The Future of WealthTech: AI, Digital Transformation & Doing Good with Tech

Doug Fritz shares how firms can modernize, personalize, and future-proof the advisor-client experience.

Show notes

In this episode of Tech It Up, hosts Trent Barry and Jasmine Conner speak with Doug Fritz, Co-Founder and Executive Chairman of F2 Strategy.

Topics include:

Key shifts in wealth management over the past decade
The role of personalization and predictive tools
Gaps in tech stacks and how to address them
How to prioritize modernization during budget constraints

This episode is ideal for executives, advisors, and anyone thinking about the future of WealthTech.

Resources: F2 Strategy: f2strategy.com

Doug Fritz on LinkedIn: linkedin.com/in/doug-fritz

Hosts

Trent Berry

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Jasmin Conner

Guests

Doug Fritz

Doug Fritz is the Co-Founder and Executive Chairman of F2 Strategy, the largest dedicated WealthTech consulting firm in the U.S. He is a leading voice in digital strategy and advisor technology, helping firms modernize their operations and elevate the client experience. Through F2 Strategy’s Outsourced CTO (OCTO) model, Doug and his team support the industry's shift toward scalable, tech-enabled growth.

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