BIP Wealth key facts
- Provider of wealth management services catering to families, individuals, entrepreneurs, business owners, professionals, retirees and baseball players.
- Notable investors include Constellation Wealth Capital.
- Status: Privately Held (backing).
Who backs BIP Wealth
1- ·Watch BIP Wealth: the Monday email on marks, rounds and moves
BIP Wealth funding rounds
No funding rounds for BIP Wealth are on record yet — either the company hasn't raised institutional capital, or the raise hasn't surfaced in our sources.
BIP Wealth investors
1 investor is on record for BIP Wealth, including Constellation Wealth Capital. By type, the record holds 1 private equity firm.
About BIP Wealth
Provider of wealth management services catering to families, individuals, entrepreneurs, business owners, professionals, retirees and baseball players. The company offers financial planning, investment management, cash management, transparency, estate planning, insurance planning, tax planning and personal financial guidance to help clients financial success through personalized wealth management strategies.
- Sector
- Financial Services
- HQ
- Atlanta, GA, United States
- Founded
- 2007
- Employees
- 77
- Website
- bipwealth.com/
- Ownership
- Privately Held (backing)
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BIP Wealth doesn't have a valuation on record yet — one is published once a priced round, a reported valuation, fund marks, or secondary prints surface in our sources. The rest of the record below builds toward it.