Red Tortoise (Atlanta) Overview

  • Year Founded
  • 2015

Year Founded

  • Status
  • Acquired/​Merged

  • Latest Deal Type
  • Buyout/​LBO

  • Financing Rounds
  • 1

Red Tortoise (Atlanta) General Information

Description

Provider of wealth management and investment advisory services intended for individuals and families seeking long-term financial planning and portfolio management. The company's platform offers fiduciary investment management, retirement planning, tax-aware investment strategies, portfolio rebalancing, and ongoing financial guidance, enabling clients to build, preserve, and manage wealth through customized, diversified investment services.

Contact Information

Website
www.redtortoisellc.com
Ownership Status
Acquired/Merged
(Operating Subsidiary)
Financing Status
Private Equity-Backed
Corporate Office
  • 5555 Glenridge Connector
  • Suite 200
  • Atlanta, GA 30342
  • United States
+1 (833)
Primary Industry
Asset Management
Other Industries
Consulting Services (B2B)
Parent Company
BIP Wealth
Corporate Office
  • 5555 Glenridge Connector
  • Suite 200
  • Atlanta, GA 30342
  • United States
+1 (833)

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Red Tortoise (Atlanta) Valuation & Funding

Deal Type Date Amount Valuation/
EBITDA		 Post-Val Status Debt

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Red Tortoise (Atlanta) FAQs

  • When was Red Tortoise (Atlanta) founded?

    Red Tortoise (Atlanta) was founded in 2015.

  • Where is Red Tortoise (Atlanta) headquartered?

    Red Tortoise (Atlanta) is headquartered in Atlanta, GA.

  • What industry is Red Tortoise (Atlanta) in?

    Red Tortoise (Atlanta)’s primary industry is Asset Management.

  • Is Red Tortoise (Atlanta) a private or public company?

    Red Tortoise (Atlanta) is a Private company.

  • What is Red Tortoise (Atlanta)’s current revenue?

    The current revenue for Red Tortoise (Atlanta) is .

  • When was Red Tortoise (Atlanta) acquired?

    Red Tortoise (Atlanta) was acquired on 22-Jun-2026.

  • Who acquired Red Tortoise (Atlanta)?

    Red Tortoise (Atlanta) was acquired by BIP Wealth.

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