Insights

Growing Acquisition Strategy BIP Wealth has demonstrated active growth through strategic acquisitions, such as Prehmus Financial and eMoney Advisor, LLC, increasing its managed assets and client base. This suggests an ongoing expansion focus, presenting opportunities to offer scalable technology solutions, integration services, or advisory partnerships to support their M&A activities.

Market Focus on Wealthy Clients The firm specializes in high-net-worth individuals, including professional athletes, entrepreneurs, and business owners, offering tailored family-office style investing. Sales efforts can explore premium financial products, exclusive alternative investments, and personalized estate planning services suited for this affluent segment.

Technology Adoption & Expansion BIP Wealth leverages advanced tools like Power BI, Google Cloud, and Adobe Creative Suite, indicating openness to innovative platforms. This creates opportunities to introduce new fintech solutions, client portals, or data analytics services that can enhance their holistic financial planning and drive operational efficiencies.

Regional Leadership & Growth As one of the Southeast’s leading wealth management firms with a strong local presence, BIP Wealth is positioned for regional expansion. Sales strategies could focus on regional marketing initiatives, joint ventures, or partnership programs to deepen market penetration and attract additional high-net-worth clients.

High Revenue & Asset Management With revenues between $50M and $100M and managed assets surpassing $3.3 billion, the firm has substantial financial scale. This level of assets under management presents opportunities for premium service providers, technology upgrades, or consulting firms aimed at optimizing portfolio performance and client engagement.

BIP Wealth Tech Stack

BIP Wealth uses 8 technology products and services including AdRoll, Facebook Pixel, Gravatar, and more. Explore BIP Wealth's tech stack below.

  • AdRoll
    Advertising
  • Facebook Pixel
    Analytics
  • Gravatar
    Audio, Video, Graphics
  • Power BI
    Business Intelligence
  • Google Cloud
    Infrastructure As A Service
  • jQuery Migrate
    Javascript Libraries
  • Adobe Creative Suite
    Visualisation Software
  • Gravity Forms
    Web Platform Extensions

BIP Wealth's Email Address Formats

BIP Wealth uses at least 1 format(s):
BIP Wealth Email FormatsExamplePercentage
FLast@bipwealth.comJDoe@bipwealth.com
47%
First.Last@bipwealth.comJohn.Doe@bipwealth.com
5%
First.MiddleLast@bipwealth.comJohn.MichaelDoe@bipwealth.com
1%
FLast@bipwealth.comJDoe@bipwealth.com
47%

Frequently Asked Questions

Where is BIP Wealth's headquarters located?

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BIP Wealth's main headquarters is located at 3575 Piedmont Road NE, Building 15, Suite 730 Atlanta, Georgia 30305, US. The company has employees across 2 continents, including North AmericaAsia.

What is BIP Wealth's phone number?

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You can contact BIP Wealth's main corporate office by phone at . For more prospecting data, LeadIQ has access to up-to-date and accurate contact information within our platform. Find, capture, and sync contact data to your CRM and sales tools in one click.

What is BIP Wealth's stock symbol?

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BIP Wealth is a publicly traded company; the company's stock symbol is N/A.

What is BIP Wealth's official website and social media links?

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BIP Wealth's official website is bipwealth.com and has social profiles on LinkedIn.

What is BIP Wealth's NAICS code?

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BIP Wealth's NAICS code is 52 - Finance and Insurance.

How many employees does BIP Wealth have currently?

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As of November 2025, BIP Wealth has approximately 85 employees across 2 continents, including North AmericaAsia. Key team members include Chief Technology Officer: D. M.Chief Financial Officer: D. A.Chief Marketing Officer: J. B.. Explore BIP Wealth's employee directory with LeadIQ.

What industry does BIP Wealth belong to?

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BIP Wealth operates in the Financial Services industry.

What technology does BIP Wealth use?

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BIP Wealth's tech stack includes AdRollFacebook PixelGravatarPower BIGoogle CloudjQuery MigrateAdobe Creative SuiteGravity Forms.

What is BIP Wealth's email format?

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BIP Wealth's email format typically follows the pattern of FLast@bipwealth.com. Find more BIP Wealth email formats with LeadIQ.

When was BIP Wealth founded?

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BIP Wealth was founded in 2007.

BIP Wealth

Financial ServicesUnited States51-200 Employees

At BIP Wealth, our experienced team members help clients manage their wealth. Founded in 2007 as Buckhead Investment Partners, we help our clients—from business professionals, managers, and owners to professional baseball players—and their families gain access to public and private market financial opportunities historically reserved for the ultra-wealthy. 

How? We bring family-office style investing to the mass affluent. The science behind our financial planning, personal asset management, and market investing is backed by Nobel Prize-winning empirical research with savvy integrations of alternative investments. This powerful combination can help our clients create investment returns, new jobs, and financial wealth opportunities. We are committed to the creation of wealth so our clients are free to plan—and enjoy—the future with peace of mind. 

Holistic Financial Planning Built For You:
- Comprehensive Planning
- Investment Management
- Cash Management
- Estate Planning
- Insurance Planning
- Tax Planning
- Personal Financial Guidance

Who We Serve: 
∙ Families & Individuals + Unexpected Life Events
∙ Entrepreneurs & Business Owners
∙ Professionals
∙ Late-Career & Retirees
∙ Baseball Players

Many firms say they can manage your wealth. Few can create it. At BIP Wealth, we do both. BIP Wealth: Engineered to Perform for You.

Learn more about our Privacy Policy: https://bipwealth.com/privacy-policy 

BIP Wealth, LLC values our clients and makes it a top priority to safeguard their confidential information. When interacting with us online, please do not include any private information such as phone numbers, account numbers, or email addresses. To learn more about our services, head to bipwealth.com or call 404.495.5230 to connect with one of our team members.

Section iconCompany Overview

Headquarters
3575 Piedmont Road NE, Building 15, Suite 730 Atlanta, Georgia 30305, US
Phone number
Stock Symbol
N/A
NAICS Code
52 - Finance and Insurance
Founded
2007
Employees
51-200

Section iconFunding & Financials

  • $50M$100M

    BIP Wealth's revenue is estimated to be in the range of $50M$100M

Section iconFunding & Financials

  • $50M$100M

    BIP Wealth's revenue is estimated to be in the range of $50M$100M

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