About 55ip

Breaking Down Barriers to Financial ProgressSM

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About

Mission

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 Solutions

“We’re incredibly proud of the increased value advisors provide to their clients through our partnership. Enhancing advisors’ 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.”

Paul Gamble, Chief Executive Officer

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. As your business evolves, so will our solutions—enabling you to continuously optimize outcomes for your business and clients. 

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Get Started

Discover the 55ip difference.

Experience the power of 55ip’s tax-smart technology. Contact us to schedule a demo.

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