Transaction · Wealthtech · 2020

JPMorgan / 55ip 2020

JPMorgan Chase acquired 55ip on December 3, 2020.

Target
55ip
Acquirer
JPMorgan Chase
Announced
December 3, 2020
Sub-sector
Wealthtech

Transaction overview

  • JPMorgan Chase announced the acquisition of 55ip on December 3, 2020.
  • The deal is expected to close pending customary conditions.

Strategic rationale

JPMorgan Asset Management acquires tax-efficient portfolio automation platform to accelerate advisor technology capabilities and enable scaled, intelligent investment tools.

Deal terms & multiples

Deal value
Not disclosed
Target revenue
Not disclosed
Target EBITDA
Not disclosed
EV / Revenue
Not disclosed
EV / EBITDA
Not disclosed
Announcement
December 3, 2020
Acquirer
JPMorgan Chase (Strategic)
Sub-sector
Wealthtech

Frequently asked questions

When did JPMorgan Chase announce the acquisition of 55ip?

JPMorgan Chase announced the acquisition of 55ip on December 3, 2020.

What sub-sector is 55ip in?

55ip is tracked in the Wealthtech sub-sector.

Sources

  • crowdfundinsider.com /2020/12/169821-jpmorgan-to-acquire-fintech-firm-55ip-in-order-to-help-advisors-with-setting-up-tax-efficient-portfolios/