HelloPlaybook is a personal finance app that helps users track their spending and savings and maximize their investments. It is a relatively new app and has some kinks that need to be worked out. However, it has responsive customer service and a great team. The app has received positive reviews from users who have found it helpful in managing their finances.
Location: United States, California, San Francisco
Employees: 11-50
Total raised: $7M
Founded date: 2020
Investors 2
| Date | Name | Website |
| - | Operator P... | operatorpa... |
| - | Titanium V... | ti.vc |
Funding Rounds 1
| Date | Series | Amount | Investors |
| 29.03.2023 | Series A | $7M | Telstra Ve... |
Mentions in press and media 6
| Date | Title | Description |
| 29.03.2023 | Playbook Raises $7M in Series A Funding | Playbook, a San Francisco, CA-based Gen Z and millennial-focused personal finance app that’s also offered through employers, raised $7M in Series A funding. The round was led by Telstra Ventures with participation from Atomic. The company i... |
| 29.08.2022 | A financial-planning startup got almost 40% of its customers from TikTok and Instagram. Its social-media team shares its strategy. | David Hegarty and his stepdaughter, Olivia Jacob. Courtesy of David Hegarty This story is available exclusively to Insider subscribers. Become an Insider and start reading now. Redeem now David Hegarty is the founder of Playbook, a financia... |
| 27.01.2022 | This Startup Wants To Help Young High-Earners Retire Early By Saving On Taxes | Saving For The Future AdobeStock_459370727 |
| 08.10.2021 | Playbook Raises $6M in Seed Funding | Playbook, a San Francisco, CA-based financial app for millennials to simplify and automate and building long-term wealth, raised $6m in seed funding. Backers included founding investor Atomic, a venture studio and fund created in 2012 by se... |
| 07.10.2021 | Playbook gets new funding to help users do what Peter Thiel does—pay lower taxes on investments | This is the web version of Term Sheet, a daily newsletter on the biggest deals and dealmakers. Sign up to get it delivered free to your inbox. Stories of the ultrawealthy avoiding taxes are a dime a dozen. Most recently, billionaire Peter T... |
| - | Playbook | “Playbook is a step-by-step app for growing your money and optimizing taxes so you can live the life you want sooner.” |