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Agentic AI, Tech Gaps, and What’s Next for Advisors with F2’s Doug Fritz
Doug Fritz is the co-founder and Executive Chairman of F2 Strategy, North America’s leading wealthtech consulting firm.
After a career as CTO and technology leader at Credit Suisse, Wells Fargo, and First Republic, Doug launched F2 Strategy to help RIAs, family offices, banks, and trust companies navigate technology, data, and M&A decisions with hands-on industry expertise.
In this episode, we talk about:
- Why banks lag behind RIAs in technology adoption
- How AI is really being used—and where it’s overhyped
- The future of advisor desktops and agentic AI
- How M&A is driving tech investment decisions in wealth management
Please enjoy our conversation with Doug Fritz.
View all episodes
By InvestipalDoug Fritz is the co-founder and Executive Chairman of F2 Strategy, North America’s leading wealthtech consulting firm.
After a career as CTO and technology leader at Credit Suisse, Wells Fargo, and First Republic, Doug launched F2 Strategy to help RIAs, family offices, banks, and trust companies navigate technology, data, and M&A decisions with hands-on industry expertise.
In this episode, we talk about:
- Why banks lag behind RIAs in technology adoption
- How AI is really being used—and where it’s overhyped
- The future of advisor desktops and agentic AI
- How M&A is driving tech investment decisions in wealth management
Please enjoy our conversation with Doug Fritz.