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55ip

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United States

Founded in

2016 (9 Years)

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Get to know 55ip

Founded in 2015, 55ip developed a fintech investment platform designed to help financial advisors deliver tax-efficient, customized investment portfolios to their clients. The company's core offering focused on automated tax-loss harvesting, tax-aware transitions, and personalized portfolio construction. In December 2020, 55ip was acquired by J.P. Morgan Asset Management to enhance its technological capabilities and provide advanced, tax-managed solutions to advisors. However, in November 2023, J.P. Morgan announced its decision to wind down the 55ip business.

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  • Financial Financial AdvisementPRIMARY
  • Financial Other Service
  • Financial Wealth Management

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