55ip
55ip's Overview
55ip is a financial technology company focused on delivering intelligent, automated, and customized tax-smart investment strategies for financial advisors and enterprise partners. Its core offering revolves around a tax-smart investment strategy engine that helps advisors improve client outcomes through automated tax-loss harvesting, asset location, and tax-efficient transitions. In December 2020, J.P. Morgan Asset Management acquired 55ip, integrating its capabilities to enhance J.P. Morgan's model portfolio and separately managed account (SMA) offerings with advanced tax-management features.
Where is 55ip's Headquarters?
HQ Function
Serves as a key operational and development hub for 55ip's tax-smart investment technology and solutions, integrated within J.P. Morgan Asset Management's broader infrastructure.
Notable Features:
Located in a prominent commercial area of Boston, operating within a modern J.P. Morgan office facility, offering advanced technological infrastructure and collaborative workspaces designed for innovation.
Work Culture:
Blends 55ip's original fintech agility and innovative spirit with J.P. Morgan's established corporate culture, emphasizing collaboration, technological excellence, and client-focused solutions in wealth and asset management.
HQ Significance:
Represents the core of 55ip's expertise in tax-advantaged investment strategies and its integration point into J.P. Morgan's global asset management capabilities, driving innovation in advisor technology and tax-aware investing.
Values Reflected in HQ: The HQ environment reflects values of innovation in financial technology, precision in investment management, and a commitment to enhancing advisor efficiency and client outcomes, aligned with J.P. Morgan's global standards of excellence and integrity.
Location:
While 55ip's core teams were historically concentrated in Boston (USA) and Mumbai (India), its acquisition by J.P. Morgan Asset Management has significantly expanded its operational reach and solution deployment. 55ip's technology and tax-smart strategies are now leveraged globally through J.P. Morgan's extensive network, supporting financial advisors and clients in various international markets where J.P. Morgan operates. Functions supported globally include technology development, operational support, product management, and the distribution of tax-aware investment capabilities, with dedicated leadership for regions like EMEA.
Street Address:
500 Boylston Street
City:
Boston
State/Province:
MA
Country:
USA
55ip's Global Presence
Mumbai, Maharashtra/India
Address: Likely integrated into J.P. Morgan's Mumbai office facilities. (Previously, 55ip India Private Limited operated from locations such as WeWork Raheja Platinum, Andheri East, Mumbai).
Serves as a strategic hub for technology and operations talent, leveraging India's skilled workforce to enhance, maintain, and scale 55ip's platform capabilities for a global advisor and client base under J.P. Morgan.
Buying Intent Signals for 55ip
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Executive Team of 55ip
As of April 2025, 55ip' leadership includes:
Investors of 55ip
55ip has been backed by several prominent investors over the years, including:
Executive New Hires/Exits in the Last 12 Months
In the past 12 months, 55ip, as part of J.P. Morgan Asset Management, has focused on expanding its leadership for regional growth, notably with the appointment of a new Head of EMEA. Specific high-profile exits directly from the core 55ip leadership team have not been widely publicized.
New Appointments:
Technology (Tech Stack) used by 55ip
Discover the tools 55ip uses. Highperformr reveals the technologies powering your target accounts — helping your sales, marketing, and GTM teams prioritize smarter and close faster.
55ip Email Formats and Examples
Following its acquisition by J.P. Morgan Asset Management, email communication for 55ip personnel primarily utilizes J.P. Morgan's corporate email domain (jpmorgan.com). Common formats include combinations of first name, last initial, and last name. The legacy domain 55-ip.com may still exist for some historical contacts or be redirected.
[first].[last]@jpmorgan.com or [firstinitial][lastname]@jpmorgan.com. Historically: [first_initial][last]@55-ip.com
Format
jane.doe@jpmorgan.com or jdoe@jpmorgan.com. Example historical: jdoe@55-ip.com
Example
90%
Success rate
News and media
Citywire Selector • October 18, 2023
JPMorgan’s 55ip names new head of EMEA
J.P. Morgan Asset Management has appointed Clara Wildsmith as the new head of 55ip EMEA. Wildsmith will be responsible for leading the expansion of 55ip's tax-smart investment technology solutions across Europe, the Middle East, and Africa....more
AdvisorHub • May 16, 2023
JP Morgan Rolls Out 55ip’s Tax Tech to its Own Advisors
J.P. Morgan Wealth Management is making 55ip’s tax-loss harvesting software, ‘ActiveTax’, available to its roughly 650 financial advisors in J.P. Morgan Advisors and its Private Bank, expanding the reach of the fintech's capabilities within the firm....more
Business Wire • December 3, 2020
J.P. Morgan Asset Management to Acquire Fintech Leader 55ip
J.P. Morgan Asset Management announced its agreement to acquire 55ip, a leading financial technology company specializing in delivering tax-smart investment strategies through a modern advisor experience. The acquisition aims to accelerate J.P. Morgan's ongoing efforts to provide advanced advisor technology....more
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