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
Householding vs. UMAs: How advisors can determine the right fit
A question of order for client accounts A UMA organizes multiple investment strategies within a single custodial account. Householding coordinates decisions across multiple legal accounts belonging to a client or family. Both create order, but at different levels of magnitude. One way to picture the difference is to think of a UMA as a mixed-use…
55ip by the numbers
171,392
Accounts powered by 55ip as of
Sept. 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.*
$150.6 billion
Assets powered by 55ip as of
Sept. 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.
