Money is complicated, so we’re making it easier. Easier for people to pay less in taxes, build wealth, and live meaningful lives without money stress.

We do all that from the comfort of our matching lavender Crocs.

See open roles

Things we like, a lot.

Being an owner

It’s not every day you get to change the future of personal finance. Except at Playbook, it actually is.

Thinking big

We like wild ideas — like an interactive graph that predicts your future wealth, or perhaps an illustrated star wearing a Jedi costume.

Doing great things

Yeah, it’s cliché. But we build the most innovative, mind-blowing things when we set lofty goals without fear of failure.

Curiosity and growth

We have lots to learn and many perspectives to learn from, so we’re building a team of cool, curious people from all walks of life.

Communication is queen (or king)

The finance world is full of jargon. We think it’s exclusive. Instead, we speak clearly and make sure everyone is on the same page.

Real life first

Our best work happens when we’re happy, healthy, and rested. Your wellness will always be a priority, and vacations are a no-brainer.


Located in the beautiful Presidio Park.


1 Letterman Drive,
San Francisco, CA 94129


Medical/dental/vision insurance
Unlimited vacation
Equity — become an owner!
Remote work flexibility
Parental leave
Custom lavender Crocs
Team excursions

Something new, every day.

Playbook is the first app of its kind, combining deep tax knowledge, thoughtful design, and innovative financial tools to help people reach their goals. Here’s a sneak peek at what we've built, what we're working on, and what’s ahead.


Open roles

Don’t see what you’re looking for?
Fill out an open application. We’re always on the lookout for talented folks.

We’re just an email away.