BIP Wealth

BIP Wealth

Financial Services 3575 Piedmont Road Ne, Building 15 86 employees
Employees
86
Contacts
4
Emails
4
Phones
4

BIP Wealth Overview

Headquarters
3575 Piedmont Road Ne, Building 15
Phone Number
Available in AeroLeads
Website
bipwealth.com
Industry
Financial Services
Employees
86
Founded
2007
Funding
,
Company Email
Available in AeroLeads
NAICS
Finance and Insurance
Monetary Authorities-Central Bank

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 Contact Details

People in AeroLeads
4
With contact data
4
Email contacts
4
100.0% coverage
Phone contacts
4
100.0% coverage

BIP Wealth Org Chart

Sample employees and titles
Name Title Contact
John Ray Personal Wealth Advisor at Bip Wealth
Email Phone
Duncan Meredith Chief Technology Officer at Bip Wealth
Email Phone
Michael Sorrow Personal Wealth Advisor - Bip Wealth
Email Phone
Andrew Somoza Vice President, Strategic Growth
Email Phone

Employees by Management Level

Manager 7 profiles
Individual contributor 6 profiles
Executive 5 profiles
Associate / junior 2 profiles
Director 1 profile
Senior / Lead 1 profile

Department Contact Coverage

Department Contacts Email Phone
General 8 8 2
Executive 2 2 1
IT 1 1 1
Marketing 1 1 0
Operations 1 1 0

BIP Wealth Tech Stack

Data / AI 1 profile
Engineering 1 profile

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