Simplifying life's complex financial decisions.

When employees are financially stressed, it’s a lot harder to focus on work.

SmartPath’s affordable and approachable financial wellness platform provides your employees with the education, coaching and tools they need to turn their stress into financial success.

Simplifying life's complex financial decisions.

Our Mission

Provide objective financial guidance on life's money choices regardless of race, income or life stage.

Self-Guided Content
SmartPath Services

Self-Guided Content

We know employees are busy. Guides, short videos and articles on key financial decisions allow employees to get the support they need on their time, 24/7.

Do these sound familiar?

See how SmartPath can solve these issues at your company.

We can't answer every money and benefit question.
SmartPath is an extension of your HR team. We handle all personal finance questions so that you don’t have to.
We want to implement a financial wellbeing strategy.
SmartPath helps you make sense of financial wellness tools and how they fit together strategically.
We're uncertain how to help our lower paid workforce.
SmartPath's financial wellness playbook can show you how to get started on your time and budget.
We're not sure employees understand equity offerings.
Equity builds loyalty for you and wealth for your employees. We take care of the education and support.
We're not sure if our aging population can retire.
On average, 60% of employees can retire 4-5 years earlier than they expected. We clearly show them how.
We want to clarify our medical and disability plans.
SmartPath makes benefits clear and understandable for all of our employees.

Our Impact

girl on sofa

With Employees:



of employees report money impacts their mental health and wellness less.



increase in an employee's financial confidence after working with a coach.

With Employers:



of employees report money impacting their mental health less than before.



of employees feel better about their organization because SmartPath being offered.

Karen Velkey
SmartPath has created a solution for the set of people that have the most to gain from tracking their money. More importantly, they did it in a way that solves our employees’ problems in simple terms. This is a company that takes the stress out of financial planning and makes lives better on a global scale.
Karen Velkey

Vice President of Benefits and Compensation


group standing graphic

Join Our Customers

The Home Depot
Choice Hotels

Ready to learn more?

Let us show you how we can transform your workforce.