺🇸 United States of America Get directions

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