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- Jul 27
- 1 min read
F2 Strategy, a West Chester, Pennsylvania consulting firm serving the wealth and asset management industry, has acquired Toronto-based Intelligo Partners, expanding its investment technology implementation business in Canada. Financial terms of the transaction were not disclosed. The deal follows F2's recent acquisition of Meradia and reflects rising spending by wealth and asset managers on platform modernization.
Founded in 2012, Intelligo Partners advises asset and wealth managers on investment technology strategy, platform implementations and post-deployment support, and has worked with Canadian investment organizations on technology transformation projects. The combined organization will offer consulting across strategic planning, operations, investment platform implementation, data transformation and ongoing technology support. Chief Executive Officer Ryan Beach said Canada is one of F2's most important growth markets and that Intelligo's implementation expertise and client relationships would strengthen the firm's ability to support large-scale technology initiatives. Managing partner Tom Hong said the deal gives Intelligo clients access to broader transformation capabilities while preserving its advisory and implementation services.
For advisors, platforms and integrators, the acquisition signals continued consolidation among the consultancies that help investment firms modernize their technology. F2 described the transaction as part of a strategy to expand its North American consulting platform as firms move from artificial intelligence pilot programs toward broader enterprise technology modernization. The move deepens F2's Canadian footprint at a moment when asset and wealth managers are investing to support the next generation of their operations.