Key facts
- It has raised $217.9M; the latest was Early Stage VC ($200.0M) in Jul 2024.
- Notable investors include Breyer Capital, Summit Partners, Silversmith Capital Partners, Hudson Structured Capital Management, Juxtapose — 6 tracked in total.
- Status: Privately Held (backing).
Leadership
- Bill MartinChief Wealth Officer
- ·The complete investor list — 6 names
- ·Watchlist + deal alerts for Earned Wealth Advisors
- ·The full record, as it builds
Funding rounds
No funding rounds for Earned Wealth Advisors are on record yet — either the company hasn't raised institutional capital, or the raise hasn't surfaced in our sources.
About Earned Wealth Advisors
Provider of wealth management services intended to build brighter financial futures for physicians. The company's services are based on deep diligence to design wholly around physicians, expertise in unique career journies, and a range of products and services to support it, enabling doctors to build wealth via quality tailor-made advice.
- Sector
- Financial Services
- HQ
- New York, NY, United States
- Founded
- 2021
- Employees
- 58
- Website
- earned.com/
- Ownership
- Privately Held (backing)
Earned Wealth Advisors doesn't have a composite mark yet — a PA Mark is published once enough pricing inputs exist (trade prints, fund marks, round prices). The rest of the record below builds toward it.
Recorded secondary trades
No secondary trades in Earned Wealth Advisors shares have been recorded yet. When a print lands — third-party, direct report, or platform — it appears here with structure, source, and price.
Institutional fund marks
No SEC-registered fund has reported a fair-value mark on Earned Wealth Advisors in its N-PORT filings yet. We sweep new filings monthly.