About 55ip
About
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 personalized, tax-smart management at scale.
Since its acquisition by J.P. Morgan Asset Management in December 2020, 55ip has gained the backing of a world-class infrastructure that supports control, security, and compliance. The unique combination of our institutional framework and entrepreneurial roots empowers us to provide clients with the best of both worlds, seamlessly blending fintech focus with robust capabilities.
Today, we go wherever advisors go. Our dedicated team sits at the nexus of investments and technology, collaborating with stakeholders across the entire financial ecosystem. This enables automated efficiency on a large scale, fostering successful financial outcomes for all.
Our SolutionsâWeâre incredibly proud of the increased value advisors provide to their clients through our partnership. Enhancing advisorsâ ability to automate personalized, tax-smart management enables them to grow their business and help more people. Our unique blend of Fin+Tech+People is dedicated to delivering better outcomes for advisors and clients, while improving the entire financial services industry.â
About
Built for financial professionals looking to take their business further, 55ip delivers an intuitive user experience and intelligent automation that can help reduce the impact of taxes on client portfolios. Â
Working together to understand your needs, our team can customize 55ipâs technology and integrate it into your current platformsâcreating immediate convenience and ongoing ease of use. As your business evolves, so will our solutionsâenabling you to continuously optimize outcomes for your business and clients.Â
Learn MoreOur unique name often invites the question, âWhere did â55ipâ come from?â To provide the answer to the origin of ’55ip’, itâs necessary to start at the beginning. Â
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Experience the power of 55ipâs tax-smart technology. Contact us to schedule a demo.