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Playbook Logo
Playbook Growth Score
28
CB Rank
71616
Heat Score
27
Playbook is a step-by-step app for growing your money and optimizing your taxes.
Founded
obfuscation
PrivateSeries A San Francisco, California, United States11-50 www.helloplaybook.com/
Apps
Financial Services
FinTech
Personal Finance
Overview

Playbook
Total Funding
obfuscation
Growth Score
28
Heat Score
27

Total Funding
obfuscation
obfuscation
Series A raised
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Growth Score28
-35 pts
in past quarter
Heat Score 27
-11 pts
in past quarter

Company Performance Metrics

Score
Trend
AI Content may contain mistakes and is not legal, financial or investment advice.Learn more.
Growth Score - The measure of growth based on company activity, operational metrics, and investments
Growth Trend - The change in the growth score over the given time period
Heat Score - The measure of the market interest, media activity, and Crunchbase profile activity
Heat Trend - The change in the heat score over the given time period
Learn More >
Recent Milestones
Raised Funding Round
Jan 1, 1970
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Raised Funding Round
Jan 1, 1970
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Raised Funding Round
Jan 1, 1970
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See more interactive data and historical milestones on desktop for the best experience

About Playbook

CB Rank
71616
Playbook is a step-by-step app for growing your money and optimizing your taxes.
Founded
obfuscation
PrivateSeries A San Francisco, California, United States11-50 www.helloplaybook.com/
Apps
Financial Services
FinTech
Personal Finance

Funding Rounds

Series A
OBF
in
obfuscation
Seed
OBF
in
obfuscation

Key People

Details

Legal Name Herring Labs, Inc.
Operating Status Active
Company Type For Profit
Founders  David Hegarty
About the Company
Playbook is a step-by-step app for growing your money and optimizing your taxes.
Phone Number (415) 805-2040
Contact Email hello@helloplaybook.com
Predictions & Insights

Products & Services

Playbook Financial Planning App
A digital platform that builds personalized financial plans to maximize tax advantages and optimize investments.
Playbook Investing Service
An integrated investment service offering tax-smart portfolios aligned with users' financial plans and risk profiles.

Unlock More with Crunchbase Pro
  • Full access to financial & funding data on unlimited profiles
  • Export up to 2k results/month for analysis
  • Track market signals on competitors, products, and R&D
  • Preview private company insights and predictions
Financials

Company Funding

Total Funding Amount 
obfuscation
Number of Funding Rounds 2
Unlock company funding data, including rounds, dates, amounts, and investors.
Announced Date  
Transaction Name  
Number of Investors  
Money Raised  
Lead Investors  
Funding Type  
obfuscation
Series A - Playbook Logo
Series A - Playbook
3
obfuscation
Titanium VenturesSeries A
obfuscation
Series A - Playbook Logo
Series A - Playbook
3
obfuscation
Titanium VenturesSeries A
obfuscation
Series A - Playbook Logo
Series A - Playbook
3
obfuscation
Titanium VenturesSeries A
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Series A - Playbook Logo
Series A - Playbook
3
obfuscation
Titanium VenturesSeries A
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Series A - Playbook Logo
Series A - Playbook
3
obfuscation
Titanium VenturesSeries A

Funding Rounds

Total Funding Amount 
obfuscation
Number of Funding Rounds 2
Unlock company funding data, including rounds, dates, amounts, and investors.
Announced Date  
Transaction Name  
Number of Investors  
Money Raised  
Lead Investors  
Funding Type  
obfuscation
Series A - Playbook Logo
Series A - Playbook
3
obfuscation
Titanium VenturesSeries A
obfuscation
Series A - Playbook Logo
Series A - Playbook
3
obfuscation
Titanium VenturesSeries A
obfuscation
Series A - Playbook Logo
Series A - Playbook
3
obfuscation
Titanium VenturesSeries A
obfuscation
Series A - Playbook Logo
Series A - Playbook
3
obfuscation
Titanium VenturesSeries A
obfuscation
Series A - Playbook Logo
Series A - Playbook
3
obfuscation
Titanium VenturesSeries A

Investors

Unlock company funding data, including rounds, dates, amounts, and investors.
Investor Name  
Lead Investor  
Funding Round  
Partners  
Operator Partners Logo
Operator Partners
—
Series A - Playbook Logo
Series A - Playbook
—
Operator Partners Logo
Operator Partners
—
Series A - Playbook Logo
Series A - Playbook
—
Operator Partners Logo
Operator Partners
—
Series A - Playbook Logo
Series A - Playbook
—
Operator Partners Logo
Operator Partners
—
Series A - Playbook Logo
Series A - Playbook
—
Operator Partners Logo
Operator Partners
—
Series A - Playbook Logo
Series A - Playbook
—
Market Intelligence
People
View Profiles & Contacts
Headcount 11-50 Employee Profiles 2 Board Members and Advisors 1 Contacts 6

Employee Profiles

Board Members and Advisors

News
Technology
View Tech Report

Monthly Web Visits

398
531.75%
 in past month

IT Spend

$781.3KThis year, Playbook is projected to spend $781.3K on IT, according to Aberdeen.

Active Website Tech Count

9Playbook is actively using 9 technologies for its website, according to BuiltWith. These include Common Crawl, CommonCrawl Top 50m, and  DNSSEC.
Sub-Organizations
Frequently Asked Questions

Where is Playbook's headquarters? Playbook is located in San Francisco, California, United States.Who invested in Playbook? Playbook has 3 investors including Operator Partners and  Titanium Ventures.When was the last funding round for Playbook? Playbook closed its last funding round on
obfuscation
from a Series A round.Who are Playbook's competitors? Alternatives and possible competitors to Playbook may include Betterment, Origin, and  Charles Schwab.How much funding has Playbook raised to date? Playbook has raised
obfuscation
.
Who We Are
What We Do
Helpful Links
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