Empower your PARTICIPANTS with comprehensive financial education
SmartPath's comprehensive financial education solutions include daily classes, one-on-one coaching, and interactive tools covering a variety of personal finance topics. By partnering with us, you can increase revenue, maximize organizational excellence, and differentiate your business. Let us fuel your success, so you can fuel the success of those you serve.

Why SmartPath?

Our Products
SmartPath provides unbiased and actionable financial guidance, including education, personal coaching, and user-driven insights, so you can build loyalty and trust with those you serve.
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Live and on-demand personal finance classes covering over 130 different topics.

One-on-one coaching with a dedicated financial professional.
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A solution for everyone
SmartPath is the perfect complement to any business. We educate your population to make sound financial decisions, then deliver key insights and learnings back to you. Leveraging advanced AI technology, we offer best-in-class, personalized financial education that will give you the edge to outpace your competition.
Increase contributions by educating participants on retirement planning and optimizing their savings.
Learn MoreCreate a more competitive compensation package by adding a financial wellness solution.
Learn MoreDifferentiate your insurance offering by including a tailored financial wellness solution.
Learn MoreIntegrate financial education into your own ecosystem to add value for users.
Learn MoreBuild customer loyalty and trust by providing a valuable, add-on feature to your existing products.
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SmartPath's AI-driven personalization engine
SmartPath’s proprietary AI-powered personalization engine ensures that every user achieves maximum benefit by personalizing our resources and making recommendations based on their unique demographics and interests. We are the only provider in the financial education industry leveraging this advanced technology.
See why customers love SmartPath!
Teodora N.
SmartPath User
Jim & Sue B.
SmartPath Users
Lalaine Balois
Benefits Consultant
Leidos
Rob Wisniewski
Director of Benefits
GoDaddy
Karen Velkey
Vice President of Benefits and Compensation
HII
Sylvia B.
SmartPath User
Werten Bellamy
President
Stakeholders, Inc.
Jaymi R.
SmartPath User
Trina C.
SmartPath User
Heather J.
SmartPath User