Case Study: Potomac Fund Management scales AUM from $500M to $2B with AdvizorPro

Potomac Fund Management grows AUM 4x to $2B with AdvizorPro

Potomac Fund Management, an asset manager with $500 million in AUM, faced challenges in scaling its sales operation. With a lean, reactive team, they struggled with outbound prospecting and needed to expand their reach to advisors while building a modern, data-driven CRM workflow. To address this, they turned to the vendor AdvizorPro and its advisor intelligence platform.

AdvizorPro provided a solution by integrating its platform directly into Potomac's HubSpot CRM. This automated prospecting and contact enrichment, featuring tools like wealth team intelligence and a map view for territory planning. The results were significant: Potomac scaled its sales team from one person to twenty and quadrupled its assets under management to over $2 billion. The partnership with AdvizorPro was credited as a key factor in achieving this streamlined, efficient growth.

Potomac Fund Management