About Acumen Strategy
We build software and products that help wealth management firms navigate the intersection of regulatory compliance, operational efficiency, and growth.
Our Approach
We combine deep regulatory expertise with modern software development to create solutions that actually work in practice.
Diagnostic Intelligence
Our platform helps firms understand their compliance posture through comprehensive analysis of policies, procedures, and operational workflows—identifying gaps before they become problems.
Purpose-Built Solutions
Rather than force-fitting generic tools, we've built specialized software for wealth management's unique compliance challenges—from supervised AI to automated options execution.
Beyond Software
While software is our foundation, we also provide institutional investment products and professional education—creating a comprehensive ecosystem that addresses the full spectrum of wealth management needs.
Our Values
The principles that guide how we build and who we serve
Practical Innovation
We push boundaries with AI and automation, but only where it genuinely solves real problems. New technology for its own sake doesn't interest us.
Built for Regulation
Every product we ship is designed with compliance at its core—not bolted on as an afterthought. We understand the regulatory environment because we live in it.
Long-Term Partnerships
We succeed when our clients succeed. Our solutions are built to grow with your firm, not lock you into rigid systems that become obstacles.
Leadership Team
Engineers, product leaders, and industry veterans building the next generation of compliance infrastructure.
Andrew Rosenthal
CEO at Acumen, President at Glynac
Ex founder of Link People, which he built into a 1,500-unit turnkey subleasing platform in Shanghai before achieving a successful exit through its sale to Dothink, a publicly listed Hong Kong developer. Brings private equity experience in both the US and China, with a proven track record in operational scaling and strategy
Alisa Kolodizner
Managing Partner at Acumen, Advisor at Glynac
Co-Founder of Prairie Hill Holdings, former VP of Institutional Sales at TD Ameritrade. 15+ years of experience helping RIAs, family offices, and HNWIs with financial services, private equity, and real estate investments. CFP®, entrepreneur, and investor. Over $53M in PE investments and over $200B in RIA relationships as the #1 VP in Institutional and Financial sales