Si Katara is the CEO of TappAlpha. Follow him on X and LinkedIn. Follow TappAlpha on LinkedIn and on X.com and visit the TappAlpha website.
How Did You Get Started In The Financial Industry?
I didn’t come from Wall Street originally. Instead I came from building tech companies. After my first exit, I realized something: the best financial strategies were still locked behind closed doors — out of reach for most people. I founded TappAlpha to change that — to make powerful strategies simple, transparent, and accessible for everyone.
Why Are You So Passionate About ETFs And ETPs?
I am passionate about ETF products because they give regular investors a real shot. ETFs take strategies that used to be reserved for the top 1% and make them available to anyone with a brokerage account. They are simple, transparent, and efficient — and they fit perfectly with TappAlpha’s mission: unlocking powerful financial opportunities for everyday investors and advisors.
What Sets Your ETFs Apart From The Competition?
TSPY stands out because it combines full S&P 500 exposure with a daily income strategy — not just monthly or quarterly. We designed it for real-world investors—balancing growth, income, and tax efficiency—while most competitors sacrifice one to deliver another. Under the hood, TSPY leverages fintech-powered execution to manage daily options strategies with speed, consistency, and discipline. Our goal is simple: deliver income today, and build growth for tomorrow.
What Is Your Favorite ETF Right Now?
TSPY is my favorite of the ETFs out there right now. I designed it because nothing out there fit my own family’s portfolio — something that could give us the power of the S&P 500, plus meaningful daily income potential, without giving up long-term growth. The key was, we already had the potential sitting in our portfolio by owning the S&P 500. We just didn’t have the tools to get more from what we already had — until TSPY. That is actually the idea behind our company name, TappAlpha: tapping into the power of what we already have, and turning it into the outcomes we need.
What Are Your Thoughts On The Recent Market Volatility And Downturn So Far This Year?
Volatility isn’t something to fear — it is something to prepare for. Big swings create big opportunities, but only if you have the right strategy and the right tools in place. TSPY was built to lean into that — capturing the growth of the market while using daily opportunities to generate income, even when things get choppy.
What Is Your Top Piece Of Advice For Investors?
Invest like you are building the future you want to live in. Stay invested. Stay strategic. Don’t chase headlines — focus on owning great assets, using smart strategies, and letting time and consistency work in your favor.
Thank you so much for your time and insights in this exclusive review Si Katara. Keep up the great work with TappAlpha ETF products!
