News, Comment & Analysis results for Oakbrook Solutions

M and A
April 22, 2026

F2 Strategy Carries Out Another Acquisition

This acquisition is the sixth that F2 has carried out in three years. It is backed by Renovus

People Moves
March 17, 2026

F2 Strategy Welcomes Back Former CEO

The CEO had left to work at FNZ but instead he's returned to his old employer.

M and A
October 16, 2025

F2 Strategy Continues Acquisitions With Consulting Deal

Backed by a majority owner, F2 Strategy has acquired a number of businesses in recent years. It

M and A
July 11, 2025

Deals Of The Day: The Latest In Wealth Management M&A – Aspen Standard Wealth, F2 Strategy, Pontera, Snowden Lane

The latest mergers, acquisitions and other corporate actions in the wealth management sector.

M and A
April 29, 2025

F2 Strategy Makes Another Acquisition

The acquisition enables F2 to launch a new strategic service, it said.

People Moves
July 8, 2024

Summary Of North American Wealth Management Moves – April 2024

A summary of moves, appointments and personnel changes in the North American wealth management

People Moves
April 17, 2024

Expanding F2 Strategy Creates CFO Role

Having chalked up two acquisitions in the past 12 months, the wealthtech services firm has created

M and A
March 5, 2024

F2 Strategy Acquires SKY Marketing Consultants

The second acquisition in less than a year enables F2 Strategy, one of the more prominent wealth

Family Office
February 29, 2024

How Family Offices Can Overcome Tech Adoption Shyness

Expanded significantly from its Oakbrook Solutions acquisition last year, we talk to one of the

People Moves
August 24, 2023

Who's Moving Where In Wealth Management? – F2 Strategy, Perch Wealth, Others

The latest moves and appointments in wealth management in the Americas.

Comment & Analysis results for Oakbrook Solutions