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“Playbook estimates it can help boost net worth by about $1.3 million.”

Lucinda Shen, Fortune Magazine

This is an estimate of what additional wealth Playbook customers can create by maximizing their tax advantages. Our methodology consists of aggregating what you save each month, across all accounts, and then primarily focusing on maximizing tax-advantaged accounts; next, we focus on investing the excess money in after-tax accounts. The assumed performance across all accounts is the same; in line with long-term US equity returns. Differences in performance are mainly due to tax advantages (e.g. deferral or avoidance of gains, capital gains tax, etc.) or putting more money into after-tax investment accounts versus cash. Playbook does not assume that it would manage funds in any way that deviates from long-term return expectations of the broader US stock market; Playbook does not seek to "beat the market”.

Playbook uses tax advantages to grow your money.

Building wealth is a compounding
game. If you avoid paying 20%+ in taxes, it can supercharge your year-over-year earnings and increase your net worth over your lifetime.

PSA: Your tax advantages expire every year.

If you miss a year, you’ll never get those dollars back — that takes a huge toll on your net worth. Don’t wait another year.

Playbook features

See how tax optimization impacts your net worth
Build your financial plan to maximize tax advantages
Put every extra dollar into  tax-advantaged accounts
Track and update your financial goals
Automate your growth with monthly transfers
Rely on secure and encrypted data

Here’s how Playbook works.

We find your missed opportunities.

Simply connect your bank accounts and Playbook finds the earnings and tax opportunities you’re missing.

Then, we work those opportunities into your plan so you can super-charge your net worth.

There’s a catch! This is time sensitive. If you don’t start strategically building wealth today, you’ll miss out on years of compounding interest.


We optimize your tax advantages.

One of the most critical parts of your plan is maxing out your tax-advantaged accounts. Playbook finds your eligible accounts and works them into your plan.

What are tax-advantaged accounts? Accounts with special tax benefits so you can pay less in taxes. Think 401(k), Traditional IRA, Roth IRA, HSA etc.


We build your delightful financial plan.

Based on your finances, we craft a holistic plan to optimize your investments, tax advantages, and goals. Then, we automate it for you.

The best part? Your plan is fully customizable — you can set unique risk profiles and timelines so your investments are tailor-made to your needs.


Together, we fine-tune your investments.

Your investments should be smart, adaptive, and perfectly dialed into your plan. We help you do that with customizable risk profiles and multiple, unique portfolios.

New to investing? Nice! There’s no better time to start, and we’ll guide you every step of the way.


You reach financial freedom!

Woohoo! Finally, you won’t have to wonder if you’re doing the best things for your money.

Playbook will route your extra savings into the most beneficial accounts each month, and if your eligibility changes, we’ll adjust to fill in the gaps.

Buy a home

Start a business


Get started

We created Playbook to bring you value, not take it away.

If you ever change your mind, you can cancel at anytime.

Start free trial


  • + Easy to try
  • + Month-to-month
  • + No AUM fees
  • + Cancel anytime

Learn more about how we don’t charge AUM fees.


“I was amazed when Playbook showed me how much money I was missing out on. I’m sold.”

Erendira O., Startup Sales, San Francisco, CA

Playbook Impact  +$5,600/yr

“Gosh, I love feeling like I’m doing the best things for my money.”

Hannah C., Public Policy Director, Denver, CO

Playbook Impact  +$3,800/yr

“I've always saved and invested, but a tax-advantaged system like Playbook is an absolute game changer.”

Khizer H., Startup Sales, Davis, CA

Playbook Impact  +$6,300/yr

“A financial advisor or Playbook? Playbook every time. An awesome app at a fraction of the price.”

Paul V., Entrepreneur, San Francisco, CA

Playbook Impact  +$7,300/yr


What makes Playbook different? +

Playbook redefines financial planning with a focus on tax efficiency and an automated investment strategy.

Unlike traditional financial advisors, we leverage advanced technology to optimize your taxes and boost your net worth, all for a transparent monthly fee.

With bank-level security and a team of financial experts, Playbook is committed to accessible, smart wealth management, empowering you to achieve financial freedom faster and more efficiently.

Why are tax advantages urgent?+

Every year, the government gives you opportunities to grow your money and pay less in taxes — made possible by tax-advantaged accounts like 401(k)s, IRAs, Roth IRAs etc.

These tax opportunities expire every year. If you delay (even just one year) on filling those accounts, you’ll miss out on decades of compounding interest and an unbelievable opportunity to build wealth.

On the flipside, the sooner you start maxing out those accounts, the more likely it is that you’ll reach financial freedom sooner with the most money possible.

How much does it cost?+

Playbook offers two membership plans:

1) Playbook Essential, which costs $9/month. These are the essential features to get your financial plan up and running with the necessary tax advantages.

2) Playbook Plus, which costs $59/month. Clients on Playbook Plus receive everything from Essential in addition to advanced tax strategies such as Tax Loss Harvesting, Asset Location, and Smart Withdrawals.

And we’re not like other apps, we’re a cool app. We’ll never charge hidden fees and you can cancel anytime. Learn about our pricing

How safe is Playbook?+

Privacy and security are our top priority. We keep your financial information safe with bank-level security, 256-bit SSL encryption, and read-only access.

Translation: Your personal information is safe and secure with Playbook.

Is there an app?+

Yes! You can download the iOS app in Apple’s app store. You can also use Playbook and all its financial planning features from a web browser on your computer or smartphone.