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Industries
Fintech
Financial Services
Healthcare
Company Size
11-50
Company Stage
Series A
Total Funding
$212.1M
Headquarters
New York City, New York
Founded
2021
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Total Funding
$212.1M
Above
Industry Average
Funded Over
2 Rounds
Industry standards
Health Insurance
401(k) Retirement Plan
401(k) Company Match
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.
Earned Wealth raised $200 million to expand its financial services platform for doctors, aiming to become a one-stop shop for their personal and professional financial needs. Founded in 2021, the company now manages $2 billion in assets for over 3,000 clients. The new funding will support service expansion and acquisitions, including the recent purchase of Thomas Doll, enhancing their tax planning and retirement services. CEO John Clendening highlighted the mission to transform financial services for healthcare professionals.
Forme Financial announced that it has launched out of beta under the name Earned and it also announced a $12 million Series A funding round led by Hudson Structured Capital Management and Breyer Capital, with meaningful participation from founding partner Juxtapose.
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Industries
Fintech
Financial Services
Healthcare
Company Size
11-50
Company Stage
Series A
Total Funding
$212.1M
Headquarters
New York City, New York
Founded
2021
Find jobs on Simplify and start your career today