MD Solutions

What MD Solutions does

MD Solutions LLC was a Florida-based private financial technology provider headquartered in Cape Coral, operating from 2004 until its April 2025 acquisition by F2 Strategy. The company served the wealth management sector through a vertical segmentation approach, with two primary customer segments — Registered Investment Advisors (RIAs) and Single Family Offices (SFOs) — for whom it provided technology and platform services supporting wealth management operations. The firm had between 11 and 50 employees and operated regionally within Florida, with no disclosed geographic expansion, named product portfolio, or proprietary technology stack.

The company's revenue model, pricing structure, and product specifics were not disclosed in available sources. No API, SDK, or integration ecosystem was documented, and no AI/ML capabilities, certifications, patents, or third-party validation signals were present. The firm's stated differentiator was its Florida-based financial technology focus on the RIA and SFO markets, where it addressed platform and technology needs for advisory firms managing client wealth.

In April 2025, MD Solutions was acquired by F2 Strategy, a wealth management technology and marketing services company, as part of the acquirer's growth strategy to deepen its presence in the RIA and SFO verticals. Post-acquisition, the MD Solutions operating entity has been absorbed into F2 Strategy, and the firm's web domain (mdsolutionsllc.com) has subsequently been listed for sale on a domain marketplace, indicating that the standalone brand and digital presence have been retired rather than maintained as a subsidiary identity.

Name

MD Solutions

Legal name

MD Solutions LLC

Website

https://mdsolutionsllc.com

Company type

Private

Founded year

2004

Operating status

Acquired

Headcount range

11–50 employees

Short description

MD Solutions LLC was a Florida-based financial technology provider serving Registered Investment Advisors and Single Family Offices with wealth management platform and marketing services until its April 2025 acquisition by F2 Strategy.

Ownership category

akta.pro rank

Product category

Wealth Management Technology Services

NAICS

Portfolio Management and Investment Advice (523940), Computer Systems Design and Related Services (54151)

SIC

Investment Advice (6282), Services-Management Consulting Services (8742)

akta.pro primary industry

Digital Wealth Platforms for Advisors (TAMP/Advisor Tech) (FSAGAEAH)

akta.pro secondary industries

Insurance-Integrated Wealth Managers (RIA + Insurance Solutions) (FSAAACAI), Enterprise Application Data Migration & Master Data Management Services (BPAEAGAJ)

Keywords

• Wealth management technology
• Cloud data solutions
• Financial advisor IT
• RIA technology services
• Private banking solutions

Headquarters

HQ city

Cape Coral

HQ country

United States

HQ region

North America

Markets served

GTM type

B2B

Offering type

Services

Cost components

Personnel, Technology or R&D, Operations

Core offering

MD Solutions LLC provided IT services along with cloud and data solutions to financial advisors, wealth managers, and private banking firms. The company specifically served Registered Investment Advisors (RIAs) and Single Family Offices (SFOs), supplying technology and platform capabilities to support wealth management operations.

Product overview

MD Solutions LLC was a Florida-based financial technology provider. The company was acquired by F2 Strategy, a wealth management technology and marketing services company. No specific named products, modules, or service offerings were detailed in the available sources.

Differentiator

Problem solved

Functional benefit

Products and services

• IT Services for Wealth Management
• Cloud Solutions
• Data Solutions

Segments2 records

Ideal customer profiles1 record

Technology focussed Yes

API detail

Has API

No

API docs

API detail

Core technology

AI maturity

App detail

Partnerships

One partnership is on record.

• F2 StrategycoreStrategic or Co-development Partner · 30 April 2025F2 Strategy, a wealth management technology and marketing services company, acquired MD Solutions LLC. This acquisition expands F2's platform and strengthens its presence in the RIA and SFO markets as part of its ongoing growth strategy. MD Solutions, being a Florida-based financial technology provider, complements F2's existing wealth management offerings.

Scale indicators1 record

Recent moves1 record

Expansion highlights2 records

Broad incumbents

• Salesforce Financial Services Cloud: Salesforce FSC provides a CRM and engagement platform widely used by wealth management firms. It overlaps with the data and CRM infrastructure services that MD Solutions delivered for RIAs and SFOs.
• Envestnet: Envestnet is a large incumbent providing advisory solutions, data, and wealth management technology across RIAs and large financial institutions. It competes broadly for the same technology budget that MD Solutions serviced.
• Black Diamond (SS&C Advent): Black Diamond is an established wealth management platform for reporting, trading, and rebalancing used by RIAs, comparable to the portfolio/accounting infrastructure that MD Solutions supported.

Direct peers

• Addepar: Addepar is a data and analytics platform purpose-built for advisors and family offices, including RIAs and SFOs, overlapping directly with MD Solutions' RIA/SFO technology and data focus.
• Orion Advisor Technology: Orion provides wealth management technology platforms (portfolio management, CRM, reporting) to RIAs and is one of the most direct competitors to the kind of RIA-focused technology stack MD Solutions implemented and supported.
• F2 Strategy: F2 Strategy is the acquiring parent and a wealth management technology and marketing services company serving RIAs and family offices. It is the closest comparable because it operates in the same vertical, serves the same buyer personas, and offers an overlapping technology-plus-marketing services bundle.

Emerging players

• Practifi: Practifi is a CRM and practice-management platform designed for financial advisors and RIAs, overlapping with the advisor-tech segment of the stack MD Solutions supported.
• Advyzon: Advyzon offers an integrated wealth management platform (CRM, portfolio management, reporting, client portal) for RIAs, competing for the same technology-bundle deal that a firm like MD Solutions would have sold or implemented.

Market position

Strengths3 records

Weaknesses4 records

Competitive moat2 records

Key risks5 records

Key highlights4 records

Customer concentration

Revenue estimate

Valuation estimate

Number of profiles

Funding overview

Funding rounds

Investors

Funding detail is available on the Subscription and Enterprise plan.Contact sales →

M&A

Investments

M&A and investment is available on the Subscription and Enterprise plan.Contact sales →

Frequently asked questions about MD Solutions