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Sameer Shashank Gattupalli

Sameer Shashank Gattupalli

AI-powered wealth tech founder, CFP®, and product leader

sameer_shashank
Bengaluru, Karnataka, India
Joined December 2025

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Summary

Sameer Shashank is a visionary entrepreneur in the FinTech space, recognized for founding MoneyPlanned, an AI-driven financial planning platform. His leadership has led MoneyPlanned to be recognized by Forbes India and expand internationally, demonstrating his strong entrepreneurial drive and ability to scale innovative solutions. moneyplanned+4
He is a Certified Financial Planner (CFP®) with over 8 years of experience in product leadership, specializing in translating financial planning expertise into intuitive, high-impact personal finance experiences. This credential, combined with his engineering background, underpins the robust design and effectiveness of MoneyPlanned's offerings. moneyplanned+2
Sameer is deeply committed to leveraging AI for financial inclusivity, as evidenced by MoneyPlanned's patented AI-driven technology. His engagement at the World Economic Forum in Davos further highlights his dedication to advancing AI and blockchain applications in finance and democratizing wealth management globally. nitter+3
Sameer's innovative approach extends to recognizing the limitations of traditional financial planning, leading him to develop a platform that provides hyper-personalized, real-time financial insights and automated investment management. This vision was acknowledged with a 30 Under 30 award in AI in FinTech and second place at the Wix Indesign global contest. nitter+2

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