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Manish Khatta gives Schwab and Fidelity 'A' grade -- and a backseat -- after Altruist gets A+ to win the RIA inflows to his $750-million TAMP

After Fidelity discontinued DocuSign API and uncertainties rose at Schwab, Potomac Fund Management's CEO spent nine months vetting RIA custodians

Author Oisin Breen March 28, 2023 at 4:44 AM
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Manish Khatta: Legacy custodians don’t have the flexibility around custom technology.
Brooke Southall and Keith Girard contributed to the editing of this article.

RIA Custodians

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Technology



Related Moves

February 10, 2023 at 3:39 AM

Jason Wenk raises $50 million from Vanguard Group and others, and Altruist may soon overtake Pershing's No. 3 RIA custodian spot, the Altruist founder asserts

The Los Angeles founder's disruption blitz involves a mobile-first Robinhood feel and a plug-and-play outsourcing one-stop-shop -- a sweet combination, except that it may not lure many big RIAs, analysts say.

May 20, 2021 at 3:22 AM

2025 will be the year of 'Under New Management' in RIA business, after 2024 brought profusion of CEO-level fires, hires and deals

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January 2, 2025 at 10:49 PM

Manish Khatta unapologetically lowers boom on remote-working staff and corrals them in a suburban Washington, D.C., office building to better manage skyrocketing growth

The TAMP CEO says that selling his company was the only other option to renting a big space, and risking offending staff

November 21, 2024 at 2:13 AM

See more related moves

Mentioned in this article:

Potomac Fund Management
TAMP
Top Executive: Manish Khattta



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