About 55ip
Breaking down barriers to financial progress
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About
Mission
55ip was founded in 2016 with a singular ambition: to improve financial outcomes by providing personalized, tax-smart management at scale. Built by financial technologists and investment scientists, our platform brings intelligence, automation, and precision to portfolio construction and management.
Since joining J.P. Morgan Asset Management in 2020, 55ip has gained the strength and stability of a world-class institution—enhancing our capabilities in security, control, and compliance. At the same time, our entrepreneurial roots continue to shape how we build—bringing a fintech mindset to everything we do.
Today, that foundation continues to evolve. Shaped by perspective, guided by intelligence, and grounded in trust, we build solutions that help advisors—and the broader financial ecosystem—move faster, smarter, and further. From our tax-smart trading platform to transition services that help advisors integrate acquisitions and scale with confidence, everything we build is designed to empower advisors to grow and deliver better results to the investors they serve.
Our SolutionsOur Vision: To be the industry standard for comprehensive tax management at scale—empowering advisors and their firms to manage portfolios for every investor, at every stage of life.
About
How can your organization gain the 55ip edge?
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.
Working together to understand your needs, our team can customize 55ip’s technology and integrate it into your current platforms—creating immediate convenience and ongoing ease of use. With 55ip, advisors can also scale their operations efficiently. Through our transition services, acquiring and integrating new advisory teams and their clients is seamless. As your business evolves, so will our solutions—helping you to continuously optimize outcomes for your business and clients.
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What’s in a name? The origin of 55ip
Our unique name often invites the question, “Where did ‘55ip’ come from?” To provide the answer to the origin of ’55ip’, it’s necessary to start at the beginning.
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Discover the 55ip difference.
Experience the power of 55ip’s tax-smart technology. Contact us to schedule a demo.