55ip

Boston, United States Founded: 2015 • Age: 11 yrs Acquired By J P Morgan
White-label robo advisors are offered for wealth management firms.
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About 55ip

55ip is a company based in Boston (United States) founded in 2015 was acquired by J P Morgan in December 2020.. 55ip has raised $19.65 million across 6 funding rounds from investors including J P Morgan. 55ip offers products and services including ActiveTax Technology and Transition Services. 55ip operates in a competitive market with competitors including Quantifeed, PINTEC, Parmenion, Fundment and InvestSuite, among others.

  • Headquarter Boston, United States
  • Sectors
    Technology
  • Phone
    *********
  • Website
    *********
  • Social
    *********
  • Legal Name 55 Institutional Partners, Llc
Operational Areas
Technology → Marketing, Adtech & Commerce Technology
Key Metrics
  • Annual Revenue
  • Net Profit
  • EBITDA
  • Total Equity Funding
    $19.65 M (USD)

    in 6 rounds

  • Latest Funding Round
    $2.6 M (USD), Debt – Conventional

    Jan 15, 2019

  • Investors
  • Employee Count
    Employee Count
  • Acquired by
    J P Morgan

    (Dec 02, 2020)

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Products & Services of 55ip

55ip offers a comprehensive portfolio of products and services, including ActiveTax Technology and Transition Services. The company's diverse product and service offerings are designed to meet the evolving needs of its customers, address market demands, and provide comprehensive solutions that drive value creation and customer satisfaction across various segments and use cases.

Primary

Automates tax-efficient investment strategies for advisors

Facilitates scaling of investment products and firm integration

People of 55ip
Headcount 50-200
Employee Profiles 48
Employee Profiles
People
Rakesh Chawda
Senior Software Developer
People
John Gennell
Product Manager
People
Hitesh Gogekar
Product Test Manager
People
Roy Ben-Joseph
Advisor Success Manager

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Funding Insights of 55ip

55ip has successfully raised a total of $19.65M across 6 strategic funding rounds. The most recent funding activity was a Debt – Conventional round of $2.6 million completed in January 2019. This substantial capital infusion reflects strong investor confidence in the company's business model, growth potential, and market opportunities. The funding enables strategic expansion, product development, market penetration, and operational scaling to drive long-term value creation and competitive advantage.

  • Total Funding
  • Total Rounds 6
  • Last Round Debt – Conventional — $2.6M
  • First Round

    (27 Sep 2017)

  • Investors Count
Date Amount Transaction Name Valuation Lead Investors Investors
Jan, 2019 Amount Debt – Conventional - 55ip Valuation

investors

Mar, 2018 Amount Debt – Conventional - 55ip Valuation

investors

Jan, 2018 Amount Series A - 55ip Valuation

investors

Date Amount Transaction Name Valuation Lead Investors Investors
Jul, 2021 Amount Post-IPO - Grab Valuation

investors

Feb, 2021 Amount Post-IPO - Grab Valuation

investors

Jan, 2021 Amount Post-IPO - Grab Valuation

investors

Feb, 2021 Amount Post-IPO - Grab Valuation

investors

Investors in 55ip

55ip has secured backing from 1 investor, including institutional investors. Prominent investors backing the company include J P Morgan. This diverse investor base provides strategic capital, industry expertise, and valuable network connections that support the company's growth initiatives, market expansion, and long-term value creation.

All
Institutional
Investor Description Founded Year Domain Location
Comprehensive financial services are provided to corporations and individuals.
Founded Year Domain Location
Investor Description Founded Year Domain Location
Single family office of Amitabh Bachchan, founder of Amitabh Bachchan Corporation or AB CORP
Founded Year Domain Location
Startup ecosystems are ignited through strategic investments by Signite Partners.
Founded Year Domain Location
Venture capital is directed toward companies in multiple sectors.
Founded Year Domain Location
Venture capital is invested in cybersecurity, fintech, and AI startups.
Founded Year Domain Location

Investments & Acquisitions by 55ip

Investments
Company Name Description Domain Location Founded Year Amount
Bionic investment advisor platform
2016
Fine Asian gourmet food is offered by an internet-first restaurant.
2016
Physical e-commerce kiosks are deployed for rural purchases in Indonesia.
2014
Fine Asian gourmet food is offered by an internet-first restaurant.
2016

Financial Statements - 55ip

Tata Steel revenue growth over time
Tata Steel profit and loss trends over time
Date Amount Transaction Name Valuation Lead Investors Investors
Jul, 2021 Amount Post-IPO - Grab Valuation

investors

Feb, 2021 Amount Post-IPO - Grab Valuation

investors

Jan, 2021 Amount Post-IPO - Grab Valuation

investors

Feb, 2021 Amount Post-IPO - Grab Valuation

investors

55Ip Comparisons

Employees
+
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Competitors of 55ip

55ip operates in a dynamic and competitive business environment, facing competition from various established players and emerging companies in the market. The competitive landscape includes prominent companies such as Quantifeed, PINTEC, Parmenion, Fundment and InvestSuite, among others. This competitive environment drives innovation, market differentiation, and strategic positioning as companies strive to capture market share and deliver value to their customers. Understanding the competitive dynamics is crucial for assessing market positioning, identifying growth opportunities, and navigating the challenges inherent in a competitive marketplace.

Company Name Domain Founded year HQ Location Description
domain founded_year HQ Location
White-label robo-advisory solutions are offered for wealth management firms.
domain founded_year HQ Location
Retail financial solutions are provided to institutions and clients.
domain founded_year HQ Location
Diversified investment management services are provided to clients.
domain founded_year HQ Location
White-label robo-advisor solution
domain founded_year HQ Location
White-label robo-advisors and wealth management solutions are provided.
domain founded_year HQ Location
Asset management services are provided by Fount for financial freedom.
Company Name Domain Founded year HQ Location Description
domain founded_year HQ Location
Multiple services are booked via an app-based platform.
domain founded_year HQ Location
On-demand services are booked through an app-based platform.
domain founded_year HQ Location
App based platform offering on demand delivery and ride-hailing services
domain founded_year HQ Location
Operates an on-demand hyperlocal delivery app for food and groceries.

Latest news on 55Ip

Frequently Asked Questions about 55ip

When was 55ip founded?

55ip was founded in 2015 and raised its 1st funding round 2 years after it was founded.

Where is 55ip located?

55ip is headquartered in Boston, United States. It is registered at Boston, Massachusetts, United States.

Who is the current CEO of 55ip?

Paul Gamble is the current CEO of 55ip.

Is 55ip a funded company?

55ip is a funded company, having raised a total of $19.65M across 6 funding rounds to date. The company's 1st funding round was a Series A of $1M, raised on Sep 27, 2017.

What does 55ip do?

Founded in 2015 and based in Boston, United States, 55ip operates in the fintech sector focused on wealth management. Algorithm-based portfolio design, rebalancing tools, and automated investment management processes are provided through white-label robo advisors. Additional services include customer portfolio oversight, tax optimization solutions, and trade execution management, enabling advisors to streamline operations for clients.

Who are the top competitors of 55ip?

55ip's top competitors include PINTEC, Bambu and InvestSuite.

What products or services does 55ip offer?

55ip offers ActiveTax Technology and Transition Services.

Who are 55ip's investors?

55ip has 1 investor. Key investors include J P Morgan.

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