F2 Strategy
PrivateLast Round
Seed
Jun 10, 2026
Total Funding Raised
$14M
Momentum Score
25 /100
Company Overview
F2 Strategy is a wealth management technology and marketing services company that provides consulting for registered investment advisors (RIAs), wealth firms, banks, trust companies, and family offices. The firm helps clients improve their technical capabilities and build better client and advisor experiences through services like technology strategy, implementation, and data architecture. Founded in 2016, the company is backed by private equity firm Renovus Capital and has grown through several strategic acquisitions, including Oakbrook Solutions (2023), SKY Marketing Consultants (2024), and MD Solutions (2025). The company was founded in San Francisco and is now headquartered in Chicago.
Sector
FinTech
Verticals
Wealth Management, CRM, Marketing, Business Intelligence, Compliance & Risk
Business Model
B2B
Customer Profile
Services & Consulting
AI Layer
Non-AI
Keywords
Historical Pricing
Historical view of private secondary pricing and transaction trends.
F2 Strategy Comps
Public and private peers based on sector, stage, and business model.
F2 Strategy Funding Rounds
Historical fundraising activity
| Round | Date | Amount Raised | Valuation | Investors | Sources |
|---|---|---|---|---|---|
| Seed | Jun 10, 2026 | ||||
| Private Equity | Jun 13, 2023 |
F2 Strategy Investors
Notable investors and investment history
| Investor | Rounds |
|---|---|
| NFX | Seed |
| Torch Capital | Seed |
| Y Combinator | Seed |
| Left Lane Capital | Seed |
Market signals
Structured signals derived from secondary market and firmographic data.
- Jun 10, 2026
$14M round with participation from NFX and Y Combinator.
- Apr 21, 2026
Monthly visitors grew 83% MoM, from 3.3K to 6K.
F2 Strategy Filings
SEC and related filings with document metadata.
| Typed | Date | Amount Offered | Amount Sold | Filling | Pages | Download |
|---|---|---|---|---|---|---|
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Frequently Asked Questions
Common questions about F2 Strategy's valuation, stock price, and market status.
