Playbook Personal Finance

Playbook is a step-by-step app for growing your money and optimizing your taxes.

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Playbook is a financial guidance app for higher-earning millennials with a focus on tax optimization. Launched in beta in July 2021, Playbook helps members pay less in taxes by maxing out tax-optimized accounts and growing their long-term savings. The platform has over 10,000 users and roughly 50,000 on the waiting list. The company has 15 employees and is continuing to grow the team.

Oct. 13, 2021, 10:58 a.m. Fintastico Team
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