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BIP Wealth Logo
BIP Wealth Growth Score
80
CB Rank
36813
Heat Score
59
BIP Wealth is a financial services firm that offers wealth creation and management solutions, retirement and other financial solutions.
Founded
obfuscation
PrivatePrivate Equity Atlanta, Georgia, United States11-50 bipwealth.com/
Financial Services
Retirement
Wealth Management
Overview

BIP Wealth
Amount Raised
obfuscation
Growth Score
80
Heat Score
59

Amount Raised
obfuscation
Private Equity raised
obfuscation
Growth Score80
-13 pts
in past quarter
Heat Score 59
-24 pts
in past quarter

Company Performance Metrics

Score
Trend
AI Content may contain mistakes and is not legal, financial or investment advice.Learn more.
Growth Score - The measure of growth based on company activity, operational metrics, and investments
Growth Trend - The change in the growth score over the given time period
Heat Score - The measure of the market interest, media activity, and Crunchbase profile activity
Heat Trend - The change in the heat score over the given time period
Learn More >
Recent Milestones
Raised Funding Round
Jan 1, 1970
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Raised Funding Round
Jan 1, 1970
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Raised Funding Round
Jan 1, 1970
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See more interactive data and historical milestones on desktop for the best experience

About BIP Wealth

CB Rank
36813
BIP Wealth is a financial services firm that offers wealth creation and management solutions, retirement and other financial solutions.
Founded
obfuscation
PrivatePrivate Equity Atlanta, Georgia, United States11-50 bipwealth.com/
Financial Services
Retirement
Wealth Management

Funding Rounds

Private Equity
OBF
in
obfuscation

Key People

Details

Operating Status Active
Company Type For Profit
Founders  Bill Harris, Mark Buffington
About the Company
BIP Wealth is a financial services firm that offers wealth creation and management solutions, retirement and other financial solutions.
Phone Number +1 404.495.5230
Contact Email bipclientcare@bipwealth.com
Predictions & Insights

Growth Insight

See this Growth Insight
BIP Wealth is
Lorem
 to be growing
Top Contributing Factors
Recently Raised Funding

Growth Prediction

See this Growth Prediction
Top Contributing Factors
Key Employee Changes

Products & Services

Wealth Management
A comprehensive service that includes financial planning, asset allocation, investment management, estate and tax planning to help clients grow and protect their wealth over time.
Portfolio Management
A focused investment strategy that manages client assets to achieve targeted returns while balancing risk through active or passive approaches.

Unlock More with Crunchbase Pro
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  • Preview private company insights and predictions
Financials

Company Funding

Number of Funding Rounds 1
Unlock company funding data, including rounds, dates, amounts, and investors.
Announced Date  
Transaction Name  
Number of Investors  
Money Raised  
Lead Investors  
Funding Type  
obfuscation
Private Equity Round - BIP Wealth Logo
Private Equity Round - BIP Wealth
1
obfuscation
Constellation Wealth CapitalPrivate Equity
obfuscation
Private Equity Round - BIP Wealth Logo
Private Equity Round - BIP Wealth
1
obfuscation
Constellation Wealth CapitalPrivate Equity
obfuscation
Private Equity Round - BIP Wealth Logo
Private Equity Round - BIP Wealth
1
obfuscation
Constellation Wealth CapitalPrivate Equity
obfuscation
Private Equity Round - BIP Wealth Logo
Private Equity Round - BIP Wealth
1
obfuscation
Constellation Wealth CapitalPrivate Equity
obfuscation
Private Equity Round - BIP Wealth Logo
Private Equity Round - BIP Wealth
1
obfuscation
Constellation Wealth CapitalPrivate Equity

Funding Rounds

Number of Funding Rounds 1
Unlock company funding data, including rounds, dates, amounts, and investors.
Announced Date  
Transaction Name  
Number of Investors  
Money Raised  
Lead Investors  
Funding Type  
obfuscation
Private Equity Round - BIP Wealth Logo
Private Equity Round - BIP Wealth
1
obfuscation
Constellation Wealth CapitalPrivate Equity
obfuscation
Private Equity Round - BIP Wealth Logo
Private Equity Round - BIP Wealth
1
obfuscation
Constellation Wealth CapitalPrivate Equity
obfuscation
Private Equity Round - BIP Wealth Logo
Private Equity Round - BIP Wealth
1
obfuscation
Constellation Wealth CapitalPrivate Equity
obfuscation
Private Equity Round - BIP Wealth Logo
Private Equity Round - BIP Wealth
1
obfuscation
Constellation Wealth CapitalPrivate Equity
obfuscation
Private Equity Round - BIP Wealth Logo
Private Equity Round - BIP Wealth
1
obfuscation
Constellation Wealth CapitalPrivate Equity

Investors

Investments

Number of Funds 7
Number of Acquisitions 2

Investment Breakdown

Number of Funds 7
Number of Acquisitions 2
Market Intelligence
People
View Profiles & Contacts
Headcount 11-50 Employee Profiles 4 Board Members and Advisors 1 Contacts 74

Employee Profiles

Board Members and Advisors

News

News and Press

News•Feb 24, 2026
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News•Feb 24, 2026
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News•Feb 24, 2026
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News•Feb 23, 2026
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Access a complete feed of recent news and press, from product launches to leadership changes.
Technology
View Tech Report

Monthly Web Visits

757
-9.56%
 in past month

IT Spend

$126KThis year, BIP Wealth is projected to spend $126K on IT, according to Aberdeen.

Interest Signals

TopicSurge Score
IT Spending Logo
IT Spending
93
Office Space Trends Logo
Office Space Trends
93
Real Estate Consulting Logo
Real Estate Consulting
90

Actively Used Products

21BIP Wealth uses 21 technology products and services including HTML5, Microsoft Outlook, and  Google Compute Engine, according to G2 Stack.

Total IP

1BIP Wealth has 1 registered trademark in the 'Insurance; financial affairs' class, according to IPqwery.
Sub-Organizations
Frequently Asked Questions

Where is BIP Wealth's headquarters? BIP Wealth is located in Atlanta, Georgia, United States.Who invested in BIP Wealth? BIP Wealth is funded by Constellation Wealth Capital.When was the last funding round for BIP Wealth? BIP Wealth closed its last funding round on
obfuscation
from a Private Equity round.Who are BIP Wealth's competitors? Alternatives and possible competitors to BIP Wealth may include HighTower Advisors, Creative Planning, and  Mariner Wealth Advisors.
Who We Are
What We Do
Helpful Links
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