Earned Wealth
PrivateLast Round
Growth Equity
Jul 11, 2024
Est. Valuation
$40M
Total Funding Raised
$218M
Company Overview
Earned Wealth is a financial services company that provides a tech-enabled, integrated wealth management and financial advisory platform specifically tailored for healthcare professionals.
Sector
FinTech
Verticals
Wealth Management, Accounting & Expense, Personal Finance
Business Model
B2C
Customer Profile
Services & Consulting
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.
| Company | Status | Est. Valuation | Rev Multiple |
|---|---|---|---|
| OpenAI | Private | $86.0B | ~40x |
| Cohere | Private | $5.0B | -- |
| Competitor 1 | Public | $XX.XB | XXx |
| Competitor 2 | Public | $XX.XB | XXx |
Earned Wealth Funding Rounds
Historical fundraising activity
| Round | Date | Amount Raised | Valuation | Investors | Sources |
|---|---|---|---|---|---|
| Growth Equity | Jul 11, 2024 | ||||
| Series A | Apr 6, 2023 | ||||
| Seed | May 1, 2022 |
Key People
Founding team and executive leadership
Earned Wealth Investors
Notable investors and investment history
| Investor | Rounds |
|---|---|
| Breyer Capital | Growth Equity, Series A |
| Juxtapose | Seed, Series A, Growth Equity |
| Silversmith Capital Partners | Growth Equity |
| Summit Partners | Growth Equity |
| Hudson Structured Capital Management | Growth Equity, Series A |
Market signals
Structured signals derived from secondary market and firmographic data.
- Jan 9, 2026
Grew 20% QoQ, from 61 to 73 employees.
Earned Wealth Filings
SEC and related filings with document metadata.
| Typed | Date | Amount Offered | Amount Sold | Filling | Pages | Download |
|---|---|---|---|---|---|---|
Mock Valuation | Sign Up to view | Mock Valuation | Sign Up to view | Mock Valuation | Sign Up to view | Mock Valuation |
Mock Valuation | Sign Up to view | Mock Valuation | Sign Up to view | Mock Valuation | Sign Up to view | Mock Valuation |
Mock Valuation | Sign Up to view | Mock Valuation | Sign Up to view | Mock Valuation | Sign Up to view | Mock Valuation |
Mock Valuation | Sign Up to view | Mock Valuation | Sign Up to view | Mock Valuation | Sign Up to view | Mock Valuation |
Frequently Asked Questions
Common questions about Earned Wealth's valuation, stock price, and market status.