55ip
Financial Software · New York, United States · 51-200 Employees
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Overview
Headquarters
12 E 49th St Fl 11, New York City, New Y...Phone Number
(617) 960-9559Website
www.55-ip.comRevenue
$19.5 MillionIndustry
ZI Rank: 1
Signal Type
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ZI Rank
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About 55ip
55ip is a fintech company specializing in automated, personalized tax-smart investing solutions designed to enhance advisory businesses. Their platform allows advisors to maintain control over investment and tax budget decisions while optimizing client outcomes. They partner with leading asset managers, custodians, and wealth managers to provide a seamless integration of investment strategies. Targeting financial advisors and registered investment advisors (RIAs), 55ip aims to break down barriers to better investment outcomes.Explore more
55ip Org Chart
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55ip is experiencing very low activity levels compared to other companies in the Software sector.
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55ip is drawing exceptional interest within the Software industry, suggesting notable developments or strong market momentum, learn more about 55ip.
55ip Tech Stack
A closer look at the technologies used by 55ip
Most Recent Scoops
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Open Position
Hiring Plans
55ip has more open roles in Engineering & Technical than it has had at any time in the past 12 months. Technologies mentioned include: Linux, PostgreSQL, Amazon AWS, Python, Tableau, SQL, and Redis. Areas of expertise include: Software Development, Object Oriented Programming And Systems, SQL*Plus, Redis, JIRA, Python (Programming Language), and Bitbucket.
Hiring Plans
Open Position
Open Position
55ip News & Media
Driven by Increasing Advisor Demand for Tax Efficiency and Personalization, 55ip Experienced Record Growth in 2022
BOSTON--(BUSINESS WIRE)--55ip, the financial technology platform designed to deliver personalized, tax-smart investment management at scale, released 2022 year-end overall results, revealing the company saw record performance for the year across all critical metrics. The growth was fueled strategically and environmentally, as market conditions last year put a spotlight on the value to advisors that 55ip was designed to provide. The 2022 resulting tax savings benefit for model portfolios of ETFInvestCloud Partners With 55ip to Integrate Tax-Smart Technology on the InvestCloud Financial Supermarket™
LOS ANGELES--(BUSINESS WIRE)-- #investcloud--InvestCloud, the global leader in digital transformation for the financial industry, and 55ip, the tax-smart investment platform, today announce a breakthrough partnership to integrate 55ip’s tax-smart investment technology into the InvestCloud Financial Supermarket™. The integrated offering expands the products, strategies and tax optimization options available to advisors to seamlessly discover and add to client portfolios, optimizing for tax at a tFrontier Asset Management Partners with 55ip to Provide ActiveTaxSM Technology on Risk-Based ETF Strategies
SHERIDAN, Wyo.--(BUSINESS WIRE)--Frontier Asset Management and 55ip announced today a partnership to incorporate 55ip’s personalized tax management technology into Frontier’s downside-risk managed ETF Strategies. With this new partnership, financial advisors can easily and tax-efficiently transition clients into Frontier’s ETF Strategies using 55ip’s ActiveTaxSM Technology. The solution will help advisors provide ongoing, automated tax-loss harvesting, trading, rebalancing, and reporting. HavinGeoWealth Enhances its Enterprise Technology Platform by Integrating 55ip’s Tax-Smart Portfolio Implementation Capabilities
CHICAGO--(BUSINESS WIRE)-- #55ip--GeoWealth adds to its RIA-focused TAMP platform by integrating 55ip’s tax-smart portfolio implementation capabilities
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55ip is a fintech company specializing in automated, personalized tax-smart investing solutions designed to enhance advisory businesses. Their platform allows advisors to maintain control over investment and tax budget decisions while optimizing client outcomes. They partner with leading asset managers, custodians, and wealth managers to provide a... Read More
