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Strategic acquisition of SKY enables F2 Strategy to strengthen its solutions for financial services companies
Chicago, March 5, 2024–(Business Wire)–F2 strategy A leading wealth management technology services firm (“F2”) today announced the acquisition of a full-service boutique marketing consulting firm. SKY marketing consultant (“SKY”) specializes in providing branding and marketing advisory services to asset management companies and their advisors. With the acquisition of SKY, F2 combines its technology implementation and strategic consulting services with high-touch marketing strategies and solutions suited to serve companies across the wealth management industry.
As a result of the acquisition, which was completed in early February, SKY co-founders jeremy jackson He will become F2’s chief marketing officer and co-founder. Liz Fritz I will continue to be actively involved in strategic growth initiatives as a director. Doug FritzThe CEO and co-founder of F2 Strategy will lead a unified team under the F2 brand.
“Welcoming SKY’s talented team to F2 Strategy is an important milestone in our expansion.” Doug Fritz. “From day one, it was clear that our two companies were aligned in our vision for the marketing and technology solutions needed in today’s wealth management industry. I’m looking forward to doing that.”
Co-founded in 2014 jackson and Josh Lethlain, SKY is a full-service marketing consultancy that sets itself apart from its competitors by its financial services expertise and unwavering dedication to excellence in growth marketing initiatives. The company offers strategic positioning and marketing services, client marketing and messaging, and a suite of digital marketing solutions designed for national and regional broker-dealers, independent registered investment advisors (RIAs), and asset managers. .
“Growth-oriented financial services companies are quickly recognizing the importance of bridging the gap between marketing and technology,” he said. jackson, Prior to founding SKY, he held leadership roles at a major asset management firm and held Series 7 and Series 66 licenses. “By joining forces with the team at F2, we have found the right partner to facilitate the integration of marketing and technology within our common customer base.”
The acquisition of SKY is F2’s second acquisition in less than a year. In June 2023, F2 acquired Oakbrook Solutions, a consulting and services provider. This was facilitated by majority investment from private equity firms. Renovus Capital. Immediately after that, F2 Appoints industry veteran Laura Kobel As president of the company, I will drive sustainable expansion and growth in this increasingly competitive environment.
“F2 Strategy continues to be at the forefront of meeting the needs of growth-oriented asset managers, helping them implement the technology needed to recruit and retain advisors and clients.” lee minkoff, Managing Director of Renovus Capital. “The addition of SKY is an important step in expanding the services that F2 can offer to our major customer base.”
F2 was also recently established. New headquarters in Chicago, also maintains additional offices in New York and St. Louis. With more than 100 employees and his network of 3,600 consultants worldwide, the firm currently serves a client base that collectively represents more than $3.8 trillion in assets under management. I am. To learn more about F2 Strategy’s new technology and marketing consulting services, please visit: f2strategy.com.
About F2 strategy
F2 strategy is a leading wealth management technology and marketing services firm that helps complex RIAs, wealth, banking/trust and family office firms improve their technology capabilities and build superior client and advisor experiences. Led by former executives from a variety of top asset managers and family offices, F2 Strategy combines results-driven business strategies with industry-leading proprietary research to create customized high-tech solutions. As a diverse, creative and human-centered company, F2 Strategy believes that the right technology has the power to support, enhance and empower us all to reach our highest levels of fulfillment. Masu. F2 Strategy was founded in San Francisco in 2016 and is currently headquartered in Chicago. F2 Strategy also has offices in New York and St. Louis.
About SKY Marketing Consultant
SKY Marketing Consultants, LLC is based in St. Louis, Missouri and provides consulting services, marketing solutions, and creative development to a wide variety of companies and business professionals.Learn more about sky mccom or by email solutions@skymcs.com
View source version on businesswire.com. https://www.businesswire.com/news/home/20240305779586/en/
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