Recent Acquisition Earned Wealth recently acquired Thomas Doll, a key player in providing financial services to medical professionals. This acquisition presents an opportunity for cross-selling and upselling financial products/services to Thomas Doll's existing client base.
Significant Funding With a recent funding round of $200 million led by Summit Partners, Earned Wealth has the financial resources to aggressively expand its market reach and invest in innovation. Sales professionals can leverage this funding success to showcase the company's stability and growth potential to potential clients.
Industry Niche Focus Earned Wealth specializes in providing tailored wealth management solutions exclusively for doctors and medical practices. Sales representatives can target medical professionals seeking specialized financial services, highlighting the company's expertise in addressing the unique financial needs of this niche market.
Strategic Investor Backing Backed by growth equity investors such as Summit Partners and Silversmith Capital Partners, Earned Wealth has gained credibility and support from reputable financial firms. Utilize this strategic investor backing as a selling point to build trust and confidence with potential clients.
Tech-Enabled Financial Services Earned Wealth leverages various cutting-edge technologies including Salesforce, React, and Amazon Web Services to deliver efficient and personalized financial services. Sales representatives can highlight the company's technological capabilities to attract clients looking for modern, digitally-driven wealth management solutions.
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1.5K$50M$100M
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19Earned Wealth uses 8 technology products and services including Google Analytics, Cloudflare, Termly, and more. Explore Earned Wealth's tech stack below.
| Earned Wealth Email Formats | Percentage |
| First.Last@formefinancial.com | 94% |
| First@formefinancial.com | 6% |
| FLast@earnedwealth.com | 100% |
Financial ServicesNew York, United States11-50 Employees
Earned is the comprehensive, tax-smart wealth management solution exclusively for doctors, their families, and their practices. Diligently researched, we are focused on the unique challenges, desires, and needs of doctors, whatever form that takes. We’re experts in your unique career journey and have created a range of products and services to help you build a brighter financial future.
Company Overview
Funding & FinancialsEarned Wealth has raised a total of $200M of funding over 2 rounds. Their latest funding round was raised on Jul 10, 2024 in the amount of $200M.
Earned Wealth's revenue is in the range of $10M
Funding & FinancialsEarned Wealth has raised a total of $200M of funding over 2 rounds. Their latest funding round was raised on Jul 10, 2024 in the amount of $200M.
Earned Wealth's revenue is in the range of $10M
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