CEO & CIO
MANISH
KHATTA
LEARN MORE
30
MARKET INDICATORS
REVIEWED DAILY
Industry Gossip (E16)
Redtail, Twitter, Snappy Kraken, and more
Grab your favorite feathered headdress and join us as we spill what’s overrated and what’s underrated LIVE from fabulous Las Vegas!
Industry Gossip (E15)
WealthOS, Goldman Sachs, Wealthbox, and more
WealthOS to give RIAs their own operating system, Goldman Sachs RIA custodian delayed, one-page financial plans, and more.
The OGs (E3)
No Emotional Attachment
Our leadership team discusses all we’ve accomplished in Q1, and more importantly, what each department has planned for the quarter ahead.
April Fools’ Day
(2022)
In lieu of our usual April Fools’ Day silliness, we thought we would share some of our favorite unintended moments together as a team.
Industry Gossip (E14)
Onramp, Choir, Vise, and more
Onramp asks investors for $5m, Choir gains traction, Vise sees executive exodus, Envestnet is up for sale again, and more.
(feat.)
Vance Barse
In this episode of Featuring, we’re joined by Wealth Strategist and Founder of Your Dedicated Fiduciary, Vance Barse.
Manish Khatta is a quant, who has spent his entire career creating and refining technical trading strategies. A lifelong Potomac employee who programmed the initial work behind Potomac’s mechanical trading systems.
Math: The only subject that matters.
- CHOPSTICKS 99%
- FORK 50%
- HAND 80%
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@MANISHKHATTA