About BIP Wealth
BIP Wealth is a Financial Services company based in Atlanta (United States) founded in 2007 by Mark Buffington and Bill Harris. It offers wealth management, estate planning, and investment advice to clients and businesses. It operates on a B2B and B2C model in Financial Services and Business Services sectors. The company has 38 employees. BIP Wealth has completed 1 acquisition, including The Money Advisor Group. Its chief executive, as recorded, is Bill Harris. BIP Wealth offers products and services including Holistic Wealth Management, Estate Planning, and 401k Plans. Its focus areas include Finance, Estate Planning, Financial Planning and Retirement Services. Its legal entity is BUCKHEAD INVESTMENT PARTNERS, LLC. Its competitors include Raymond James, Wintrust and Focus Financial Partners; 1 of its 3 listed competitors has raised funding.
Company details
BIP Wealth is a wealth management firm that delivers tailored advisory services, including holistic wealth management, estate planning, and 401k plans. They use financial science and expertise to help clients grow, manage, and protect their wealth. Serving families, individuals, entrepreneurs, professionals, and retirees, the firm operates from locations in Georgia and Tennessee, focusing on personalized strategies for financial success.
- Headquarters Atlanta, United States
- Employees 38
- Founders Mark Buffington, Bill Harris
- SectorsFinancial ServicesBusiness Services
- Email••••••••
- Phone•••• ••••
- Website bipwealth.com
- Social LinkedIn X Facebook Instagram
- Legal Name Buckhead Investment Partners, Llc
- Investors
- Employee Count38
- Investments & Acquisitions
Products & Services of BIP Wealth
BIP Wealth offers a comprehensive portfolio of products and services, including Holistic Wealth Management, Estate Planning, and 401k Plans.
Comprehensive planning for wealth growth and financial strategies.
Assistance with estate and inheritance management services.
Plans for businesses to manage employee retirement benefits.
Funding Insights of BIP Wealth
- Total Rounds 1
- Investors Count 1
All 1 funding rounds of BIP Wealth with amounts and investors; the two latest post-money valuations are shown, the rest are part of the premium plan.
| Date | Amount | Transaction Name | Valuation | Lead Investors | Investors |
|---|---|---|---|---|---|
| Feb 2026 | Seed | – | Constellation Wealth Capital | – |
1 investors in total: 1 institutional.
Investors in BIP Wealth
BIP Wealth has secured backing from 1 investor, including institutional investors. Prominent investors backing the company include Constellation Wealth Capital.
| Investor | Description | Founded Year | Domain | Location |
|---|---|---|---|---|
| constellationwealthcapital.com |
Investor details for BIP Wealth
The complete investor list, round-by-round participation and investor portfolios require an active premium plan.
- Complete investor list
- Round participation
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Verified entity values are shown only after access is granted.
People of BIP Wealth
36 people are tracked at BIP Wealth (12 in leadership, 1 in board & advisors, 23 in team); the tracked headcount is 38.
| Name | Role | Group |
|---|---|---|
Mark Buffington | Co-Founder | Leadership |
Bill Harris | Co-Founder, CEO | Leadership |
Heather Callahan | Director, People Operations | Leadership |
Eric Cramer | Chief Investment Officer | Leadership |
Andrew Somoza | VP, Business Development | Leadership |
James Hernandez | Director, Software Development | Leadership |
Duncan Meredith | Chief Technology Officer | Leadership |
Jenni Brown | Chief Marketing Officer | Leadership |
Darrick Alford | Chief Financial Officer | Leadership |
Nate Smith | Chief Operating Officer | Leadership |
Jacob May | VP, Business Development, Baseball Division | Leadership |
Mark Parker | VP, Strategic Growth | Leadership |
Randy Carroll | Chairman | Board & advisors |
Thomas Day Jr. | Portfolio Manager | Team |
Ashley Arrington | Personal Wealth Advisor | Team |
Karen Chermak | Relationship Manager | Team |
Leonardo Betancourt | Full Stack Software Developer | Team |
Sydney Warren | Relationship Manager | Team |
Matt Hand | Associate Advisor | Team |
Jeffrey Grossman | Portfolio Manager | Team |
16 more people are available in the full profile.
Complete people profiles for BIP Wealth
Full employee and board profiles, team structure, tenure and professional contact details require an active premium plan.
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Verified entity values are shown only after access is granted.
Investments & Acquisitions by BIP Wealth
BIP Wealth has strategically engaged in corporate development activities, having acquired 1 company. Notable acquisitions include The Money Advisor Group.
| Company Name | Description | Domain | Location | Founded | Acquired | Amount |
|---|---|---|---|---|---|---|
Wealth management solutions are offered via an online platform. | tmag401k.com | Columbus, United States | 2014 | Apr 2024 | •••• |
Complete acquisition details for BIP Wealth
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Timeline of BIP Wealth
3 dated milestones of BIP Wealth across 19 years, from founding to its latest funding, stage changes and deals.
- Founded BIP Wealth is founded.
- Acquisition Acquires The Money Advisor Group.
- Funding First funding round.
Competitors of BIP Wealth
BIP Wealth has 3 listed competitors in our database, 1 of them funded. They include Raymond James, Wintrust and Focus Financial Partners.
| Company Name | Domain | Founded | HQ Location | Total funding | Employees | Description |
|---|---|---|---|---|---|---|
| raymondjames.com | 1962 | St. Petersburg, United States | 18,000 | M&A advisory, capital markets, and wealth management services are offered. | ||
| wintrust.com | 1991 | Rosemont, United States | 10,463 | Bank offering diversified financial services | ||
| focusfinancialpartners.com | 2004 | New York, United States | $332.68M | Business consulting services are provided to banks and lending institutions. |
Detailed competitors of BIP Wealth
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Web traffic of BIP Wealth
The website of BIP Wealth (bipwealth.com) receives about 6.1K visits a month.
- Monthly visits6.1K
▼ 47.1% vs previous month
Top companies in REITs
3 companies that operate in the same segment as BIP Wealth (REITs) in United States, ranked by their profile score on The Company Check.
| Company | Description | Founded | Location | Total funding | Revenue | Employees |
|---|---|---|---|---|---|---|
Wireless communications infrastructure and data center solutions are provided. | 1994 | Boston, Massachusetts, United States | USD 10.64 B | 4,690 | ||
REIT that invests in campuses, multi-tenant spaces and build-to-suit facilities in the US | 1994 | Pasadena, California, United States | USD 3.03 B | 552 | ||
Telecom and network infrastructure investments are managed as a REIT. | 2015 | Little Rock, Arkansas, United States | USD 2.23 B | 758 |
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Related news about Bip Wealth
Complete news archive for BIP Wealth
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Frequently Asked Questions about BIP Wealth
BIP Wealth was founded in 2007 and raised its 1st funding round 19 years after it was founded.
BIP Wealth is headquartered in Atlanta, United States. It is registered at Atlanta, Georgia, United States.
Bill Harris is the CEO of BIP Wealth, as recorded in our data. They have also founded this company.
BIP Wealth has 38 employees.
BIP Wealth is a wealth management firm that delivers tailored advisory services, including holistic wealth management, estate planning, and 401k plans. They use financial science and expertise to help clients grow, manage, and protect their wealth. Serving families, individuals, entrepreneurs, professionals, and retirees, the firm operates from locations in Georgia and Tennessee, focusing on personalized strategies for financial success.
BIP Wealth's top competitors include Focus Financial Partners, Raymond James and Wintrust.
BIP Wealth offers Holistic Wealth Management, Estate Planning, and 401k Plans.
BIP Wealth has made 1 acquisition, including The Money Advisor Group.
BIP Wealth has 1 investor. Key investors include Constellation Wealth Capital.
BIP Wealth operates through Buckhead Investment Partners, Llc.