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.

Founded in

United States