F2 Strategy, a wealth management technology and marketing services company, has acquired Aliter Investment Services, a firm specializing in operations and technology transformation for investment managers and asset servicing providers.
This deal enhances F2’s capabilities in asset servicing for pooled investment vehicles and adds a third core vertical, improving its strategic consulting and delivery across the financial services ecosystem.
Founded by Dan Ahern and Keith Totten, Aliter is recognized for its agile approach to consulting, combining strategic insight with execution-focused delivery.
This is F2 Strategy’s second acquisition of 2025 and its fourth since receiving a majority investment from Renovus Capital Partners two years ago. And F2’s acquisition of Aliter reflects a strategic move to meet the demand for modernization and client-centric solutions in wealth and asset servicing.
KEY QUOTES:
“Aliter represents a natural and strategic extension of our business. With deep expertise and a client base that includes leading asset managers, global banks, insurance companies and data and technology firms, Aliter provides F2 with enhanced scale and the ability to deliver even more comprehensive consulting solutions for our clients.”
Ryan Beach, CEO at F2 Strategy
“We saw F2 as a partner who understands our business and can further scale what we’ve built. This is going to be a transformational partnership where we can maintain our unique culture while expanding our capabilities across new verticals like wealth, RIA, digital and AI services. It’s a classic ‘one-plus-one-equals-three’ scenario – we are now bigger and better and can do more for our clients by offering cross-functional solutions that we couldn’t offer before.”
Dan Ahern
“At Aliter, we’re about rolling up our sleeves and delivering meaningful change and results for our clients. This partnership gives us the scale to do even more for our clients while maintaining the boutique feel and flexibility they have come to value. This deal immediately increases our reach across our clients’ broader needs for investments including wealth, AI and managed services.”
Keith Totten
“With Aliter and the many talented professionals we’ve welcomed over the last two years, F2 has grown from a US-focused wealthtech consultancy to an integrated platform of technology, operations, marketing, and compliance solutions to the global asset and wealth management industries. By integrating Aliter as a dedicated asset servicing vertical within the platform, F2 is executing on its vision to offer advisory and execution across the entirety of the financial services value chain.”
Lee Minkoff, managing director at Renovus Capital Partners
