Company profile: Earned Wealth
1.1 - Company Overview
Company description
- Provider of a wealth management platform for doctors, offering personalized financial planning, investment strategies, tax planning, career advisory, insurance, debt management, and trust & estate services. Services include ongoing advisor-led management using the Doctor Wealth Playbook, a three-month Wealth Diagnostic, tax-smart investing, custom indexing, and private investments for accredited investors.
Products and services
- Ongoing Wealth Management: A playbook-driven engagement pairing doctors with a dedicated advisor to apply the Doctor Wealth Playbook and pinpoint strategies to help achieve financial goals
- Investments: Creates personalized investment strategies, including tax-smart investing, custom indexing, and private investments for accredited investors, tailored for doctors
- Financial Planning: Architects a custom-engineered financial plan that maps sources of income, calculates net worth, and identifies key value generation areas for doctors
Key contacts
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Financial details
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1.2 - Competitors and similar companies to Earned Wealth
Broadway Technology
HQ: United States
Website
- Description: Provider of high-performance financial trading solutions and consulting services for global banks and hedge funds, including The Toc platform integrating mission-critical systems with low-code business logic for fixed income trading; a suite for trading, surveillance, pricing and data management; Greyspan managed infrastructure (co-location, cloud, oversight); e-commerce D2C connectivity with dynamic pricing and rules-driven functionality; core pricing/distribution; and sales inquiry, RFQ/RFS and commission management.
- Rationale: This competitor operates in a highly similar market segment with overlapping features.
- Company type: Private company
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- Total funding raised: $●●●m
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VouchedFor
HQ: United Kingdom
Website
- Description: Provider of a platform to find, rate, and review financial advisers, solicitors, and accountants, helping people manage finances and major life decisions. Leverages stories and data from over 30,000 satisfied clients to guide choice and lets users contact professionals for free.
- Rationale: This competitor operates in a highly similar market segment with overlapping features.
- Company type: Private company
- Employees: ●●●●●
- Total funding raised: $●●●m
- Backers: ●●●●●●●●●●
- Acquisitions: ●●
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FXCM
HQ: United States
Website
- Description: Provider of foreign exchange trading and related services to retail and institutional customers, offering platforms for forex, CFD, and cryptocurrency trading. Products include Trading Station with advanced charting, MetaTrader 4 with free Expert Advisors and VPS access, and TradingView integration to trade directly from TradingView charts.
- Rationale: This competitor operates in a highly similar market segment with overlapping features.
- Company type: Private company
- Employees: ●●●●●
- Total funding raised: $●●●m
- Backers: ●●●●●●●●●●
- Acquisitions: ●●
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Affinia Financial Group
HQ: United States
Website
- Description: Provider of registered financial advisory services offering wealth management and planning. Services include comprehensive financial planning reflecting clients' life circumstances and aspirations, fiduciary investment management aligning portfolios with financial plans considering risk, return objectives, and cash flow needs, and special needs financial planning to help families plan for the future and lifelong needs of a child with a disability.
- Rationale: This competitor operates in a highly similar market segment with overlapping features.
- Company type: Private company
- Employees: ●●●●●
- Total funding raised: $●●●m
- Backers: ●●●●●●●●●●
- Acquisitions: ●●
View full Affinia Financial Group company profile →
Formicary
HQ: United Kingdom
Website
- Description: Provider of consulting and systems integration services for the financial services sector, delivering integrated technology solutions that streamline front, middle and back office business processes for clients across the industry, including tier one investment banks.
- Rationale: This competitor operates in a highly similar market segment with overlapping features.
- Company type: Private company
- Employees: ●●●●●
- Total funding raised: $●●●m
- Backers: ●●●●●●●●●●
- Acquisitions: ●●
View full Formicary company profile →
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2.M&A buyers
2.1 Potential strategic acquirers in the sector
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2.2 - Strategic buyer groups for Earned Wealth
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Buyer group 2: ████████ ████████
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Buyer group 3: ████████ ████████
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Key Products: ████████, ████████, ████████, ████████
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3. Investors and private equity firms
3.1 - Buyout funds investing in similar companies to Earned Wealth
2.2 - Growth funds investing in similar companies to Earned Wealth
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4 - Top valuation comps for Earned Wealth
4.2 - Public trading comparable groups for Earned Wealth
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