News, Vision & Voice for the Advisory Community


Doug Fritz's startup in Santa Cruz is a surfing safari that is beginning to make waves by providing billion-plus RIAs with software shock troops

The former Wells Fargo and First Republic wealth tech guy now has an F2 team of 20-plus scattered nationally for his outsourced chief technology officer business.

Author Brooke Southall
November 23, 2021 at 2:07 AM
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Doug Fritz: 'I don't make cold calls. I have no prospect list.'

Steve  Chen

Steve Chen

November 23, 2021 — 3:19 PM
Nice work Fritz!
Kelli Cruz

Kelli Cruz

November 23, 2021 — 3:59 PM
The investments in People & Technology are what makes an RIA firm a real business. Congratulations and thank you Doug! The industry needs you and your team.

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