Operating Company Financial Services

Earned

New York, New York, United States

Earned is the comprehensive, tax-smart wealth building solution exclusively for doctors, their families, and their practices, with an integrated approach across wealth management, tax planning, insurance strategy, and legal coordination.

Focus Areas
Wealth Management, Registered Investment Advisor (RIA), Financial Planning
Website
earned.com

Tracked deals

3

3 tracked deals across 2025.

Recent pace

1

1 tracked deal announced in the last 12 months.

Deal mix

Addon

2 addon · 1 buyout

Earned Acquisition Volume by Year

Last 1 years

Acquisition volume by year Annual acquisition counts for the last 1 years for Earned. 3 2025

Supporting Data

Recent Transactions

  • Earned Acquires OJM Group
    December 9, 2025
    Buyer
    Earned
    Target
    OJM Group
    Industry
    Financial Services
    Location
    Ohio, United States
    Type
    Addon

    Earned, a PE-backed wealth management platform focused on healthcare professionals, has acquired OJM Group, a Cincinnati-based registered investment adviser serving physicians and high-net-worth clients. The deal adds nearly $1 billion in assets under management and brings OJM's ~12-person team onto Earned's platform, further expanding Earned's integrated services for medical professionals.

  • Earned Acquires Schwartz & Schwartz PC
    August 4, 2025
    Buyer
    Earned
    Target
    Schwartz & Schwartz PC
    Industry
    Accounting & Tax
    Location
    Massachusetts, United States
    Type
    Buyout

    New York-based Earned, a tech-enabled financial services firm for healthcare professionals, has acquired Boston-area accounting and tax firm Schwartz & Schwartz PC to establish an East Coast footprint. The acquisition expands Earned's integrated wealth, tax, retirement and practice services offering to dental and other healthcare practices in the greater Boston market.

  • Earned Wealth Acquires Chahal & Associates
    April 21, 2025
    Buyer
    Earned Wealth
    Target
    Chahal & Associates
    Industry
    Financial Services
    Location
    California, United States
    Type
    Addon

    Earned Wealth, a tech-enabled financial services firm focused on doctors, has acquired Chahal & Associates, a Hercules, California-based tax and accounting firm serving roughly 2,200 doctors and high-net-worth clients. The deal expands Earned's tax, accounting and payroll capabilities as part of its doctor-focused platform following a 2024 growth investment from Summit Partners and Silversmith Capital.

Related Acquisition Pages

Financial Services Buyers & Acquisitions 2 tracked deals by Earned. Accounting & Tax Buyers & Acquisitions 1 tracked deal by Earned. Acquisitions in California 1 tracked deal by Earned. Acquisitions in Massachusetts 1 tracked deal by Earned. Acquisitions in Ohio 1 tracked deal by Earned.

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