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.
Live and on-demand personal finance classes covering over 130 different topics.
One-on-one coaching with a dedicated financial professional.
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 More
Create a more competitive compensation package by adding a financial wellness solution.Learn More
Differentiate your insurance offering by including a tailored financial wellness solution.Learn More
Integrate financial education into your own ecosystem to add value for users.Learn More
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!
Jim & Sue B.
Director of Benefits
Vice President of Benefits and Compensation