Earned Wealth
Earned Wealth is a fintech company in New York, United States, founded in 2021. It has raised $218.0M across 2 rounds, most recently a $200.0M Growth Equity in July 2024.
Earned | Wealth & Tax Solutions for Doctors
- Headquarters
- New York, 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
Totals include recorded grants and other qualifying funding, not just equity. What counts toward funding.
Indexed holds 2 funding rounds and 2 investors for this company. The full record is or through the API.
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
It lists 51–200 employees. 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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Funding: Series A through Growth Equity. Amounts, valuations, and investors where available.
Investors
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