F2 Strategy, a leading wealth management technology and marketing services company, announced its acquisition of Aliter Investment Services, a Boston-based professional services firm specializing in operations and technology transformation for investment managers and asset servicing providers such as global banks, data integrators and technology firms. The acquisition expands F2’s capabilities into asset servicing for pooled investment vehicles, complementing its existing Bank Trust and Wealth verticals. Asset Servicing becomes F2’s third core vertical, enhancing the firm’s strategic consulting, execution and delivery across the financial services ecosystem.
“Aliter represents a natural and strategic extension of our business,” said Ryan Beach, CEO at F2 Strategy. “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.”
Founded by Dan Ahern and Keith Totten, Aliter brings decades of leadership experience spanning top-tier investment and asset servicing firms. The firm is recognized for its agile, boutique approach to consulting, combining strategic insight with execution-focused delivery. Aliter’s culture–defined by flexibility, structure and measurable outcomes—closely aligns with F2’s client-centric ethos and commitment to delivering practical solutions.
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“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,” said Ahern. “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.”
Totten added: “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.”
This is F2 Strategy’s second acquisition of 2025 and its fourth since announcing a majority investment from private equity firm Renovus Capital Partners two years ago. In an environment where wealth and asset servicing firms are under increasing pressure to modernize operations and deliver more agile, client-centric solutions, F2 Strategy’s acquisition of Aliter Investment Services reflects a strategic move to meet that demand.
“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,” said Lee Minkoff, managing director at Renovus Capital Partners. “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.”
Source: BusinessWire
