Exceptional Portfolio Email Formats

Investment Management • Lake Oswego, Oregon, United States • 1-10 Employees

Key Contact at Exceptional Portfolio

Gary Woolworth

President

Company overview

Headquarters	5800 Meadows Road, Suite 230, Lake Oswego, Oregon 97035, US
Phone number	+15039680950
Websites	exceptionalportfolio.com exceptionalportfoilio.com
NAICS	5231
SIC	628
Keywords	Security, Investment Management, Tax Efficient Investing, 401K Rollover, Online Investing, 403(B) To Ira Rollover
Founded	2015
Employees	1-10
Socials

About Exceptional Portfolio

Exceptional Portfolio is an online investment platform created by the team at CWC Advisors. We provide expert services to help you create an online, cost-effective and diversified investment plan. We offer passive, active and socially responsible investment options using a global market approach. Our team combines over 100 years of portfolio management and technology industry experience. Learn more at: www.exceptionalportfolio.com

Employees by Management Level

Total employees: 1-10

Seniority

Employees

Vice President

Funding Data

Exceptional Portfolio has never raised funding before.

Exceptional Portfolio Tech Stack

Discover the technologies and tools that power Exceptional Portfolio's digital infrastructure, from frameworks to analytics platforms.

Lodash

JavaScript libraries

Sentry

Issue trackers

Sirvoy

Appointment scheduling

jQuery

JavaScript libraries

Wix

Blogs

HTTP/3

Miscellaneous

HSTS

Security

Open Graph

Miscellaneous

AngularJS

JavaScript frameworks

React

JavaScript frameworks

Google Cloud

IaaS

Google Cloud CDN

CDN

Frequently asked questions

Exceptional Portfolio is located in Lake Oswego, Oregon, US.

You can reach Exceptional Portfolio at +15039680950.

Exceptional Portfolio was founded in 2015, making it 11 years old. The company has established itself as a significant player in its industry over this time.

Exceptional Portfolio has approximately 1-10 employees. The company continues to grow its workforce to support its business operations and expansion.

Key Contact at Exceptional Portfolio

Gary Woolworth

President

4.8

40,000 users