United States · Advice startup
United States · Earned Wealth
Earned Wealth is a wealth management platform that provides personalized financial planning and investment strategies for doctors.
Funding reportedLast round: Series A
What company datasets say Earned Wealth raised
Funding, as reported
Reported in all$212Min dollars
Rounds2
Last roundSeries A
Last round dateJul 2024
Investors listed5
Founders and team
From Earned Wealth's own website: 11 on the team.
- John ClendeningChief Executive Officer
- Alexandra GarabedianChief Experience and Product Officer
- Joy LaiChief Growth Officer
- Luke NowickiChief Development Officer
- Chance CokerClient Development Associate
- Daniel MackeySenior Tax Manager
- Deborah BrandtSenior Tax Manager
- Jason AshleySenior Tax Manager
- Jeff GonzalezSenior Tax Manager
- Naadir JalillClient Development Associate
- Patrick BeamanDirector of Client Development
AdvisersDevin ClareDevon HunterDonald KelleyTruett Davis
On a portfolio page
Investors who name them
Each firm lists Earned Wealth on its own website. That is the firm's claim, a weaker thing than a round we watched, but a named source.
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