Earned Wealth
PrivateLast Round
Series B
Jul 11, 2024
Est. Valuation
$40M
Total Funding Raised
$218M
Company Overview
Earned Wealth is a financial services company offering tailored wealth management solutions designed specifically for physicians to help them achieve brighter financial futures.
Sector
FinTech
Verticals
Wealth Management, Personal Finance, Accounting & Expense, InsurTech
Business Model
B2C
Customer Profile
Payment Processing Fee, Services & Consulting, Subscription SaaS
AI Layer
Non-AI
Keywords
Historical Pricing
Historical view of private secondary pricing and transaction trends.
Earned Wealth Comps
Public and private peers based on sector, stage, and business model.
Earned Wealth Funding Rounds
Historical fundraising activity
| Round | Date | Amount Raised | Valuation | Investors | Sources |
|---|---|---|---|---|---|
| Series B | Jul 11, 2024 | ||||
| Series A | Apr 6, 2023 | ||||
| Seed | May 1, 2022 |
Earned Wealth Investors
Notable investors and investment history
| Investor | Rounds |
|---|---|
| Breyer Capital | Series B, Series A |
| Juxtapose | Seed, Series A, Series B |
| Silversmith Capital Partners | Series B |
| Summit Partners | Series B |
| Hudson Structured Capital Management | Series B, Series A |
Earned Wealth Filings
SEC and related filings with document metadata.
| Typed | Date | Amount Offered | Amount Sold | Filling | Pages | Download |
|---|---|---|---|---|---|---|
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Frequently Asked Questions
Common questions about Earned Wealth's valuation, stock price, and market status.
