55ip Employee Directory
Financial ServicesMassachusetts, United States51-200 Employees
55ip provides an automated, personalized approach to tax optimization within the investment process, aiming to streamline how financial advisors implement client strategies. The platform combines trading and rebalancing capabilities with a full-service model designed to address advisory firms' needs, and its tax-loss harvesting service is available for an additional advisory fee. Central to the platform is ActiveTax Technology, which supports portfolio design, tax-smart transitions, ongoing management, and withdrawals to help advisors save time and support client outcomes. The company is based in Boston, Massachusetts, operating under the 55ip brand for 55 Institutional Partners, LLC and for investment advisory services provided by 55I, LLC; it is part of JPMorgan Asset Management, the asset management brand of JPMorgan Chase & Co. and its affiliates worldwide. In 2026, 55ip received a Gramercy Institute Financial Marketing Strategy Award for its Transition Services campaign.
1-888-653-2347 
support@leadiq.com 
