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Cover Image BIP WEALTH
BIP WEALTH

BIP WEALTH

HQ - Atlanta

Summary

BIP Wealth is a wealth management firm specializing in holistic wealth management, private investments, and tax planning.

Deals Overview

Total Deals2
Valued Deals0
Total Value-
Avg. Deal Size-

Market Context

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29 Apr 2024|United States|Diversified Financials
The Money Advisor Group
Bip Wealth

Target: THE MONEY ADVISOR GROUP

Bidder: BIP WEALTH

3 Service Providers

1 Target | 2 Bidder

21 Dealmakers

1 Target | 20 Bidder

n/a

Value

07 Oct 2025|United States|Asset Managers and Custodians
Prehmus Financial
Bip Wealth

Target: PREHMUS FINANCIAL

Bidder: BIP WEALTH

2 Service Providers

1 Target | 1 Bidder

2 Dealmakers

1 Target | 1 Bidder

n/a

Value

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