You only have one life, and it’s often filled with long work days and stress about money. It doesn’t have to be that way. The reality is, wealth is freedom.
We created Playbook to help you reach financial freedom — the moment when you can stop working, and start living your meaningful life without money stress.
Playbook is your friendly guide so you can pay less in taxes (the legal way!) and put your money in the right places automatically. Money stuff can feel hard, but we’re here to help you along the way.
What a relief.
Founder, David Hegarty
Our team has built 10+ companies valued at over 15 billion dollars. We’re passionate about finance and wealth-building and we want to make it accessible for everyone.
We’re creating financial technology that no one has ever built before. Playbook’s automatic routing and tax tools are the future of personal finance and we hired the best-of-the-best to bring it all to life.
Security and anti-fraud is the single most important thing to us, and we use cutting-edge technology to protect your data. We wouldn’t trust everyone with our financial information, and we don’t expect you to either.
Meet our growing team. We don’t always wear white, but when we do, it’s on team picture day.