Join Us at 55ip & Help the Wealth Management Industry Move Forward

Working at 55ip means standing at the intersection of finance and technology—and at the cutting-edge of wealth management. We’ve been making rapid progress on our mission: to break down barriers to financial progress for financial advisors and their clients. Our Boston and Mumbai based teams have built and brought to market a tax-smart investment strategy engine delivering an intuitive experience and intelligent automation. Driven by strategic partnerships with world-class asset management firms, we’ve experienced breakthrough growth over the last two years. Today, over 110 financial advisor firms with $28 billion in assets (and counting) are using 55ip.

If we look a little different, it’s because we are. We’re entrepreneurs, product pros, technology enthusiast, investment scientists, and customer advocates who aim to deliver an exceptional experience—and have fun doing it. Like lots of companies, ...