Yes, we are a TAMP, but we also work with other TAMPs by providing tactical models.

If you saw the press release this morning, you know that Potomac has seen nearly 1000% YOY growth on the Envestnet platform. Other firms have asked how we’ve grown in this environment, so we decided to dedicate this podcast to discuss the what, why, and how:

  • What exactly is Envestnet?
  • Why has Envestnet been successful?
  • How does Potomac work with Envestnet?

We hope you enjoy and follow us on this journey!

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Show Notes:



Shark Bite

Disclosure: This information is prepared for general information only and should not be considered as individual investment advice nor as a solicitation to buy or offer to sell any securities. This material does not constitute any representation as to the suitability or appropriateness of any investment advisory program or security. Please visit our FULL DISCLOSURE page.