BIP Wealth
Finance · Tennessee, United States · 11-50 Employees
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Overview
Headquarters
1222 Demonbreun St Ste 1425, Nashville, ...Phone Number
(866) 435-8877Website
www.bipwealth.comRevenue
<$5 MillionIndustry
ZI Rank: 2
Signal Type
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ZI Rank
2
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About BIP Wealth
BIP Wealth is an investment and wealth management firm that specializes in holistic wealth management, private investments, tax planning, estate planning, and 401k plans for businesses. The firm serves a diverse clientele including families, individuals, entrepreneurs, professionals, late-career individuals, retirees, and even baseball players. With a focus on personalized financial planning and risk management, BIP Wealth aims to help clients achieve their unique financial goals. Based in Atlanta, the firm combines financial expertise with tailored advisory services to foster long-term client relationships.Explore more
BIP Wealth Org Chart
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BIP Wealth is experiencing very low activity levels compared to other companies in the Finance sector.
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BIP Wealth is drawing exceptional interest within the Finance industry, suggesting notable developments or strong market momentum, learn more about BIP Wealth.
BIP Wealth Tech Stack
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Facilities Relocation / Expansion
BIP Wealth is planning to move offices in April 2026. The move will impact approximately 12 employees at the existing office located at 3575 Piedmont Rd NE Bldg 15, Atlanta, Atlanta, GA.
Facilities Relocation/Expansion
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Facilities Relocation / Expansion
BIP Wealth is planning to move its offices in October 2022. The move will impact approximately 45 employees at their existing office located at 3575 Piedmont Rd Ne, Bldg 15, Suite #730, Atlanta, GA .
Facilities Relocation / Expansion
BIP Wealth News & Media
ATLANTA-BASED RIA BIP WEALTH ANNOUNCES INVESTMENT FROM CONSTELLATION WEALTH CAPITAL
This strategic partnership adds resourcing to BIP's organic growth trajectory, while accelerating its acquisition strategy ATLANTA, Feb. 23, 2026 /PRNewswire/ -- BIP Wealth, a Registered Investment Advisor (RIA) headquartered in Atlanta with over $5.5B in assets under management has...LEGENDARY GEORGIA TECH BASEBALL COACH DANNY HALL JOINS BIP WEALTH FOR NEXT CHAPTER IN HIS CAREER
Former Coach And Long-Time BIP Baseball Division Client Joins Atlanta-Based Wealth Management Firm's Growing Team In A Strategic Growth Role ATLANTA, Sept. 16, 2025 /PRNewswire/ -- BIP Wealth, recently named in the top 3 on Atlanta Business Chronicle's 2025 Best Places to Work List for...ATLANTA-BASED BIP WEALTH NAMED ONE OF ATLANTA BUSINESS CHRONICLE'S 2022 BEST PLACES TO WORK IN ADDITION TO SMARTASSET'S 6TH FASTEST GROWING RIA
BIP Wealth Recognized For Year-Over-Year Client Growth While Also Being One Of Atlanta's Best Places To Work ATLANTA, Sept. 21, 2022 /PRNewswire/ -- BIP Wealth, one of the Southeast's premiere wealth management RIA firms, has been named one of Atlanta Business Chronicle's, "Best Places to...
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Frequently Asked Questions Regarding BIP Wealth
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BIP Wealth is an investment and wealth management firm that specializes in holistic wealth management, private investments, tax planning, estate planning, and 401k plans for businesses. The firm serves a diverse clientele including families, individuals, entrepreneurs, professionals, late-career individuals, retirees, and even baseball players. Wit... Read More
