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Company profile: 55ip

1.1 - Company Overview

55ip Logo

55ip

Headquarter: United States
Founded: 20XX🔒
Employees: 100-500🔒

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 Logo

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
  • Employees: ●●●●●
  • Total funding raised: $●●●m
  • Backers: ●●●●●●●●●●
  • Acquisitions: ●●
View full Tick Data company profile →
Oxford Intelligence Logo

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
  • Backers: ●●●●●●●●●●
  • Acquisitions: ●●
View full Oxford Intelligence company profile →
Parilux Logo

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: ●●
View full Parilux company profile →
IMX Software Logo

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 Logo

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 1: ████████ ████████

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Description: ████████ ████████ ████████ ████████ ████████ ████████ ████████ ████████ ████████ ████████
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Buyer group 2: ████████ ████████

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Description: ████████ ████████ ████████ ████████ ████████ ████████ ████████ ████████ ████████ ████████
Key Products: ████████, ████████, ████████, ████████
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Buyer group 3: ████████ ████████

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Description: ████████ ████████ ████████ ████████ ████████ ████████ ████████ ████████ ████████ ████████
Key Products: ████████, ████████, ████████, ████████
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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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4.3 - M&A Transactions similar to 55ip

Selected M&A transactions

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Frequently Asked Questions

About 55ip

What does 55ip do?

55ip is a 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.

Who are 55ip's competitors?

55ip's competitors and similar companies include Tick Data, Oxford Intelligence, Parilux, IMX Software, and Cenzia.

Where is 55ip headquartered?

55ip is headquartered in United States.

How many employees does 55ip have?

55ip has 1,000 employees 🔒.

When was 55ip founded?

55ip was founded in 2010 🔒.

What sector and industry vertical is 55ip in?

55ip is in the Enterprise Software 🔒 sector and industry

M&A Buyers & Acquirers for 55ip

Who are the top strategic acquirers in 55ip's sector and industry

Top strategic M&A buyers and acquirers in 55ip's sector include ████████, ██████████, ██████, ████████, and ██████████ 🔒.

Which M&A buyer groups are most relevant for 55ip?

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Financial Investors investing in 55ip's sector and industry vertical

Which are the top PE firms investing in 55ip's sector and industry vertical?

Top PE firms investing in 55ip's sector and industry vertical include ████████, ██████████, ████████, and ██████████ 🔒.

Who are the top buyout funds acquiring in 55ip's sector and industry vertical?

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Who are the top growth equity funds investing in companies in 55ip's sector and industry vertical?

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Valuation benchmarks of companies in 55ip's sector and industry

Which are the key public companies that are relevant trading comps benchmarks for 55ip?

The key public trading comparables and valuation benchmarks for 55ip include █████████, ██████████, ████████████, and ████████████ 🔒.

Which are the key trading comparable groups for 55ip for public valuation benchmarks?

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What are recent M&A transactions in 55ip's sector and industry vertical?

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What are recent capital raises and funding rounds in 55ip's' sector and industry vertical?

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