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F2 Strategy Targets Chicago

Amanda Cheesley

10 August 2023

F2 Strategy, a wealth management technology services company, has opened its new corporate headquarters in Chicago.

The central location means that F2 will have access to an abundance of highly qualified professionals in the financial services, consulting, and technology sectors, the firm said in a statement – a key factor for making the move.

“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,” Liz Fritz, chief commercial officer, said. She and co-founder Doug Fritz have also relocated their family to the area. 

F2 Strategy recently achieved a milestone with the acquisition of Oakbrook Solutions, made possible through a capital investment from private equity firm Renovus Capital Partners. See more here. As a result of this move, F2 Strategy's team has grown to over 100 full-time employees.

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.  

As F2 builds out its new corporate headquarters, it is also looking to blend physical locations with the digital virtual world. The firm’s 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.  

F2 Strategy – creator of Outsourced CTO ™ and founded in 2016 in San Francisco – now has a client base representing more than $2.5 trillion in assets under management.