Company profile: 55ip
1.1 - Company Overview
Company description
- Provider of tax-smart investment strategy technology for financial advisors, offering ActiveTax Technology for tax-smart transitions, management, and withdrawals; automated portfolio implementation with systematized trading, rebalancing, and tax management; an intuitive advisor platform for real-time selection and automated trading; customizable investment strategies, model portfolios, and active separately managed accounts.
Products and services
- ActiveTax Technology: A tax-smart system enabling portfolio transitions, ongoing tax management, and tax-smart withdrawals for investment portfolios, engineered to elevate advisor efficiency with automation
- Intuitive Advisor Experience: A real-time platform offering investment selection, customization, and automated trading through a user-friendly interface, architected to streamline portfolio design and delivery for financial advisors
- Automated Portfolio Implementation: Systematized services delivering trading, portfolio rebalancing, and tax management for both non-qualified and retirement accounts, constructed to automate implementation and maintain portfolios over time
Key contacts
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Financial details
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1.2 - Competitors and similar companies to 55ip
Tick Data
HQ: United States
Website
- Description: Provider of clean, research-ready global historical intraday data for equities, futures, options, forex, and cash indices, plus data tools: TickWrite 7 and TickWrite Web for custom time series, TickAPI data-on-demand access, Deep History Data delivery, and OneTick, an in-memory database and time series engine.
- Rationale: This competitor operates in a highly similar market segment with overlapping features.
- Company type: Private company
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- Total funding raised: $●●●m
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Oxford Intelligence
HQ: United States
Website
- Description: Provider of innovative stock surveillance, market intelligence, quantitative trading analytics, customized analytics and specialized capital markets intelligence for investor relations professionals and institutional investors, combining a team of highly acclaimed stock surveillance analysts with former options traders and floor specialists.
- Rationale: This competitor operates in a highly similar market segment with overlapping features.
- Company type: Private company
- Employees: ●●●●●
- Total funding raised: $●●●m
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Parilux
HQ: United States
Website
- Description: Provider of software and outsourced middle office administration solutions.
- Rationale: This competitor operates in a highly similar market segment with overlapping features.
- Company type: Private company
- Employees: ●●●●●
- Total funding raised: $●●●m
- Backers: ●●●●●●●●●●
- Acquisitions: ●●
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IMX Software
HQ: Australia
Website
- Description: Provider of a wide range of solutions for banks and money service businesses, staying abreast of the latest technological trends.
- Rationale: This competitor operates in a highly similar market segment with overlapping features.
- Company type: Private company
- Employees: ●●●●●
- Total funding raised: $●●●m
- Backers: ●●●●●●●●●●
- Acquisitions: ●●
View full IMX Software company profile →
Cenzia
HQ: Norway
Website
- Description: Provider of financial services, including portfolio management and investment advice.
- Rationale: This competitor operates in a highly similar market segment with overlapping features.
- Company type: Private company
- Employees: ●●●●●
- Total funding raised: $●●●m
- Backers: ●●●●●●●●●●
- Acquisitions: ●●
View full Cenzia company profile →
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2.M&A buyers
2.1 Potential strategic acquirers in the sector
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2.2 - Strategic buyer groups for 55ip
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Buyer group 3: ████████ ████████
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3. Investors and private equity firms
3.1 - Buyout funds investing in similar companies to 55ip
2.2 - Growth funds investing in similar companies to 55ip
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4 - Top valuation comps for 55ip
4.2 - Public trading comparable groups for 55ip
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