Partner Types


Preferred Plus

F2 Strategy

F2’s Outsourced CTO (OCTO) solution leads firms down the technology path that’s most aligned with their goals by providing them strategic insights for long-term success.

Drawing on the combined experience of wealth management industry leaders, F2's team helps RIAs and private wealth managers take on the challenges of selecting, deploying and effectively using technology that fits the needs of their practice and matches their vision for business growth. F2’s experts help firms build a tech stack with Addepar at the core and the right integrations to maximize their technology investment.