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
Every product and vendor across these categories, with where each signal came from.
Create a free account with 25 free credits every month, no card needed, to unlock the full tech & app stack, funding history, and valuations.
Funding History
Jul 2024
Sign up to see all 2 rounds
Series A through Growth Equity — per-round amounts, valuations, and who invested in each round.
Investors
Similar Companies
Citi is a leading global bank for institutions with cross-border needs, a global provider in weal...
Global fintech company operating Alipay and providing digital payment, wealth management, insuran...
Regulated institutional-grade cryptocurrency exchange offering spot trading for Bitcoin, Ethereum...
Robinhood provides retail brokerage, crypto, advisory, banking, and private-markets access throug...
Stripe provides payments, billing, money-management, fraud-prevention, and identity tools that he...
Grab is Southeast Asia's leading super-app, providing ride-hailing, food and grocery delivery, di...
Your company? Embed this profile
Add the live badge to your site — it stays current as your funding data updates.
<a href="https://indexed.vc/companies/earned-wealth"><img src="https://indexed.vc/api/badge/company/earned-wealth" alt="Earned Wealth on Indexed.vc" width="260" height="76" /></a>