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

Growth EquityGrowth Equity RoundJul 2024
$200.0M

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Investors

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