Because your PARTICIPANTS
Deserve Financial Freedom
SmartPath is the leading provider of comprehensive financial education solutions in the country. Our robust offering includes daily educational classes, one-on-one coaching, and digital tools that empower individuals on their journey to financial freedom. Founded in 2010 and supporting over 600,000 individuals today, we deliver financial education solutions in partnership with financial institutions, fintech companies, and employers nationwide.

Vision
Shaping a future where financial guidance is
within everyone's reach.
Mission
Delivering unbiased financial education and advice that equips individuals with the knowledge and skills needed to
achieve long-term financial health.

"I left my corporate career at Bain to teach personal finance after seeing the impact of the 2008 financial recession on my community, family, and friends. SmartPath was founded to help everyday people and families get objective financial guidance with personalized support and accountability.
Still today, our mission is to educate people about money, without selling any financial products, in an approachable and authentic way that meets them where they are on their financial journey.
SmartPath continues to help individuals and families gain confidence and alleviate the financial stress that comes from lack of access or times of uncertainty. It’s been a dream come true helping people move from chaos to confidence with their money."
SmartPath CEO and Co-Founder
Meet Our Leadership Team




Our Board




Join Our Team!
SmartPath is always looking for committed, passionate folks to join our team. We offer competitive compensation, a flexible remote environment, monthly wellness dollars, and an authentic culture of caring.
SmartPath is an equal-opportunity employer and takes pride in our DEI supplier certification. We don’t discriminate on the basis of race, religion, color, national origin, gender, sexual orientation, age, marital status, veteran status, or disability status.