Insights

Expanding Market Presence BIP Wealth has demonstrated active growth through recent acquisitions, including Prehmus Financial and eMoney Advisor, LLC, significantly increasing its managed assets above 3.3 billion dollars and expanding its client base and service capabilities.

Targeting Affluent Clients The company specializes in serving high-net-worth individuals such as business owners, professionals, and professional athletes, presenting opportunities to tailor premium financial solutions and personalized wealth management services.

Technology Integration Utilizing advanced tech platforms like Power BI, Google Cloud, and digital marketing tools, BIP Wealth is well-positioned to leverage data-driven insights and enhance client engagement, creating avenues for offering innovative financial planning tools.

Strategic Growth Focus With a revenue range of 50 to 100 million dollars and recent strategic acquisitions, BIP Wealth is poised to expand its market share, making it a compelling partner for joint ventures or service collaborations targeting high-value assets.

Competitive Differentiation Unique in its commitment to bringing family-office style investment strategies to the mass affluent, BIP Wealth offers a niche appeal for clients seeking sophisticated wealth-building solutions, offering sales opportunities in the increasingly competitive financial services landscape.

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 Northeast Building 15, Suite 730. 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 January 2026, BIP Wealth has approximately 84 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 ServicesGeorgia, United 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 Northeast Building 15, Suite 730
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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