Chase acts for BIP Wealth (US) on the new equity partneship with Chicago based CWC

ATLANTA, GA — February 23, 2026 — BIP Wealth, a Registered Investment Advisor (RIA) headquartered in Atlanta with over $5.5B in assets under management has partnered with Constellation Wealth Capital (CWC) to receive a strategic investment to support BIP’s continued growth. Recently named to Financial-Planning.com’s 2025 Top 150 RIA Fee-only Firms List, as well as the top 3 on the Atlanta Business Chronicle’s 2025 Best Places to Work List for medium-sized companies, BIP Wealth focuses on holistic wealth management and sophisticated planning solutions for high-net-worth individuals and families, institutional clients, and corporate retirement plans. CWC is a partner to growing wealth management firms and known for its flexible, long-term, minority investments. CWC’s deep advisory expertise supports the partner firm’s management team scale effectively, while preserving independence.

CWC’s investment builds upon BIP Wealth’s foundational excellence in client service and advisor support. BIP gained $725M in new organic assets under management in 2025 and expects to exceed that benchmark in 2026, in part supported by CWC’s strategic advisory efforts. Additionally, CWC’s investment will provide BIP with capital to further partner with successful wealth management firms and broaden BIP’s impact in the Southeast and beyond.

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

Announced in 2024, BIP’s acquisition strategy complements its strong organic growth by partnering with culturally-aligned, service-first firms and founders. With more than $1.2B of assets under management added via two new partnerships—The Money Advisor Group in 2024 and Prehmus Financial in 2025—BIP expects CWC’s investment will accelerate its inorganic growth pipeline. Chase Corporate Advisory’s Jeff Singh represented BIP Wealth throughout the process to determine the best capital partner on a go-forward basis and made the initial introduction between BIP and CWC.