BIP Wealth
Overview
BIP Wealth is a registered investment advisory (RIA) firm that provides wealth management, financial planning, and investment advisory services to high-net-worth individuals, families, and institutional clients, and offers curated access to private equity, venture capital, and private credit investments.
Investments
| Company | Date | Stage | Lead |
|---|---|---|---|
| AchieveIt | Mar 2015 | Series D | Co-investor |
Key People
Mark Buffington
Co-Founder, Board Member
Sector & Stage Mix
Industry, funding stage, and valuation band breakdowns.
FAQ
Where is BIP Wealth based?
BIP Wealth is headquartered in Atlanta, Georgia, United States.
When was BIP Wealth founded?
BIP Wealth was founded in 2007.
How many portfolio companies does BIP Wealth have?
BIP Wealth has 1 portfolio company in Caplight's dataset.
What are some companies in BIP Wealth's portfolio?
Portfolio companies visible on Caplight include AchieveIt.
What was BIP Wealth's most recent investment shown here?
BIP Wealth's most recent investment in this portfolio sample was in AchieveIt in 2015.
What sectors does BIP Wealth focus on?
BIP Wealth focuses on Enterprise Software.
What company stages does BIP Wealth focus on?
BIP Wealth typically invests at the Mid stage.
What is BIP Wealth's AUM?
BIP Wealth's assets under management are estimated between $3.4B and $3.4B.