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. The company's diverse product and service offerings are designed to meet the evolving needs of its customers, address market demands, and provide comprehensive solutions that drive value creation and customer satisfaction across various segments and use cases.
Comprehensive planning for wealth growth and financial strategies.
Assistance with estate and inheritance management services.
Plans for businesses to manage employee retirement benefits.
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Funding Insights of BIP Wealth
| Date | Amount | Transaction Name | Valuation | Lead Investors | Investors |
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| Jul, 2021 | Amount | Post-IPO - Grab | Valuation |
investors |
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| Feb, 2021 | Amount | Post-IPO - Grab | Valuation |
investors |
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| Jan, 2021 | Amount | Post-IPO - Grab | Valuation |
investors |
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| Feb, 2021 | Amount | Post-IPO - Grab | Valuation |
investors |
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. These strategic investments and acquisitions demonstrate the company's commitment to growth through portfolio expansion, market consolidation, technology integration, and strategic partnerships that enhance competitive positioning and drive long-term value creation.
| Company Name | Description | Domain | Location | Founded Year | Amount |
|---|---|---|---|---|---|
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Bionic investment advisor platform
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2016 | ||||
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Fine Asian gourmet food is offered by an internet-first restaurant.
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2016 | ||||
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Physical e-commerce kiosks are deployed for rural purchases in Indonesia.
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2014 | ||||
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Fine Asian gourmet food is offered by an internet-first restaurant.
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2016 |
| Company Name | Description | Domain | Location | Founded Year | Amount |
|---|---|---|---|---|---|
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Wealth management solutions are offered via an online platform.
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2014 |
| Company Name | Description | Domain | Location | Founded Year | Amount |
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OVO is recognized as a smart digital payment application.
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2017 | ||||
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Bionic investment advisor platform
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2016 | ||||
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Physical e-commerce kiosks are deployed for rural purchases in Indonesia.
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2014 | ||||
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Physical e-commerce kiosks are deployed for rural purchases in Indonesia.
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2014 |
Financial Statements - BIP Wealth
| Date | Amount | Transaction Name | Valuation | Lead Investors | Investors |
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| Jul, 2021 | Amount | Post-IPO - Grab | Valuation |
investors |
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| Feb, 2021 | Amount | Post-IPO - Grab | Valuation |
investors |
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| Jan, 2021 | Amount | Post-IPO - Grab | Valuation |
investors |
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| Feb, 2021 | Amount | Post-IPO - Grab | Valuation |
investors |
Bip Wealth Comparisons
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. This competitive environment drives innovation, market differentiation, and strategic positioning as companies strive to capture market share and deliver value to their customers. Understanding the competitive dynamics is crucial for assessing market positioning, identifying growth opportunities, and navigating the challenges inherent in a competitive marketplace.
| Company Name | Domain | Founded year | HQ Location | Description |
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| domain | founded_year | HQ Location |
M&A advisory, capital markets, and wealth management services are offered.
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| domain | founded_year | HQ Location |
Bank offering diversified financial services
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| domain | founded_year | HQ Location |
Business consulting services are provided to banks and lending institutions.
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| domain | founded_year | HQ Location |
HR, insurance, and liability services are provided by Alera Group.
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| domain | founded_year | HQ Location |
Provider of wealth management services
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| domain | founded_year | HQ Location |
Provider of wealth management services
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| Company Name | Domain | Founded year | HQ Location | Description |
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| domain | founded_year | HQ Location |
Multiple services are booked via an app-based platform.
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| domain | founded_year | HQ Location |
On-demand services are booked through an app-based platform.
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| domain | founded_year | HQ Location |
App based platform offering on demand delivery and ride-hailing services
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| domain | founded_year | HQ Location |
Operates an on-demand hyperlocal delivery app for food and groceries.
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Latest news on Bip Wealth
Frequently Asked Questions about BIP Wealth
When was BIP Wealth founded?
BIP Wealth was founded in 2007.
Where is BIP Wealth located?
BIP Wealth is headquartered in Atlanta, United States. It is registered at Atlanta, Georgia, United States.
Who is the current CEO of BIP Wealth?
Bill Harris is the current CEO of BIP Wealth. They have also founded this company.
How many employees does BIP Wealth have?
As of Dec 31, 2022, the latest employee count at BIP Wealth is 38.
What does BIP Wealth do?
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.
Who are the top competitors of BIP Wealth?
BIP Wealth's top competitors include Focus Financial Partners, Alera Group and Raymond James.
What products or services does BIP Wealth offer?
BIP Wealth offers Holistic Wealth Management, Estate Planning, and 401k Plans.
How many acquisitions has BIP Wealth made?
BIP Wealth has made 1 acquisition, including The Money Advisor Group.