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About 55ip

55ip provides a tax-smart investing platform for financial advisors and wealth management firms. The company, a subsidiary of J.P. Morgan, offers technology designed to automate tax-efficient portfolio management and transition strategies. Recent coverage has focused on leadership appointments and the scaling of its client business.

FF News has published 3 stories featuring 55ip since 2024, most recently "55ip Partners with BlackRock and J.P. Morgan to Scale Personalized Investing for RIAs" (21 October 2026).

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