BIP Wealth, an Atlanta-based RIA, has received a minority investment from Constellation Wealth Capital (CWC) to support its growth objectives.
The partnership is intended to assist BIP Wealth in expanding both its organic and inorganic growth efforts. The firm manages more than $5.5bn in assets.
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In 2025, the firm saw $725m in new organic assets under management and projects higher figures for 2026 with the backing of CWC.
It also expects CWC’s advisory support to help scale operations while maintaining its independence.
CWC president and managing partner Karl Heckenberg said: “When we look for qualities in a firm to partner with, the BIP Wealth team checked all the boxes.
“It’s important to us to partner with people who value partnership and client service. Seeing their impressive organic growth and dedication to clients, we knew we wanted to link arms and help support the growth of the BIP Wealth platform in the future.”
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By GlobalDataBIP Wealth’s growth strategy has included acquisitions.
In 2024 and 2025, the firm added more than $1.2bn in assets through partnerships with The Money Advisor Group and Prehmus Financial.
CWC’s investment is expected to help accelerate BIP’s plans to partner with more wealth management firms, particularly in the Southeast region and beyond.
Advisory on the transaction was provided by Chase Corporate Advisory’s Jeff Singh, who facilitated the initial introduction between BIP Wealth and CWC.
BIP Wealth serves clients nationally from five locations: Atlanta, Alpharetta, Columbus, and Peachtree Corners in Georgia, as well as Nashville, Tennessee.
BIP Wealth CEO and co-founder Bill Harris commented: “We want to offer our client-first, servant leadership model to other firms looking for a solution. Whether a founder is looking for help with their succession plan or wanting to fuel their next stage of growth, we want to partner with like-minded people.
“This partnership with CWC will open new doors of growth in our business that will benefit our clients and our entire team. We have a lot to offer with our deep expertise in private investments and advanced planning capabilities with Estate Planning and Tax Professionals on our team. I’m excited about the future of where BIP Wealth is headed as we continue to grow.”
