F2 Strategy Expands Its Reach with Acquisition of MD Solutions LLC
F2 Strategy, a leading wealth management technology and marketing services company based in Chicago, IL, has recently announced the acquisition of MD Solutions LLC, a prominent financial technology, software, and operations provider located in Fort Myers, FL.
This marks F2 Strategy’s third acquisition in the past two years, following a strategic investment from Renovus Capital Partners and the acquisitions of Oakbrook Solutions and SKY Marketing Consultants.
The acquisition of MD Solutions LLC is a strategic move for F2 Strategy, further solidifying its position in the wealth management industry by enhancing its portfolio of technology, marketing, and business services. This acquisition also strengthens F2’s presence in the growing registered investment advisor (RIA) and single-family office (SFO) markets.
All employees and projects from MD Solutions LLC will integrate seamlessly into F2 Strategy, effective immediately.
Established in 2004 and led by Steve Mars and Bill Navarro, MD Solutions LLC specializes in wealth management technology and operations managed services, offering a comprehensive range of investment operations and technology solutions.
Under the leadership of co-founder and executive chairman Doug Fritz, F2 Strategy is dedicated to helping complex RIA, wealth, bank/trust, and family office firms enhance their technical capabilities to create superior client and advisor experiences. Founded in 2016 in San Francisco, F2 Strategy is now headquartered in Chicago with additional offices in New York and St. Louis.
Conclusion
Overall, the acquisition of MD Solutions LLC by F2 Strategy represents a significant step forward in expanding their offerings and market presence within the wealth management industry. This strategic move will enable F2 Strategy to better serve their clients and further solidify their position as a leader in wealth management technology and marketing services.
Published by FinSMEs on 01/05/2025
