55 Institutional Partners

55 Institutional Partners

55 Institutional Partners is an investment science and technology firm. Its team of academic researchers, investment professionals and financial technology professionals develop technology and methodologies that enable asset managers, advisors and wealth managers the ability to deliver better outcomes for clients. 55 Institutional's services include helping partner firms design investment strategies, educate clients, and streamline management of portfolios of ETFs and other passive building blocks. The firm's tax technology makes tax optimization more accessible, easier to implement and more effective than traditional methods to deliver better after-tax returns for investors.On December 3, 2020 55 Institutional Partners was acquired by J.P. Morgan Asset Management. The terms of the transaction were not disclosed. 55ip’s investment engine and digital platform empowers advisors to deliver custom investment strategies at scale with advanced investment capabilities and intelligent automation.

Total funding
~$31M
HQ 🇺🇸
Boston, United States
Year founded
2015
Status
Acquired
People
Vinay Nair
Founder, Chief Executive Officer
Investors
J.P. Morgan Asset Management
Oak Hill Capital Partners
Point72 Ventures
Calibrate Partners
Tectonic Ventures
Categories
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