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?
13+ Years
Providing Financial Education
99%
Client Retention
600,000+
Users Supported
2023
Inc. 5000 Company
Trusted By
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.
Retirement Plan Advisors
Increase contributions by educating participants on retirement planning and optimizing their savings.
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Employers
Create a more competitive compensation package by adding a financial wellness solution.
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Brokers
Differentiate your insurance offering by including a tailored financial wellness solution.
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Fintech Companies
Integrate financial education into your own ecosystem to add value for users.
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Banks & Credit Unions
Build customer loyalty and trust by providing a valuable, add-on feature to your existing products.
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Product Feature
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!
Best thing that ever happened to me. SmartPath changes your financial life and is a must have!
Teodora N.
SmartPath User
Thank you for your support and coaching to help us figure out where we are in our retirement plans and for directions to help us optimize opportunities. We aren’t done yet, and do look forward to continue down this path to our secured retirement.
Jim & Sue B.
SmartPath Users
Your format is engaging – casual but simple and clear, and you make a technically complicated benefit less daunting and easy to understand.
Lalaine Balois
Benefits Consultant
Leidos
SmartPath will help guide our employees through buying a house, paying down debt, saving for retirement, understanding the unique GoDaddy total rewards package, and much more. It's been a pleasure to partner with the entire SmartPath team. It's been a pleasure to partner with the entire SmartPath team!
Rob Wisniewski
Director of Benefits
GoDaddy
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
HII
“They will demystify personal finance and give you a reasonable method to follow.”
Sylvia B.
SmartPath User
Without an understanding of how to build a foundation for financial wellness, overall wellness for the diverse performer is unlikely. The team at SmartPath offers the diverse performers at our conferences an actionable framework for addressing this important need.
Werten Bellamy
President
Stakeholders, Inc.
“Tracking my money has helped me plan better. I like to travel and shop. When I have a trip coming up I always make a goal to have a certain amount of spending money to splurge on vacation. SmartPath helps me maintain the FUEL I need for future events.”
Jaymi R.
SmartPath User
“The SmartPath Financial Coach helped our family become less stressed about our finances, showed us that you have to measure it to improve it, and encouraged us to live within our means.”
Trina C.
SmartPath User
“Having a SmartPath Financial Coach is one of the best and smartest decisions I’ve made in my life.”
Heather J.
SmartPath User
