F2 Strategy Expands Enterprise Readiness with Alles Technology

How a leading wealth management consulting firm strengthened its compliance posture, scaled its technology services, and now delivers greater value to clients

As wealth management firms face increasing regulatory scrutiny, cybersecurity risk, and operational complexity, the expectations placed on consulting partners have never been higher. For F2 Strategy, a leading consulting firm serving some of the most sophisticated organizations in the industry, credibility, readiness, and execution are the keys to success. That reality led F2 Strategy to partner with Alles Technology, both to enhance its own internal technology and compliance posture, as well as to extend those capabilities to the firms it serves.

Steve Mars, Managing Director at F2 Strategy, brings more than 25 years of wealth management technology experience to the firm. His work spans operations, systems implementation, software delivery, and large-scale data conversions. Throughout his career, Mars has focused on leveraging technology to improve operational efficiency, ensure compliance, and enable scale.

When Mars joined F2 Strategy, he found an organization deeply committed to execution. F2’s consulting teams are responsible for delivering successful operational outcomes for clients, often in highly complex, regulated environments. That commitment to delivery made it essential for F2 Strategy to maintain an enterprise-grade technology and security posture.

“We needed a partner that could help us enhance our own compliance capabilities while also supporting the level of work we deliver to clients,” said Steve Mars. “Alles Technology fit that need immediately.”

Recently, F2 Strategy began working with Alles Technology to strengthen its internal infrastructure and compliance framework. A key objective was achieving and maintaining SOC 2 Type II compliance, a requirement that increasingly determines whether consulting firms are qualified to work with large enterprise clients. Alles played a central role in helping F2 Strategy implement, validate, and maintain the controls required for SOC 2 Type II certification across the firm. That work extended beyond documentation to include technology selection, deployment, testing, and ongoing monitoring.

“Having SOC 2 Type II across all of F2 changes the conversation with enterprise clients,” Mars said. “It makes operating in that space easier and opens doors that simply aren’t available otherwise.” The result was increased credibility. With Alles as a partner, F2 Strategy was able to confidently expand its footprint and engage with larger, more complex organizations.

Beyond internal benefits, the partnership with Alles Technology has allowed F2 Strategy to extend its capabilities for clients. F2 operates as an embedded technology services practice, where technologists work directly alongside consulting teams to implement and support client environments. By partnering with Alles, F2 Strategy effectively expanded that bandwidth by bringing in specialized cybersecurity, infrastructure, and compliance expertise without diluting focus.

“Alles became an extension of our team,” said Mars. “They bring the people and the technology to support the infrastructure we’re designing and deploying for clients.” Alles now supports technology stack selection, implementation, and ongoing evaluation for a range of F2 Strategy clients, particularly those navigating growth, acquisitions, or increased regulatory scrutiny.

As part of F2 Strategy’s SOC 2 program and broader risk management efforts, Alles Technology conducted a tabletop cybersecurity exercise with the firm. With a large Florida-based organization, weather-related disruptions represent a major operational risk, alongside more traditional threats such as ransomware or data breaches. During the exercise, Alles led F2 Strategy through realistic incident scenarios, role-playing responses and identifying gaps in preparedness.

“The point of a tabletop exercise is to uncover what you’re not prepared for,” Mars explained. “Alles challenged us, walked us through real scenarios, and identified areas where we needed to improve.” The exercise reinforced the value of having an external perspective, one that could objectively evaluate response readiness and help strengthen plans before a real incident occurs. For a firm operating at scale, responsiveness is critical. Mars points to Alles Technology’s service model as a differentiator, particularly when issues have the potential to disrupt business operations.

“At our size, tech support has to be there when it matters,” Mars said. “With Alles, the ‘bat phone’ exists. If something impacts the business, even at odd hours, they go the extra mile.”

Today, F2 Strategy and Alles Technology collaborate closely on shared clients, combining consulting expertise with deep technical execution. The relationship is intentionally synergistic built on trust, responsiveness, and a shared understanding of where the industry is headed. “We recommend Alles because they know how to navigate this space,” Mars said. “Together, we’re able to deliver better outcomes for clients.”

‍