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Poterack Capital Advisory, Inc.

ActiveOperating status — whether the company still runs independently. “Closed” usually means it was acquired, merged, or shut down.🔥 MediumHeat score — how much recent activity & attention the company has (web traffic, news, hiring).📈 Low growthGrowth score — momentum trend across web traffic, headcount and other growth signals.
Charlotte, North Carolina, United States Founded 2001 1-10 employees For Profit

Poterack Capital Advisory is an independent, comprehensive financial planning firm includes Wealth Protection, Retirement Planning etc.

Poterack Capital Advisory, Inc. on Acquirezy — acquisitions, funding rounds, investments, investors, key people & contacts.

Poterack Capital Advisory, Inc. was acquired by Mercer Advisors in 2026.
Last Funding
Acquisitions
0
Monthly Visits
Contacts
0

About Poterack Capital Advisory, Inc.

Funding & Financials

Total funding
Funding rounds
Last funding
Last funding type
Last funding date
Funding status
Total equity funding
Revenue range

IPO & Stock

IPO status
Private

Web Traffic

Monthly visits
Global traffic rank
6-mo avg visits
Visit duration (s)
Pages / visit
Bounce rate
Rank change (mo)

Technology & IP

Active technologies
25
IT spend
$76.26K

Company Info

Founded
2001
Employees
1-10
Operating status
Active
Company type
For Profit
Org types
company
HQ
Charlotte, North Carolina, United States
Region
East Coast, Southern US
Exit date
Jan 7, 2026

Signals & Scores

Heat score
Medium
Growth score
Low
Trend (7d)
-0.1
Trend (30d)
-0.2
Trend (90d)
0

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FAQs about Poterack Capital Advisory, Inc.

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Poterack Capital Advisory, Inc. — Company Profile