Insights

Vertical Market Focus Earned Wealth specializes in providing tax-smart wealth building solutions exclusively for medical professionals, highlighting a strong foothold in the healthcare industry.

Recent Investments Recent investments of $200 million from Summit Partners LLP demonstrate financial backing and support, indicating potential stability and growth opportunities for partnerships.

Competitive Acquisition The acquisition of Thomas Doll, a leading provider of financial services to medical professionals, showcases an expansion strategy and potential synergies for cross-selling opportunities.

Funding Growth Trajectory With recent funding rounds totaling $218 million, Earned Wealth has the financial capacity to expand its offerings and services, creating opportunities for strategic collaborations.

Market Differentiation Earned Wealth's focus on comprehensive wealth and tax management solutions tailored for doctors sets it apart from competitors, offering a unique value proposition for targeted sales approaches.

Earned Tech Stack

Earned uses 8 technology products and services including Open Graph, Jenkins, Emotion, and more. Explore Earned's tech stack below.

  • Open Graph
    Content Management System
  • Jenkins
    Continuous Integration
  • Emotion
    Javascript Frameworks
  • jQuery
    Javascript Libraries
  • Heap
    Mobile Analytics
  • Webflow
    Page Builders
  • Vercel
    Platform As A Service
  • Cloudflare Bot Management
    Security

Earned's Email Address Formats

Earned uses at least 2 format(s):
Earned 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's headquarters located?

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Earned'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's official website and social media links?

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

How much revenue does Earned generate?

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As of March 2025, Earned's annual revenue reached $15M.

What is Earned's NAICS code?

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

How many employees does Earned have currently?

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As of March 2025, Earned 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's employee directory with LeadIQ.

What industry does Earned belong to?

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Earned operates in the Financial Services industry.

What technology does Earned use?

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Earned's tech stack includes Open GraphJenkinsEmotionjQueryHeapWebflowVercelCloudflare Bot Management.

What is Earned's email format?

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

How much funding has Earned raised to date?

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As of March 2025, Earned has raised $200M in funding. The last funding round occurred on Jul 10, 2024 for $200M.
Earned

Earned

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

Section iconFunding & Financials

  • $200M

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

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