Your Financial Education Partner

Increase revenue, maximize organizational excellence, and differentiate your business by partnering with SmartPath


Expert guidance for every major financial decision
SmartPath In Brief

SmartPath’s comprehensive financial education solutions include daily classes, one-on-one coaching, and interactive tools covering various personal finance topics. We partner with retirement plan advisors, employers, insurance brokers, and fintech companies across the country to provide our users with best-in-class, unbiased, and actionable financial guidance.

With over a decade of experience, SmartPath is the largest provider of financial education in the nation, supporting more than 600,000 users.

Download SmartPath In Brief to learn more about SmartPath and see how our financial education solutions can benefit your business.

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See why customers love SmartPath!

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

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

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

“Having a SmartPath Financial Coach is one of the best and smartest decisions I’ve made in my life.”

Heather J.

SmartPath User

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

Teodora N.

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

“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

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

Sylvia B.

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