F2 Strategy Expands Canadian Presence with Acquisition of Intelligo Partners

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Acquisition strengthens investment platform implementation capabilities and expands Canadian leadership serving asset and wealth managers

WEST CHESTER, Pa.--(BUSINESS WIRE)-- F2 Strategy (“F2”), the leading business and digital transformation services firm to the global wealth and asset management industries, today announced the acquisition of Intelligo Partners, a Toronto-based consulting firm specializing in investment technology consulting. The acquisition expands F2's investment platform implementation capabilities, strengthens its leadership in Canada and advances the firm's strategy to build the premier North American consultancy focused on asset and wealth management technology.

Founded in 2012, Intelligo helps asset and wealth managers modernize investment technology platforms through advisory, implementation and post-go-live support. Backed by proprietary delivery tools and methodologies, the firm has helped many of Canada's leading investment organizations successfully execute complex technology transformations.

“Intelligo is an outstanding addition to F2,” said Ryan Beach, CEO of F2. “Canada represents one of the most important growth markets for our business, and organizations across the region are investing in the platforms and capabilities needed to support the next generation of asset and wealth management. Intelligo brings deep implementation expertise, trusted client relationships and a founder-led culture that closely aligns with our own.”

The transaction follows F2's recent acquisition of Meradia. As asset owners and managers move beyond AI experimentation toward enterprise-wide transformation, they need partners that can modernize core investment platforms while bridging strategy and execution across increasingly complex technology environments. Together, Meradia's established presence and Intelligo's implementation expertise give F2 the local relationships and execution capabilities to help Canadian financial institutions navigate multi-faceted technology initiatives.

“Joining F2 represents an exciting opportunity for our team and our clients," said Tom Hong, Managing Partner at Intelligo Partners. “We've built our business by helping asset and wealth managers solve complex technology challenges with practical, client-focused advice and delivery. As part of F2, we'll be able to offer clients broader transformation capabilities while continuing to deliver the personalized service they expect.”

Together, F2, Meradia and Intelligo provide end-to-end consulting services spanning strategy, operations, investment platform implementation, data transformation and ongoing support. Clients can now partner with a single firm from strategic planning through implementation and long-term optimization.

For more information about F2 Strategy’s technology and marketing consulting services, visit f2strategy.com.

About F2 Strategy

F2 Strategy is a consulting, managed services and research firm modernizing the wealth and asset management industry. Operating across Wealth, Bank & Trust, and Asset Servicing verticals, F2 delivers executive-level guidance, proprietary research, and implementation support to the nation’s largest and fastest growing financial institutions. Built on firsthand insight and a people-first mindset, F2 empowers clients to build smarter systems, streamline operations, and drive sustainable growth. Strategic acquisitions and deep industry expertise position F2 as a leader in transforming how firms serve their clients. Learn more at www.f2strategy.com.

About Intelligo

Founded in 2012, Intelligo is a Canadian consulting firm specializing in investment platform advisory, implementation, and post-go-live support for asset and wealth managers. The firm is recognized for its deep expertise across leading investment management platforms and its proven methodologies for delivering complex transformation initiatives. www.intelligopartners.com.