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Earned

is a Texas-based wealth management platform that offers solutions such as tax preparation, filing, insurance optimization, and lending for physicians... Read more
OverviewCompetitorsAcquisitionsFundingNews & Insights

Earned

is a Texas-based wealth management platform that offers solutions such as tax preparation, filing, insurance optimization, and lending for physicians... Read more
Earned Co-Founder & CEO: John Clendening

Co-Founder & CEO

John Clendening

CEO Approval Rating

90/100

2022

PrivateIndependent Company

Banking, Financial Services and Insurance
Asset & Investment Management

Est. Annual Revenue
$25-100M
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Est. Employees
1-25
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Funding
$218M
Acquisitions
1

News

Acquisition
Jul 11, 2024
thomasdoll.com
Earned acquired Thomas Doll for undisclosed amount
Funding
Jul 11, 2024
PYMNTS
Earned received $200M in Equity Funding

Earned Competitors

1Advisor360°
2Systemic-Risk Management Solutions
3AdvisorEngine
4Finartis
5Addepar
6WealthArc
7Assetmax
8Wealthfront
9eMoney
10Delio Ltd.
See 39+ competitors

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