BIP Wealth
Financial Services • 
Atlanta, Georgia, United States • 51-100 Employees
Company overview
| Headquarters | 3575 Piedmont Road NE, Building 15, Suite 730, Atlanta, Georgia 30305, US |
| Phone number | +12025050815 |
| Website | |
| NAICS | 52 |
| Keywords | Tax Planning, Insurance Planning, Wealth Creation, Wealth Management, Asset Management, Retirement Planning, Portfolio Management, Financial Planning, Estate Planning, 401(K), Investment Management, Legacy Planning, Entrepreneurs, High Net Worth, Wealth Planning, Investment Strategy, Professional Athletes, Life Planning, Business Owners, Private Wealth, Private Equity Investing, Generational Wealth, Public Equity Investing |
| Founded | 2007 |
| Employees | 51-100 |
| Socials |
Key Contacts at BIP Wealth
Heather Callahan
Director Of People Operations
Bill Harris
Co-Founder
Jenni Brown
Chief Marketing Officer
Dan Mcdonald
Director Of Product
Nirali Patel Johnson
Product Owner
BIP Wealth Email Formats
BIP Wealth uses 5 email formats. The most common is {first initial}{last name} (e.g., jdoe@bipwealth.com), used 77.9% of the time.
| Format | Example | Percentage |
|---|---|---|
{first initial}{last name} | jdoe@bipwealth.com | 77.9% |
{first name}{last name} | johndoe@bipwealth.com | 13% |
{last name}{last name} | doedoe@bipwealth.com | 5.2% |
{first initial} | j@bipwealth.com | 1.3% |
{first initial}{first3} | j{first3}@bipwealth.com | 1.3% |
About BIP Wealth
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.
BIP Wealth revenue & valuation
| Annual revenue | $15,000,000 |
| Revenue per employee | $179,000 |
| Estimated valuation?This valuation is estimated based on industry average for the Financial Services industry and current estimated revenues | $48,000,000 |
| Total funding | No funding |
Employees by Management Level
Total employees: 51-100
Seniority
Employees
Employees by Department
BIP Wealth has 68 employees across 12 departments.
Departments
Number of employees
Funding Data
BIP Wealth has never raised funding before.
BIP Wealth Tech Stack
Discover the technologies and tools that power BIP Wealth's digital infrastructure, from frameworks to analytics platforms.
Security
UI frameworks
Caching
Page builders
CDN
JavaScript frameworks
JavaScript libraries
Miscellaneous
Security
JavaScript libraries
Programming languages
Austria
Frequently asked questions
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