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55ip
Investment strategy engine designed with advisors in mind
About 55ip
55ip is a financial technology company that specializes in providing tax-smart investment strategies for financial advisors. Operating in the wealth management sector, 55ip offers a digital platform that empowers advisors to deliver custom investment strategies at scale. The platform leverages advanced investment capabilities and intelligent automation to optimize portfolio design and delivery. By outsourcing complex tasks, advisors can save time while retaining control over critical investment decisions. The company primarily serves financial advisors and wealth management firms, helping them to create tailored, tax-efficient portfolios that drive better financial outcomes for their clients. 55ip generates revenue through subscription fees and partnerships with financial institutions. The business model focuses on enhancing the efficiency and effectiveness of investment strategies through technology-driven solutions.
Source: Dealroom company dataAt a glance
- Founded
- 2015
- Headquarters
- Boston, United States
- Sector
- Fintech
Knowledge graph
More headlines
Investors
From Dealroom's funding and investor records, grouped by the round each investor first entered.
Series A5 investors entered at this stage
Calibrate Partners- TVTectonic Ventures
- TPThirdstream Partners
TIFIN
FinRebel
Source: Dealroom Talent Intelligence.
Global footprint
Market sentiment
An AI-synthesised read of the highest-engagement posts about 55ip on X, ranked by likes and reposts, corporate channels excluded.
Reading the room on X — pulling top posts and synthesizing themes…
Source: X recent search ranked by engagement (likes + retweets) · Synthesis by Claude · Cached for 1 hour
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