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Announced

Completed

Summit Partners and Silversmith Capital Partners led a $200m investment in Earned Wealth.

Synopsis

Summit Partners, an American investment firm, and Silversmith Capital Partners, a Boston-based growth equity firm, led a $200m investment in Earned Wealth, a tech-enabled financial services firm, with participation from Juxtapose, Hudson Structured Capital Management, and Breyer Capital. “From the beginning, we’ve been firmly focused on building the premier go-to destination for doctors who are seeking to optimize their financial well-being, delivering tailored solutions and services that allow them to focus on what they do best. Today’s announcement represents a critical step on our journey to further transform financial outcomes for these heroes of our society. With the addition of Thomas Doll, we broaden our capabilities and expand into serving medical practices, a key lever of income and wealth for many of our clients,” John Clendening, Earned Wealth Founder and CEO.

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