How Potomac Scaled from $500M to $2B AUM with AdvizorPro

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“AdvizorPro has been instrumental in fueling our exponential growth. The data is clean, accurate, and beautifully integrated right into our CRM.”
- Manish Khatta, CEO & CIO, Potomac

Overview

When Chase Smith joined Potomac Fund Management, the firm was managing roughly $500 million in assets and preparing to scale. Within four years, Potomac’s AUM has quadrupled to over $2 billion - a transformation powered by smart technology, operational efficiency, and data-driven outreach.

At the center of that growth: AdvizorPro, which helped Potomac modernize its sales process, expand its advisor reach, and strengthen its CRM infrastructure.

“We knew we wanted to get into growth mode,” says Chase Smith, Director of Key Accounts. “AdvizorPro allowed us to scale faster - our outreach went sky-high compared to the small pond we were in before.”

Challenge

Before adopting AdvizorPro, Potomac’s sales operation was lean and reactive. With only one salesperson focused on inbound servicing, outbound prospecting was limited. To compete for advisor attention and fund flows, Potomac needed to:

Expand its distribution footprint across RIAs and independent broker-dealers
Enable data-driven prospecting and segmentation
Build a modern CRM workflow that stayed accurate and up to date

Learn more about how AdvizorPro helps firms like Potomac solve these challenges through our CRM Integration and Wealth Teams Intelligence solutions.

Solution

Potomac implemented AdvizorPro’s advisor intelligence platform, integrating it directly into HubSpot to automate prospecting, contact enrichment, and firm tracking.

Key features in daily use:

CRM Integration: One-click sync ensures contacts stay current as advisors move firms.
Wealth Teams Intelligence: Reveals advisor team hierarchies and territories, allowing targeting of the right team leaders.
Map View: Provides a visual snapshot of advisor concentration by geography for smarter territory planning.
Lead Scoring: Helps prioritize outreach based on growth signals and firm characteristics.

“Our team can upload new advisors into the system within minutes,” says Smith. “With the map view, we can instantly see where to allocate resources and avoid regional overlap - it’s a huge efficiency gain.”

Impact

Since implementing AdvizorPro, Potomac has:

Expanded from one salesperson to 20 (10 externals, 10 internals) across ten regions.
Streamlined data operations, cutting hours of manual reconciliation per week.
Improved territory planning, with clear insights into regional coverage and advisor overlap.
Boosted AUM 4x, from $500M to over $2B.

“At the end of the day, data is data,” Smith notes, “but what matters is how you present it, how you facilitate it, and the partnership behind it. That’s why we’ve renewed our AdvizorPro contract multiple times - the service and responsiveness are unmatched.”

Interested in using data to identify acquisition or partnership opportunities? Read The RIA M&A Playbook: How to Evaluate Targets Using Data for practical insights.

Results

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Why Potomac Chooses AdvizorPro

Data that fuels action: Enriched, verified advisor intelligence ready to sync to CRM.
Partnership with platform: Responsive service and integration teams act on client needs & feedback.
Scalable growth engine: Built to help asset managers raise assets faster and smarter.

“We get cold calls from other providers all the time,” says Smith. “We don’t even look. We’re extremely satisfied with AdvizorPro - it’s not just data, it’s the partnership that drives results.”