Playbook
Year2023
RoundSeries A
Amount$7M
Overall
Summary
13 slides
13 slides
1 slide
Introducing PLAYBOOK, a modern app designed to empower millennials in managing their personal finances.
3 slides
Many millennials earn good money but lack the knowledge to effectively manage it, with over 10 million in the super prime category feeling neglected by current solutions.
1 slide
PLAYBOOK serves as a Wealth Operating System, simplifying financial advice into a personalized, automated system.
2 slides
Users love our product, with high engagement and completion rates demonstrating a strong connection and commitment to the platform.
1 slide
Our roadmap focuses on providing holistic wealth advice, expanding from wealth advising features to advanced tax products.
1 slide
A significant shift in novice investors perspectives makes our product more relevant than ever, with customer acquisition costs dropping substantially.
1 slide
We aim to become the go-to financial solution for high-earning millennials by expanding our offerings and growing our user base.
1 slide
Thank you for considering PLAYBOOK, where we are transforming personal finance management for the new generation.
