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Forme Financial
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Wealth management platform for medical professionals
Forme Financial
Work Here?
Wealth management platform for medical professionals
Overview
Forme Financial operates a platform called Earned Wealth that provides wealth management services for medical professionals and other high-net-worth individuals. It offers a full suite of financial services, including investment management, tax planning, insurance, income and debt management, and trust and estate planning. The platform works by partnering with financial advisors to deliver personalized financial health assessments and strategic plans, supported by experts in finance and technology. Unlike more general wealth firms, Earned Wealth focuses on the specific needs of doctors and other high-earning professionals, combining specialized advisor expertise with technology-backed support. The company earns revenue through advisory fees and structured financial planning services and aims to simplify clients' financial lives while helping them make informed money decisions.
About Forme Financial
Industries
Consulting
Financial Services
Company Size
51-200
Company Stage
Series A
Total Funding
$18M
Headquarters
New York City, New York
Founded
2022
Simplify's Take
What believers are saying
- Rapid scaling post-Series A demonstrates strong product-market fit within high-net-worth physician segment.
- Diversified revenue streams from AUM fees, advisory services, and insurance commissions support profitability.
- Acquisition of OJM Group ($900M+ AUM) expands healthcare professional client base and market reach.
What critics are saying
- Robo-advisors like Wealthfront erode AUM-based fees with low-cost AI-driven alternatives for physicians.
- SEC scrutiny on affiliate conflicts and undisclosed insurance commissions triggers fines and client outflows.
- Vanguard's physician-specific low-cost funds siphon $3.4B AUM clients amid rising interest rates.
What makes Forme Financial unique
- Physician-exclusive platform with $3.4B AUM and 20,000+ clients as of December 2025.
- Proprietary wealth engine delivers predictive, career-stage recommendations for physicians' financial decisions.
- Integrated advisory model combines human advisors with technology for comprehensive tax and wealth optimization.
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Funding
Total Funding
$18M
Above
Industry Average
Funded Over
0 Rounds
Growth & Insights and Company News
6 month growth
↑ 3%1 year growth
↑ 3%2 year growth
↑ 0%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.
In conjunction with the investment, Earned announced the acquisition of Thomas Doll, a leading provider of financial services to medical professionals and practices.
Earned Wealth was founded in 2021 and raised about $18 million in a funding round in 2023, according to the report.
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About Forme Financial
Industries
Consulting
Financial Services
Company Size
51-200
Company Stage
Series A
Total Funding
$18M
Headquarters
New York City, New York
Founded
2022
There are no jobs for Forme Financial right now.
Find jobs on Simplify and start your career today