Earned Wealth
PrivateLast Round
Growth Equity
Jul 11, 2024
Est. Valuation
$40M
Total Funding Raised
$218M
Momentum
Top 25%
of companies Caplight tracks
Company Overview
Earned Wealth operates in FinTech and is based in New York City, New York. Its latest recorded funding round was a Growth Equity round in July 2024.
Earned Wealth is a financial services company that provides a tech-enabled, integrated wealth management and financial advisory platform specifically tailored for healthcare professionals.
Sector
FinTech
Verticals
Wealth Management, Personal Finance, Accounting & Expense
Business Model
B2C
Customer Profile
Services & Consulting
AI Layer
Non-AI
Historical Pricing
Historical view of private secondary pricing and transaction trends.
Earned Wealth Comparables
Compare Earned Wealth with similar companies based on industry and business-model similarity.
| Company | Similarity | Market Cap |
|---|---|---|
| WealthKeel | 83% | |
| Wrenne Financial Planning | 82% | |
| SLP Wealth | 81% |
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Earned Wealth Funding Rounds
Historical fundraising activity
| Round | Date | Amount Raised | Valuation | Investors | Sources |
|---|---|---|---|---|---|
| Growth Equity | Jul 11, 2024 | ||||
| Series A | Apr 6, 2023 | ||||
| Seed | May 1, 2022 |
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Key People
Founding team and executive leadership
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Earned Wealth Investors
Notable investors and investment history
| Investor | Rounds |
|---|---|
| Breyer Capital | Growth Equity, Series A |
| Juxtapose | Seed, Series A, Growth Equity |
| Silversmith Capital Partners | Growth Equity |
| Summit Partners | Growth Equity |
| Hudson Structured Capital Management | Growth Equity, Series A |
Market signals
Structured signals derived from secondary market and firmographic data.
- Aug 1, 2026
Grew 16% QoQ, from 82 to 95 employees.
- Feb 22, 2026
Grew 17% QoQ, from 65 to 76 employees.
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Earned Wealth Filings
Explore SEC and related filing metadata, where available.
| Type | Date | Amount Offered | Amount Sold | Filing | Pages | Download |
|---|
Filing documents are not displayed on this public page. Request access to learn about available coverage.
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Frequently Asked Questions
Common questions about Earned Wealth's valuation, stock price, and market status.
Is Earned Wealth a public or private company?
Earned Wealth is a private company.
What is the current stock price of Earned Wealth?
Earned Wealth is a private company, so its shares have no public market price. Caplight tracks Earned Wealth's secondary market activity and provides MarketPrice™ estimates of its share price to Caplight users.
How much is Earned Wealth worth (valuation)?
Earned Wealth's valuation is estimated at $40.0M based on funding round data.
Can I buy Earned Wealth stock?
Earned Wealth shares may be available on secondary markets subject to transfer restrictions. Caplight facilitates secondary market transactions for accredited investors.
When was Earned Wealth's last funding round?
Earned Wealth's most recent funding round was Growth Equity on July 11, 2024.
Who are the main investors in Earned Wealth?
Key investors in Earned Wealth include Breyer Capital, Silversmith Capital Partners, Summit Partners, Hudson Structured Capital Management.
Will Earned Wealth IPO soon?
No public IPO plans have been announced for Earned Wealth.
How can I track Earned Wealth secondary market activity?
Caplight tracks bids, offers, and trades in Earned Wealth's shares on secondary markets.