55 Ip
145 employees on LinkedIn · 1 known investors
55ip provides an investment and tax management platform for financial advisors and firms, offering automated trade execution and custom tax management strategies. The platform helps advisory firms integrate new business, align investment products, and scale operations.
Also known as 55ip
Investors · 1
Company profile
researched Aug 202655ip is a financial technology company providing a platform for automated and personalized tax-smart investing used by financial advisors and advisory firms. The platform combines the firm's ActiveTax technology, an advisor-facing interface, and automated portfolio implementation, supporting investment vehicles including model portfolios, active separately managed accounts (SMAs), direct indexing, and unified managed accounts (UMAs).
Alongside the technology, 55ip offers transition services intended to help firms integrate new business and align investment products as they scale, while advisors retain control over investment and tax budget decisions. The company publishes product roadmap updates and insights content covering topics such as portfolio personalization, tax-aware investing, concentrated and legacy positions, and client communication at scale.
Business model
55ip licenses its platform and accompanying services to advisory and wealth management organizations, which use it to implement portfolios and execute tax-managed trading on behalf of client accounts; engagement typically begins with a requested demo and custom tax management strategy design.
Traction
As of June 30, 2026, the company reported 159,626 accounts and $139.3 billion in assets powered by its platform, figures that include discretionary and non-discretionary assets and accounts and exclude certain trade list delivery programs. It reported 13.6 million trade orders executed on behalf of clients during calendar year 2025, which it states saved each firm an average of 1,492 hours per year.
Latest developments
In June 2026 the company said it received a Gramercy Award for its Transition Services campaign; in July 2026 it published a mid-year update to its 2026 product roadmap, and in August 2026 it published content on client communication at scale.
▸Full profile — market position, technology, go-to-market
Market position
The company positions itself as a provider of automated, personalized tax-smart investing infrastructure for the advisor and wealth management market, serving asset managers, custodians, technology partners, and wealth managers.
Technology
The platform is built around ActiveTax technology for tax-smart investing, an advisor experience layer, and automated portfolio implementation that generates and executes trade orders across models, active SMAs, direct indexing, and UMAs.
Go-to-market
Direct enterprise sales to advisory and wealth management firms and their partners, supported by demo requests, transition services engagements, and content marketing including insights articles and product roadmap updates.
Financial advisors and advisory firms, wealth managers, asset managers, custodians, and technology partners.
Compiled by commissioned research from 1 cited public sources — announcements, filings, and press listed under research sources below.
Key figures
latest reportedCompany-reported or press-reported figures, each dated to when it was claimed — not independently audited.
Timeline · 1
launches, deals, and filingsThe company announced it received a Gramercy Award recognizing its Transition Services campaign.
Dated company events from announcements, filings, and press; legal rows summarize public dockets and regulator releases.
▸Research sources · 1
primary sources listed
- 55 Ip55-ip.com · web
1 public sources were cited for this profile; the first-party ones are listed here.
Frequently asked questions
- What does 55 Ip do?
- 55ip is a fintech offering an automated, tax-smart investing and portfolio implementation platform for financial advisors.
- Who are 55 Ip's investors?
- 55 Ip's investors include Tectonic Ventures.