Earned Wealth
New York, US · 101 employees on LinkedIn · 2 known investors
Find your way into Earned Wealth
122 people in our graph share verified history with the Earned Wealth team — schools, employers, funds. One of them is your warm intro.
Neil Rimerunlockedknows John Clendening · together at Harvard Business School (overlapped)
×10knows the team · via Harvard Business School
knows the team · via Northwestern University
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.
Founders & leadership
JC
John ClendeninginFounder/CEOHe previously served as CEO of Blucora, Inc., and spent over a decade as a senior executive at Charles Schwab, including as EVP and Co-Head of the retail division and CEO of Schwab Bank. He holds an MBA from Harvard Business School and a BA in Economics from Northwestern University.
SP
Stephanie PearsonCEO & Managing Director, Insurance (Co-founder, PearsonRavitz)
F(
Frederick (Fred) DudeninChief Operating Officer
AG
Alexandra GarabedianinChief Experience and Product Officer
JL
Joy LaiinChief Growth Officer
BM
Bill MartininChief Wealth Officer
LN
Luke NowickiinChief Development Officer
NC
Navjeet ChahalManaging Director, Tax & Accounting
SR
Scott RavitzManaging Director, Insurance
JM
Jason M. O'DellinManaging Director
CC
Carole C. FoosinManaging Director
DB
David B. MandellinManaging Director
Investors · 2
Funding
SEC filings, press & company announcements$200M disclosed across 1 round · 2024
- $200MraisedJul 2024 · 2 sourcesSource ↗
Source: company announcements and press reports — follow each round's link for the claim.
In the news
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, Stephanie Pearson.
- Who are Earned Wealth's investors?
- Earned Wealth's investors include Silversmith Capital Partners, Summit 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.