F2 Strategy

We are in full “growth mode” as our new CEO Ryan Beach likes to put it. With Ryan on board, we’re focused on expanding the F2 ecosystem with top-tier consulting services, creating a true one-stop shop for strategy and solutions. “I can’t think of a better home for me based on what I’ve spent the last decade doing and where F2 is and where we want to take it.” Learn more from Ryan and our now executive chairman, Doug Fritz, on the future of our firm in this Citywire article from Alec Rich: https://lnkd.in/epJBxJvi #fintechnews #wealthtech #wealthmanagement #finserv

Exciting News! Ryan Beach has joined F2 Strategy as our new Chief Executive Officer! He will succeed co-founder Doug Fritz, who will transition to the role of Executive Chairman, allowing him to focus on strategic initiatives and client engagements. Ryan brings a wealth of experience in driving strategic growth and expanding service offerings through a servant leadership style that emphasizes team development and fosters a culture of empowerment, collaboration, and accountability. His vision and expertise will be instrumental in guiding F2 Strategy to new heights as we continue to deliver exceptional service for our clients and partners. A heartfelt thank you to our team, clients, and community for your support during this transition. Please join us in giving Ryan a warm welcome! Read the release: https://lnkd.in/e_DFP7RM #F2Strategy #wealthmanagement #wealthtech #fintech #finservnews #fintechnews

Building a #wealthtech company from scratch is no mean feat. Many falter and fail in early days while others go on to achieve greatness. Our managing director Dan Johnson explained why it’s important to articulate and focus on what differentiates you in the space to be successful. “Our counsel at F2 Strategy is always to be deliberate at what you want to be exceptional at from a technology perspective but be just as deliberate with what you want to be okay/up to par at.” Read the recent article for Wealth Solutions Report by Larry Roth📖 https://lnkd.in/gcPrv7fj

Psst! Broker-Dealers! Here's what your competitors are doing with technology to achieve growth and efficiency. Watch Jaclyn (Klabunde) Stanton explain and learn more about how F2's support can help: https://lnkd.in/eqS5iZJw #wealthtech #brokerdealer #wealthmanagement

Happy Thanksgiving to all of our friends and partners in #wealthmanagement and #technology!

This November, our #WomenInWealthTechToWatch spotlight shines on Cheryl Nash, President, APL InvestCloud, Inc. Cheryl has proudly dedicated her entire career to the wealth management industry, progressively serving in elevated leadership roles, including her current position at InvestCloud, whose clients represent more than 40 percent of the $132 trillion of total assets globally. Her hands-on experience in these roles has uniquely positioned her to lead APL, with over $3T in assets and over 9M investor accounts being managed on the country’s largest separately managed account platform. Cheryl thrives on engaging with the market—discussing strategy and technology with clients, attending industry conferences, and sharing insights as a speaker. She serves on the board of Asset-Map and actively mentors young women aspiring to advance their careers in the industry. A cornerstone of Cheryl’s success is the core network of trusted women she leans on during both celebrations of success and challenges. She is passionate about #wealthmanagement and technology, particularly in how these fields are evolving to spotlight women both in professional roles and as investors. We invite you to follow, engage with, and learn from this inspiring #WomenInWealthTechToWatch and to share your own stories of innovation and growth!

The industry is buzzing about Robinhood’s acquisition of TradePMR—but what does it really mean for custodial relationships? Our CEO, Doug Fritz, explains that the long-term potential of this deal is transformative. "Glaciers carve massive valleys," he notes, emphasizing the slow but impactful nature of this change. To learn more from Doug and explore what this shift means for the future of RIAs, check out this recent article from Oisin Breen for RIABiz.com: https://lnkd.in/e7euPAbt #RIA #custody #wealthmanagement

This fall our team of experts have been sharing their expertise in many different places—from podcasts to media articles to conferences and more. Here’s just a handful of critical wealth management technology topics they’ve recently discussed.

As we approach one of the most significant wealth transfers in history, #wealthtech's female leaders are stepping up—as future inheritors and architects of the systems that will manage this capital. Our co-founder, Liz Fritz, is bridging the gap between tech providers and #familyoffices to deliver tailored solutions.   Learn more about Liz and the women transforming the industry, in this Forbes article from Francois Botha: https://lnkd.in/eYzaF7tZ #wealthmanagement #finserv

Jumpstart your 2025 #wealthtech integrations starting today! F2 Managing Director Dan Johnson shares how in this video. And learn more about our #RIA expertise here: https://lnkd.in/eZprnsJd #wealthmanagement