From Results to Roadmap: 55ip’s 2025 Performance and Vision for 2026 in Wealth Management
by 55ip
Five years ago, in the midst of pandemic uncertainty, 55ip joined forces with J.P. Morgan Asset Management, driven by a shared vision to transform tax-smart investing for advisors and their clients. As we celebrate this milestone anniversary, we’re proud of the role 55ip has played in advancing managed accounts, launching new investment strategies with our growing list of providers, and forging partnerships that set new standards in wealth management.
55ip By the Numbers:
- Advisory Firm Growth: 606 (28% increase YOY)
We are gaining acceptance among the leading RIA firms, with 16 out of the top 50 firms on the Forbes Top 100** choosing to partner with 55ip.
- Client Accounts: 130,983 (38% increase YOY)
Advisory firms continue to show their trust in us, with over 52% adding new client accounts in the last year, with an average growth rate of 151% over the past year.
- Assets under Supervision $130.4 Billion (120% increase YOY)
- Client Discretionary Assets $1.47 Trillion (35% YOY growth)
The average account size is $995,632 (61% growth YOY)
- Gross Value of Losses Harvested: $1,903,508,957
When money is in motion, through Tax-Smart Transitions, Ongoing Tax-Loss Harvesting or Tax-Smart Withdrawals, 55ip’s ActiveTax TechnologySM was able to identify opportunities across all types of taxable accounts. This was 217% higher than in all of 2024.
*Source 55ip: As of 12/31/25
Connecting Advisors to customizable investment solutions:
We are committed to serving advisors by delivering personalized, tax-smart management at scale. Our strategic partnerships with leading asset and wealth managers enable us to offer customizable models, SMAs, and direct indexing solutions through an advisor-led experience. Managed and fee-based accounts continue to gain traction in advisors’ portfolios:
- Off the Shelf Models: 250 (11% increase YOY)
- Custom Model Solutions: 3,817 (31% Growth Year over year)
- SMAs: 20 (150% increase year over year)
Demand for tax-smart investment strategies remains strong. In the coming year, we will expand our offerings through planned new partnerships with leading asset managers and extend our partnership with InvestCloud to deliver a tax optimization solution for private and public assets in a single Unified Managed Account.
We continue to seek out partnerships where advisors conduct business and have expanded our custodial integration through a new partnership with Goldman Sachs.
Delivering value through outsourced implementation
Tax management is an important part of 55ip’s offering, but it’s only part of our story. Our trading and rebalancing services, for qualified and non-qualified accounts, provide an outsourced implementation offering that saves firms time and money. In fact, the value here is not lost on advisors, with last year’s annual client survey indicating this to be the top reason they chose to partner with 55ip.
- Trades Executed: 13.6 million (152% Increase YOY)
- Average time Savings: 1,492 hours a year per advisory firm***
The number one reason advisors choose any fintech solution is to leverage the time savings technology can provide, and 55ip is proud to demonstrate this value to our clients.
Fin+Tech+People
55ip Employees: 252 (18% increase YOY)
Managing a diverse group of product specialists, quantitative scientists, and client advisors requires strong leadership. Following his first year as CEO, Gautam Sachdev has established the next generation of leadership, with the additions of Chief technology Officer Anubhav Minocha and Head of Product Vlad Golitsyn, joining Tom Kandybowicz (Operations), Mike Camp (Client Solutions), Karthick Muthukumar and Ravi Pagaria (Quant Development), and Charley Kersten (Marketing).
This team led several successful initiatives in 2025, including:
- Launching the new Account Dashboard, enabling advisors to visualize their entire book of business, prioritize key data, filter or group similar accounts, and take action.
- Enhancing Cash Management tools, allowing advisors to invest excess cash directly from the Account Dashboard. Additional data columns and email alerts provide greater account transparency. These enhancements have resulted in a 46% reduction in service requests since the feature launched in August.
- Developing new industry research in partnership with Cerulli Associates, entitled “Advisors in Transition: Challenges and Best Practices.” The study explores advisor sentiment and business practices related to practice transitions, as well as broader forces shaping M&A activity and succession planning within the U.S. wealth management industry.
- Delivering helpful insights on a range of topics that have relevance and interest for today’s wealth managers. A few of our most popular blogs include:
Understanding Capital Gains: Navigating the Great Wealth Transfer,
The Road to Industry Standard: How Fintechs Can Get-And Stay-Relevant, and
The Island of Misfit Toys: Hidden Liabilities in the Modern RIA.
Looking Ahead
In the coming months, we have several enhancements planned to help advisors break down barriers to financial progress. Upcoming improvements to our cash management tools will enhance the user experience and invest cash functionality. We plan to roll out new investment vehicles through an expanded UMA offering, and client reporting will be enhanced to provide new data-powered insights for better client conversations.
Looking ahead, we remain committed to enhancing our platform, deepening our investment capabilities, and delivering even greater value to advisors and investors. As we reflect on the achievements of the past year and look forward to what’s next for 55ip, we’re setting our sights even higher for the future. The confidence and trust our clients place in 55ip continue to fuel our growth, innovation, and the expansion of tax-managed solutions across the industry.
***Source 55ip: Represents average time savings per RIA advisory firm and does not include Broker Dealer Clients
3c364458-ba30-11ee-82e6-51b00cea9367 02/26
