I wish I knew this in my 20s.

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

Created by
financial experts

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.

Built by
world-class engineers

Playbook is taking a new approach to financial technology. We hired a talented and experienced team of engineers to build modern tax tools, simple goal-tracking, and smart automation.

Protected by
bank-level security

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.

Backed by



1 Letterman Drive,
San Francisco, CA 94129

The Playbook bunch

Meet our growing team. We don’t always wear white, but when we do, it’s on team picture day.

Join Playbook

There’s no better time to start growing your money.

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Work with us!

We’re always looking for bright, talented folks to join the team. Bonus points if you like Crocs.