


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 | |
| 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
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.
JavaScript libraries
Issue trackers
Appointment scheduling
JavaScript libraries
Blogs
Miscellaneous
Security
Miscellaneous
JavaScript frameworks
JavaScript frameworks
IaaS
CDN
Frequently asked questions
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