Build wealth with
a tax-optimized

Playbook uses tax benefits to get the most out of every dollar you save each month so you can build wealth faster.

Learn more
No AUM fees,
Cancel anytime

“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

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
Grow automatically with smart-routing™
Rely on secure and encrypted data

Here’s how Playbook works.

Together, we build your financial plan.

No paperwork — you just connect your bank accounts and Playbook builds a plan to maximize your tax advantages.

Investing can be stressful, so we make it easy to review your plan, track progress, and change it at any time.

Here’s the catch: It’s time sensitive. If you don’t max out all your tax-advantages today, those opportunities don’t roll over next year.


We put your money in the right places.

Using tax-advantaged accounts is the smartest way to grow your money. Playbook puts your money into the most beneficial accounts first, with the highest returns and lowest taxes.

The goal? Grow your money and live the life you want sooner.


We make it automatic with Smart Routing™.

When your financial situation changes, our Smart Routing technology automatically adjusts where your money goes.

Just got a raise? We saw it come in.
Big expense? Way ahead of you.

Plus, we’ll make sure you always have enough cash on hand.


You hit your life goals sooner.

Woohoo! Now that you’ve made the best choices for your money, you can focus on living a full, meaningful life.

Whether it’s a wedding, family trip, down-payment, or the FI/RE lifestyle, we’ll help you get there faster.

Buy a home


Start a business



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

If you ever change your mind, you can cancel at anytime, no questions asked.

Get started
  • Easy to try
  • Month-to-month
  • No hidden fees
  • No AUM fees
  • Cancel anytime

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



What makes Playbook different? +

We built Playbook for people making over $100k per year.

Beating the stock market is hard, but beating the tax man easy. Playbook focuses on optimizing your taxes and putting your money in the right places automatically. With compounding, tax-free returns, you’ll be in the fast lane to financial freedom.

Why are tax advantages so 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 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.

How much does it cost?+

Playbook costs $19/month.

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

Do I need to download an app?+

Nope! You can use Playbook and all its features from a web browser on your computer or smartphone.

Stay tuned, a mobile app is coming.