The Boston-based fintech helps financial advisors “automate the construction of tax-efficient portfolios,” according to the article. The terms of the purchase were not disclosed.
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After CEO Jamie Dimon said the company was on the hunt for fresh acquisitions, JPMorgan Chase announced it will purchase fintech startup 55ip. So reports CNBC.
The Boston-based fintech helps financial advisors “automate the construction of tax-efficient portfolios,” according to the article. The terms of the purchase were not disclosed.