Playbook
Latest round
- Series A
Last raised
- Mar 2023
Total raised
- $13M
Investors
- 2
About Playbook
Playbook is a financial management platform founded in 2020 by Alex Zirbel, David Hegarty, and Jessica Ko, headquartered in San Francisco, US. The core offerings of Playbook include various account types such as Roth IRAs and brokerage accounts, designed to cater to the investment needs of retail clients looking for straightforward solutions to manage their financial portfolios. The service facilitates users in monitoring their investments, understanding market movements, and making informed financial decisions. Playbook's mission is to empower its clientele by providing tools that enhance financial literacy and investment strategies.The revenue model for Playbook is structured around subscription-based services, wherein clients pay for access to the platform and its associated investment management features. Clients utilizing Playbook's services may enter into subscription agreements, allowing them to benefit from tailored financial advice and account management. This model typically involves monthly or annual payments, depending on the subscription plan selected. The platform's offerings may include flagship services linked with investment advisory, which are charged separately or as part of a bundled service. The company plans to introduce new products designed to enhance user experience, although specific release dates have not been disclosed. Additionally, Playbook is looking to expand into new geographic markets, targeting regions within the US to broaden its client base.
Who invested in Playbook
2 investors across 2 rounds
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Questions about Playbook
Who invested in Playbook?
Playbook has 2 investors on record across 2 venture rounds. Sign up free to see every VC on the cap table and the rounds they joined.
How much funding has Playbook raised?
Playbook has raised 2 venture rounds. Sign up free to see how much each round raised and the total.
When did Playbook last raise money?
Playbook's most recent round on record is a Series A, in Mar 2023.
What does Playbook do?
Playbook is a financial management platform founded in 2020 by Alex Zirbel, David Hegarty, and Jessica Ko, headquartered in San Francisco, US.
Where is Playbook headquartered?
Playbook is headquartered in San Francisco, US.
Which VCs invest in companies like Playbook?
Among active investors with capital left to deploy, Radical Ventures, Ribbit Capital, TrueBridge Capital Partners and Tribe Capital back financial services companies at Playbook's stage. Their profiles are linked below.
VCs backing financial services startups at Series A
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