Log In Get Started
Built for Physicians

Wealth management that
understands medicine

Connect your accounts, track every dollar, and get AI-powered financial recommendations calibrated for the unique challenges of a medical career — from residency debt to peak earning years.

Bank-level 256-bit encryption · Powered by Plaid · Read-only account access
Securely connect 12,000+ financial institutions via Plaid — we never see or store your banking credentials.
Chase Bank of America Schwab Fidelity Vanguard Wells Fargo Citibank + thousands more
What Spendosity does

Built around the physician lifecycle

Generic financial tools miss what makes your career different. We don't.

Unified Account View

Connect checking, savings, investment, retirement, and HSA accounts in one place. See your complete net worth updated daily through your Plaid connection.

Loan Payoff Optimizer

Model PSLF, IBR, REPAYE, and private refinancing strategies side-by-side. Most physicians carry $200K+ in student debt — we help you destroy it efficiently.

Physician Tax Strategy

Track CME deductions, malpractice premiums, licensing fees, and practice expenses. Get year-round recommendations so tax season is never a surprise.

Retirement Maximization

Optimize contributions across 403(b), 457(b), HSA, and backdoor Roth IRA. We account for your likely peak earning years and early retirement goals.

Spending Insights

Automatic categorization of all transactions. See where your income actually goes — broken down by housing, food, travel, subscriptions, and more.

AI Recommendations

Personalized financial advice that factors in your specialty, income trajectory, practice setting, and career stage — not one-size-fits-all generic guidance.

$312K
Average physician student debt
12,000+
Institutions supported via Plaid
7–14 yrs
Typical delayed wealth-building window
$0
Access to start — no credit card needed
Getting started

Up and running in minutes

No paperwork, no advisor meetings, no waiting.

1

Create your account

Sign up with your email. Tell us your specialty, training stage, and financial goals in a quick 2-minute intake.

2

Connect your accounts

Use Plaid to link your bank, brokerage, student loan, and retirement accounts. Read-only — we can never move your money.

3

Get your action plan

Spendosity analyzes your full picture and surfaces the highest-impact moves for your specific situation right now.

Early access physicians

Finally built for us

What physicians in our beta said after their first month.

★★★★★
"I had no idea how much I was leaving on the table with my 403(b). Spendosity flagged a missed backdoor Roth opportunity in my first week."
Hospitalist, 6 years post-residency
★★★★★
"The student loan module alone is worth it. I've been agonizing over PSLF vs. refinancing for two years — Spendosity modeled both in seconds."
Pediatric Resident, PGY-3
★★★★★
"Every other app treated me like a generic high earner. This one actually knows what CME expenses and malpractice premiums are."
Emergency Physician, private practice

Start building wealth
on a physician's timeline

Join physicians who are taking control of their financial future — without hiring a fee-only advisor for every question.

Get Started Free
No credit card required · Bank-level encryption · Cancel anytime
©2026 Spendosity. All rights reserved.
Privacy Terms Contact
Loading...