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Playbook logo

Playbook

Recent Finacing

Series A

Recent Raise

$7M

Playbook is an employer-distributed guidance app that connects to users' bank accounts to automate tax-advantaged contributions across 401(k), Traditional/Roth IRAs and HSAs, offering customized plans and risk profiles.

Founded 2020
California, United States
1-10
Private
helloplaybook.com

Highlights

Focus Areas

Apps
Financial Services

Recent Investors

Atomic logo
Telstra Ventures logo

Financials

$13M

Total Raised

2

Funding rounds

2

Investors


Team

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See the team members at Playbook.