Meradia Expands AI and Data Leadership to Meet Rising Demand for Enterprise Transformation

Appointment of Swati Gupta reinforces F2 and Meradia’s focus on scalable AI adoption, advisor productivity and operational transformation.

WEST CHESTER, PA – June 11, 2026 – Meradia, an F2 Strategy (“F2”) company and a leading strategic consulting firm serving the global investment management industry, today announced the appointment of Swati Gupta as head of applied AI to expand the firm’s AI, data and digital transformation capabilities.

As wealth and asset management firms invest in AI, many still struggle to move beyond isolated use cases and embed the technology into core workflows, data environments and governance frameworks. Gupta’s hiring underscores Meradia and F2’s commitment to helping financial institutions modernize their data foundations, enterprise platforms and operating models to support scalable, long-term evolution.

“Technology only matters if it improves how advisors serve clients and grow their businesses,” said Ryan Beach, CEO of F2 Strategy. “Swati brings the experience firms need to move beyond isolated AI initiatives and build capabilities that improve productivity, personalization and long-term growth.”

Gupta brings experience leading global engineering organizations, guiding large-scale platform modernization efforts and advancing cloud, data and AI-enabled initiatives that improve productivity and operational performance. She previously served as vice president of engineering at Ascensus, where she led teams and executed road maps designed to improve platform performance.

“What excited me about Meradia was the opportunity to help firms modernize the foundations needed to scale AI effectively,” said Gupta. “AI can create tremendous value, but only when organizations have the right infrastructure connecting it to the data, platforms and workflows that drive day-to-day execution.”

At Meradia, Gupta will support clients through enterprise data and platform optimization, cloud adoption, and scalable operating model design, with a focus on improving investment and operational workflows.

“Meradia continues to invest in talent that reflects where the industry is heading and what our clients need most right now,” said Brian Buzzelli, director, data and digital transformation at Meradia. “Financial institutions are moving beyond AI experimentation to focus on enterprise adoption. Swati brings the leadership and practical experience needed to help firms navigate that shift successfully.”

The addition of Gupta deepens Meradia’s AI, data strategy and enterprise transformation expertise as wealth and asset management firms seek practical ways to support scalable growth, improve operations and deliver more modern client and advisor experiences.

For more information about Meradia’s consulting services, visit www.meradia.com.

About Meradia

Meradia, an F2 Strategy company, is a specialized consulting firm providing strategic advisory and implementation services to the global investment management industry. Focused on investment operations and technology, Meradia helps asset managers align front-, middle- and back-office functions with business strategy. With nearly three decades of experience and a team of highly credentialed professionals, the firm combines deep expertise with practical execution to drive transformation. Meradia has partnered with many of the industry’s largest firms to modernize infrastructure, improve efficiency and build scalable operating capabilities. Learn more at www.meradia.com.

About F2 Strategy

F2 Strategy is a consulting, managed services and research firm modernizing the wealth and asset management industry. Operating across Wealth, Bank & Trust, and Asset Servicing verticals, F2 delivers executive-level guidance, proprietary research, and implementation support to the nation’s largest and fastest-growing financial institutions. Built on firsthand insight and a people-first mindset, F2 empowers clients to build smarter systems, streamline operations, and drive sustainable growth. Strategic acquisitions and deep industry expertise position F2 as a leader in transforming how firms serve their clients. Learn more at www.f2strategy.com.

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