55ip is a financial technology company whose purpose is to break down barriers to financial progress. Financial advisors use 55ip’s tax-smart investment strategy engine to dramatically improve their efficiency and effectiveness. 55ip’s intuitive experience and intelligent automation elevate portfolio design and delivery, helping advisors save time and drive better outcomes for their clients. At the heart of the experience is 55ip’s ActiveTax Technology, which includes tax-smart transitions, management, and withdrawals. More information is available at https://www.55-ip.com
Location: United States, Massachusetts, Boston
Employees: 51-200
Founded date: 2015
Investors 3
| Date | Name | Website |
| - | ThirdStrea... | thirdstrea... |
| - | Corestone ... | corestonec... |
| 10.11.2022 | Tectonic V... | tectonicve... |