Insights

Target Audience Focus Earned Wealth specializes in providing tax-smart wealth building solutions exclusively for doctors, their families, and practices, making medical professionals a key target audience for sales opportunities.

Strategic Acquisitions Recent acquisition of Thomas Doll showcases Earned Wealth's growth strategy, offering potential partnership opportunities or cross-selling avenues to leverage the expanded service offerings.

Significant Funding With a substantial funding of $200 million in partnership with eminent investors, Earned Wealth's financial stability and growth potential present an attractive proposition for strategic collaborations or investments.

Tech-Enabled Solutions Utilization of advanced technologies like Salesforce, MongoDB, and Amazon Web Services positions Earned Wealth as an innovative and tech-savvy player in the financial services sector, appealing to tech-driven clients seeking cutting-edge solutions.

Competitive Landscape Analysis By analyzing similar companies in the industry and their revenue ranges, sales professionals can identify competitive positioning, potential partnerships, or differentiation strategies to target specific niches and capture market share.

Earned Wealth Tech Stack

Earned Wealth uses 8 technology products and services including Hotjar, Hudson, Termly, and more. Explore Earned Wealth's tech stack below.

  • Hotjar
    Analytics
  • Hudson
    Continuous Integration
  • Termly
    Cookie Compliance
  • Salesforce
    Customer Relationship Management
  • MongoDB
    Database
  • Emotion
    Javascript Frameworks
  • Amazon Web Services
    Platform As A Service
  • HSTS
    Security

Earned Wealth's Email Address Formats

Earned Wealth uses at least 2 format(s):
Earned Wealth Email FormatsExamplePercentage
First.Last@formefinancial.comJohn.Doe@formefinancial.com
95%
First@formefinancial.comJohn@formefinancial.com
5%
FLast@earnedwealth.comJDoe@earnedwealth.com
100%

Frequently Asked Questions

Where is Earned Wealth's headquarters located?

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Earned Wealth's main headquarters is located at 30 Cooper Sq 10th floor New York, NY 10003 US. The company has employees across 2 continents, including North AmericaEurope.

What is Earned Wealth's official website and social media links?

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Earned Wealth's official website is earnedwealth.com and has social profiles on LinkedIn.

How much revenue does Earned Wealth generate?

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As of November 2024, Earned Wealth's annual revenue reached $15M.

What is Earned Wealth's NAICS code?

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Earned Wealth's NAICS code is 52 - Finance and Insurance.

How many employees does Earned Wealth have currently?

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As of November 2024, Earned Wealth has approximately 51 employees across 2 continents, including North AmericaEurope. Key team members include Chief Wealth Officer: B. M.Chief Growth Officer: J. C.Chief Of Staff To Ceo: S. D.. Explore Earned Wealth's employee directory with LeadIQ.

What industry does Earned Wealth belong to?

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Earned Wealth operates in the Financial Services industry.

What technology does Earned Wealth use?

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Earned Wealth's tech stack includes HotjarHudsonTermlySalesforceMongoDBEmotionAmazon Web ServicesHSTS.

What is Earned Wealth's email format?

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Earned Wealth's email format typically follows the pattern of . Find more Earned Wealth email formats with LeadIQ.

How much funding has Earned Wealth raised to date?

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As of November 2024, Earned Wealth has raised $200M in funding. The last funding round occurred on Jul 10, 2024 for $200M.
Earned Wealth

Earned Wealth

Financial ServicesNew York, United States51-200 Employees

Earned Wealth is the comprehensive, tax-smart wealth building solution exclusively for doctors, their families, and their practices.

Doctors are the heroes of our society and they deserve better in their financial life. Their money should be working as hard and as smart as they are — but the financial system is confusing and divided, which can lead to overpaying taxes and missing out on investment returns.  

Earned can help. With a deep understanding of the unique challenges doctors face and an integrated tax-smart approach, our comprehensive wealth building solutions help our clients achieve better financial outcomes — from residency through retirement.

With wealth and tax management for you and your practice all under one roof, we can fully optimize your overall wealth potential and better position you to achieve financial independence.

Section iconCompany Overview

Headquarters
30 Cooper Sq 10th floor New York, NY 10003 US
NAICS Code
52 - Finance and Insurance
Employees
51-200

Section iconFunding & Financials

  • $200M

    Earned 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.

  • $10M$50M

    Earned Wealth's revenue is in the range of $10M$50M

Section iconFunding & Financials

  • $200M

    Earned 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.

  • $10M$50M

    Earned Wealth's revenue is in the range of $10M$50M

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