Earned Wealth

About Earned Wealth

Earned is a comprehensive wealth and tax firm specifically designed for doctors, their families, and their practices. The company aims to help clients build and preserve wealth efficiently by integrating all financial needs under one roof, addressing unique financial challenges faced by medical professionals.

Products & Services

Wealth Management:Services to help doctors invest more tax-efficiently.

Tax Preparation & Planning:Assistance with tax preparation and strategies to minimize tax burdens for individuals and practices.

Retirement Plans:Guidance on selecting the best retirement plans for doctors and their practices.

Accounting:Accounting services tailored for medical practices.

Payroll:Payroll management solutions for medical practices.

Financial App:A mobile app designed for doctors to track financial goals, spending trends, and subscriptions.

Specialties

Wealth Management for Doctors Tax Planning for Medical Professionals Retirement Planning Healthcare-Focused Financial Solutions

Funding History

No funding data available

This company may be bootstrapped or privately funded

Growth Metrics

+45%

Employee Growth

YoY

3.2x

Funding Growth

Last Round

12

Markets

Operating

10K+

Customers

Active

View 3 more growth metrics with Pro

Unlock All Metrics

Mock Up

Team & Leadership

T

Thomas Doll

Financial Advisor

J

John Clendening

Chief Executive Officer

S

Shay Wadsworth

A

Ana Chena Davila

Tax Advisor

A

Andrew D. Schwartz

Managing Director, Schwartz & Schwartz Division

B

Barry W. Oliver

Senior Wealth & Tax Advisor

View 39 more team members with Pro

Unlock Full Team Directory

Recent News

Earned Wealth Announces New Product Launch

2 days ago

Company unveils innovative solution to transform the industry, expanding market reach and capabilities...

Leadership Team Expands with Industry Veteran

1 week ago

New executive brings 20+ years of experience to accelerate growth and strategic initiatives...

Company Recognized as Industry Leader

2 weeks ago

Receives prestigious award for innovation and customer satisfaction in competitive market...

Key Competitors

C1

Competitor Alpha

Series B · $50M raised

C2

Competitor Beta

Series C · $120M raised

C3

Competitor Gamma

Series A · $25M raised

C4

Competitor Delta

Seed · $10M raised