Because your PARTICIPANTS
Deserve Financial Freedom

Because Your

Employees

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 700,000 individuals today, we deliver financial education solutions in partnership with financial institutions, fintech companies, and employers nationwide.

The SmartPath team smiles at the camera on a rooftop at sunset after enjoying a team dinner.

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.

Alok, the CEO and Co-Founder, is intent on equipping users to make better money decisions.

"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."

Alok Deshpande

SmartPath CEO and Co-Founder

Awards and Recognition

At SmartPath, we work hard every day to bring value to our clients, partners, and users. Every recognition reconfirms our commitment to excellence and is a testament to our employees and culture.

Inc. 5000
2023 Inc. 5000 Company
Best Places to Work - Atlanta Business Chronicle
National Minority Supplier Development Council
National Minority Supplier Development Council
Inc. 5000 Regionals: Southeast
Inc. 500 Regionals: Southeast

Our Core Values

Authenticity

We know who we are.

We won’t try to be someone we’re not - with our clients or with our colleagues. This means we treat others with respect, assume the best, and share direct feedback. Honesty makes our team stronger and our product better.

Simplicity

We teach finances (without the fanfare).

Purpose

We love our work.

Autonomy

Everyone drives (but no one drives alone).

Adaptability

We don’t think curiosity actually kills the cat.

Tenacity

If there is no wind, we row.

Mastery

We’re all learning to fish here.

Meet Our Leadership Team

Alok Deshpande, SmartPath CEO and Co-Founder
Alok Deshpande
CEO and Co-Founder
Stuart Lawder, Coo and Co-Founder
Stuart Lawder
CPO and Co-Founder
Brandon Beacher, CP of Technology
Brandon Beacher
VP of Technology
Ryan McPherson, VP of Finance and Operations
Ryan McPherson
VP of Finance and Operations

Our Board

Audra Cunningham, EVP and Chief Administrative Officer, T. Dallas Smith & Company
Audra Cunningham
EVP and Chief Administrative Officer, T. Dallas Smith & Company
Gardiner Garrard, Co-Founder and Managing Partner, TTV
Gardiner Garrard
Co-Founder and Managing Partner, TTV
Peter Mace, Former Co-CEO, Hodges-Mace, LLC
Peter Mace
Former Co-CEO, Hodges-Mace, LLC
David Martirano, Managing Partner, PJC
David Martirano
Managing Partner, PJC

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.