BIP Wealth Secures Strategic Investment from Constellation Wealth Capital

The partnership aims to accelerate BIP Wealth's acquisition strategy and enhance its advisor support platform.

Published on Feb. 24, 2026

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BIP Wealth, an Atlanta-based registered investment advisor with over $5.5 billion in assets under management, has secured a strategic minority investment from Constellation Wealth Capital. The partnership is designed to provide additional resources to support BIP Wealth's expansion plans, including accelerating its acquisition strategy and enhancing its advisor support platform, while maintaining the firm's independence.

Why it matters

The investment from Constellation Wealth Capital, a firm focused on providing strategic advisory support and flexible, long-term minority investments in the wealth management sector, is expected to help fuel BIP Wealth's continued organic and inorganic growth. This partnership aligns with BIP Wealth's goal of expanding its client-first, servant leadership model to other like-minded firms, particularly across the Southeast and other select growth markets.

The details

BIP Wealth added $725 million in new organic assets under management in 2025 and expects to surpass that figure in 2026. The firm has also been actively pursuing an acquisition strategy, adding more than $1.2 billion in assets through partnerships with The Money Advisor Group in 2024 and Prehmus Financial in 2025. The new investment from Constellation Wealth Capital is expected to further expand BIP Wealth's pipeline of prospective deals.

  • BIP Wealth formally announced its acquisition strategy in 2024.
  • BIP Wealth added $725 million in new organic assets under management in 2025.
  • BIP Wealth expects to surpass its 2025 organic asset growth figure in 2026.

The players

BIP Wealth

An Atlanta-based registered investment advisor with more than $5.5 billion in assets under management, focused on holistic wealth management and advanced planning solutions for high-net-worth individuals and families, institutional clients, and corporate retirement plans.

Constellation Wealth Capital

An alternative asset management platform focused on the wealth management sector, known for providing flexible, long-term minority investments paired with strategic advisory support.

Bill Harris, CFP

Co-Founder and CEO of BIP Wealth.

Karl Heckenberg

President and Managing Partner of Constellation Wealth Capital.

Chase Corporate Advisory

The firm that represented BIP Wealth during the partner selection process and facilitated the introduction to Constellation Wealth Capital.

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What they’re saying

“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.”

— Bill Harris, CFP, Co-Founder & CEO, BIP Wealth

“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.”

— Karl Heckenberg, President & Managing Partner, Constellation Wealth Capital

What’s next

The investment from Constellation Wealth Capital is expected to further expand BIP Wealth's pipeline of prospective acquisition targets, as the firm continues to pursue its inorganic growth strategy.

The takeaway

This strategic partnership between BIP Wealth and Constellation Wealth Capital highlights the growing trend of wealth management firms seeking external capital and advisory support to fuel their expansion plans, both organically and through targeted acquisitions, while maintaining their independence and client-centric culture.