BIP Wealth is a wealth management firm offering personalized financial planning and investment strategies, including access to private equity, venture capital, and private credit. Serving families, professionals, entrepreneurs, retirees, and baseball players, the company emphasizes evidence-based public market investing and proprietary trading strategies to optimize wealth and reduce risk. Founded in 2007, BIP Wealth operates in multiple U.S. locations and manages over $3 billion in assets.
Recent Transactions involving BIP Wealth
| Deal | Target | Platform | Buyer | Industry |
|---|---|---|---|---|
ATLANTA-BASED BIP WEALTH ACQUIRES THE MONEY ADVISOR GROUP, A COLUMBUS, GEORGIA-BASED INVESTMENT MANAGEMENT AND RETIREMENT PLANNING FIRM |
The Money Advisor Group |
BIP Wealth |
Financial Services |
The Lower and Middle Market M&A Platform
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