About BIP Wealth
BIP Wealth is a company based in Atlanta (United States) founded in 2007 by Mark Buffington and Bill Harris. It operates as a B2B and B2C. The company has 38 employees as of December 31, 2022. BIP Wealth has completed 1 acquisition, including The Money Advisor Group. BIP Wealth offers products and services including Holistic Wealth Management, Estate Planning, and 401k Plans. BIP Wealth operates in a competitive market with competitors including Raymond James, Wintrust, Focus Financial Partners, Alera Group and Creative Planning, among others.
- Headquarter Atlanta, United States
- Employees 38 as on 31 Dec, 2022
- Founders Mark Buffington, Bill Harris
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Sectors
Financial ServicesBusiness Services
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Email
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Phone
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Website
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Social
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- Legal Name Buckhead Investment Partners, Llc
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Annual Revenue
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Net Profit
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EBITDA
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Latest Funding Round
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- Investors
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Employee Count
38
as on Dec 31, 2022
- Investments & Acquisitions
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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.
People of BIP Wealth
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Funding Insights of BIP Wealth
Investors in BIP Wealth
BIP Wealth has secured backing from 1 investor, including institutional investors. Prominent investors backing the company include Constellation Wealth Capital.
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Investor details for BIP Wealth
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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.
Investment portfolio details for BIP Wealth
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Wealth management solutions are offered via an online platform.
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Complete acquisition details for BIP Wealth
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Financial Statements - BIP Wealth
Detailed financials for BIP Wealth
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Bip Wealth Comparisons
Peer comparison for BIP Wealth
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Competitors of BIP Wealth
BIP Wealth operates in a dynamic and competitive business environment, facing competition from various established players and emerging companies in the market. The competitive landscape includes prominent companies such as Raymond James, Wintrust, Focus Financial Partners, Alera Group and Creative Planning, among others.
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M&A advisory, capital markets, and wealth management services are offered.
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Business consulting services are provided to banks and lending institutions.
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HR, insurance, and liability services are provided by Alera Group.
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Provider of wealth management services
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Provider of wealth management services
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Detailed competitors of BIP Wealth
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Latest news on 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 current CEO of BIP Wealth. They have also founded this company.
As of Dec 31, 2022, the latest employee count at BIP Wealth is 38.
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, Alera Group and Raymond James.
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.