Playbook

Overview Playbook ?

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.