Key facts
- Notable investors include Constellation Wealth Capital.
- Status: Privately Held (backing).
Investors
1- ·The complete investor list — 1 names
- ·Watchlist + deal alerts for BIP Wealth
- ·The full record, as it builds
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.
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)
BIP Wealth doesn't have a composite mark yet — a PA Mark is published once enough pricing inputs exist (trade prints, fund marks, round prices). The rest of the record below builds toward it.
Recorded secondary trades
No secondary trades in BIP Wealth shares have been recorded yet. When a print lands — third-party, direct report, or platform — it appears here with structure, source, and price.
Institutional fund marks
No SEC-registered fund has reported a fair-value mark on BIP Wealth in its N-PORT filings yet. We sweep new filings monthly.