BIP Wealth

Helping you fortify your financial success through personalized wealth management strategies.

General Information
Company Name
BIP Wealth
Founded Year
2007
Location (Offices)
Atlanta, United States +4
Founders / Decision Makers
Number of Employees
76
Industries
Financial Services, Wealth Management
Funding Stage
-
Social Media

BIP Wealth - Company Profile

BIP Wealth is a financial services firm founded in 2007, with its headquarters in the United States. The company's slogan, "Many firms say they can manage your wealth. Few can create it. At BIP Wealth, we do both," reflects its commitment to a dual focus on wealth management and creation. BIP Wealth is dedicated to providing comprehensive financial planning and investment management services to a diverse clientele, including business professionals, managers, owners, and professional athletes.

The company takes pride in democratizing access to public and private market financial opportunities that have traditionally been reserved for the ultra-wealthy. Through a family office-style approach, backed by Nobel Prize-winning empirical research and alternative investments, BIP Wealth aims to deliver superior investment returns and create new wealth opportunities for its clients. Their services encompass holistic financial planning, including comprehensive planning, cash management, estate planning, and personal financial guidance, all underpinned by full transparency and a commitment to safeguarding client confidentiality.

Furthermore, the company emphasizes the importance of privacy and data security, directing clients to refrain from sharing private information online. This customer-centric approach underlines BIP Wealth's dedication to providing personalized and confidential services. While specific details regarding the company's latest investment and investors are not available, the company's focus on creating and managing wealth for its clients is evident throughout its ethos and operations.

In conclusion, BIP Wealth stands out as a prominent player in the wealth management industry, prioritizing the creation of wealth alongside its management. Through a combination of innovative investment strategies, personalized financial planning, and a commitment to client privacy and security, BIP Wealth positions itself as a dependable partner in helping clients achieve their financial goals and secure their future prosperity.

Taxonomy: Wealth Management, Financial Planning, Investment Management, Estate Planning, Retirement Planning, Private Equity Investing, Public Equity Investing, Tax Planning, Insurance Planning, High Net Worth, Holistic Financial Planning, Nobel Prize-winning Research, Legacy Planning, Alternative Investments

Funding Rounds & Investors of BIP Wealth (0)

View All

There is no investment information

Latest News of BIP Wealth

View All

No recent news or press coverage available for BIP Wealth.

Similar Companies to BIP Wealth

View All
Maystone Wealth - Similar company to BIP Wealth
Maystone Wealth A team of efficient and committed wealth experts and risk planners here to help you build a successful financial future.
Delta Financial Advisors, Inc. - Similar company to BIP Wealth
Delta Financial Advisors, Inc. Delta Financial Advisors, Inc. is a Kensington, MD based financial planning wealth management firm.
JL Bainbridge & Company - Similar company to BIP Wealth
JL Bainbridge & Company Family Wealth Advisors: It's your future℠
IHT Wealth Management - Similar company to BIP Wealth
IHT Wealth Management The Experience You Seek for the Future You Desire
FINALYTIX INC - Similar company to BIP Wealth
FINALYTIX INC Grow Wealth through Transparency and Analytics