Playbook
Your trusted platform for your financial journey
Playbook was a personal finance platform that provided investment advisory services, including managed accounts such as Roth IRAs and brokerage accounts. It allowed users to link external financial accounts and track balances in one place. The company announced it is winding down as of October 2024.
Users link external financial accounts and open managed investment accounts through Playbook, which provides advisory services via a subscription model.
individuals managing personal investments and financial accounts
Background.
- Status
- unknown
- Business model
- subscription
- Company
- Playbook
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