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Articles tagged "55ip"


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The purchase of 55ip is JP Morgan's first, since Jamie Dimon announced a more "aggressive" M&A strategy earlier this year.

Jamie Dimon is late out of the gate, but vows to run twice as hard toward the RIA market, purchasing 55ip and advertising his hunger to buy more

The famed JPMorgan CEO scooped up a Boston-based model portfolio startup that has a very RIA book of business.

December 9, 2020 at 11:15 PM

Michael Guido: I've learned how to sell financial technology from the best teacher[s] any newcomer could have asked for.

Building a robo for RIAs with (maybe) no robo baggage, 55ip sizzles with hires as it makes Matt Abar a partner and strives to make 'risk' a profitable, four-letter word

The PhD-laden startup semi-bootstraps on $10-million of VC cash becomes a FinFolio client, a Riskalyze poacher and a VEO player with a book of real customers

April 2, 2019 at 6:11 PM

Paul Gamble is selling what academics do as he did at Financial Engines -- and that worked out.

After losing Lee Kranefuss and raising $10M, 55ip gets RIAs to buy Ph.D. smarts, though a critic calls it gussied-up market timing

Guided by an ex-Financial Engines ringer, Paul Gamble, the New York startup is now portfolio modeler for $100 million

April 19, 2018 at 10:38 PM

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