Earned Wealth
Earned Wealth provides tax-smart, comprehensive wealth-building solutions for doctors, integrating wealth management, tax, insurance, and legal services.
Secondary Market Price
How Earned Wealth Measures Up
To help you manage your Earned Wealth equity, Prospect has run the company through our machine learning model.
Prospect Rating
This rating reflects our belief in this company's potential to grow to that many times its current value in 4 years. For an employee with stock, this rating suggests a potential return on equity, but it also comes with some risk.
Exit Risk
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Our rating is a reflection of the likelihood of this company achieving a liquidity event for its employees based on the quality of investors, funding stage, founders, and more.
Funding Stage
Series B
A company’s funding stage reflects how established it is, how quickly it is scaling, and the average impact an employee may have when joining.
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Prospect Projected Future Earned Wealth Prices
Prospect’s machine learning model has been trained on the same data top-tier investors use to project the likely range of outcomes for Earned Wealth's equity. Create a free account to view 10th-90th percentile projections over 2, 4, and 6 years.
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Company Description
Earned provides comprehensive, tax-smart wealth-building solutions specifically for doctors, their families, and their practices. The company integrates wealth and tax management, offering services that include tax preparation, accounting, retirement plans, insurance, and legal support. Earned was established to address the unique financial challenges of healthcare professionals and has grown primarily through strategic acquisitions. Key acquisitions include OJM Group, an Ohio-based RIA; PearsonRavitz, a physician-focused disability and life insurance firm; and Dental & Medical Counsel, PC, a legal services provider. This strategy has expanded the company's client base to over 19,500 and its assets under management to $3.4 billion.
Recent announcements highlight the company's continued expansion. The acquisition of OJM Group significantly increased its client roster and assets, while the addition of Dental & Medical Counsel marked its entry into legal services for healthcare professionals. Earned also secured $200 million in funding in August 2024. Looking forward, the company plans to pursue additional CPA and RIA acquisitions in 2026. Its stated goal is to become a fully integrated, technology-driven financial services platform that serves as the sole financial partner a doctor might need throughout their career.
- Summit Partners
- Silversmith Capital Partners
- Juxtapose
- Hudson Structured Capital Management
- Breyer Capital
- Co-Founder, John Clendening
- Co-Founder, Jack Chung
- Co-Founder, Alexandra Garabedian
Peer Group Comparison
Vs Peer Group of >$4B Startups
Frequently Asked Questions
Joining Anduril as an employee is another way to acquire equity, typically through stock options included in compensation packages.
Is Earned Wealth worth joining?
Deciding if a company is worth joining involves many factors, including the potential value of its equity compensation. Tools like Prospect can help you model the future value of your stock options to make a more informed decision.
What should I do with my Earned Wealth stock?
Managing private company stock involves complex decisions about when to exercise options, hold, or sell to maximize your returns and minimize taxes. Platforms like Prospect provide personalized strategies and tools to help you navigate these choices effectively.
Can you sell Earned Wealth stock?
As a private company, Earned Wealth stock is not publicly traded, but you may be able to sell shares through tender offers or on secondary markets. Prospect offers tender offer tools to help you determine how much to sell and which shares are most tax-efficient.
How can I find the value of my Earned Wealth stock?
Valuing private stock can be difficult due to its illiquidity, but there are ways to estimate its worth. Prospect uses proprietary predictive models and provides access to secondary market prices to help you forecast your equity's potential value.
What is Earned Wealth's equity worth?
The exact worth of private company equity like Earned Wealth's is not public information and fluctuates based on company performance and market conditions. You can use specialized platforms like Prospect to model different scenarios and project the potential future value of your holdings.
What is Earned Wealth's stock ticker symbol?
As a private, pre-IPO company, Earned Wealth does not have a stock ticker symbol because its shares are not traded on a public stock exchange. Ticker symbols are assigned only when a company completes an Initial Public Offering (IPO).
Can I buy or sell Earned Wealth stock?
Selling private stock is sometimes possible through company-approved tender offers or secondary markets, while buying is typically limited to exercising your stock options. Prospect can help you develop optimal strategies for both exercising options and selling shares when opportunities arise.
What is the criteria to buy or invest in Earned Wealth stock?
Investing in a private company like Earned Wealth is typically restricted to employees receiving equity compensation or accredited investors participating in private funding rounds. If you are an employee, you can "buy" stock by exercising your options, a process that platforms like Prospect can help you optimize.
