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Earned Wealth completes acquisition of Thomas Doll to enhance financial services for healthcare professionals

PRIVATEJul 11, 2024

Acquiring Company

Earned Wealth

Acquired Company

Thomas Doll

United StatesWalnut CreekFinancial ServicesFinanceLendingFinancial ServicesHealth Care

Description

Earned Wealth, a tech-enabled financial services firm, has announced a $200 million capital commitment led by growth equity investors Summit Partners and Silversmith Capital Partners with participation from existing investors. This investment will support the expansion of the company’s platform and offerings through product innovation and strategic acquisitions. In conjunction with the investment, Earned also announced the acquisition of Thomas Doll, a leading provider of financial services to medical professionals and practices.

Quick answer

Earned Wealth is acquiring Thomas Doll, announced July 11, 2024. Earned Wealth is based in United States.

How much did Earned Wealth pay for Thomas Doll?
The deal value was not disclosed.
What does Earned Wealth do?
Earned Wealth is a financial services company that specializes in advising doctors on their professional and personal finances.
Where are Earned Wealth and Thomas Doll based?
Earned Wealth is based in United States. Thomas Doll is based in Walnut Creek, California, United States.
Who are the decision-makers at Earned Wealth?
Fundz holds 1 contact at Earned Wealth. Names and contact details are shown to Fundz members.

Source: Fundz verified event record.

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Company Information

Company

Earned Wealth

Location

United States

About

Earned Wealth is a financial services company that specializes in advising doctors on their professional and personal finances. The company provides an interconnected platform where doctors can consult with wealth management experts on topics such as financial planning, tax planning, wealth management, and investing.

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Frequently asked

Who acquired Thomas Doll?

Thomas Doll was acquired by Earned Wealth, based in United States. The deal was reported on July 11, 2024. Earned Wealth is a financial services company that specializes in advising doctors on their professional and personal finances. Earned Wealth is privately held and operates in Financial Services.

When did Earned Wealth acquire Thomas Doll?

Earned Wealth's acquisition of Thomas Doll was reported on July 11, 2024. Earned Wealth, a tech-enabled financial services firm, has announced a $200 million capital commitment led by growth equity investors Summit Partners and Silversmith Capital Partners with participation from existing investors. Fundz records the date the transaction was first publicly reported, sourced from filings and company announcements.

What does Thomas Doll do?

We are passionate about helping dental and medical professionals develop healthy financial habits throughout their journey. It is privately held, operating in Financial Services, and is based in Walnut Creek.

This company was part of an acquisition. Fundz tracks who bought whom, and who to call on both sides.

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