I wish I knew this in my 20s.

You only have one life, and it’s often filled with long work days and stress about money. It doesn’t have to be that way. The reality is, wealth is freedom.

We created Playbook to help you reach financial freedom — the moment when you can stop working, and start living your meaningful life without money stress.1

Playbook is your friendly guide so you can pay less in taxes (the legal way!) and put your money in the right places automatically. Money stuff can feel hard, but we’re here to help you along the way.

What a relief.

Founder, David Hegarty

Created by
financial experts

Our team has built 10+ companies valued at over 15 billion dollars. We’re passionate about finance and wealth-building and we want to make it accessible for everyone.

Built by
world-class engineers

Playbook is taking a new approach to financial technology. We hired a talented and experienced team of engineers to build modern tax tools, simple goal-tracking, and smart automation.

Protected by
bank-level security

Security and anti-fraud is the single most important thing to us, and we use cutting-edge technology to protect your data. We wouldn’t trust everyone with our financial information, and we don’t expect you to either.

Backed by

Headquarters

Playbook

1 Letterman Drive,
San Francisco, CA 94129

hello@helloplaybook.com

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There’s no better time to start growing your money.

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We’re always looking for bright, talented folks to join the team. Bonus points if you like Crocs.

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1The “Financial freedom” age represents the age at which the client can “retire” and sustain themselves only via their assets until their age of mortality, assumed as 93 years old.

Investment services offered by Herring RIA Sub, LLC (dba “Playbook Adviser”). Clients who sign up for the Platform offered by Herring Labs, Inc. (dba “Playbook”) may choose to utilize investment services offered by Playbook Adviser, but are not required to do so in order to use the Platform. Nothing on this website should be considered an offer, solicitation of an offer, tax, legal, or investment advice to buy or sell securities. Any historical returns, expected returns or probability projections are hypothetical in nature and may not reflect actual future performance. Account holdings are for illustrative purposes only and are not investment recommendations. All investments are subject to risk and may lose value. To learn more about Playbook Adviser please see Form CRS.

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