Insights

Market Focus Earned Wealth specializes exclusively in providing comprehensive, tax-efficient wealth management solutions tailored for medical professionals and their practices, creating a strong niche opportunity for services targeting healthcare providers.

Recent Growth The company's recent acquisition of Thomas Doll and a significant funding round of 200 million USD indicate rapid expansion and increased capacity to serve the healthcare professional market, suggesting potential for upselling advanced financial services.

Brand Recognition Participation in prestigious industry events like the CNBC Financial Advisor 100 enhances Earned Wealth’s visibility and credibility, opening doors for strategic partnerships and increased client acquisition within the medical community.

Technology Integration Utilizing advanced tech tools such as HubSpot, Google Sheets, and JavaScript, Earned Wealth demonstrates a commitment to innovative, data-driven solutions, which can appeal to tech-savvy medical clients seeking modern financial management.

Financial Health With revenue between 50 and 100 million USD and strong funding support, Earned Wealth has significant resources to expand its service offerings and deepen relationships with high-value healthcare clients, presenting sales opportunities for premium financial products.

Earned Tech Stack

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

  • jsDelivr
    Content Delivery Network
  • Open Graph
    Content Management System
  • Swiper
    Javascript Libraries
  • HubSpot
    Marketing Automation
  • Google Sheets
    Office Suites
  • iOS
    Programming Languages
  • JavaScript
    Programming Languages
  • Google Tag Manager
    Tag Management

Earned's Email Address Formats

Earned uses at least 2 format(s):
Earned Email FormatsExamplePercentage
First.Last@formefinancial.comJohn.Doe@formefinancial.com
94%
First@formefinancial.comJohn@formefinancial.com
6%
First.Last@earned.comJohn.Doe@earned.com
100%

Frequently Asked Questions

Where is Earned's headquarters located?

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Earned's main headquarters is located at 30 Cooper Square, 10th Floor. The company has employees across 3 continents, including North AmericaEuropeOceania.

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

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Earned's official website is earned.com and has social profiles on LinkedInCrunchbase.

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 December 2025, Earned has approximately 59 employees across 3 continents, including North AmericaEuropeOceania. Key team members include Chief Wealth Officer: B. M.Chief Operating Officer At Earned: F. D.Chief Development Officer: L. N.. 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 jsDelivrOpen GraphSwiperHubSpotGoogle SheetsiOSJavaScriptGoogle Tag Manager.

What is Earned's email format?

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Earned's email format typically follows the pattern of First.Last@formefinancial.com. Find more Earned email formats with LeadIQ.

How much funding has Earned raised to date?

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

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 Square, 10th Floor
Website
earned.com
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.

  • $50M$100M

    Earned's revenue is estimated to be in the range of $50M$100M

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.

  • $50M$100M

    Earned's revenue is estimated to be in the range of $50M$100M

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