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 InsuranceMonetary 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 | Location | Contact |
|---|---|---|---|
| John Ray | Personal Wealth Advisor at Bip Wealth | Alpharetta, Georgia, United States |
Email
Phone
|
| Duncan Meredith | Chief Technology Officer at Bip Wealth | Atlanta Metropolitan Area, United States |
Email
Phone
|
| Michael Sorrow | Personal Wealth Advisor - Bip Wealth | Atlanta, Georgia, United States |
Email
Phone
|
| Andrew Somoza | Vice President, Strategic Growth | United States |
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 | 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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