F2 Strategy, a Chicago, IL-based wealth administration expertise and advertising and marketing providers firm, acquired MD Options LLC, a Fort Myers, FL-based monetary expertise, software program and operations supplier.
That is F2’s third up to now two years, following a strategic development funding from Renovus Capital Companions and subsequent acquisitions of Oakbrook Options and SKY Advertising Consultants.
This acquisition is a key element of F2’s go-to-market technique, additional enhancing its platform of expertise, advertising and marketing and enterprise providers choices to the wealth administration trade. It additionally strengthens F2’s presence within the rising registered funding advisor (RIA) and single-family workplace (SFO) markets. Efficient instantly, all workers and tasks will combine into F2.
Based in 2004 and led by Steve Mars and Invoice Navarro, MDS is a wealth administration expertise and operations managed providers supplier that provides a variety of funding operations and expertise options.
Led by Doug Fritz, co-founder and government chairman, F2 Technique is a wealth administration expertise and advertising and marketing providers agency serving to complicated RIA, wealth, financial institution/belief and household workplace companies enhance their technical capabilities to construct shopper and advisor experiences. F2 Technique was based in 2016 in San Francisco, and is now headquartered in Chicago. In addition they preserve places of work in New York and St. Louis.
FinSMEs
01/05/2025
