# Earned Wealth: Advice, Walnut Creek, United States

> Earned Wealth: Earned Wealth is a wealth management platform that provides personalized financial planning and investment strategies for doctors.

Source: https://millionrounds.com/startup/earned-wealth (Millionrounds; every figure on the page links to its filing or article)

United States · [Advice startup](https://millionrounds.com/companies)

# Earned Wealth

Earned Wealth is a wealth management platform that provides personalized financial planning and investment strategies for doctors.

Funding reported Last round: Series A

Advice Walnut Creek, United States

Company summary

- **Founded:** 2021 5 years old
- **Team:** 101 51 to 200 people
- **Funding reported:** $212M in dollars
- **Last round:** Series A Jul 2024

How sure we are

- ✓ **Listed** We know it exists and what it does
- 2 **Funding reported** A company dataset reports a raise
- 3 **Observed** A filing or a dated announcement confirms a round

No round for Earned Wealth has been confirmed by a filing or an announcement yet, so nothing here counts toward an investor's record. [How we decide](https://millionrounds.com/methodology)

## What company datasets say Earned Wealth raised

Funding, as reported

Reported in all **$212M** in dollars

Rounds **2**

Last round **Series A**

Last round date **Jul 2024**

Investors listed **5**

## Founders and team

From Earned Wealth's own website: 11 on the team.

- **John Clendening** Chief Executive Officer
- **Alexandra Garabedian** Chief Experience and Product Officer
- **Joy Lai** Chief Growth Officer
- **Luke Nowicki** Chief Development Officer
- **Chance Coker** Client Development Associate
- **Daniel Mackey** Senior Tax Manager
- **Deborah Brandt** Senior Tax Manager
- **Jason Ashley** Senior Tax Manager
- **Jeff Gonzalez** Senior Tax Manager
- **Naadir Jalill** Client Development Associate
- **Patrick Beaman** Director of Client Development

Advisers *Devin Clare* *Devon Hunter* *Donald Kelley* *Truett Davis*

## On a portfolio page

Investors who name them

- [R2 Ventures](https://millionrounds.com/fund/r2-venture-solutions-inc)

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.

## Advice in United States

Startups like it

- [**Osaic** Phoenix · founded 2016](https://millionrounds.com/startup/osaic)
- [**Foro Holding** Charlotte · founded 2019](https://millionrounds.com/startup/foro-holding)
- [**Steward Partners Global Advisory** Washington · founded 2013](https://millionrounds.com/startup/steward-partners-global-advisory)
- [**Pasadena Private Lending** Pasadena · founded 2018](https://millionrounds.com/startup/pasadena-private-lending)
- [**KAI Agencies** Harrisburg · founded 2020](https://millionrounds.com/startup/kai-agencies)
- [**Burton Property Group** Mobile · founded 2011](https://millionrounds.com/startup/burton-property-group)
- [**Leo Berwick** New York · founded 2020](https://millionrounds.com/startup/leo-berwick)
- [**Sainvus** New York](https://millionrounds.com/startup/sainvus)

## Is this your company?

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