55ip
Curated by SignalWhite label robo advisor platform enabling tax-smart investment strategies.
Overview
55ip operates as a provider of white label robo-advisors, offering a customizable platform that enables wealth managers to deliver automated investment advisory services under their own brand. The platform utilizes algorithms to create and manage diversified investment portfolios that are tailored to individual client risk profiles and financial goals. Key products include automated tax-smart investing, investment strategies, and active tax technology, which aim to enhance the advisor experience and streamline portfolio implementation. Targeting financial advisors and wealth managers, 55ip seeks to address the need for improved financial outcomes through technology-driven solutions, allowing firms to enhance their service offerings while retaining control over investment decisions.
Key facts
- Founded
- 2015
- Headquarters
- Boston, United States
- Stage
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- Industry
- Financial Technology
- Sector
- Wealth Technology
Business model
- GTM channel
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- 4 products and services
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Contact
- Primary office
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- Phone
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