JPMorgan Chase & Co acquired 55ip, a transaction completed in December 2020.
55ip operates in Wealth technology / tax management, is based in Boston, Massachusetts, USA. JPMorgan Chase acquired 55ip, a financial-technology firm and leading provider of automated, tax-smart investment strategies delivered through model portfolios. The technology was applied across J.P. Morgan Asset Management's advisor platforms.
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J.P. Morgan Asset Management
On December 31, 2020, JPMorgan Chase acquired 55ip, a financial technology company and leading provider of automated tax-smart investment strategies.JPMorgan Chase, FY2020 10-K, Acquisitions note
Advisory firms were not disclosed for this transaction.