Insights

Growth through acquisitions F2 Strategy has a clear M&A-led expansion trajectory, including acquisitions of Meradia, Intelligo Partners, Callaway Cloud Consulting, and HBMJ Consulting, signaling ongoing demand for integration, platform modernization, and cross-border capabilities that create multiple cross-sell opportunities across wealth, asset services, and alternative investments.

Expanded geographic footprint Recent acquisitions are expanding F2 Strategy’s presence in Canada and the United States, enabling targeted sales pitches to regional wealth and asset managers seeking scalable front-to-back transformation and localized support.

Technology leadership With a tech-enabled service model and a leadership team focused on AI, data, and digital transformation, F2 Strategy is well-positioned to offer clients modern platform engineering, data strategies, and AI-driven efficiency improvements, aligning with firms investing in modernization.

Industry focus breadth Operating across Wealth, Bank & Trust, and Asset Servicing, F2 Strategy touches multiple segments within financial services, presenting cross-sell potential to banks, wealth managers, custodians, and asset servicers seeking integrated technology and operational simplification.

Financial health signals With reported annual revenue in the range of 100 to 250 million and rapid expansion through several acquisitions, there is a notable opportunity to position F2 Strategy as a partner for large-scale implementations, managed services, and ongoing optimization programs.

Similar companies to F2 Strategy

F2 Strategy Tech Stack

F2 Strategy uses 8 technology products and services including LinkedIn Ads, Twitter Ads, iCIMS, and more. Explore F2 Strategy's tech stack below.

Media & News

F2 Strategy's Email Address Formats

F2 Strategy uses at least 3 email formats:
F2 Strategy Email FormatsExamplePercentage
First.Last@f2strategy.comJohn.Doe@f2strategy.com
86%
First@f2strategy.comJohn@f2strategy.com
12%
Fir.Last@f2strategy.comJoh.Doe@f2strategy.com
2%

Frequently Asked Questions

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 LinkedIn and Crunchbase.

How much revenue does F2 Strategy generate?

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As of October 2026, F2 Strategy's annual revenue is estimated to be $100M - $250M.

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 October 2026, F2 Strategy has approximately 240 employees across 2 continents, including North America and Asia. Key team members include Chief Operations Officer: A. B., Head Of Finance And Accounting: C. N. and Managing Director: T. S. 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 LinkedIn Ads, Twitter Ads, iCIMS, Qlik, Amazon Web Services, Wix, Wix eCommerce and Vimeo.

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 logo

F2 Strategy

Financial ServicesIllinois, United States201-500 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

NAICS Code
52 - Finance and Insurance
Founded
2016
Employees
201-500

Section iconFunding & Financials

  • $100M - $250M

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

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