M&A Deal Summary

Earned Wealth Acquires PearsonRavitz

On October 6, 2025, Earned Wealth acquired insurance company PearsonRavitz

Acquisition Highlights
  • This is Earned Wealth’s 1st transaction in the Insurance sector.
  • This is Earned Wealth’s 1st transaction in the United States.
  • This is Earned Wealth’s 1st transaction in Pennsylvania.

M&A Deal Summary

Date 2025-10-06
Target PearsonRavitz
Sector Insurance
Buyer(s) Earned Wealth
Deal Type Add-on Acquisition

Target

PearsonRavitz

Ardmore, Pennsylvania, United States
PearsonRavitz is a firm specializing in disability and life insurance for physicians with clients in all 50 states. PearsonRavitz was formed in 2017 and is headquartered in Ardmore, Pennsylvania.

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Buyer(S) 1

Buyer

Earned Wealth

Walnut Creek, California, United States

Category Company
Sector Financial Services
DESCRIPTION

Earned Wealth is a tech-enabled financial services firm exclusively for healthcare professionals and medical practices. Earned Wealth is based in Walnut Creek, California.


DEAL STATS #
Overall 1 of 1
Sector: Insurance M&A 1 of 1
Type: Add-on Acquisition M&A Deals 1 of 1
State: Pennsylvania M&A 1 of 1
Country: United States M&A 1 of 1
Year: 2025 M&A 1 of 1