Your Financial Education Partner
Increase revenue, maximize organizational excellence, and differentiate your business by partnering with SmartPath

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!
Heather J.
SmartPath User
Rob Wisniewski
Director of Benefits
GoDaddy
Teodora N.
SmartPath User
Trina C.
SmartPath User
Jaymi R.
SmartPath User
Lalaine Balois
Benefits Consultant
Leidos
Jim & Sue B.
SmartPath Users
Sylvia B.
SmartPath User
Karen Velkey
Vice President of Benefits and Compensation
HII
Werten Bellamy
President
Stakeholders, Inc.