Earned Wealth
Latest round
- Series A
Last raised
- Dec 2022
Total raised
- $18M
Investors
- 3
About Earned Wealth
, trading as Earned, operates as a comprehensive wealth management company to help physicians manage their financial lives. Earned Wealth Advisors is a financial services firm dedicated exclusively to doctors, their families, and their practices. It offers integrated, tax-smart wealth building solutions under one roof, combining investment advisory, tax planning, retirement strategies, and practice financial management to help physicians optimize their financial outcomes. In October 2025, Earned Wealth, a portfolio company of Breyer Capital, Hudson Structured Capital Management, Juxtapose, Silversmith Capital Partners, and Summit Partners, acquired Pearson Ravitz, LLC. Financial terms of the transaction were not disclosed. Earned provides wealth management, tax preparation and planning, retirement plans, accounting, and payroll services tailored for healthcare professionals. Its platform integrates investment advisory with proactive tax strategies, aiming to minimize tax burdens and maximize long-term wealth accumulation for both individual physicians and their practices. The firm generates revenue primarily through investment advisory fees based on assets under management (AUM), complemented by tax and accounting service fees via its affiliate entities. The acquisition aims to provide Earned Wealth with disability insurance service integration, life insurance product expansion, healthcare professional client base growth, and financial advisory offering extension.
Who invested in Earned Wealth
3 investors across 1 round
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Funding rounds
Series A
Dec 5, 2022
Amount
$18M
Investors
Questions about Earned Wealth
Who invested in Earned Wealth?
Earned Wealth has 3 investors on record across 1 venture round. Sign up free to see every VC on the cap table and the rounds they joined.
How much funding has Earned Wealth raised?
Earned Wealth has raised 1 venture round. Sign up free to see how much each round raised and the total.
When did Earned Wealth last raise money?
Earned Wealth's most recent round on record is a Series A, in Dec 2022.
What does Earned Wealth do?
, trading as Earned, operates as a comprehensive wealth management company to help physicians manage their financial lives.
Where is Earned Wealth headquartered?
Earned Wealth is headquartered in New York, US.
Which VCs invest in companies like Earned Wealth?
Among active investors with capital left to deploy, Radical Ventures, Ribbit Capital, TrueBridge Capital Partners and Tribe Capital back financial services companies at Earned Wealth's stage. Their profiles are linked below.
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