Portus Wealth Advisors

portusadvisors.com

Charlotte, North Carolina, United States

1-10 employees

LinkedIn Profile

About Portus Wealth Advisors

personal financial planning, succession planning, risk management, other financial investment activities, portfolio management, tax optimization, financial services, retirement planning, b2b, business valuation coordination, buy-sell agreement funding, fiduciary advice, business exit strategy, business risk assessment, investment management, exit planning, wealth management, wealth preservation, financial planning, business valuation

Portus Wealth Advisors's Tech Stack

AI/ML

Cloud

Render

11 technologies detected · 1 decision maker · Emails available

Sales Outreach Angle

Portus Wealth Advisors operates in financial services. Strong sales angles include risk reduction, compliance automation, fraud prevention, and reporting/analytics tools.

Portus Wealth Advisors's Position in the StackWho Database

• Portus Wealth Advisors is 1 of 21,667 financial services companies tracked in StackWho.
• 21,586 financial services companies in our database have verified decision-maker emails (100% of the cohort).
• 6,472 companies in North Carolina are in the StackWho database.
• 8,943 financial services companies are in the 1-10 employee range (same size as Portus Wealth Advisors).

Technology detection from public web signals. Decision-maker contacts compiled from LinkedIn public profiles, company filings, and verified outbound testing. Methodology & sources · Updated August 2026.

Frequently Asked Questions

What technology does Portus Wealth Advisors use?

Portus Wealth Advisors uses Outlook, Blue Host, Microsoft Office 365, Android, Monday.com, AI, and 5 more technologies. This data is sourced from StackWho's technology detection engine.

How do I contact the decision makers at Portus Wealth Advisors?

StackWho has verified email addresses for 1 decision maker at Portus Wealth Advisors. Pro members can access direct emails for the CEO, CTO, VP of Engineering, and other key contacts. Use StackWho to reach Portus Wealth Advisors directly for sales, recruiting, or partnerships.

What industry is Portus Wealth Advisors in?

Portus Wealth Advisors operates in the financial services industry, headquartered in Charlotte, North Carolina, United States. StackWho tracks technology stacks and decision maker contacts for companies across all industries.

Can I export Portus Wealth Advisors's contact data?

Yes. StackWho Pro members can export decision maker contact data for Portus Wealth Advisors and similar companies to CSV. Use the export feature to build targeted prospect lists segmented by technology stack, industry, or location.