Breaking down barriers to financial progress

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.