Playbook is a financial technology company offering a step-by-step app designed to help users grow their money and optimize taxes. The platform focuses on providing personalized financial plans and tax optimization strategies, aiming to help individuals achieve their desired lifestyle sooner.
The company's app offers features for tax advantage capture, financial planning, and money growth strategies. Playbook emphasizes user-friendly interfaces and quick setup, promising to deliver comprehensive financial plans in minutes. With a high user rating on Trustpilot, Playbook has gained recognition for its innovative approach to personal finance management and tax optimization.
Playbook - Classification
Also Known As
Herring RIA Sub, LLC
NAICS
520000Finance and Insurance
522000Credit Intermediation and Related Activities
522300Activities Related to Credit Intermediation
522320Financial Transactions Processing, Reserve, and Clearinghouse Activities
SIC
8700Engineering, Accounting, Research, Management, And Related Services
8740Management And Public Relations Services
8742Management Consulting Services
Show 4 more industry codes
SIC
6000Depository Institutions
6200Security And Commodity Brokers, Dealers, Exchanges, And Services
6280Services Allied With The Exchange Of Securities Or Commodities
6282Investment Advice
Playbook
Operating Status: Operating
Playbook: A tax optimization app designed to grow your money faster for an early, desired lifestyle.