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Key people at Buckhead Investment Partners.
Buckhead Investment Partners was founded in 2007 by Bill Harris (Founder).
BIP Wealth, formerly Buckhead Investment Partners, delivers comprehensive investment and generational wealth management services. Operating as a fee-only registered investment advisory firm, it provides tailored financial solutions, notably including strategic access to private market investments. The firm guides clients through intricate financial landscapes, focusing on asset preservation.
Established in 2007 as Buckhead Investment Partners, the firm was founded in Atlanta to address a market need for specialized financial and investment guidance. It aimed to offer a dedicated approach to managing significant wealth, aspiring to provide diverse financial opportunities beyond conventional advisory models for its clientele.
Serving a varied client base, from business professionals to high-net-worth individuals, BIP Wealth’s vision empowers clients with sophisticated financial planning and investment strategies. The firm strives to foster long-term financial security and growth, positioning itself as a trusted partner in building enduring legacies through proactive, personalized wealth management.
Buckhead Investment Partners has 7 tracked investments across 5 companies. The latest tracked deal is $4.0M Seed in Cypress.io in June 2018.
| Date | Company | Round | Lead Investor(s) | Co-Investor(s) |
|---|---|---|---|---|
| Jun 26, 2018 | Cypress.io | $4.0M Seed | BOB Goodman, Esteban Reyes | BLH Venture Partners, Tech Square Ventures |
| Dec 3, 2014 | NexDefense, Inc. | $2.4M Seed | Buckhead Investment Partners, Mosley Ventures | — |
| Jul 19, 2013 | PlayOn! Sports | $26.0M Series D | Jeff Webb | Hamilton Ventures, Imlay Investments |
| Jun 27, 2013 | REACH Health | $7.4M Debt / Other Equity | — | C&B Capital, Council Capital, Silicon Valley Bank |
| Jun 26, 2011 | Digital Assent | $7.5M Series B | BIP Opportunities Fund, Buckhead Investment Partners, Sanan Private Equity | BLH Venture Partners, Imlay Investments |
| Aug 3, 2010 | PlayOn! Sports | $2.8M Series B | — | Jamie Hamilton, Imlay Investments |
| Dec 12, 2008 | PlayOn! Sports | $3.0M Other Equity | — | Imlay Investments |
Key people at Buckhead Investment Partners.
Buckhead Investment Partners was founded in 2007 by Bill Harris (Founder).