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

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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:

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

paul-a-gamble_image

Paul A. Gamble
Paul A. Gamble Chief Executive Officer @ 55ip
Chief Executive Officer
2017-09-12

gautam-sachdev_image

Gautam Sachdev
Gautam Sachdev Chief Technology Officer @ 55ip
Chief Technology Officer
2016-07-01

leonid-kogan_image

Leonid Kogan
Leonid Kogan Chief Investment Scientist @ 55ip
Chief Investment Scientist
2017-10-18

swati-bairathi_image

Swati Bairathi
Swati Bairathi Chief Product Officer @ 55ip
Chief Product Officer
2018-05-01

sachin-a-shah_image

Sachin A. Shah
Sachin A. Shah Chief Operating Officer @ 55ip
Chief Operating Officer
2018-11-01

Founder

bruce-lavine_image

Bruce Lavine

lee-kranefuss_image

Lee Kranefuss

vinay-nair_image

Vinay Nair

Investors List

tectonic-ventures_image

Tectonic Ventures

Tectonic Ventures investment in Series A - 55ip

calibrate-management_image

Calibrate Management

Calibrate Management investment in Series A - 55ip

Newest Events participated

Participated in The Future of FinTech Platformification on 2020-02-27 as speaker

Participated in In|Vest 2019 on 2019-07-16 as sponsor

Official Site Inspections

http://www.55-ip.com Semrush global rank: 2.95 M Semrush visits lastest month: 5.51 K

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