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RoundlyX

5.0

(1 Review)

Crypto

Auto invest spare change roundups into crypto.
Join 35,000 Users

Snapshot

Open to All Investors

Crypto

+16,370.00%

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14+ Employees

With a history in finance, marketing, and web development.

60%

Target Return

Crypto is volatile but can appreciate double-digits annually.

High

Liquidity

Your cryptos can be cashed out at any time.

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14+ Employees

With a history in finance, marketing, and web development.

How You Earn

Growth

Invest From

$15

Invest in

Crypto

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14+ Employees

With a history in finance, marketing, and web development.

Open to All Investors

Top Perks of Investing in Crypto

Since 2017, the global crypto market cap has risen 3,800%.

The crypto market has a 0.6 correlation with the S&P 500.

Major cryptos like Bitcoin and Ethereum have outperformed every other asset class since their inception.

Dollar cost averaging into crypto provides the opportunity to buy dips and sell big runs.

Can I trust RoundlyX?

RoundlyX is backed by venture capital firms such as Gaingels, MCMA Ventures, and Virginia Innovation Partnership Corp.

35,000

# of Investors

$3.0M

Amount Raised

2

Offerings

# of Investors

35,000

Amount Raised

$3.0M

Offerings

2

35,000

# of Investors

$3.0M

Amount Raised

2

Offerings

Overview

Cryptocurrencies are one of the fastest-growing asset classes of the past decade. The world’s largest crypto, Bitcoin, has outperformed the S&P 500 by over 11,000% since 2013. Other major and minor cryptocurrencies have posted equally impressive returns in even shorter time horizons, despite their volatility.
 

RoundlyX is like Acorns for crypto—an investment platform that takes spare change from debit and credit purchases and automatically buys your favorite digital assets. These assets are securely held in your crypto exchange account—RoundlyX is only able to make purchases, not sell any assets.
 

RoundlyX also has a PrizeOut feature that lets you round up $25 worth of spare change into gift cards from DoorDash, Amazon and other popular brands. You’ll also get a bonus amount on top of the $25 that varies based on the chosen retailer.

High Growth

1,576% average annual return from 2010 to 2021

High Correlation

0.6 correlation to the S&P 500

Equity

You own the crypto in your exchange account

RoundlyX Pros & Cons

The Good
  • Affordable way to dollar cost average into cryptocurrencies.

  • RoundlyX doesn’t hold your assets and uses industry-leading tech (Plaid) to connect your accounts.

  • Their Idea Bumps subscription product gives you market insights into what other users are buying.

  • RoundlyX lets you track your investments across all platforms, including Crypto, Stocks & Savings & NFTs.

The Not-So-Good
  • Setting up a RoundlyX account and setting up round ups can be confusing to some.

  • The subscription cost might not be worth it if you don’t use credit/debit cards often.

  • Dollar-cost-averaging requires you to have a long-term time horizon.

RoundlyX Track Record

$200M

Tracked Assets

Across 35,000 user accounts

60%+

Target Returns

Bitcoin has a 93.8% mean annual return

$20k/Day

In Round ups

Which is only expected to increase

Visit Website

Crypto Returns Calculator

Calculate how much you can earn by investing in Crypto. Results vary based on the investment amount, term, and other conditions.

$
%
years
$
Frequency
Monthly

Invested

$7,000

Projected Fees

$881.46

Projected return

$32,173.38

Value after fees

$39,173.38

How it Works

Here’s how RoundlyX helps investors round up their spare change into crypto:

Here’s how RoundlyX helps investors round up their spare change into crypto:

1

Sign up to RoundlyX

Enter your personal details to build your account. Then connect your credit or debit cards to RoundlyX.

2

Select a card, crypto, and exchange

Select the payment method you’d like to round up from, which crypto asset you’d like to round up into, and the exchange where you’d like to store your coins.

3

Dollar-cost-average into cryptos

Spare change from your everyday purchases will be put towards a balance on RoundlyX. Once the balance threshold is hit, RoundlyX will automatically buy the crypto of your choice on your chosen exchange.

4

Cash out your investments

You can then sell your crypto at any time for cash or use RoundlyX’s PrizeOut feature to buy spare gift cards from DoorDash, Amazon and other popular brands.

See inside MoneyMade’s 6-figure multi-asset portfolio

6-Figures

12+ Assets

50+ Platforms

4yr+ Returns

How You
Make Money

RoundlyX uses spare change roundups to buy your chosen cryptos, which are stored in your exchange account. You make money as the price of your crypto rises, which you can then sell for a profit.

Primary Sale

Selling your crypto holdings

How RoundlyX
Makes Money

RoundlyX's charges a monthly subscription for auto-investing spare change roundups. RoundlyX users can optionally also subscribe to their Idea Bumps premium data product.

$1/mo

for RoundlyX

To auto invest spare change roundups into crypto

$2.99/mo

RoundlyX with Idea Bumps

To receive market insights about what other users are buying.

How You’re Taxed

Crypto investments are subject to capital gains tax, with the exact rate depending on the taxpayer's country of residence, personal income tax bracket, and whether or not the investment is held in a tax-advantaged account.

Investments held for longer than a year benefit from long-term capital gains tax—taxed at a much lower rate than ordinary income.

However, investors are not expected to trigger a taxable event until one of their crypto assets is sold at a profit.

RoundlyX will not prepare tax forms for the user, because they are only executing transitions on third-party exchanges. See your exchange’s tax guidance for more information.

Federal, state and local taxes also affect the total tax burden associated with the investment. For more clarity, consult with an advisor before making an investment.

0-20%

Capital Gains

Your capital gains tax will depend on your income and how long you held the asset.

Meet the Team

RoundlyX has 14 employees, mostly developers with years of experience. The team also has expertise in finance, software, and web3. The company has two founders: Andrew Elliot and Will Trible. Elliot has worked in defense and management consulting, while Trible ran his own web development practice for nearly a decade.

RoundlyX

5.0

(1 Review)

Crypto

User Requirements

All residents
Accredited & Non-accredited investors
Over 18 years of age
All residents
Accredited & Non-accredited investors
Over 18 years of age

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