Spend Confidently, Grow Wealth Continuously

An innovative approach to spend management that lets you meet your current needs while building wealth for the future

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How SpendCycle Works

1

Invest Cash

Deposit funds into your SpendCycle account to start building wealth

2

Professional Management

Your cash is invested in risk-adjusted, professionally curated income-producing assets that auto-adjust to your spending habits

3

Spend Without Worry

Confidently meet your current spending needs without cutting into your principal while growing wealth over time

4

Track Everything

Capture receipts and track all expenses for audit-proof books and complete transparency

Versatile Applications

🏥 Health Savings Accounts

Maximize your HSA with income-producing investments while maintaining easy access for medical expenses

🏢 Employer Spend Accounts

Empower employees with smart spending accounts that generate returns between expenses

⚽ School Sports Teams

Help teams and organizations manage fundraising dollars efficiently while earning passive income

👨‍👩‍👧 Custodial Accounts

Create tax-advantaged investment accounts for children that fund current expenses while building wealth

White-Labeled Embedded Experiences Available

Integrate SpendCycle seamlessly into your existing platform

UTMA Custodial Investment Accounts

Help parents and family members create custodial accounts for children that maximize IRS Kiddie Tax Rules while generating income for current qualified expenses.

SpendCycle guides you through qualifying expenses, ensuring compliance while helping you pay for kids' needs without touching principal.

Average return of 10% annually means your family's wealth grows while meeting today's needs.

🎉 Coming Soon: SpendCycle Rewards Card

Automated spending controls and compliance built right in

Tax-Efficient Income Example

Portfolio Value $27,000
Annual Return (10%) $2,700
Monthly Income $270/month
Annual Tax Liability* ~$135
After-Tax Monthly Income $259/month

*Regardless of parent's tax bracket, thanks to IRS Kiddie Tax Rules

Choose Your Path to Smarter Spending

Enterprise White Label

Embed SpendCycle's powerful technology into your platform and offer your customers an innovative spending solution.

  • Full API access and integration support
  • Customizable branding and user experience
  • Compliance and regulatory support
  • Dedicated account management
  • Revenue sharing opportunities

Custodial Investment Account

Our flagship product designed for parents and families who want to build wealth for their children while paying for current expenses.

  • Tax-efficient income generation
  • Guided qualified expense tracking
  • Professional portfolio management
  • Audit-proof receipt capture
  • SpendCycle Rewards Card access (coming soon)

Built on Trust & Compliance

🔒
Bank-Level
Security
SEC Registered
Investment Advisor
📋
IRS Compliant
Tax Strategies
🛡️
FDIC Insured
Cash Accounts