Acquiring Investment Services from Aliter: F2's Acquisition Strategy Unveiled

F2 Strategy, a leading wealth management technology and marketing services company, has announced its acquisition of Aliter Investment Services. This move marks F2's second acquisition of 2025 and its fourth since receiving a majority investment from Renovus Capital Partners two years ago.

The partnership between F2 Strategy and Aliter will enable F2 to deliver even more comprehensive consulting solutions for its clients. With the addition of Aliter, F2 Strategy 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.

Aliter Investment Services, founded by Dan Ahern and Keith Totten, specializes in operations and technology transformation for investment managers and asset servicing providers. The company is recognized for its agile approach to consulting, and its client base includes leading asset managers, global banks, insurance companies, and data and technology firms.

The partnership between F2 Strategy and Aliter adds a third core vertical to F2's business. For Aliter, the partnership allows it to deliver even more for its clients while maintaining the boutique feel and flexibility they have come to value.

Ryan Beach, CEO at F2 Strategy, stated that Aliter provides F2 with enhanced scale and the ability to deliver even more comprehensive consulting solutions for its clients. Lee Minkoff, managing director at Renovus Capital Partners, notes that with Aliter and the many professionals F2 has welcomed over the last two years, F2 has grown significantly, now offering a comprehensive suite of solutions to the global asset and wealth management industries.

The acquisition of Aliter reflects a strategic move to meet the demand for modernization and client-centric solutions in wealth and asset servicing. 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.

Dan Ahern, co-founder of Aliter, views the partnership with F2 Strategy as transformational, allowing Aliter to maintain its unique culture while expanding capabilities across new verticals like wealth, RIA, digital, and AI services. Keith Totten, co-founder of Aliter, states that the partnership will increase the reach of Aliter across clients' broader needs for investments, including wealth, AI, and managed services.

The partnership between F2 Strategy and Aliter will result in a "one-plus-one-equals-three" scenario, making F2 bigger and better, capable of offering cross-functional solutions that it couldn't offer before. Martin J. Klein and Jana Klein, the leaders of Aliter Investment Services, will continue to lead their team and drive growth within the new F2 platform.

This acquisition is a significant step forward for F2 Strategy as it continues to expand its offerings and solidify its position as a leading player in the global asset and wealth management industries. The partnership with Aliter Investment Services is expected to bring numerous benefits to both companies and their clients, setting the stage for a bright future in the world of financial services.