Empower your PARTICIPANTS with comprehensive financial education

Empower Your

Employees

With 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.

comprehensive financial education

Why SmartPath?

13+ years providing financial education
14+ Years
Providing Financial Education
99% client retention
99%
Client Retention
600,000+ users supported
700,000+
Users Supported
inc. 5000 ranked company
2023
Inc. 5000 Company
Trusted By
Leidos LogoLumen Logothe home depot logoBienville Capital Group Logohuntington ingalls industries logo

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.

SmartPath Learn platform
SmartPath Learn logo

Live and on-demand personal finance classes covering over 130 different topics.

SmartPath Coach Logo

One-on-one coaching with a dedicated financial professional.

SmartPath Coach platform

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.
Retirement Plan Advisors
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Retirement Plan Advisors

Increase contributions by educating participants on retirement planning and optimizing their savings.

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Create a more competitive compensation package by adding a financial wellness solution.
Employers
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Employers

Create a more competitive compensation package by adding a financial wellness solution.

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Differentiate your insurance offering by including a tailored financial wellness solution.
Brokers
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Brokers

Differentiate your insurance offering by including a tailored financial wellness solution.

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Integrate financial education into your own ecosystem to add value for users.
Fintech Companies
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Fintech Companies

Integrate financial education into your own ecosystem to add value for users.

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Integrate financial education into your own ecosystem to add value for users.
Banks & Credit Unions
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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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Experience SmartPath for Yourself!

Check out our demo for an insider look at the user-friendly interface and interactive features that make SmartPath the go-to resource for financial learning.

SmartPath AI Driven personalization engine
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!

“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

“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

SmartPath is a valued partner of HII’s Benefits & Wellbeing mission. The SmartPath team is a delight to work with – truly engaged and great thought partners. Our SmartPath account manager goes above and beyond – she cares and it shows in her work product.

Marisa Strickland

Corporate Benefits Manager

HII

SmartPath has been the cornerstone of Lumen’s financial well-being program since we launched a pilot in 2017. I participated in the original pilot program and it turned out to be the best thing I’ve ever done for myself and my family. My personal experience has made me the biggest champion of SmartPath, and I truly believe every single one of our employees should speak with a SmartPath coach.

Charlie Ho

Lead Benefits Analyst

Lumen

Best thing that ever happened to me. SmartPath changes your financial life and is a must have!

Teodora N.

SmartPath User

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

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.

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

“They will demystify personal finance and give you a reasonable method to follow.”

Sylvia B.

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

Let's talk!

Ready to learn more about SmartPath's financial education solutions?
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