Key facts
- FoundedCompany says
2013, founded by brothers David and Craig Rosenbaum, who built industry-specific solutions on Salesforce's AppExchange
- HeadcountReported
roughly 60 employees, joining Citrin Cooperman Advisors in the acquisition
- Company says
Reached Summit-level Salesforce Partner status in 2023
- Reported
Partner of Anthropic and OpenAI; specializes in designing and deploying AI systems inside client businesses
- Company says
Acquired by Citrin Cooperman effective 1 October 2026; the team continues as Citrin Cooperman's Salesforce and Applied AI practice
- Reported
Acquirer context: Citrin Cooperman reported $985 million in revenue, with 480 partners and over 3,600 employees across 38 offices, and ranked No. 16 on Accounting Today's 2026 Top 100 Firms list
- Reported
Acquirer ownership: in January 2025 Blackstone acquired a majority stake in Citrin Cooperman from New Mountain Capital
What they sell
- AI systems designed and deployed inside client businesses
- Salesforce consulting
- Applied AI practice
Sells to: Middle-market clients, through Citrin Cooperman
Pains they address
- Aiming agents at problems worth solving
- Making agents dependable enough to run in production
In their words
Rosetree Solutions has joined Citrin Cooperman. As of October 1, 2026, our team continues as Citrin Cooperman's Salesforce and Applied AI practice. Same people, same partnerships, with the broader resources of Citrin Cooperman behind every engagement.
But the hard part isn't getting agents to work anymore - it's aiming them at problems worth solving, and making them dependable enough to run in production.
The regional distributor needs that same access and an AI plan sized to its business. Rosetree helps us provide that.