Fundraising Fox

Earned Wealth

New York, US · 2 known investors

earned.com ↗

Earned is a wealth and tax advisory firm whose fiduciary advisors combine tax planning, accounting, wealth management, and insurance services for doctors and medical professionals. It offers integrated financial planning and has grown through affiliated firms including OJM Group, Schwartz & Schwartz, Thomas Doll, and PearsonRavitz.

FintechHealthtechWellness & Fitness

Founders & leadership

JCJohn Clendening
John ClendeninginFounder & Chief Executive Officer
F(
Frederick (Fred) DudenChief Operating Officer
AG
Alexandra GarabedianChief Experience and Product Officer
JL
Joy LaiChief Growth Officer
BM
Bill MartinChief Wealth Officer
LN
Luke NowickiChief Development Officer
AD
Andrew D. SchwartzManaging Director & Senior Tax Advisor
NC
Navjeet ChahalManaging Director, Tax & Accounting
SP
Stephanie PearsonCEO & Managing Director, Insurance (Co-founder, PearsonRavitz)
SR
Scott RavitzManaging Director, Insurance
AO
Ali OromchianAttorney & Managing Director, Legal
JM
Jason M. O'DellManaging Director

Investors · 2

Summit PartnersBoston · $10M – $500M
Silversmith Capital PartnersreportedBoston · $20M – $125M

Funding

SEC filings, press & company announcements

$200M disclosed across 1 round · 2024

Source: company announcements and press reports — follow each round's link for the claim.

In the news

Earned Acquires Medical Law Firm to Expand Serviceswealthmanagement.com · Nov 2025Earned Wealth Announces $200 Million Capital Commitmentsummitpartners.com · Dec 2024Earned Wealth Raises $200M in fundingfinsmes.com · Jul 2024Earned Wealth Raises Funds for Doctor-Focused Financial Platformpymnts.com · Jul 2024Startup Earned Wealth Raises $200 Million, Eyes Acquisitions - Bloombergbloomberg.com · Jul 2024Earned Wealth Raises $200 Million In Funding Led By Summit Partners And Silversmith Capital | TradedVCtraded.co

Frequently asked questions

What does Earned Wealth do?
Earned is a wealth and tax advisory firm whose fiduciary advisors combine tax planning, accounting, wealth management, and insurance services for doctors and medical professionals. It offers integrated financial planning and has grown through affiliated firms including OJM Group, Schwartz & Schwartz, Thomas Doll, and PearsonRavitz.
Who founded Earned Wealth?
Earned Wealth was founded by John Clendening.
Who are Earned Wealth's investors?
Earned Wealth's investors include Summit Partners, Silversmith Capital Partners.
How much funding has Earned Wealth raised?
Earned Wealth has disclosed $200M raised across 1 round.
Where is Earned Wealth headquartered?
Earned Wealth is headquartered in New York, US.