Earned Wealth Revolutionizes Financial Services for Medical Professionals
July 13, 2024, 9:41 pm
Location: United States, New York
Employees: 11-50
Founded date: 2022
Total raised: $212M
Earned Wealth, a financial services firm dedicated to medical professionals, has secured a whopping $200 million in funding. Led by Summit Partners and Silversmith Capital Partners, with support from Juxtapose, Hudson Structured Capital Management, and Breyer Capital, this investment marks a significant milestone for the company.
Founded in 2021, Earned Wealth has quickly become a trusted destination for doctors looking to optimize their financial well-being. With a focus on tailored solutions and services, the company aims to help medical professionals navigate the complexities of wealth management, allowing them to focus on their core expertise.
The recent acquisition of Thomas Doll, a provider of financial services for medical professionals and practices, further solidifies Earned Wealth's position in the industry. By broadening their capabilities and expanding into serving medical practices, Earned Wealth is poised to transform financial outcomes for healthcare heroes.
John Clendening, Founder and CEO of Earned Wealth, expressed his excitement about the company's growth trajectory. With the support of Summit Partners and Silversmith, Earned Wealth plans to accelerate its M&A strategy, drive growth, invest in technology and team, and cement its industry leadership position.
Darren Black, Managing Director at Summit Partners, highlighted the unique value proposition of Earned Wealth's platform. Designed to address the distinct financial needs of healthcare professionals, the platform offers holistic solutions to optimize financial outcomes throughout a doctor's career journey.
Jeff Crisan, Managing Partner at Silversmith, emphasized the underserved nature of the wealth management industry for medical professionals. Earned Wealth's singular focus on healthcare professionals has positioned it as a trusted financial services organization, with the acquisition of Thomas Doll further enhancing its offerings.
With over 3,000 clients and $2 billion in assets under management, Earned Wealth is well-positioned to continue its growth trajectory and expand its reach nationwide. By leveraging technology, data-driven recommendations, and specialized financial planners, Earned Wealth is revolutionizing financial services for medical professionals, helping them earn more, invest smarter, and reduce risk.
In conclusion, Earned Wealth's recent funding round and strategic acquisitions signal a new era in financial services for medical professionals. With a focus on tailored solutions, industry expertise, and a commitment to client-centricity, Earned Wealth is poised to lead the way in transforming the financial well-being of healthcare heroes.
Founded in 2021, Earned Wealth has quickly become a trusted destination for doctors looking to optimize their financial well-being. With a focus on tailored solutions and services, the company aims to help medical professionals navigate the complexities of wealth management, allowing them to focus on their core expertise.
The recent acquisition of Thomas Doll, a provider of financial services for medical professionals and practices, further solidifies Earned Wealth's position in the industry. By broadening their capabilities and expanding into serving medical practices, Earned Wealth is poised to transform financial outcomes for healthcare heroes.
John Clendening, Founder and CEO of Earned Wealth, expressed his excitement about the company's growth trajectory. With the support of Summit Partners and Silversmith, Earned Wealth plans to accelerate its M&A strategy, drive growth, invest in technology and team, and cement its industry leadership position.
Darren Black, Managing Director at Summit Partners, highlighted the unique value proposition of Earned Wealth's platform. Designed to address the distinct financial needs of healthcare professionals, the platform offers holistic solutions to optimize financial outcomes throughout a doctor's career journey.
Jeff Crisan, Managing Partner at Silversmith, emphasized the underserved nature of the wealth management industry for medical professionals. Earned Wealth's singular focus on healthcare professionals has positioned it as a trusted financial services organization, with the acquisition of Thomas Doll further enhancing its offerings.
With over 3,000 clients and $2 billion in assets under management, Earned Wealth is well-positioned to continue its growth trajectory and expand its reach nationwide. By leveraging technology, data-driven recommendations, and specialized financial planners, Earned Wealth is revolutionizing financial services for medical professionals, helping them earn more, invest smarter, and reduce risk.
In conclusion, Earned Wealth's recent funding round and strategic acquisitions signal a new era in financial services for medical professionals. With a focus on tailored solutions, industry expertise, and a commitment to client-centricity, Earned Wealth is poised to lead the way in transforming the financial well-being of healthcare heroes.