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Insights

Recent Acquisition Impact J.P. Morgan's recent acquisition of 55ip signifies a potential for increased market access through J.P. Morgan's extensive network and resources.

Strategic Partnerships The partnership with High Falls Advisors Inc. opens doors for collaborative sales efforts to reach a broader client base seeking innovative financial solutions.

Leadership Change Opportunity The appointment of Gautam Sachdev as CEO provides a chance to build new relationships and tailor sales strategies around the leadership transition.

Focus on Tax Efficiency 55ip's ActiveTaxSM Technology offers a unique selling point for advisors looking to differentiate by providing tax-smart investment strategies to clients.

Revenue Potential from Similar Companies Identification of similar companies like Personal Capital and Quantifeed with comparable revenue ranges presents a target market for expanding 55ip's sales efforts.

Similar companies to 55ip

55ip Tech Stack

55ip uses 8 technology products and services including Modernizr, jQuery UI, OWL Carousel, and more. Explore 55ip's tech stack below.

  • Modernizr
    Javascript Libraries
  • jQuery UI
    Javascript Libraries
  • OWL Carousel
    Javascript Libraries
  • SiteGround
    Platform As A Service
  • Adobe Flash
    Programming Languages
  • PHP
    Programming Languages
  • reCAPTCHA
    Security
  • Materialize CSS
    UI Frameworks

Media & News

55ip's Email Address Formats

55ip uses at least 1 format(s):
55ip Email FormatsExamplePercentage
FLast@55-ip.comJDoe@55-ip.com
49%
First.Last@55-ip.comJohn.Doe@55-ip.com
1%
LF@55-ip.comDJ@55-ip.com
1%
FLast@55-ip.comJDoe@55-ip.com
49%

Frequently Asked Questions

Where is 55ip's headquarters located?

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55ip's main headquarters is located at 1 Liberty Sq Boston, Massachusetts 02109 US. The company has employees across 3 continents, including North AmericaAsiaEurope.

What is 55ip's official website and social media links?

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55ip's official website is 55-ip.com and has social profiles on LinkedIn.

How much revenue does 55ip generate?

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As of October 2024, 55ip's annual revenue reached $15M.

What is 55ip's NAICS code?

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55ip's NAICS code is 52 - Finance and Insurance.

How many employees does 55ip have currently?

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As of October 2024, 55ip has approximately 130 employees across 3 continents, including North AmericaAsiaEurope. Key team members include Chief Executive Officer & Board Member: P. G.Chief Executive Officer: G. S.Chief Product Officer: S. B.. Explore 55ip's employee directory with LeadIQ.

What industry does 55ip belong to?

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55ip operates in the Financial Services industry.

What technology does 55ip use?

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55ip's tech stack includes ModernizrjQuery UIOWL CarouselSiteGroundAdobe FlashPHPreCAPTCHAMaterialize CSS.

What is 55ip's email format?

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55ip's email format typically follows the pattern of . Find more 55ip email formats with LeadIQ.

When was 55ip founded?

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55ip was founded in 2015.
55ip

55ip

Financial ServicesMassachusetts, United States51-200 Employees

Automated, personalized, and optimized tax outcomes, the 55ip platform delivers efficient implementation of the investment process to the financial advisors. With leading trading and rebalancing capabilities, we offer a full-service solution that meets the unique needs of advisors. At the heart of 55ip’s seamless, intuitive user experience is 55ip’s ActiveTaxSM Technology, including elevated portfolio design and delivery, tax-smart transitions, management, and withdrawals, all helping advisors save time and pursue better outcomes for their clients. 

55ip is the marketing name used by 55 Institutional Partners, LLC, an investment technology developer, and for investment advisory services provided by 55I, LLC, an SEC-registered investment adviser. 55ip is part of J.P. Morgan Asset Management, the brand for the asset management business of JPMorgan Chase & Co. and its affiliates worldwide.

The impact of a tax-loss harvesting strategy depends upon a variety of conditions, including the actual gains and losses incurred on holdings and future tax rates.

The tax-loss harvesting service is available for an additional advisory fee and the results shown represent the net effect of the advisory fees but may not consider the impact of fees charged by others, including transaction costs or other brokerage fees. The information contained herein is subject to change without notice, is not complete and does not contain certain material information about the investment strategy, including additional important disclosures and risk factors associated with such investment and information about fees, trading costs and taxes. 

If you are a person with a disability and need additional support in viewing the material, please call us at 1-800-343-1113 for assistance. Telephone calls and electronic communications may be monitored and/or recorded. Personal data will be collected, stored and processed by 55ip in accordance with our privacy policies at https://55-ip.com/email-disclaimer/.

Section iconCompany Overview

Headquarters
1 Liberty Sq Boston, Massachusetts 02109 US
Website
55-ip.com
NAICS Code
52 - Finance and Insurance
Founded
2015
Employees
51-200

Section iconFunding & Financials

  • $10M$50M

    55ip's revenue is in the range of $10M$50M

Section iconFunding & Financials

  • $10M$50M

    55ip's revenue is in the range of $10M$50M

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