89
Growth Score
pts
Heat Score
88 pts
Company Performance Metrics
Score
Trend
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Growth Score - The measure of growth based on company activity, operational metrics, and investments
Growth Trend - The change in the growth score over the given time period
Heat Score - The measure of the market interest, media activity, and Crunchbase profile activity
Heat Trend - The change in the heat score over the given time period
Recent Milestones
Raised Funding Round
Jan 1, 1970
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Raised Funding Round
Jan 1, 1970
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Raised Funding Round
Jan 1, 1970
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2755845
Acumen, LLC provides independent fiduciary, trustee, estate settlement, and paralegal trust administration services.
About the Company
Acumen, LLC provides independent fiduciary services as private trustees and personal representatives for trusts and estates. The firm serves as replacement, successor, ILIT, special needs, co-trustee, personal representative, conservator, financial power of attorney, and representative payee. Acumen also offers paralegal services to estate planning
law firms, handling trust funding, asset research, valuation inquiries, company-specific forms, and administration reporting. Its services focus on administering living trusts, coordinating with financial institutions, and supporting attorneys in managing client estate and trust matters.
