Company Overview
About Earned Wealth
Earned Wealth is a New York-based financial services company founded in 2021 that provides comprehensive wealth management services exclusively for healthcare professionals — with a primary focus on physicians and doctors. The company was built around the recognition that medical professionals face uniquely complex financial situations: high student loan debt burdens, late career starts, high marginal tax rates, complex compensation structures (partnership tracks, equity, private practice income, hospital employment), and limited time to manage finances during demanding training and practice schedules. Earned Wealth addresses this complexity with an integrated suite of services including financial planning, investment management, tax planning and preparation, career and contract advisory, insurance, debt management, and estate planning — all delivered by advisors who specialize in physician finances.
Business Model & Competitive Advantage
Earned Wealth has raised over $200M in funding, reflecting the large addressable market of physician wealth management in the United States (approximately 1 million physicians, most of whom are underserved by mainstream financial advisors who lack specialty knowledge of medical professional finances). The company combines technology — including a client portal for financial planning, portfolio monitoring, and document management — with human advisory services, positioning itself as a tech-enabled RIA (Registered Investment Advisor) rather than a pure robo-advisor or a traditional wealth management firm.
Competitive Landscape 2025–2026
Earned Wealth competes with physician-focused financial advisors and RIAs including WealthKeel, Physician Wealth Services, and generalist robo-advisors and wealth platforms that have attempted to serve the medical professional market. Its differentiation lies in the comprehensiveness of its service offering (covering taxes, insurance, contracts, and debt alongside investments), the depth of physician financial specialization among its advisors, and its ability to serve physicians from early residency through established practice and eventual retirement — creating long-duration client relationships with high lifetime value.
Frequently Asked Questions
Estimated Visibility Trend (Beta)
Simulated 8-week rolling score
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