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
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
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
Paul A. Gamble Chief Executive Officer @ 55ip
Chief Executive Officer
2017-09-12
Gautam Sachdev Chief Technology Officer @ 55ip
Chief Technology Officer
2016-07-01
Leonid Kogan Chief Investment Scientist @ 55ip
Chief Investment Scientist
2017-10-18
Swati Bairathi Chief Product Officer @ 55ip
Chief Product Officer
2018-05-01
Sachin A. Shah Chief Operating Officer @ 55ip
Chief Operating Officer
2018-11-01
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
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»
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55ip Management Team | Org Chart - RocketReach
55-ip.com; 2 617817XXXX; 617406XXXX; Doug Eckelkamp Vice President, Marketing Manager at 55ip Danvers, MA, US View. 3 bbkworldwide.com; gmail.com; 55-ip.com; 2 617523XXXX; …See details»
Our Team - 55ip
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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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55ip’s investment engine and digital platform empowers advisors to deliver custom investment strategies at scale with advanced investment capabilities and intelligent automation.See details»
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55ip General Information Description. Developer of a tax-smart investment strategy engine intended to reduce fees, losses and taxes. The company's platform offers model-based …See details»
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55ip’s Profile, Revenue and Employees. 55ip is a fintech company that provides investment strategy, analytics and automated tax management solutions for financial advisors. 55ip’s …See details»
55ip’s platform aims to relieve advisor’s tax pain points
Website: 55-ip.com. Size of 55ip: The platform recently exceeded 100,000 accounts and $50 billion in assets under service, Shah said. “It’s been quite the run. Only four years ago those …See details»
55ip: Intelligent, Custom, Automated Investment Strategies
Jan 22, 2019 55ip addresses the three most common frictions that get in the way of client outcomes — high fees, extreme losses, and taxes. I spoke with Paul Gamble, CEO, and Swati …See details»
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»
Our Technology - 55ip
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Feb 28, 2023 Detailed and careful quantitative analysis must be brought together with good instincts about what constitutes promising investments. Those instincts can be honed only by …See details»