55ip

United States
Panora, Iowa, United States
617.960.9559 ★

Company profile

55ip company profile

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

Business identity

Contact email
[email protected]
Phone number
617.960.9559
Operating status
Active
Company type
For Profit
Employee range
00011-00050 employees
Revenue range
$10K+
Founded
2016-01-01

Headquarters

Headquarters
Panora, Iowa, United States
Postal code
02110
Country code
US
Continent
North America

Capital profile

Funding and company signals

Funding stage
M And A
Funding rounds
2
Total equity funding
$10M
Last funding
Series Unknown / 2019-01-01
Last equity funding
Series Unknown
Investors
4
Founders
3
Articles
31
Exited on
2020-12-02

Founders and investors

Founders

Bruce LavineLee KranefussVinay Nair

Investors

Calibrate ManagementFinRebelTectonic VenturesThirdstream Partners

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Shipment data

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