Press and Investor Relations

Earned Accelerates its Unique Acquisition-Led Growth Strategy and Establishes New England Footprint with Acquisition of Premier Healthcare-Focused Tax and Accounting Firm, Schwartz & Schwartz

Earned Acquires Chahal & Associates, Expanding its Tax-Smart Financial Services for Healthcare Professionals

Introducing Earned’s Brand Refresh and New Website

Earned Recognized on Newsweek’s America’s Top Financial Advisory Firms 2025 List

Thomas Doll, an Earned Wealth Company, Recognized on the 2024 CNBC FA 100 List

Earned Wealth Announces $200 Million Capital Commitment

Earned Joins the Aesthetic Society as an Alliance Partner

John Clendening On Helping Scale Schwab Bank And Raising $225 Million To Build Earned Wealth

Wealth Management Platform Earned Wants to Help Doctors with Financial Security

TechCrunch: Forme Financial launches out of beta as Earned to help physicians manage wealth

Forme Financial Raises $18MM, Launches as Earned