F2 Strategy is a leading consulting and research firm modernizing the wealth and asset management industry. Operating within Wealth, Bank & Trust, and Asset Servicing, F2 delivers executive-level technology and marketing guidance, proprietary research, and implementation support to the largest and fastest growing financial institutions. Built on firsthand insight and a people-first mindset, F2 empowers clients to build smarter systems, streamline operations, and drive sustainable growth. Learn more at www.f2strategy.com.
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F2 Strategy Questions
The F2 Strategy annual revenue was $21.1 million in 2026.
Ryan Beach is the CEO of F2 Strategy.
105 people are employed at F2 Strategy.
F2 Strategy is based in Tiburon, California.
The NAICS codes for F2 Strategy are [541611, 541, 5416, 54161, 54].
The SIC codes for F2 Strategy are [874, 87].
Top F2 Strategy Employees
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Ryan Beach
Chief Executive Officer at F2 Strategy
Omaha, NE, US23 -
Liz Fritz
Founder and Chief Brand Evangelist at F2 Strategy
Chicago, IL, US21 -
Jay Halbert
CFO at F2 Strategy
Philadelphia, PA, US35+ -
22 -
Jaclyn
Managing Director at F2 Strategy
Scottsdale, AZ, US23 -
32
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Trasha Schwendener
Managing Director at F2 Strategy
Charlotte, NC, US15+ -
Daniel Hunter
Managing Director at F2 Strategy
Ponte Vedra Beach, FL, US5+ -
25+
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Michelle Borkowski
Head of Marketing at F2 Strategy
Eureka, MO, US34
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