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Company · Wealth management general

Potomac

As of 1 November 2026, Potomac has 18 open roles (3 new in 30 days), its sales team is hiring most, and its postings name HubSpot, HubSpot CRM and LinkedIn as the tools the team works in.

As of 1 November 2026 · refreshed daily · counts move as websites, DNS and career sites are re-read.

Bethesda, United States11-50 employees2M-10M revenue, est.B2Bpotomac.com ↗LinkedIn ↗
Headquarters
Bethesda, Maryland, United States
Employees
11-50 employees (estimated)
Sells to
financial advisors
Certifications on site
Site languages
EN
Career system
Rippling
18open roles · 3 new in 30 days
14tools named in postings
Israel, United Stateshiring locations
0change signals read in postings
02What they do, whom they sell to, who else does it

Potomac in one screen

Read from potomac.com: what the company does, the customers it names, the buyers we can actually see, and the companies that sell the same thing.

What Potomac does

Potomac is an investment management firm that provides active, risk-managed investment strategies for financial advisors. Its offerings include quantitative processes, tactical management, and a free Guardrails model optimization tool. The firm emphasizes data-driven, disciplined investing with a track record spanning over 20 years.

investment strategies for financial advisorsguardrails model optimization tooltactical management
Whom it sells to

Named on the site: financial advisors.

Who else sells this

Nearest companies by what they do, sell and whom they serve, 51+ employees. 581 scored.

Pinnacle Insurance & Financial Services, LLC.United States · 51-200 employeesZacks Investment ManagementUnited States · 51-200 employeesPark Avenue Wealth ManagementUnited States · 501-1000 employeesRaymond JamesUnited States · 1001-5000 employeesMidwest AdvisorsUnited States · 51-200 employeesPortfolio StrategiesCanada · 201-500 employees
03Tech stack, with the evidence

What Potomac says it runs

Tools named in the company's own postings as the team's systems, with the sentence that says so. What the website and DNS show is listed separately.

HubSpotSales · high confidence · 5 postings
• Document all communication, follow-up support, and data within HubSpot to validate and share ROI for decision making on conferences and partnerships.
Director of Key Accounts · first seen 2026-05-14
HubSpot CRMSales · high confidence · 2 postings
• Effectively manage HubSpot CRM information and advisor profiles.
Internal Wholesaler · first seen 2026-01-05
LinkedInMarketing & communications · high confidence · 2 postings
aid Media) is a performance-driven digital marketing professional responsible for developing, executing, and optimizing pay-per-click (PPC) and paid media campaigns across LinkedIn, Meta, Google Ads, and other digital advertising platforms.
Digital Marketing Strategist (Paid Media) · first seen 2026-01-05
TeamworkSales · high confidence · 2 postings
• Run all onboarding projects through Teamwork.
Director of Key Accounts · first seen 2026-05-26
Google AdsMarketing & communications · high confidence · 1 posting
aid Media) is a performance-driven digital marketing professional responsible for developing, executing, and optimizing pay-per-click (PPC) and paid media campaigns across LinkedIn, Meta, Google Ads, and other digital advertising platforms.
Digital Marketing Strategist (Paid Media) · first seen 2026-06-15
Zoho CRMhigh confidence · 1 posting
• Ensure all client and account data in Orion, Zoho CRM, and custodial systems is accurate, consistent, and maintained with rigorous attention to detail.
Client Operations Associate · first seen 2026-04-01
Pythonmedium confidence · 1 posting
• Strong Python skills and experience working with financial and market datasets
Research Analyst · first seen 2026-10-23
Google AnalyticsMarketing & communications · medium confidence · 1 posting
• Leverage attribution models, Google Analytics, platform reporting tools, and marketing dashboards to measure campaign effectiveness and inform future strategy.
Digital Marketing Strategist (Paid Media) · first seen 2026-06-15
LinkedIn AdsMarketing & communications · medium confidence · 1 posting
• Stay current on Google Ads, LinkedIn Ads, Meta Ads, PPC best practices, platform updates, industry trends, and emerging digital advertising opportunities.
Digital Marketing Strategist (Paid Media) · first seen 2026-06-15
Meta AdsMarketing & communications · medium confidence · 1 posting
• Stay current on Google Ads, LinkedIn Ads, Meta Ads, PPC best practices, platform updates, industry trends, and emerging digital advertising opportunities.
Digital Marketing Strategist (Paid Media) · first seen 2026-06-15
RampFinance & accounting · medium confidence · 1 posting
• Serve as the internal expert on Ramp and Sage (or equivalent ERP/spend management tools), optimizing workflows, integrations, and automations between systems
Financial Contoller · first seen 2026-08-17
SageFinance & accounting · medium confidence · 1 posting
• Serve as the internal expert on Ramp and Sage (or equivalent ERP/spend management tools), optimizing workflows, integrations, and automations between systems
Financial Contoller · first seen 2026-08-17
On the website or in DNS

Vendors whose code loads on potomac.com or whose records sit in its DNS. Page plumbing (libraries, fonts, consent banners) is left out.

04Hiring

18 open roles, 8 opened in 90 days

Read hourly from the company's career system. Open roles and new roles in the last 30 days, by team. Companies hiring sales in United States →

05Signals

What is changing, read from the postings

Intents are events the employer states about itself, each with the sentence and the posting it came from.

No change signals read in the current postings.

Decision makers at Potomac, with verified e-mails, and every change the moment it is posted.

Sales, marketing and IT leaders by function. Add Potomac to a monitor and get a webhook when a role opens, a tool appears or a signal is read.

Start free, no card. The first 20 are above; e-mails are verified at the mail server when you open them.

06Lookalikes

Companies like Potomac

Nearest by what they do, what they sell and whom they sell to, 51+ employees. 6 of 581 scored.

Pinnacle Insurance & Financial Services, LLC.Independent financial advisers · United States51-200 employees
Zacks Investment ManagementWealth management general · United States51-200 employees
Park Avenue Wealth ManagementWealth management general · United States501-1000 employees
Raymond JamesWealth management general · United States1001-5000 employees
Midwest AdvisorsWealth management general · United States51-200 employees
Portfolio StrategiesIndependent financial advisers · Canada201-500 employees
07Profile

From the company's own website

Legal namePotomac
IndustryBusiness & finance services · Wealth management general
Offeringsinvestment strategies for financial advisors · guardrails model optimization tool · tactical management
Target customersfinancial advisors
Geographic scopeunknown · also Canada
Reviews found
Public contact points0 role addresses · 1 phone numbers
Pages readpricing, home, contact, careers
Datescrawled 2026-08-11 · profiled 2026-08-16 · hiring built 2026-10-27
Cite this

Quote the sentence with the date and the link. The numbers change daily; the link always shows the current ones.

Potomac (Bethesda, United States, 11-50 employees) has 18 open roles, 3 new in 30 days, and names 14 tools in its postings. (Breaknorm, 1 November 2026, https://breaknorm.co/company/potomac.com)
How we know

Read from the source, not self-reported

Every number on this page can be traced to a page we crawled or a posting we read. Full methodology →

  • ProfileBuilt from potomac.com: summary, offerings, customers, certifications and contact points are extracted from its pages, with a confidence score per field.
  • HiringRead hourly from the company's Rippling career site; reposts collapse into one record.
  • Tech stackTools the employer's own text names as the team's systems, with the quote; website scripts counted separately.
  • HeadcountLinkedIn where known, otherwise estimated from the site.
FAQ

Potomac: questions

Does Potomac use HubSpot?

Yes, by the company's own words: 5 postings name it, first seen 2026-05-14, in the sales team.

Is Potomac hiring?

18 open roles as of 1 November 2026, 3 opened in the last 30 days and 0 closed. The largest team hiring is sales.

Where does this profile come from?

From potomac.com itself: we crawled it on 2026-08-11, built the profile on 2026-08-16, and read its career site (Rippling) hourly since. Headcount is from LinkedIn.

Who should I write to at Potomac?

The people are behind the login: decision makers by function, verified at the mail server when you open them. 0 public role addresses from the site are there too.

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