BIP Wealth secures investment from Constellation Wealth Capital

The partnership is intended to assist BIP Wealth in expanding both its organic and inorganic growth efforts.

Published on Feb. 24, 2026

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BIP Wealth, an Atlanta-based RIA, has received a minority investment from Constellation Wealth Capital (CWC) to support its growth objectives. The firm manages more than $5.5 billion in assets and saw $725 million in new organic assets under management in 2025, with projections for higher figures in 2026 with CWC's backing.

Why it matters

The investment from CWC is expected to help accelerate BIP Wealth's plans to partner with more wealth management firms, particularly in the Southeast region and beyond, as the firm continues to execute on its growth strategy through both organic and inorganic means.

The details

CWC's investment is intended to help BIP Wealth scale operations while maintaining its independence. The partnership will provide BIP Wealth with advisory support to help the firm grow, and the firm expects the investment to open new doors of growth that will benefit its clients and team. BIP Wealth has a deep expertise in private investments and advanced planning capabilities with Estate Planning and Tax Professionals on its team.

  • In 2025, the firm saw $725 million in new organic assets under management.
  • In 2024 and 2025, the firm added more than $1.2 billion in assets through partnerships with The Money Advisor Group and Prehmus Financial.

The players

BIP Wealth

An Atlanta-based RIA that manages more than $5.5 billion in assets.

Constellation Wealth Capital (CWC)

A firm that has provided a minority investment to BIP Wealth to support the firm's growth objectives.

Karl Heckenberg

The president and managing partner of Constellation Wealth Capital.

Bill Harris

The CEO and co-founder of BIP Wealth.

Jeff Singh

An advisor from Chase Corporate Advisory who facilitated the initial introduction between BIP Wealth and CWC.

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What they’re saying

“When we look for qualities in a firm to partner with, the BIP Wealth team checked all the boxes.”

— Karl Heckenberg, President and Managing Partner, Constellation Wealth Capital (yahoo.com)

“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.”

— Bill Harris, CEO and Co-founder, BIP Wealth (yahoo.com)

What’s next

The investment from Constellation Wealth Capital is expected to help accelerate BIP Wealth's plans to partner with more wealth management firms, particularly in the Southeast region and beyond.

The takeaway

The investment from Constellation Wealth Capital will provide BIP Wealth with the resources and advisory support to continue executing on its growth strategy through both organic and inorganic means, allowing the firm to expand its client-first, servant leadership model to more wealth management firms in the Southeast and beyond.