BIP Wealth secures strategic investment from CWC

February 24, 2026

BIP Wealth, an Atlanta-headquartered registered investment advisor with more than $5.5bn in assets under management, has secured a strategic minority investment from Constellation Wealth Capital (CWC) to accelerate its organic and inorganic growth plans.

The partnership will see CWC provide flexible, long-term capital to support BIP Wealth’s continued expansion. The investment builds on BIP’s recent momentum, which includes adding $725m in new organic assets under management in 2025. The firm expects to surpass that figure in 2026, supported in part by CWC’s strategic advisory expertise. The capital will also enable BIP to partner with additional wealth management firms, extending its presence across the Southeast and into other innovation hubs nationwide.

BIP’s acquisition strategy, announced in 2024, complements its organic growth by targeting culturally aligned, service-led firms. The firm has added more than $1.2bn in assets under management through two partnerships: The Money Advisor Group in 2024 and Prehmus Financial in 2025.

With CWC’s backing, BIP aims to accelerate its inorganic growth pipeline while remaining selective in choosing partners that align with its fiduciary-first approach and collaborative culture. Chase Corporate Advisory’s Jeff Singh represented BIP Wealth in identifying and securing its capital partner, including introducing the firm to CWC.

BIP Wealth focuses on holistic wealth management, integrating financial planning, public market investing and private market opportunities. The firm serves high-net-worth individuals and families, institutional clients and corporate retirement plans.

Bill Harris, CFP®, Co-Founder & CEO of BIP Wealth said, “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.”

Karl Heckenberg, President & Managing Partner of Constellation Wealth Capital 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.”