Acumen Strategy is a consulting and growth enablement partner built exclusively for wealth managers, RIAs, and advisory firms.
We help advisory businesses scale by improving their internal systems, boosting advisor productivity, and strengthening revenue-generating activities.

Our ecosystem includes:
🔹 Glynac – Compliance-First AI Workspace for Wealth Managers
🔹 Tollbooth – Automated Covered Call Execution for Advisors
🔹 Prairie Hill Holdings (PHH) – Institutional real-estate investments for HNW & UHNW clients
🔹 Acumen Talent – Specialized recruitment for advisory, operations & leadership roles

We partner with firms that want clarity, accountability, and measurable growth.
Acumen Strategy helps advisors do what they do best—serve clients—while we build the systems that power their success.

Acumen Strategy

Andrew Isaac Rosenthal

This department focuses on interpreting complex data to provide actionable insights.

Data Analysis

This department focuses on promoting products and services, developing marketing strategies, and managing customer outreach initiatives.

Marketing Department

This department focuses on sourcing, attracting, and hiring qualified candidates to meet organizational needs.

Acumen Strategy

Org chart

Teams

Data Analysis

Marketing Department

Recruitment Services

Offices

Acumen Strategy

Org chart

Teams

Data Analysis

Marketing Department

Recruitment Services

Offices

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