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Overview
Earned Wealth provides wealth management services tailored for medical professionals. It offers investment management, tax planning, insurance, debt and income management, and estate planning, delivered through a network of specialized financial advisors who work with the platform to assess clients' finances and build strategic plans. The platform supports advisors with technology and expert guidance to deliver personalized financial plans and coordinated care across a client’s money needs. Its goal is to help doctors and other high-net-worth individuals make informed financial decisions and achieve clear financial outcomes by charging advisory and planning fees.
About Earned
Industries
Consulting
Financial Services
Company Size
51-200
Company Stage
Series A
Total Funding
$218M
Headquarters
New York City, New York
Founded
2021
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Simplify's Take
What believers are saying
- August 2026: Earned reports 20,000 clients and $4 billion AUM, showing strong momentum.
- Summit Partners and Silversmith’s $200 million backing funds continued acquisitions through 2026.
- Earned’s 2026 growth strategy keeps adding adjacent tax, insurance, and legal capabilities for clients.
What critics are saying
- Acquisition integration across Thomas Doll, PearsonRavitz, Schwartz, and OJM strains culture through 2026.
- Earned’s physician niche concentrates revenue in one profession; reimbursement shocks or malpractice cycles hit hard.
- AUM-reliant economics invite fee compression; larger RIAs and broker-dealers can copy doctor-focused packaging.
What makes Earned unique
- Earned specializes in doctors, dentists, and healthcare practice owners, not generic affluent households.
- December 2025 OJM acquisition added nearly $1 billion AUM and deep physician tax expertise.
- April 2026 Earned Institute packages advisors, content, and planning into one physician-focused platform.
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Funding
Total Funding
$218M
Above
Industry Average
Funded Over
0 Rounds
Benefits
Health Insurance
401(k) Retirement Plan
401(k) Company Match
Growth & Insights and Company News
6 month growth
↓ -1%1 year growth
↑ 1%2 year growth
↑ 6%Earned Wealth, a financial services firm for medical professionals, announced a $200 million investment led by Summit Partners and Silversmith Capital Partners, with participation from Juxtapose, Hudson Structured Capital Management, and Breyer Capital. The funding will support platform expansion and strategic acquisitions, including the acquisition of Thomas Doll. Earned Wealth serves over 3,000 clients with more than $2 billion in assets under management.
Earned Wealth, a tech-enabled financial services firm focused exclusively on the needs of medical professionals, today announced a $200 million capita
Earned Wealth, a financial services firm for medical professionals, raised $200 million in a funding round led by Summit Partners and Silversmith Capital Partners, with participation from Juxtapose, Hudson Structured Capital Management, and Breyer Capital. The company also announced the acquisition of Thomas Doll, expanding its client base to over 3,000 with $2 billion in assets under management.
In conjunction with the investment, Earned announced the acquisition of Thomas Doll, a leading provider of financial services to medical professionals and practices.
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About Earned
Industries
Consulting
Financial Services
Company Size
51-200
Company Stage
Series A
Total Funding
$218M
Headquarters
New York City, New York
Founded
2021
There are no jobs for Earned right now.
Find jobs on Simplify and start your career today