F2 Strategy, an advisor technology and marketing services firm, has acquired Aliter Investment Services, which works on operations and technology for investment managers and asset servicing providers.
“Aliter represents a natural and strategic extension of our business,” according to F2 Strategy CEO Ryan Beach. “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.”
This deal is Chicago-based F2 Strategy’s second purchase of 2025 and its fourth since announcing a majority investment from private equity firm Renovus Capital Partners in 2023. In late April, F2 acquired MD Solutions, a financial technology, software and operations provider with headquarters in Fort Myers, Florida.
Related: AI Saves Advisors 90 Minutes Per Client Meeting: F2 Strategy
The acquisition of Boston-based Aliter gives F2 a third business unit, or core vertical, in asset servicing — in addition to F2's work in the bank trust and wealth businesses. Aliter was founded by Dan Ahern and Keith Totten in 2017.
“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,” Ahern said.
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