2023年4月11日

印版金融宣布推出了測試版的名義收入也宣布了一項1200萬美元資金輪哈德遜結構性資本管理和布雷耶資本創始合夥人將有意義的參與。這一輪融資帶來收入的總資金1800萬美元,因為它在2022年開始服務客戶。贏得了第一次tech-enabled基本上是重新定義財富管理部門和綜合財富係統專門為醫生。醫生正麵臨獨特的金融環境和機會在他們的職業生涯,從通過退休居住。審核醫生的職業旅程的鏡頭公司的數據驅動的財務建議,獲得結合深度預測技術和一組全麵的金融服務,不斷優化財務決策在他們的經濟生活的方方麵麵包括職業生涯。獲得的私有財富引擎將是個性化的個人醫生的目標和情況,聯合各個方方麵麵的財富和優化對客戶的結果。和該公司還將使醫生了解重要的職業決策的影響,包括購買到私人診所或選擇多個工作機會。這個財富引擎將設計提供可靠的目標更好的財務成果數據透明度的前所未有的水平。對大多數醫生來說,財富管理是一個分散的和複雜的經曆的每一步過程孤立從債務管理投資和稅收籌劃。和獲得的集中和tech-forward方法最大化醫生的財富團結地和無縫,幫助醫生掙得更多,更聰明的投資,並降低風險。 Since its beta launch in May 2022, Earned has worked with clients in 24 states and saved physician clients an average of $77,000 in taxes alone. Clients are able to consistently accomplish a wide range of financial tasks through the app, with 71% of users logging in weekly – which is triple the industry average. Earned’s brand evolution is driven by feedback from physicians including the company’s Physician Advisory Council. And the Council represents a diverse set of career stages, specialties, practice settings, and geographies, ensuring that Earned captures a range of physician experiences to inform the company’s products and services. What the funding will be used for: Earned plans to expand its services to become a one-stop shop for physicians, providing access to high-fidelity investments, tax prep, filing, insurance optimization, debt management, lending solutions, and career advisory. KEY QUOTES: “I founded Earned based on a deep passion to create transformational financial outcomes for the heroes of our society – physicians and their families. I’m excited at our rapid progress as we combine new-to-the-world technology and physician-trained financial experts to up-level the personal finance experience and performance for physicians – directly addressing what we view as massive flaws in today’s wealth management industry.” — John Clendening, Co-Founder and CEO of Earned “Earned is an entirely new category of tech-powered wealth management that is now able to offer a comprehensive set of services to help physicians manage their financial lives with ease and confidence. As a full-stack wealth management system with a focus on physicians’ unique needs and opportunities, Earned is positioned to innovate across core areas of the industry and help physicians optimize financial decisioning throughout their career – including optimization of insurance coverage. We are excited to partner with John and the team.” — Vikas Singhal, Founding Partner of HSCM Ventures “Financial stress is the second leading cause of burnout among physicians, even though they’re in the top 5% of earners. Earned’s fusion of technology and expert service, combined with its extraordinary breadth gives physicians the full confidence they need to systematically optimize their financial lives throughout their careers.” — Patrick Chun, Co-Founder and Managing Partner of Juxtapose, a leading creation-oriented investment firm “Earned is playing a critical role as a trusted source of financial advice, planning, and decision support for busy physicians who too often put financial health and wellness on the back burner. With the financial peace of mind that Earned provides, physicians can focus on what’s really important to them.” — Dr. Tom Valdivia, Senior Advisor and Chair of the Forme Financial Physician Advisory Council Trending on Pulse 2.0