BIP Wealth secures investment from Constellation Wealth Capital

BIP Wealth, an Atlanta-based RIA, has received a number concern from Constellation Wealth Capital (CWC) to enactment its maturation objectives.

The concern is intended to assistance BIP Wealth successful expanding some its integrated and inorganic maturation efforts. The steadfast manages much than $5.5bn successful assets.

In 2025, the steadfast saw $725m successful caller integrated assets nether absorption and projects higher figures for 2026 with the backing of CWC.

It besides expects CWC’s advisory enactment to assistance standard operations portion maintaining its independence.

CWC president and managing spouse Karl Heckenberg said: "When we look for qualities successful a steadfast to spouse with, the BIP Wealth squad checked each the boxes.

"It's important to america to spouse with radical who worth concern and lawsuit service. Seeing their awesome integrated maturation and dedication to clients, we knew we wanted to nexus arms and assistance enactment the maturation of the BIP Wealth level successful the future."

BIP Wealth’s maturation strategy has included acquisitions.

In 2024 and 2025, the steadfast added much than $1.2bn successful assets done partnerships with The Money Advisor Group and Prehmus Financial.

CWC’s concern is expected to assistance accelerate BIP’s plans to spouse with much wealthiness absorption firms, peculiarly successful the Southeast portion and beyond.

Advisory connected the transaction was provided by Chase Corporate Advisory’s Jeff Singh, who facilitated the archetypal instauration betwixt BIP Wealth and CWC.

BIP Wealth serves clients nationally from 5 locations: Atlanta, Alpharetta, Columbus, and Peachtree Corners successful Georgia, arsenic good arsenic Nashville, Tennessee.

BIP Wealth CEO and co-founder Bill Harris commented: "We privation to connection our client-first, servant enactment exemplary to different firms looking for a solution. Whether a laminitis is looking for assistance with their succession program oregon wanting to substance their adjacent signifier of growth, we privation to spouse with like-minded people.

"This concern with CWC volition unfastened caller doors of maturation successful our concern that volition payment our clients and our full team. We person a batch to connection with our heavy expertise successful backstage investments and precocious readying capabilities with Estate Planning and Tax Professionals connected our team. I'm excited astir the aboriginal of wherever BIP Wealth is headed arsenic we proceed to grow."

"BIP Wealth secures concern from Constellation Wealth Capital" was primitively created and published by Private Banker International, a GlobalData owned brand.

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