Playbook, Inc. is a financial technology company offering a modern, app-based platform for personal wealth management. The company's mission is to make expert financial planning and wealth-building accessible to everyone, not just the ultra-wealthy. Through its mobile application, Playbook provides users with a personalized financial plan, automates investments into diversified portfolios of ETFs, and offers strategies for tax optimization, including guidance on accounts like Roth IRAs and 401(k)s. The service is registered with the U.S. Securities and Exchange Commission (SEC) as an Investment Adviser.

Founded in

United States