Samuel Lathey is a seasoned wealth management professional with over a decade of experience. Fueled by a burning passion for democratising financial planning, Samuel was determined to challenge the status quo and make it accessible to a wider audience.
Throughout his career, Samuel grew increasingly frustrated by the exorbitant costs and exclusivity of financial planning services, which were primarily reserved for the affluent. However, his belief in the power of technology, particularly advancements in A.I. and Open Banking, ignited a transformative idea.
Driven by the desire to make financial planning affordable for all, Samuel co-founded Bippit, a platform designed to empower students and young professionals who are still in the early stages of building their financial foundation.
Through Bippit, Samuel continues to inspire positive change, one financial plan at a time.
