“Together, we share a commitment to serving the needs of healthcare professionals and a belief that a broad range of tailored services will help us improve their overall financial health,” said Barry Oliver, Thomas Doll senior adviser.
Earned Wealth’s mission is to “redefine” financial services for healthcare professionals by creating a technology-enabled, integrated personal financial management platform that offers wealth, tax, career advisory, insurance, and other services specifically designed for the needs of doctors. The firm’s platform combines “deep prognostic technology” with a robust suite of financial services.
Future Growth Plans
The Earned Wealth $200M funding will support the growth of its platform and offerings through product innovation and acquisitions. Darren Black, a managing director at Summit Partners, and Jeff Crisan, a managing partner at Silversmith, have joined Earned Wealth’s board of directors.
“Doctors face distinct — and often complex — financial circumstances and opportunities throughout their careers, from residency through retirement. The Earned platform is purpose-built to provide holistic solutions to help optimize for the needs of healthcare professionals,” Black said.
