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 1
Date | Name | Website |
- | Operator P... | operatorpa... |
Funding Rounds 1
Date | Series | Amount | Investors | Deal News |
29.03.2023 | Series A | $7M | Telstra Ve... | finsmes.co... |
Mentions in press and media 6
Date | Title | Description | Source |
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 of... | finsmes.co... |
29.08.2022 | A financial-planning startup got almost 40% of its customers... | David Hegarty and his stepdaughter, Olivia Jacob. Courtesy of David Hegarty This story is available ... | businessin... |
27.01.2022 | This Startup Wants To Help Young High-Earners Retire Early B... | Saving For The Future AdobeStock_459370727 According to a recent Prosper Insights & Analytics s... | forbes.com... |
08.10.2021 | Playbook Raises $6M in Seed Funding | Playbook, a San Francisco, CA-based financial app for millennials to simplify and automate and build... | finsmes.co... |
07.10.2021 | Playbook gets new funding to help users do what Peter Thiel ... | This is the web version of Term Sheet, a daily newsletter on the biggest deals and dealmakers. Sign ... | fortune.co... |
- | Playbook | “Playbook is a step-by-step app for growing your money and optimizing taxes so you can live the life... | fastfounde... |