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Playbook logo — The step-by-step app for growing your money and optimizing y...

Playbook

The step-by-step app for growing your money and optimizing your taxes.

Founded 2020 United States San Francisco, United States 3 employees Series A Total: $12.60M Financial Services

General Information

Company Name Playbook
Founded Year 2020
Location United States San Francisco, United States
Employees 3
Industries Financial Services
Funding Stage Series A
Social

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About Playbook

Playbook is an innovative startup that aims to revolutionize personal finance and taxation with its slogan "The step-by-step app for growing your money and optimizing your taxes." Founded in 2020, the company is headquartered in the United States. Playbook offers an app designed to help users optimize their taxes and grow their money with a focus on reaching financial freedom sooner. The company recently secured a significant $7.00M Series A investment on 29 March 2023 from prominent investors Atomic and Telstra Ventures. With a strong emphasis on financial services, Playbook is poised to make a significant impact in the industry by providing accessible and streamlined financial planning tools.

Business keywords: personal finance, tax optimization, financial planning, investment app, tax benefits, financial freedom, startup

Funding Rounds & Investors (2)

View All
Funding Stage Amount Investors Lead Investors Date
Series A $7.00M 2
Atomic Telstra Ventures
Atomic, Telstra Ventures
29 Mar 2023
Seed Round $5.60M 1
Atomic
Atomic
07 Oct 2021

Playbook Alternatives & Competitors

Playbook vs
WealthAbility
WealthAbility United States

WAY MORE MONEY . WAY LESS TAXES

12 employees
Financial Services
Playbook vs
Investica
Investica India

Experience the Joy of Earning! Free Financial Plans | Paperless Account | Goal Planning

7 employees
Finance, Financial Services
Playbook vs
Fabits
Fabits India

Empowering India to get richer!

Pre-Seed
19 employees
Financial Services, Wealth Management

FAQ About Playbook

The step-by-step app for growing your money and optimizing your taxes.
Playbook was founded in 2020.
Playbook is headquartered in San Francisco, United States.
Playbook operates in Financial Services. Its work centres on personal finance, tax optimization, financial planning and investment app.
Playbook has approximately 3 employees.
Playbook has completed 2 funding rounds, raising a total of $12.60M. The latest funding stage is Series A.
Top alternatives and competitors to Playbook include WealthAbility, Investica, Fabits, Midlands Investment Agency, Trayecto. These companies operate in related industries and serve comparable markets. You can compare them side by side on Bounce Watch.
Playbook and WealthAbility are both companies in similar industries. Compare their funding, team size, growth signals, and market position on Bounce Watch to see which one fits your needs.

Source: BounceWatch company record for Playbook, https://bouncewatch.com/company/playbook-4, updated 30 December 2024. When citing, please name BounceWatch and link this page.

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