F2 Strategy
PrivateLast Round
Seed
Jun 10, 2026
Total Funding Raised
$14M
Momentum
Top 25%
of companies Caplight tracks
Company Overview
F2 Strategy is a wealth management technology and marketing services company that provides consulting for registered investment advisors, wealth firms, banks, trust companies, and family offices.
Sector
FinTech
Verticals
Wealth Management, Compliance & Risk, Data Governance
Business Model
B2B
Customer Profile
Services & Consulting
AI Layer
Application
Keywords
Historical Pricing
Historical view of private secondary pricing and transaction trends.
F2 Strategy Comparables
Compare F2 Strategy with similar companies based on industry and business-model similarity.
| Company | Similarity | Market Cap |
|---|---|---|
| Wipro Limited | 71% | |
| Nomura Research Institute | 63% | |
| ActiFi | 59% |
F2 Strategy Funding Rounds
Historical fundraising activity
| Round | Date | Amount Raised | Valuation | Investors | Sources |
|---|---|---|---|---|---|
| Seed | Jun 10, 2026 | ||||
| Buyout/LBO | Jun 13, 2023 |
Key People
Founding team and executive leadership
F2 Strategy Investors
Notable investors and investment history
| Investor | Rounds |
|---|---|
| NFX | Seed |
| Renovus Capital Partners | Buyout/LBO |
| Torch Capital | Seed |
| Y Combinator | Seed |
| Left Lane Capital | Seed |
Market signals
Structured signals derived from secondary market and firmographic data.
- Aug 2, 2026
Grew 51% QoQ, from 151 to 228 employees.
- Jun 10, 2026
$14M round with participation from NFX and Y Combinator.
Recent news
Latest coverage and updates
- acquiresSep 25, 2026
F2 Strategy acquires Callawaycloud, a technology consultancy specializing in platform engineering, data engineering, Salesforce and custom AI solutions.
- hiresSep 24, 2026
F2 Strategy is to hire Brandon Gage as managing director after acquiring Callaway Cloud Consulting, expanding its wealth-management technology services in Illinois.
- receives_awardSep 17, 2026
Brian Buzzelli at F2 Strategy received award Editor's Recognition Award for Data Management Industry Professional of the Year at Data Management Insight Awards - USA 2026 on Sep 17th '26.
F2 Strategy Filings
Explore SEC and related filing metadata, where available.
| Type | Date | Amount Offered | Amount Sold | Filing | Pages | Download |
|---|
Filing documents are not displayed on this public page. Request access to learn about available coverage.
Request accessFrequently Asked Questions
Common questions about F2 Strategy's valuation, stock price, and market status.
Is F2 Strategy a public or private company?
F2 Strategy is a private company.
What is the current stock price of F2 Strategy?
F2 Strategy is a private company, so its shares have no public market price. Caplight tracks F2 Strategy's secondary market activity and provides MarketPrice™ estimates of its share price to Caplight users.
How much is F2 Strategy worth (valuation)?
Valuation information for F2 Strategy is not publicly available.
Can I buy F2 Strategy stock?
F2 Strategy shares may be available on secondary markets subject to transfer restrictions. Caplight facilitates secondary market transactions for accredited investors.
When was F2 Strategy's last funding round?
F2 Strategy's most recent funding round was Seed on June 10, 2026.
Who are the main investors in F2 Strategy?
Key investors in F2 Strategy include Renovus Capital Partners.
Will F2 Strategy IPO soon?
No public IPO plans have been announced for F2 Strategy.
How can I track F2 Strategy secondary market activity?
Caplight tracks bids, offers, and trades in F2 Strategy's shares on secondary markets.