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press mentions

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Article

Potomac is launching a show designed to get RIAs to talk without an insufferable stream of "businesspeak"

Potomac

Jul 18, 2024

Article

A Surplus of Fintechs Focused on Wealth Management Has Financial Advisors Scrambling to Stitch Them Together

Potomac

Nov 11, 2022

Article

2021 Event Comeback Collapses as In-Person Events Cancel

Manish Khatta

Aug 24, 2021

Article

After promising to make RIAs job one, new Betterment CEO puts trust in RIA brands

Manish Khatta

Jun 23, 2021

Article

Goldman's Brand Could Be its Biggest Benefit-Or Achilles' Heel-in Attracting RIAs

Manish Khatta

May 14, 2021

Article

After growing to near $100 billion in custody, Apex Clearing strikes 'IPO' deal

Manish Khatta

Feb 23, 2021

Article

Riskalyze Fintech Report Card: December 2020

Potomac

Jan 21, 2021

Article

Actively managed funds with the biggest gains of 2020

Manish Khatta

Jan 21, 2021

Article

'Rule of law prevailed': Advisers confident after riots at US Capitol

Manish Khatta

Jan 7, 2021

Article

Nineteen Predictions for Wealth Management in 2021

Manish Khatta

Dec 24, 2020

Article

Victory Capital admits to 'leaking' AUM after Schwab acquires USAA wealth managers

Manish Khatta

Nov 30, 2020

Article

Robinhood allegedly implied a fiduciary duty to novice investors

Manish Khatta

Nov 17, 2020

Article

Ellevest's 'for-women, by-women' message gets more literal

Manish Khatta

Sep 17, 2020

Article

Known for His High "Emotional quotient," Jason Lahita Rides Solo, Again

Manish Khatta

Sep 16, 2020

Article

Social media savvy advisers meet in real life at new conference

Manish Khatta

Sep 11, 2020

Article

A Critical, Little-Known Corner of Finance Reawakens

Manish Khatta

Jul 23, 2020

Article

SMArtX raises $4 million to compete as a 'Vestmark'-model firm

Manish Khatta

Mar 20, 2020

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Article

Potomac is launching a show designed to get RIAs to talk without an insufferable stream of "businesspeak"

Potomac

Jul 18, 2024

Article

A Surplus of Fintechs Focused on Wealth Management Has Financial Advisors Scrambling to Stitch Them Together

Potomac

Nov 11, 2022

Article

2021 Event Comeback Collapses as In-Person Events Cancel

Manish Khatta

Aug 24, 2021

Article

After promising to make RIAs job one, new Betterment CEO puts trust in RIA brands

Manish Khatta

Jun 23, 2021

Article

Goldman's Brand Could Be its Biggest Benefit-Or Achilles' Heel-in Attracting RIAs

Manish Khatta

May 14, 2021

Article

After growing to near $100 billion in custody, Apex Clearing strikes 'IPO' deal

Manish Khatta

Feb 23, 2021

Article

Riskalyze Fintech Report Card: December 2020

Potomac

Jan 21, 2021

Article

Actively managed funds with the biggest gains of 2020

Manish Khatta

Jan 21, 2021

Article

'Rule of law prevailed': Advisers confident after riots at US Capitol

Manish Khatta

Jan 7, 2021

Article

Nineteen Predictions for Wealth Management in 2021

Manish Khatta

Dec 24, 2020

Article

Victory Capital admits to 'leaking' AUM after Schwab acquires USAA wealth managers

Manish Khatta

Nov 30, 2020

Article

Robinhood allegedly implied a fiduciary duty to novice investors

Manish Khatta

Nov 17, 2020

Article

Ellevest's 'for-women, by-women' message gets more literal

Manish Khatta

Sep 17, 2020

Article

Known for His High "Emotional quotient," Jason Lahita Rides Solo, Again

Manish Khatta

Sep 16, 2020

Article

Social media savvy advisers meet in real life at new conference

Manish Khatta

Sep 11, 2020

Article

A Critical, Little-Known Corner of Finance Reawakens

Manish Khatta

Jul 23, 2020

Article

SMArtX raises $4 million to compete as a 'Vestmark'-model firm

Manish Khatta

Mar 20, 2020

Showing slide 1 of 1

Article

Potomac is launching a show designed to get RIAs to talk without an insufferable stream of "businesspeak"

Potomac

Jul 18, 2024

Article

A Surplus of Fintechs Focused on Wealth Management Has Financial Advisors Scrambling to Stitch Them Together

Potomac

Nov 11, 2022

Article

2021 Event Comeback Collapses as In-Person Events Cancel

Manish Khatta

Aug 24, 2021

Article

After promising to make RIAs job one, new Betterment CEO puts trust in RIA brands

Manish Khatta

Jun 23, 2021

Article

Goldman's Brand Could Be its Biggest Benefit-Or Achilles' Heel-in Attracting RIAs

Manish Khatta

May 14, 2021

Article

After growing to near $100 billion in custody, Apex Clearing strikes 'IPO' deal

Manish Khatta

Feb 23, 2021

Article

Riskalyze Fintech Report Card: December 2020

Potomac

Jan 21, 2021

Article

Actively managed funds with the biggest gains of 2020

Manish Khatta

Jan 21, 2021

Article

'Rule of law prevailed': Advisers confident after riots at US Capitol

Manish Khatta

Jan 7, 2021

Article

Nineteen Predictions for Wealth Management in 2021

Manish Khatta

Dec 24, 2020

Article

Victory Capital admits to 'leaking' AUM after Schwab acquires USAA wealth managers

Manish Khatta

Nov 30, 2020

Article

Robinhood allegedly implied a fiduciary duty to novice investors

Manish Khatta

Nov 17, 2020

Article

Ellevest's 'for-women, by-women' message gets more literal

Manish Khatta

Sep 17, 2020

Article

Known for His High "Emotional quotient," Jason Lahita Rides Solo, Again

Manish Khatta

Sep 16, 2020

Article

Social media savvy advisers meet in real life at new conference

Manish Khatta

Sep 11, 2020

Article

A Critical, Little-Known Corner of Finance Reawakens

Manish Khatta

Jul 23, 2020

Article

SMArtX raises $4 million to compete as a 'Vestmark'-model firm

Manish Khatta

Mar 20, 2020

INterviews and appearances

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Who Are You?

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Disclosures

ADV Part 2

ADV Part 3

GIPS® Report

Address

7373 Wisconsin Ave. Suite 750
Bethesda, MD 20814

Phone

(301) 901-3466

BE IN THE KNOW

Receive our market insights, news, and perspectives, directly in your inbox.

© Copyright 2026 - All Rights Reserved Potomac Fund Management, Inc.

company

About

Contact

Careers

Solutions

Strategies

Funds

Guardrails

Resources

Blog

Who Are You?

Privacy Policy

Disclosures

ADV Part 2

ADV Part 3

GIPS® Report

Address

7373 Wisconsin Ave. Suite 750
Bethesda, MD 20814

Phone

(301) 901-3466

Be in the know

Receive our market insights, news, and perspectives, directly in your inbox.

© Copyright 2026 - All Rights Reserved Potomac Fund Management, Inc.