Earned Wealth
Earned | Wealth & Tax Solutions for Doctors
New York, United States · Founded 2021 · $218.0M raised
- Headquarters
- New York
- Employees
- 51–200
- Founded
- 2021
- Business Model
- B2C
- Website
- earned.com
- Total Funding
- $218.0M
- Last Round
- $200.0M Growth EquityJul 2024
- Rounds
- 2
About
Earned is a comprehensive wealth and tax firm built exclusively for doctors, their families, and medical practices. The company delivers integrated financial services spanning wealth management, tax planning, accounting, insurance, legal services, and retirement planning on a single connected platform. With over 240 employees, 20,000 clients, and $3.4 billion in AUM, Earned is the largest dedicated financial services provider for physicians in the United States.
Summary
Earned Wealth is a Fintech company based in New York, United States, founded in 2021. It has raised $218.0M in total across 2 rounds, most recently a $200.0M Growth Equity round in Jul 2024. Investors include Summit Partners and Silversmith Capital Partners.
Tech & App Stack
5 technologies & apps tracked
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Funding History
Jul 2024
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Investors
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