Playbook
helloplaybook.comYour trusted platform for your financial journey
Finance & Fintechpersonal-financeinvestmentroth-irabrokeragefinancial-planningwealth-management
About
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.
Problem
People need a unified platform to manage and grow their personal finances, including tax-advantaged investment accounts.
For
individuals managing personal investments and financial accounts
How it works
Users link external financial accounts and open managed investment accounts through Playbook, which provides advisory services via a subscription model.
Business model
subscription
Status
unknown
Company
Playbook