Playbook: Raises $6M in Seed Funding

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 serial entrepreneur Jack Abraham
  • Led by David Hegarty, Founder and CEO, the company is a financial guidance app for higher-earning millennials with a focus on tax optimization
  • Launched in beta in July 2021, the company helps members pay less in taxes by maxing out tax-optimized accounts and growing their long-term savings
  • The platform has over 10,000 users and roughly 50,000 on the waiting list
  • The company has 15 employees and is continuing to grow the team
Steve Sam
Steve Sam
Steve Sam is a financial reporter, analyst, and commentator with a strong focus on banking technology, digital payments, and the future of financial services.

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