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.
F2 Strategy Filings
Explore SEC and related filing metadata, where available.
| Type | Date | Amount Offered | Amount Sold | Filing | Pages | Download |
|---|
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