Experienced partner to transform your wealth management technology.
Silicon Valley
Joined June 2016
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This Thursday, join Doug Fritz to understand the value a CTO brings to an RIA firm. Register here: lnkd.in/eA8xdjY8
Thank you Justin Mack for the amazing job delivering practical, useful guidance to the industry on tech! lnkd.in/g6M7mgUu
Hey #wealthtech, #fintwit friends! Have you joined us on LinkedIn yet? Follow our company page: linkedin.com/company/f2-stra…
Our latest survey explored whether firms are using or plan to use direct-indexing strategies around portfolio customization. Via @Tone1870, @Fundfire
fundfire.com/c/3805034/49189…
#directindexing #wealthtech
We're proud to welcome Jessica Brar to the F2 Strategy family! f2strategy.com/insight/press… #wealthtech
The RFP process is a crucial step for informed decision making when it comes to technology implemention, but it can be time consuming. Here’s how to do it efficiently and effectively: f2strategy.com/insight/why-w… #fintwit #wealthtech
Earlier this year, we released a report on trends related to tech talent in #wealthmanagement and we want to hear from you! What is your firm doing to retain talent? (If all of the above or something else, tweet us!)
67%Flexible/remote schedule
33%Great compensation
0%Unique benefits
0%Meaningful projects
3 votes • Final resultsOur CCO @LizFritz319 believes that “if you're successful, find another woman or person of color or somebody that may not have those opportunities, grab one with each hand to bring them along with you." Via @JustinLMack, @FinPlan #DEI
financial-planning.com/news/…
Our October #womeninwealthtechtowatch is Michelle Tran! A first generation immigrant, Michelle is a mission-driven #fintech and #wealthtech leader supporting women in the industry and also helping end-investors and small business owners fulfill their financial legacies.
Michelle is SVP & Head of Enterprise Sales at @Vestwell, digital 401(k) recordkeeper and co-founder of #NYCFintechWomen, a volunteer organization that connects and empowers its 10K members and the greater FinTech Women community through sponsorship, networking and visibility.
Michelle is an active speaker at leading industry events and will present alongside our co-founder, @LizFritz319 at the #FintechisFemme event in San Francisco on 11/10. We hope you’ll follow, learn from and engage with this #womeninwealthtechtowatch as well as share your own!
In our new Insight series, "What I've Seen" our Executives in Residence get to share their insights. Today, Mike Zebrowski speaks to driving change through the evolution of data standardization and integration and the need for an industry data exchange. f2strategy.com/insight/what-…
Wishing our community a happy and prosperous Diwali from F2 Strategy! May this time bring in your life joy and health for you and your loved ones.
The challenges our clients bring us are complex, but not uncommon. Pam Turner explains why we built a library of short case studies that help you understand the client problem, our process, the value of that work and its business outcomes in minutes: f2strategy.com/insight/go-in…
F2 Strategy’s team is an experienced and talented group of #wealthtech professionals with diverse skills sets. Get to know them with our employee spotlight series. Today meet Senior Manager, Consulting Services Samir Maniar! Read his full bio: f2strategy.com/team/samir-ma…
F2Strategy retweeted
• @LizFritz319, co-founder and CCO at @F2_Strategy not only talks the talk, but walks the walk.
She's proof that companies can build a culture of space, tolerance, and capacity for women to perform at their best as caregivers and business leaders.
NEW! Our latest research indicates #directindexing is growing in popularity among #wealthmanagement firms and the main reason why is #taxoptimization. Read all the trends: f2strategy.com/insight/direc…
“There's repapering and then there's repapering,” according to @DougoFritz. “As long as the client doesn't have to re-open and transfer assets …everything else is fairly easy repapering wise.” Via @breen, @RIABiz #fintwit
riabiz.com/a/2022/10/13/schw…
Happy Monday - we're looking forward to a great week! On Wednesday, @dougofritz will moderate a discussion with Shannon Larson and Michael Liersch on portfolio personalization at Money Management Institute. #wealthmanagement #fintwit
