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Roy Joseph Email
Advisor Success Manager . 55ip
How to contact Roy Joseph
Join and see Roy's contact info for free!Current Roles
Employees:
151Revenue:
$21.6MAbout
55ip is a financial technology company whose purpose is to break down barriers to financial progress. Financial advisors use 55ip's tax-smart investment strategy engine to dramatically improve their efficiency and effectiveness. 55ip's intuitive experience and intelligent automation elevate portfolio design and delivery, helping advisors save time and drive better outcomes for their clients. At the heart of the experience is 55ip's ActiveTax Technology, which includes tax-smart transitions, management, and withdrawals. More information is available at https://www.55-ip.com55ip Address
One Liberty SquareBoston, MA
United States