Insights

Strategic Acquisitions F2 Strategy's recent acquisitions of Meradia Group, HBMJ Consulting, and Aliter Investment Services highlight their aggressive growth and expansion into new markets like alternative investments and operational technology. This presents opportunities to offer tailored solutions that support their integration efforts and future growth initiatives.

Tech Stack Evolution With a modern technology stack that includes Microsoft Azure Data Factory, Qlik, and Nginx, F2 Strategy is positioned as a digitally advanced firm open to innovative SaaS, data analytics, and cloud solutions that enhance their client offerings and operational efficiency.

Leadership Stability The reappointment of Ryan Beach as CEO and the recruitment of a CFO demonstrate stability and strategic leadership focus, potentially creating opportunities to engage with senior management on technology upgrades, strategic consulting, or modernization projects.

Market Positioning F2 Strategy operates within a competitive landscape with firms like Redtail, Advyzon, and Wealthbox, all within the same revenue range. Approaching F2 with solutions that improve client engagement, marketing automation, or operational workflows could provide a competitive edge in their service offerings.

Growth & Revenue With an estimated revenue between 100 and 250 million dollars and a sizable team of 51 to 200 employees, F2 Strategy is positioned for further expansion. Sales opportunities exist in scalable SaaS platforms, integration tools, and enterprise solutions that support their strategic growth objectives.

F2 Strategy Tech Stack

F2 Strategy uses 8 technology products and services including ID5, html5media, Microsoft Azure Data Factory, and more. Explore F2 Strategy's tech stack below.

  • ID5
    Advertising
  • html5media
    Audio, Video, Graphics
  • Microsoft Azure Data Factory
    Big Data Processing
  • Qlik
    Business Intelligence
  • Google Hosted Libraries
    Content Delivery Network
  • Zoho Mail
    Email
  • Pardot
    Marketing
  • Nginx
    Web Servers

Media & News

F2 Strategy's Email Address Formats

F2 Strategy uses at least 1 format(s):
F2 Strategy Email FormatsExamplePercentage
First.Last@f2strategy.comJohn.Doe@f2strategy.com
85%
First@f2strategy.comJohn@f2strategy.com
13%
Fir.Last@f2strategy.comJoh.Doe@f2strategy.com
2%

Frequently Asked Questions

Where is F2 Strategy's headquarters located?

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F2 Strategy's main headquarters is located at Chicago, Illinois United States. The company has employees across 2 continents, including North AmericaAsia.

What is F2 Strategy's official website and social media links?

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F2 Strategy's official website is f2strategy.com and has social profiles on LinkedInCrunchbase.

What is F2 Strategy's NAICS code?

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F2 Strategy's NAICS code is 52 - Finance and Insurance.

How many employees does F2 Strategy have currently?

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As of June 2026, F2 Strategy has approximately 151 employees across 2 continents, including North AmericaAsia. Key team members include Cfo: J. H.Chief Operations Officer: A. B.Chief Marketing Officer: E. F.. Explore F2 Strategy's employee directory with LeadIQ.

What industry does F2 Strategy belong to?

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F2 Strategy operates in the Financial Services industry.

What technology does F2 Strategy use?

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F2 Strategy's tech stack includes ID5html5mediaMicrosoft Azure Data FactoryQlikGoogle Hosted LibrariesZoho MailPardotNginx.

What is F2 Strategy's email format?

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F2 Strategy's email format typically follows the pattern of First.Last@f2strategy.com. Find more F2 Strategy email formats with LeadIQ.

When was F2 Strategy founded?

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F2 Strategy was founded in 2016.

F2 Strategy

Financial ServicesIllinois, United States51-200 Employees

F2 Strategy is a mid-sized consulting and research firm based in Chicago, Illinois, focused on modernizing the wealth and asset management sector within the wealth, banking and trust, and asset servicing domains. It provides executive-level guidance on technology and marketing, along with proprietary research and implementation support for large and fast-growing financial institutions. The company emphasizes firsthand industry insight and a people-first ethos to help clients build smarter systems, streamline operations, and pursue sustainable growth.

Its client base includes large institutions across wealth management, banking and trust, and asset servicing. In 2026, F2 Strategy announced the acquisition of Meradia Group to broaden its scalable solutions.

Section iconCompany Overview

Headquarters
Chicago, Illinois United States
NAICS Code
52 - Finance and Insurance
Founded
2016
Employees
51-200

Section iconFunding & Financials

  • $100M$250M

    F2 Strategy's revenue is estimated to be in the range of $100M$250M

Section iconFunding & Financials

  • $100M$250M

    F2 Strategy's revenue is estimated to be in the range of $100M$250M

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