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Cover Image Bill Harris

Bill Harris

CEO at BIP WEALTH

Manager

Deal Bio

Total Deals2

Valued Deals0

Total Value-

Avg. Deal Size-

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29 Apr 2024|United States|Diversified Financials

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

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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