CHICAGO – AUGUST 09, 2023 – F2 Strategy, (“F2”) a leading wealth management technology services company, has today announced the establishment of its new corporate headquarters in the Chicagoland area. This strategic move reflects the region's central location and its abundance of highly qualified professionals in the financial services, consulting, and technology sectors. Co-founders Liz & Doug Fritz have also relocated their family to the Chicagoland area.
"We looked at a lot of options, and after thoughtful consideration, Chicago rose to the top. A key consideration was its centrality to clients and team members alike," said Doug Fritz, CEO and co-founder of F2 Strategy. "The area also offers abundant access to exceptional fintech and wealthtech talent, aligning seamlessly with our commitment to expanding and fortifying our business."
F2 Strategy recently achieved a significant milestone with the acquisition of Oakbrook Solutions, made possible through a capital investment from private equity firm Renovus Capital Partners. As a result of this strategic move, F2 Strategy's team has now grown to over 100 full-time employees. These skilled professionals are dedicated to delivering top-notch consulting and Outsourced CTO (OCTO) services to firms collectively managing over $2.5 trillion in assets.
F2 Strategy’s consulting services support existing technology teams within the wealth management, family office, and RIA spaces, helping them align their technology platforms and distribution channels with the high-touch wealth management experience their clients expect.
“While we wholeheartedly embrace and support remote work arrangements, we're equally thrilled about the advantages of a central location in promoting strong connections, training, and collaboration among our incredible team. This move marks a new chapter of growth and success,” said Liz Fritz, Chief Commercial Officer and co-founder of F2 Strategy. “Chicago offers excellent transportation options and boasts top-notch school systems, further enhancing the quality of life for our employees and their families. This combination of flexibility and a vibrant urban setting makes it an ideal place to attract and retain a diverse, talented workforce.”
As F2 continues to build out its new corporate headquarters, it maintains a thoughtful approach to blending physical locations with the digital virtual world. Its goal is to facilitate collaboration and mutual learning among wealth technology decision-makers. “We envisage a place to gather with clients, where we can host think tanks, hold peer-to-peer networking and innovation sessions,” added Liz Fritz.
For more information about F2 Strategy’s consulting services, visit https://www.f2strategy.com/.
About F2 Strategy
F2 Strategy, creator of Outsourced CTO (OCTO), is a leading wealth management technology services 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.
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Lindsay McCoy
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