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BIP Wealth

is a Georgia-based wealth management firm that provides services such as estate planning and cash management for individuals and institutions... Read more
OverviewCompetitorsAcquisitionsFundingNews & Insights

BIP Wealth

is a Georgia-based wealth management firm that provides services such as estate planning and cash management for individuals and institutions... Read more
BIP Wealth Co-Founder & CEO: Bill Harris

Co-Founder & CEO

Bill Harris

CEO Approval Rating

90/100

2007

Private

Banking, Financial Services and Insurance
Asset & Investment Management

Est. Annual Revenue
$5.0-25M
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Est. Employees
100-250
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Funding
$350K
Acquisitions
2

News

Funding
Feb 24, 2026
PR Newswire
BIP Wealth received undisclosed amount in Minority Stake Funding
Acquisition
Oct 18, 2025
Pulse2.0
BIP Wealth acquired Prehmus Financial for undisclosed amount

BIP Wealth Competitors

1HB
2Buckhead Wealth Management
3Georgia Wealth Partners
4The Renn
5Cahaba
6AP Wealth Management
7Allegiant Private Advisors
8Bel Air
9Compass Financial Partners
10Radnor
Unlock 12 + competitors

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