F2 Strategy is a specialized management consulting firm that provides technology and marketing strategy services to the wealth management industry. The company serves a diverse client base, including registered investment advisors (RIAs), private banks, broker-dealers, and family offices. Their mission is to help these financial firms improve client and advisor experiences by optimizing their technology and digital marketing efforts. Founded in 2017, F2 Strategy was acquired by SEI® in November 2023, and now operates as a standalone-brand and wholly owned subsidiary.

Founded in

United States