Vendor
55ip
55ip provides automated, tax-smart investing solutions to help clients achieve better financial outcomes and advisors to scale their services.
New York, US
Official websiteSector footprint
One company, every side of the market
WealthThis site
55ip
55ip provides automated, tax-smart investing solutions to help clients achieve better financial outcomes and advisors to scale their services.
Capability matrix
| Capability | 55ip |
|---|---|
| Portfolio Management | ● |
| Trading / Rebalancing | ● |
Parent organization
55ip
Founded
2016
Scale
1 sector presence