Playbook provides an app that connects to users' bank accounts to uncover tax advantages across 401(k), Traditional IRA, Roth IRA and HSA accounts. Based on personal finances, the company crafts a holistic, customized financial plan that is fully automated. The product includes customizable risk profiles and multiple unique portfolios. Playbook is offered through employers and is already used by employees at Amazon, EY, Deloitte, Google and Salesforce, indicating demand at major workplaces. The company is launching Playbook for Work, offering dedicated support teams and in-depth reporting so businesses can understand utilization. Playbook raised $7M in a Series A and intends to use the funds to expand its offering. Playbook offers a financial guidance app focused on tax optimization for higher-earning millennials, automating contributions to tax-advantaged accounts and growing long-term savings. The company launched a beta in July 2021 and is led by founder and CEO David Hegarty. Playbook reports over 10,000 users and roughly 50,000 people on its waiting list, and it currently has 15 employees. The team says it is continuing to grow the staff. Playbook raised $6M in seed funding to support its development and expansion. Backers included founding investor Atomic, the venture studio and fund created in 2012 by Jack Abraham.

Total raised

$13M

Funding rounds

2

Latest round

Series A

Latest activity

Mar 2023