Earned Wealth - About the company
Earned Wealth is a series B company based in New York City (United States), founded in 2021. It operates as a Provider of wealth and tax advisory solutions for doctors and healthcare professionals. Earned Wealth has raised $212M in funding from investors like Summit Partners, Breyer Capital and Silversmith, with a current valuation of $*****. The company has 10913 active competitors, including 288 funded and 1016 that have exited. Its top competitors include companies like Fidelity Investments, S&P Global and FIS.
Company Details
Provider of wealth and tax advisory solutions for doctors and healthcare professionals. Earned is a financial services company providing comprehensive tax and wealth solutions designed specifically for doctors, their families, and practices. Their team of fiduciary tax and wealth advisors work together to integrate tax planning with wealth management for healthcare professionals.
- Website
- www.earned.com/
- Social
Key Metrics
Founded Year
2021
Location
New York City, United States
Stage
Series B
Total Funding
$212M in 2 rounds
Latest Funding Round
Post Money Valuation
$***** as on Jul 11, 2024
Investors
Ranked
109th among 10913 active competitors
Employee Count
106 as on Oct 31, 2026
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Earned Wealth's funding and investors
Earned Wealth has raised a total funding of $212M over 2 rounds. Its first funding round was on Apr 11, 2023. Its latest funding round was a Series B round on Jul 11, 2024 for $*****. 5 investors participated in its latest round. Earned Wealth has 5 institutional investors.
Here is the list of recent funding rounds of Earned Wealth:
Date of Funding | Funding Amount | Round Name | Post-Money Valuation | Revenue Multiple | Lead Investors | Other Investors |
|---|---|---|---|---|---|---|
Jul 11, 2024 | 6435828 | Series B | 2962111 | 8238778 | 9838707 | 8630896 |
Apr 11, 2023 | 7594906 | Series A | 9988891 | 5231287 | 7420951 |
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Earned Wealth's founders and board of directors
Founder? Claim ProfileEarned Wealth's employee count trend
Earned Wealth has 106 employees as of Oct 26. Here is Earned Wealth's employee count trend over the years:
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Earned Wealth's Competitors and alternates
Top competitors of Earned Wealth include Fidelity Investments, S&P Global and FIS. Here is the list of Top 10 competitors of Earned Wealth, ranked by Tracxn score:
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Rank | Company Details | Short Description | Total Funding | Investors | Tracxn Score |
|---|---|---|---|---|---|
1st | Fidelity Investments 1946, Boston (United States), Series F | Provider of brokerage accounts, retirement planning, wealth management, and trading platforms | $4.71B | 81/100 | |
2nd | S&P Global 1917, New York City (United States), Public | Provider of essential intelligence and market analysis for global finance | - | 79/100 | |
3rd | FIS 1968, Jacksonville (United States), Public | Provider of software suite for banks and financial institutions | - | 78/100 | |
4th |  Investec 1974, London (United Kingdom), Acquired | Specialist bank and wealth manager serving private and institutional clients | - | 78/100 | |
5th | Morgan Stanley 1935, New York City (United States), Public | Provider of wealth management, investment banking, sales, trading, and research services | - | 75/100 | |
6th | Goldman Sachs 1869, New York City (United States), Public | Provider of investment banking asset management and financial advisory services | - | 74/100 | |
7th |  Wells Fargo 1852, San Francisco (United States), Public | Provider of diverse financial services and online banking | - | 73/100 | |
8th | _1537422048749.png?devicePixelRatio=2&height=30&width=30){kind=logo} Blackstone 1985, New York City (United States), Public | Diversified investment management firm | - | 72/100 | |
9th | Vanguard 1976, Malvern (United States), Series B | Diversified investment management firm | $31.7M | 71/100 | |
10th | Affiliated Managers Group 1993, West Palm Beach (United States), Public | Provider of asset management services | - | 71/100 | |
109th | Earned Wealth 2021, New York City (United States), Series B | Provider of wealth and tax advisory solutions for doctors and healthcare professionals | $212M | 55/100 |
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Earned Wealth's Investments and acquisitions
Earned Wealth has not made any investments yet. Earned Wealth has made 4 acquisitions.Here is the list of latest three $acquisitions:
Date of Investment/Acquisition | Type | Company Name | Founded Year | Location |
|---|---|---|---|---|
Dec 09, 2025 | Acquisition | 2007 | Cincinnati (United States) | |
Oct 29, 2025 | Acquisition | 1993 | - | |
Oct 06, 2025 | Acquisition | Ardmore (United States) |
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Reports related to Earned Wealth
Here is the latest report on Earned Wealth's sector:
News related to Earned Wealth
Filter this listMedia has covered Earned Wealth for a total of 15 events in the last 1 year, 10 of them have been about company updates and 1 about people movement.
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Earned Wealth Advisors LLC Acquires 19,926 Shares of Netflix, Inc. $NFLXMarketBeat•Apr 20, 2026•Netflix, Earned Wealth
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Quattro Financial Advisors LLC Acquires 10,008 Shares of Microsoft Corporation $MSFTMarketBeat•Jan 18, 2026•Quattrofa, Microsoft, Prosperity Capital Management, SignatureFD and 6 others
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NVIDIA Corporation $NVDA Shares Sold by Generate Investment Management LtdMarketBeat•Jan 11, 2026•Generation Investment Management, Nvidia, thelifewealthgroup.com, Greenspring Advisors and 2 others
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SS&H Financial Advisors Inc. Acquires New Shares in Advanced Micro Devices, Inc. $AMDMarketBeat•Dec 29, 2025•SS&H Financial Advisors, AMD, MFA Wealth, Overridge and 9 others
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Earned Acquires OJM Group, Adding Nearly $1B in Assets Under Management to Solidify Position as the Premier Tax-Smart Financial Partner for DoctorsBusiness Wire•Dec 09, 2025•Earned Wealth, Ojmgroup
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Earned Continues its Growth Strategy and Welcomes Dental & Medical Counsel, Adding Specialized Legal Expertise for Healthcare ProfessionalsBusiness Wire•Nov 10, 2025•Earned Wealth
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Earned Wealth Advisors LLC Invests $411,000 in Comfort Systems USA, Inc. $FIXMarketBeat•Nov 01, 2025•Comfort Systems USA, Earned Wealth
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4,386 Shares in Illumina, Inc. $ILMN Acquired by Earned Wealth Advisors LLCMarketBeat•Nov 01, 2025•Illumina, Earned Wealth, AP3
•
2,841 Shares in The PNC Financial Services Group, Inc $PNC Acquired by Earned Wealth Advisors LLCMarketBeat•Nov 01, 2025•PNC, Earned Wealth, Alphastar Capital Management, Ford
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