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Earned Wealth raised $200 million for its doctor-focused financial services platform to expand its offerings and pursue acquisitions of other businesses serving medical professionals.

PRIVATEJul 11, 2024

Amount Raised

$200 Million

Round Type

Funding Round

United StatesFinancial ServicesFinanceLending

Description

Earned Wealth has raised $200 million for its business that advises doctors on their professional and personal finances. With its new capital, the company aims to expand its offerings and pursue acquisitions of other businesses that serve medical professionals.

Who else raised in Financial Services and Finance around the same time

Companies in the same sectors as Earned Wealth that raised within 45 days of this round, from Fundz verified event records.

  • Stewards, Inc. raised an undisclosed amount on August 22, 2024.
  • WSPN raised $30M (Seed) on August 16, 2024.
  • StellarFi raised $3.5M on August 8, 2024.
  • Qardy raised an undisclosed amount (Seed) on August 8, 2024.
  • FINQY raised $2M (Funding Round) on August 8, 2024.
  • Beneficient raised $3.6M on August 6, 2024.

Who to call at Earned Wealth, and when

A new round usually means Earned Wealth is about to hire and buy. The teams that reach out first get the meeting.

  • An alert the day Earned Wealth raises, hires an executive or expands, scored against what you sell
  • The decision-makers there, with verified emails
  • Who you already know at Earned Wealth, from your own LinkedIn network

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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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Fundz sees it the moment Earned Wealth raises, hires an exec or expands, usually minutes after it happens, and tells you who to reach.

Related People

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Strategic

ML-powered predictions for Earned Wealth's next move

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Earned Wealth raised. Fundz records a round at a median of 3.6 minutes from the SEC filing, with the decision-maker attached.

145 of these a day, filtered to the companies you pick, with the decision-maker attached.

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Fundz is a real-time business intelligence platform powered by agentic AI that proactively delivers personalized daily signals, including funding rounds, executive changes, M&A activity, 13F institutional filings, SEC 8-K events, investor activity, and website modifications, based on each user's watchlist and ICP. A trusted data source at firms such as BlackRock, Oracle, Kleiner Perkins, LinkedIn, HubSpot, and Cloudflare, Fundz democratizes the institutional-grade intelligence that previously required a PitchBook or Bloomberg terminal. Features include Daily Briefing for AI-powered daily briefings, and unified cross-signal alerts across 281,000+ organizations. Developers and data teams can access these signals programmatically via the Fundz Funding Data API, with transparent published pricing.