Atlanta-based RIA, BIP Wealth, receives a minority investment from Constellation Wealth Capital to support growth goals. The firm manages over $5.5bn in assets and saw $725m in new organic assets in 2025. CWC’s backing is expected to drive higher figures in 2026 and help scale operations while maintaining independence. BIP Wealth’s growth strategy includes acquisitions, adding $1.2bn in assets through partnerships. The investment will accelerate plans to partner with more wealth management firms, particularly in the Southeast. CEO Bill Harris looks forward to new growth opportunities and serving clients with deep expertise and planning capabilities.

Read more at Yahoo Finance: BIP Wealth secures investment from Constellation Wealth Capital