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, JUXTAPOSE VENTURES.

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.

Earned Wealth

New York, US · 101 employees on LinkedIn · 3 known investors

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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.

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Founders & leadership

John Clendening Founder/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.

Stephanie PearsonCEO & Managing Director, Insurance (Co-founder, PearsonRavitz)

Frederick (Fred) Duden Chief Operating OfficerFrederick Duden is Chief Operating Officer of Earned Wealth, a wealth and tax advisory firm serving medical professionals. He has experience in mergers and acquisitions, business operations, product development, and client management.

Alexandra GarabedianChief Experience and Product Officer

Joy Lai Chief Growth OfficerJoy Lai served as Chief Operating Officer at Kitchen United, where she oversaw sales, marketing, product development, and operations. She is currently Chief Growth Officer at Earned Wealth, a wealth and tax advisory firm serving medical professionals.

Bill Martin Chief Wealth OfficerBill Martin holds a CFA credential and serves as Chief Wealth Officer at Earned Wealth, a wealth and tax advisory firm serving medical professionals. He founded the Earned Institute and has focused on integrated financial planning encompassing wealth management, tax planning, insurance, and retirement guidance for physicians and clinicians.

Luke NowickiChief Development Officer

Navjeet ChahalManaging Director, Tax & Accounting

Scott RavitzManaging Director, Insurance

Jason M. O'Dell Managing DirectorJason M. O'Dell is Managing Director at Earned, a wealth and tax advisory firm serving physicians and medical professionals. He has more than 25 years of experience in financial advisory for high-net-worth clients, including physicians and medical practice owners.

Carole C. Foos Managing DirectorCarole Foos is a CPA with over 25 years of experience in accounting and tax planning, developed through roles at Big 4 and local public accounting firms advising high-income professionals. She is Managing Director of Earned Wealth, a financial advisory firm that provides integrated tax, accounting, and wealth management services to medical professionals.

David B. Mandell Managing DirectorDavid B. Mandell is Managing Director of Earned, a wealth and tax advisory firm serving medical professionals. He has authored multiple books on asset protection and wealth management, and hosts a podcast focused on financial planning for physicians.

Investors · 3

Silversmith Capital Partnerslisted by Silversmith Capital PartnersBoston · $20M – $125M

How we know: Silversmith Capital Partners's portfolio page · funding news · Not right? Tell us

Summit Partnerslisted by Summit PartnersBoston · $10M – $500M

How we know: Summit Partners's portfolio page · funding news · Not right? Tell us

JUXTAPOSE VENTURESreportedNew York

How we know: a partner's Signal profile · Not right? Tell us

Funding

SEC filings, press & company announcements

$200M disclosed across 1 round · 2024

$200MraisedJul 2024 · 2 sources
Source ↗

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

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, JUXTAPOSE VENTURES.
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.