About Acumen Strategy
Acumen Strategy is the strategic advisory and consulting arm of the Acumen ecosystem. We partner with wealth management firms to diagnose challenges, design roadmaps, and deploy integrated solutions across strategy, compliance, technology, and growth.
Our Approach
We don't just deliver recommendations—we activate solutions and measure results.
Strategy-Led Transformation
We begin every engagement with deep discovery to understand your firm's unique challenges, regulatory requirements, and growth objectives. Our consultants work alongside your leadership team to diagnose operational gaps, technology inefficiencies, and compliance risks before recommending solutions.
Compliance-First Design
Every roadmap we design is built with regulatory alignment at its core. Whether implementing new technology, launching products, or scaling operations, we ensure your transformation maintains audit readiness and reduces supervisory burden while enabling growth.
Measured Execution
We don't just deliver recommendations—we activate solutions and measure results. By deploying the right combination of Acumen products (Glynac, Tollbooth, PHH, Labs, ATS), we help you execute on strategy with confidence and track measurable outcomes.
Our Values
The principles that guide every engagement and solution we deliver
Client-First
Your success is our measure. We align our incentives with your outcomes and build solutions that scale with your firm.
Excellence
We bring institutional-grade expertise to every engagement, from regulatory compliance to technology implementation.
Partnership
We work as an extension of your team, embedding ourselves in your operations to drive sustainable change.
Leadership Team
Our team brings together strategic consulting, regulatory expertise, technology innovation, and product development experience from across the wealth management industry.
Sebastian Pantoja
Founder & CEO
15+ years building wealth management technology and advisory practices with deep expertise in regulatory compliance and product development.
Gurinder Khera
Chief Strategy Officer
Former senior executive at leading RIA firms, specializing in operational transformation and advisor enablement strategies.
Miguel Rodriguez
Head of Technology
Fintech innovator with expertise in AI/ML applications for compliance and data integration across financial services platforms.
Andrew Chen
Managing Director, Product
Product leader with track record of launching institutional-grade investment solutions for wealth advisors and family offices.