Integrate new business and align investment products to scale your firm while helping ensure optimal client outcomes. Discover how our expertise can help you break down barriers to expansion.
Clients want successful financial outcomes.
Advisors want the freedom to scale.
55ip enables both.
A fintech built to be the new standard for automated and personalized tax-smart investing.
Together, we can break down the barriers to better investment outcomes.
See how we do it 
Our platform is designed to seamlessly fit into your practice.
You set the investment and personalization strategy. 55ip manages the tax exposure.
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Featured Insights from 55ip
Beyond Technology: Better Client Communication at Scale
The work advisors do for clients has become more sophisticated. Portfolios are more personalized. Taxes are increasingly part of the investment conversation. Clients arrive with concentrated positions, legacy holdings, inherited assets, or portfolios that were built under different market conditions and no longer fit neatly into their current plan. Those situations create opportunities for deeper…
55ip by the numbers
159,626
Accounts powered by 55ip as of
June 30, 2026.*
13.6 million
Trade orders executed on behalf of 55ip clients in 2025— saving each firm an average of 1,492 hours per year.*
$139.3 billion
Assets powered by 55ip as of
June 30, 2026.*
Experience the Benefits
Make Your Business Better
Leverage our platform and team to grow your business while maintaining control of investment and tax budget decisions.
Let’s grow your businessGet Started
Take ownership of the practice you want to build.
Let us show you how to leverage our platform—and team—to create your custom tax management strategy.
