55IP
55ip is a financial technology company whose purpose is to break down barriers to financial progress. Financial advisors use 55ip’s tax-smart investment strategy engine to dramatically improve their efficiency and effectiveness. 55ip’s intuitive experience and intelligent automation elevate portfolio design and delivery, helping advisors save time and drive better outcomes for their clients. At the heart of the experience is 55ip’s ActiveTax Technology®, which includes tax-smart transitions, management, and withdrawals. More information is available at https://www.55-ip.com
55IP
Social Links:
Industry:
Asset Management Finance Financial Exchanges Financial Services FinTech Wealth Management
Founded:
2016-01-01
Address:
Boston, Massachusetts, United States
Country:
United States
Website Url:
http://www.55-ip.com
Total Employee:
11+
Status:
Active
Contact:
617.960.9559
Email Addresses:
[email protected]
Total Funding:
10 M USD
Technology used in webpage:
Viewport Meta IPhone / Mobile Compatible SPF SSL By Default Google Analytics LetsEncrypt Apple Mobile Web Clips Icon Google Tag Manager WordPress Google Universal Analytics
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Current Employees Featured
Founder
Investors List
Tectonic Ventures
Tectonic Ventures investment in Series A - 55ip
Calibrate Management
Calibrate Management investment in Series A - 55ip
Newest Events participated
Official Site Inspections
http://www.55-ip.com Semrush global rank: 2.95 M Semrush visits lastest month: 5.51 K
- Host name: 254.139.174.34.bc.googleusercontent.com
- IP address: 34.174.139.254
- Location: United States
- Latitude: 37.751
- Longitude: -97.822
- Timezone: America/Chicago
More informations about "55ip"
About Us - 55ip
In 2016, 55ip was founded with the mission to improve financial outcomes. To achieve this vision, its team of financial technologists and investment scientists developed the platform and algorithms to make the company a pioneer in …See details»
Automated, personalized tax-smart investing - 55ip
Nov 14, 2024 · Our platform is designed to seamlessly fit into your practice. You set the investment and personalization strategy. 55ip manages the tax exposure. Portfolio decisions can, and often should, vary significantly based on individual …See details»
Enterprise Partner Benefits - 55ip
Apr 23, 2024 · Partner with trusted financial custodians. Learn More.See details»
J.P. Morgan Asset Management agrees to acquire 55ip - a pioneer …
NEW YORK and BOSTON, Dec. 2, 2020 /PRNewswire/ -- J.P. Morgan Asset Management today announced that it has entered into a definitive agreement to acquire 55ip, a financial …See details»
J.P. Morgan Asset Management agrees to acquire 55ip - Nasdaq
Dec 2, 2020 · 55ip is a pioneer in automated tax technology and has provided financial advisors with a tax-smart investment strategy engine for nearly five years. Its intuitive experience and …See details»
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Oct 16, 2023 · 55ip is a financial technology company purpose-built to break down barriers to financial progress. Setting the industry standard for automated, personalized, and optimized …See details»
55ip Review 2024 - investor.com
Oct 16, 2024 · 55ip, registered in 2017, serves 53 state (s) with a licensed staff of 73 advisors. 55ip manages $17.5 billion and provides investment advisory services for 2,581 clients (1:35 …See details»
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JPMorgan acquires 55ip for tax automation and model portfolios ...
Dec 4, 2020 · Just two months after partnering with fintech firm 55ip on tax-efficient transfers of assets and model portfolios, JPMorgan Chase is bringing the technology under its own roof. …See details»
Our Solutions - 55ip
Apr 23, 2024 · Optimize financial outcomes for your clients with our tax-smart technology solutions. Activate investment intelligence to enable tax-smart transitions, management, and withdrawals—and deliver tax-aware outcomes …See details»
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Log In To Our Portal - 55ip
Apr 23, 2024 · 55ip is the marketing name used by 55 Institutional Partners, LLC, an investment technology developer, and for investment advisory services provided by 55I, LLC, an SEC …See details»
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Our Technology - 55ip
Apr 23, 2024 · 55ip is the marketing name used by 55 Institutional Partners, LLC, an investment technology developer, and for investment advisory services provided by 55I, LLC, an SEC …See details»
Our Partners & Integrations - 55ip
Apr 23, 2024 · Explore our industry-leading partnerships with top asset and wealth managers, broker dealers, tech platforms and custodians.See details»
Experience the Benefits - 55ip
55ip is the marketing name used by 55 Institutional Partners, LLC, an investment technology developer, and for investment advisory services provided by 55I, LLC, an SEC-registered …See details»
News & Resources - 55ip
Apr 23, 2024 · 55ip is more than just a technology solution. Advisors working with 55ip have access to an extensive catalog of resources they can use to help have meaningful client …See details»
Models Portfolios On Our Platform - 55ip
Jul 11, 2023 · Explore our technology and partners’ offerings to create your own custom tax management strategy. 55ip provides access to and accommodates a full range of model …See details»