About Earned Wealth
Earned Wealth is a company based in New York (United States) founded in 2021 by Alexandra Garabedian and John Clendening. Earned Wealth has raised $224 million across 3 funding rounds from investors including Hudson Structured Capital Management, Summit Partners and Silversmith. Earned Wealth offers products and services including Wealth Management, Tax Preparation, Tax Planning, Retirement Plans, and Accounting. Earned Wealth operates in a competitive market with competitors including The Tifin Group, Ascensus, Learnvest, Farther and Pocketnest, among others.
- Headquarter New York, United States
- Founders Alexandra Garabedian, John Clendening
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Sectors
Financial ServicesTechnology
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Phone
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Website
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Social
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- Legal Name Earned Wealth Advisors, Llc
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Annual Revenue
Not available
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Net Profit
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EBITDA
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Total Equity Funding
$224 M (USD)
in 3 rounds
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Latest Funding Round
$200 M (USD), Series B
Jul 11, 2024
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Investors
Hudson Structured Capital Management
& 5 more
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Employee Count
Not available
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Products & Services of Earned Wealth
Earned Wealth offers a comprehensive portfolio of products and services, including Wealth Management, Tax Preparation, Tax Planning, Retirement Plans, and Accounting.
Helps doctors build and preserve wealth through tax-efficient strategies.
Assists with filing and optimizing taxes for individuals and practices.
Reduces tax burdens on property sales and other transactions.
Advises on best retirement options for doctors and their practices.
Manages financial records and payroll for medical practices.
People of Earned Wealth
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Funding Insights of Earned Wealth
Earned Wealth has successfully raised a total of $224M across 3 strategic funding rounds. The most recent funding activity was a Series B round of $200 million completed in July 2024. This substantial capital infusion reflects strong investor confidence in the company's business model, growth potential, and market opportunities. The funding enables strategic expansion, product development, market penetration, and operational scaling to drive long-term value creation and competitive advantage.
Investors in Earned Wealth
Earned Wealth has secured backing from 6 investors, including venture fund and institutional investors. Prominent investors backing the company include Hudson Structured Capital Management, Summit Partners and Silversmith.
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Summit Partners is recognized as a growth equity investment firm.
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Venture capital firm investing in technology and healthcare sectors
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Technology businesses are invested in and developed by Juxtapose.
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Investor details for Earned Wealth
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Investments & Acquisitions by Earned Wealth
Investment portfolio details for Earned Wealth
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Financial Statements - Earned Wealth
Detailed financials for Earned Wealth
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Earned Wealth Comparisons
Peer comparison for Earned Wealth
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Competitors of Earned Wealth
Earned Wealth operates in a dynamic and competitive business environment, facing competition from various established players and emerging companies in the market. The competitive landscape includes prominent companies such as The Tifin Group, Ascensus, Learnvest, Farther and Pocketnest, among others.
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AI-enabled financial planning and advisory solutions are provided for individuals.
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Retirement, health, and college savings services are administered nationwide.
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Personal finance management and investment advise
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App-based financial planning and management platform for individuals
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An app-based platform is provided for individual wealth management.
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Financial planning and advisory platform
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Detailed competitors of Earned Wealth
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Latest news on Earned Wealth
Complete news archive for Earned Wealth
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Frequently Asked Questions about Earned Wealth
Earned Wealth was founded in 2021 and raised its 1st funding round 2 years after it was founded.
Earned Wealth is headquartered in New York, United States. It is registered at New York, New York, United States.
John Clendening is the current CEO of Earned Wealth. They have also founded this company.
Earned Wealth is a funded company, having raised a total of $224M across 3 funding rounds to date.
Earned Wealth was founded in 2021 and is based in New York, United States. Operations focus on the financial services sector, targeting healthcare professionals with tailored advisory in areas such as investing, tax planning, career guidance, insurance, trust and estate planning, debt management, and cash management. Proprietary data sets are utilized to deliver customized recommendations, including strategies for tax reduction, estate reviews, and access to private investments.
Earned Wealth's top competitors include The Tifin Group, Ascensus and Farther.
Earned Wealth offers Wealth Management, Tax Preparation, Tax Planning, Retirement Plans, and Accounting.
Earned Wealth has 6 investors. Key investors include Hudson Structured Capital Management, Summit Partners, Silversmith, Juxtapose, and Breyer Capital.