SmartPath In The Media
Read our latest press releases, blogs, articles, and more!

SmartPath Recognized for the First Time on the 2023 Inc. 5000
Innovative financial education solution gains traction and yields impressive results in the growing financial wellness sector

SmartPath Recognized for the First Time on the 2023 Inc. 5000
Innovative financial education solution gains traction and yields impressive results in the growing financial wellness sector

The Role of DEI and Financial Wellness in Driving Economic Justice
The events of 2020 have highlighted economic inequities in our society. Companies can drive change but must also understand the needs.

The Role of DEI and Financial Wellness in Driving Economic Justice
The events of 2020 have highlighted economic inequities in our society. Companies can drive change but must also understand the needs.

Employees Can Find Financial Power with SmartPath
SmartPath CEO and Founder, Alok Deshpande, explains why investing in your employees' financial health through education is an investment in productivity.

Employees Can Find Financial Power with SmartPath
SmartPath CEO and Founder, Alok Deshpande, explains why investing in your employees' financial health through education is an investment in productivity.

SmartPath Coach Named FPA 2019 Diversity Scholar
SmartPath Coach is named FPA 2019 Diversity Scholar. This scholarship recognizes professionals working to encourage diversity in the financial planning profession.

SmartPath Coach Named FPA 2019 Diversity Scholar
SmartPath Coach is named FPA 2019 Diversity Scholar. This scholarship recognizes professionals working to encourage diversity in the financial planning profession.

SmartPath Wants To Help Your Employees Manage Their Finances
SmartPath CEO, Alok Deshpande, explains the SmartPath way to help everyday people manage their finances.

SmartPath Wants To Help Your Employees Manage Their Finances
SmartPath CEO, Alok Deshpande, explains the SmartPath way to help everyday people manage their finances.

Benefits Companies Offer Free Resources During Coronavirus
SmartPath rolled out COVID-19 Financial Help Center, available to all employers and employees during the coronavirus pandemic.

Benefits Companies Offer Free Resources During Coronavirus
SmartPath rolled out COVID-19 Financial Help Center, available to all employers and employees during the coronavirus pandemic.

How To Get Cheap (or free) Financial Planning
People who would benefit most from financial planners can least afford those services. Here are the best options for affordable guidance.

How To Get Cheap (or free) Financial Planning
People who would benefit most from financial planners can least afford those services. Here are the best options for affordable guidance.

How Much Of Your Salary Should You Put Away For Retirement?
SmartPath Director of Coaching provides insight into how much to save for retirement starting with a simple universal step.

How Much Of Your Salary Should You Put Away For Retirement?
SmartPath Director of Coaching provides insight into how much to save for retirement starting with a simple universal step.

Will You Have Enough to Retire? Here’s A New Way to Find Out
The SmartPath Retirement Readiness program is ideal for people who are working, trying to save and paying attention to their finances.

Will You Have Enough to Retire? Here’s A New Way to Find Out
The SmartPath Retirement Readiness program is ideal for people who are working, trying to save and paying attention to their finances.

8 Tips For Managing Finances In An Uncertain World
Tips from experts in the financial industry on how to navigate the financial challenges of an uncertain and unprecedented time.

8 Tips For Managing Finances In An Uncertain World
Tips from experts in the financial industry on how to navigate the financial challenges of an uncertain and unprecedented time.

Get Help Managing Your Money During The Shutdown With This Quiz
The Money Moves Quiz from SmartPath takes you through a series of questions to identify your options for financial resiliency during the pandemic.

Get Help Managing Your Money During The Shutdown With This Quiz
The Money Moves Quiz from SmartPath takes you through a series of questions to identify your options for financial resiliency during the pandemic.

5 Ways Brokers Can Advocate for Financial Wellness
Financial stress is at an all-time high. Explore why brokers are an employer’s best resource for helping workers become financially healthy.

5 Ways Brokers Can Advocate for Financial Wellness
Financial stress is at an all-time high. Explore why brokers are an employer’s best resource for helping workers become financially healthy.

How To Decide When It's Time To Save Or Invest
SmartPath Coach explains why saving versus investing might feel like an either/or decision, but it isn't always that clear-cut.

How To Decide When It's Time To Save Or Invest
SmartPath Coach explains why saving versus investing might feel like an either/or decision, but it isn't always that clear-cut.

6 HR Tech Platforms You Need for Managing the New Normal
As employers reconsider benefits in the post-COVID era, SmartPath is the solution to provide financial wellness and help employees manage their finances.

6 HR Tech Platforms You Need for Managing the New Normal
As employers reconsider benefits in the post-COVID era, SmartPath is the solution to provide financial wellness and help employees manage their finances.

3 Money Mistakes That Will Keep You Working Forever
SmartPath Director of Coaching discusses pandemic-related money mistakes that will delay your retirement and how to avoid them.

3 Money Mistakes That Will Keep You Working Forever
SmartPath Director of Coaching discusses pandemic-related money mistakes that will delay your retirement and how to avoid them.

How to Navigate a Financial Emergency
Alok Deshpande, CEO of SmartPath, emphasizes the importance of giving Americans the financial education they need to make key decisions.

How to Navigate a Financial Emergency
Alok Deshpande, CEO of SmartPath, emphasizes the importance of giving Americans the financial education they need to make key decisions.

Can Financial Wellness Be The Super-Pill In 2021?
Alok Deshpande, SmartPath CEO, highlights how financial well-being impacts employee success and why it is necessary this year.

Can Financial Wellness Be The Super-Pill In 2021?
Alok Deshpande, SmartPath CEO, highlights how financial well-being impacts employee success and why it is necessary this year.

How To Start Budgeting Now for 2021
SmartPath Manager of Coaching & Advising was featured in GOBankingRates latest on personal budgeting tips for 2021.

How To Start Budgeting Now for 2021
SmartPath Manager of Coaching & Advising was featured in GOBankingRates latest on personal budgeting tips for 2021.

6 Tips During Tax Season for Employers to Highlight
SmartPath CEO, Alok Deshpande, provides tips on how employers can support employee decisions about how to use their tax refund.

6 Tips During Tax Season for Employers to Highlight
SmartPath CEO, Alok Deshpande, provides tips on how employers can support employee decisions about how to use their tax refund.

Grouping Benefits to Enhance Financial Wellness
SmartPath CEO, Alok Deshpande, shares his insights on how plan sponsors should present benefits as resources for different financial life stages.

Grouping Benefits to Enhance Financial Wellness
SmartPath CEO, Alok Deshpande, shares his insights on how plan sponsors should present benefits as resources for different financial life stages.

Gen X Participants Are Even More ‘Sandwiched’ After COVID-19
Ryan McPherson discusses the financial difficulties Gen X are facing and the steps they should take to prepare for retirement.

Gen X Participants Are Even More ‘Sandwiched’ After COVID-19
Ryan McPherson discusses the financial difficulties Gen X are facing and the steps they should take to prepare for retirement.

Why College Students Should Open A High-Yield Savings Account
SmartPath's Director of Coaching shares guidance for college students on the importance of managing finances even if they don't have a lot of money.

Why College Students Should Open A High-Yield Savings Account
SmartPath's Director of Coaching shares guidance for college students on the importance of managing finances even if they don't have a lot of money.

Employers Turn to Financial Wellness for Workers
Stuart Lawder, SmartPath co-founder and COO, speaks about how financial wellness technology can help increase access to financial education for employees.

Employers Turn to Financial Wellness for Workers
Stuart Lawder, SmartPath co-founder and COO, speaks about how financial wellness technology can help increase access to financial education for employees.

Planning To Retire Soon? It May Be Time To Make a ‘Happy Plan’
Olivia Keys, SmartPath Coaching and Advising Manager, shares tips on how to create a ‘happy plan’ to be financially prepared for retirement.

Planning To Retire Soon? It May Be Time To Make a ‘Happy Plan’
Olivia Keys, SmartPath Coaching and Advising Manager, shares tips on how to create a ‘happy plan’ to be financially prepared for retirement.

How To Get Back in the Habit of Budgeting for Travel
SmartPath CEO, Alok Deshpande, offers his financial wellness tips to revamp the budget for traveling during the post-pandemic era.

How To Get Back in the Habit of Budgeting for Travel
SmartPath CEO, Alok Deshpande, offers his financial wellness tips to revamp the budget for traveling during the post-pandemic era.

5 Quick-Hit Personal Finance Tips To Help You Invest In Yourself
SmartPath Director of Coaching shares five personal finance tips on how to be smarter with money management.

5 Quick-Hit Personal Finance Tips To Help You Invest In Yourself
SmartPath Director of Coaching shares five personal finance tips on how to be smarter with money management.

Atlanta Business Chronicle Celebrates SmartPath as 2018 Best Place to Work
SmartPath, the pioneer of employer-paid financial coaching, earns top spot in 2018 Best Places to Work Award by the Atlanta Business.

Atlanta Business Chronicle Celebrates SmartPath as 2018 Best Place to Work
SmartPath, the pioneer of employer-paid financial coaching, earns top spot in 2018 Best Places to Work Award by the Atlanta Business.

What is the difference between a financial coach and a financial advisor?
SmartPath CEO, Alok Deshpande, explains how SmartPath is helping everyday people make better financial decisions through affordable financial coaching.

What is the difference between a financial coach and a financial advisor?
SmartPath CEO, Alok Deshpande, explains how SmartPath is helping everyday people make better financial decisions through affordable financial coaching.

SmartPath Helps Companies Educate Employees on Budgeting and Saving
Y Combinator talks with SmarPath CEO and Founder, Alok Deshpande, about what he's building at SmartPath.

SmartPath Helps Companies Educate Employees on Budgeting and Saving
Y Combinator talks with SmarPath CEO and Founder, Alok Deshpande, about what he's building at SmartPath.

Are Your Employees Financially Resilient? A New Quiz Can Help Them Find Out
SmartPath launches free Money Moves Quiz to help employers support the financial security and resiliency of their employees.

Are Your Employees Financially Resilient? A New Quiz Can Help Them Find Out
SmartPath launches free Money Moves Quiz to help employers support the financial security and resiliency of their employees.

SmartPath Announces Industry Veteran Christy DeFrain As Vice President Of Sales & Business Development
SmartPath, a fast-growing workplace financial wellness leader, hires VP of Sales and Business Development, Christy DeFrain, who brings decades of experience to the role.

SmartPath Announces Industry Veteran Christy DeFrain As Vice President Of Sales & Business Development
SmartPath, a fast-growing workplace financial wellness leader, hires VP of Sales and Business Development, Christy DeFrain, who brings decades of experience to the role.

SmartPath Coaches Address Student Loan Complications for Transgender Borrowers
SmartPath Coaches report on the basic steps transgender individuals should take after receiving a court-ordered name change.

SmartPath Coaches Address Student Loan Complications for Transgender Borrowers
SmartPath Coaches report on the basic steps transgender individuals should take after receiving a court-ordered name change.

COVID-19 Hit Paycheck to Paycheck Employees the Hardest – What Employers Can Do to Help
Millions of Americans were living paycheck to paycheck before COVID-19, which exacerbated the problem. Here's what employers can do.

COVID-19 Hit Paycheck to Paycheck Employees the Hardest – What Employers Can Do to Help
Millions of Americans were living paycheck to paycheck before COVID-19, which exacerbated the problem. Here's what employers can do.

Atlanta Business Chronicle Spotlights Christy DeFrain in "People on the Move"
SmartPath VP of Sales and Business Development is recognized by Atlanta Business Chronicle in "People on the Move." She is responsible for leading all national sales expansion for SmartPath.

Atlanta Business Chronicle Spotlights Christy DeFrain in "People on the Move"
SmartPath VP of Sales and Business Development is recognized by Atlanta Business Chronicle in "People on the Move." She is responsible for leading all national sales expansion for SmartPath.

Half of Workers Expect Their Employers to Address Their Financial Wellbeing
Identifying the obstacles that impede your organization’s path to financial wellness will help you develop a holistic financial initiative.

Half of Workers Expect Their Employers to Address Their Financial Wellbeing
Identifying the obstacles that impede your organization’s path to financial wellness will help you develop a holistic financial initiative.

Key Differences Between A Money Market Account And A Money Market Fund
Money market funds and money market accounts are distinct financial vehicles, with different pros and cons. This article dives into the details.

Key Differences Between A Money Market Account And A Money Market Fund
Money market funds and money market accounts are distinct financial vehicles, with different pros and cons. This article dives into the details.

5 Tough Financial Conversations To Have With Your Aging Parents — And How To Tackle Them
SmartPath Director of Coaching, offers tips for having tough financial conversations with your aging parent.

5 Tough Financial Conversations To Have With Your Aging Parents — And How To Tackle Them
SmartPath Director of Coaching, offers tips for having tough financial conversations with your aging parent.

Love And Money: How To Successfully Merge Finances, According To The Experts
SmartPath CEO, Alok Deshpande ,weighs in on merging finances in a relationship, discussing how to start and six decisions that affect money.

Love And Money: How To Successfully Merge Finances, According To The Experts
SmartPath CEO, Alok Deshpande ,weighs in on merging finances in a relationship, discussing how to start and six decisions that affect money.

Hey, HR, Your Employees Are (Finally) Interested in Their Voluntary Benefits
SmartPath CEO Alok Deshpande weighs in on the importance of effective employee benefits communication for Open Enrollment during COVID-19.

Hey, HR, Your Employees Are (Finally) Interested in Their Voluntary Benefits
SmartPath CEO Alok Deshpande weighs in on the importance of effective employee benefits communication for Open Enrollment during COVID-19.

How Secure Are Your Financial Accounts And How To Protect Yourself
SmartPath’s Director of Coaching weighs in on how consumers can secure their financial accounts against fraud in 2021.

How Secure Are Your Financial Accounts And How To Protect Yourself
SmartPath’s Director of Coaching weighs in on how consumers can secure their financial accounts against fraud in 2021.

2020's Impact on Companies' Responses to Employee Financial Wellness
Alok Deshpande, CEO of SmartPath, details financial issues that have affected both employees and employers in 2020.

2020's Impact on Companies' Responses to Employee Financial Wellness
Alok Deshpande, CEO of SmartPath, details financial issues that have affected both employees and employers in 2020.

Building a More Inclusive Workforce With Data Analytics and Financial Literacy Training
Alok Deshpande and CorrelationOne's Rasheed Sabar discuss how data training and financial literacy help employers fight against inequality.

Building a More Inclusive Workforce With Data Analytics and Financial Literacy Training
Alok Deshpande and CorrelationOne's Rasheed Sabar discuss how data training and financial literacy help employers fight against inequality.

SmartPath in the Community: Financial Literacy Advocacy
To support greater financial awareness, SmartPath coaches shared home ownership and student loan advice with Clayton County, GA residents.

SmartPath in the Community: Financial Literacy Advocacy
To support greater financial awareness, SmartPath coaches shared home ownership and student loan advice with Clayton County, GA residents.

The Use Case Podcast: Storytelling about SmartPath with Alok Deshpande
Listen to Alok Deshpande chat on The Use Case Podcast about what SmartPath does and the benefit of implementing financial wellness.

The Use Case Podcast: Storytelling about SmartPath with Alok Deshpande
Listen to Alok Deshpande chat on The Use Case Podcast about what SmartPath does and the benefit of implementing financial wellness.

Interview with SmartPath Director of Coaching, Ryan McPherson, CFP®, EA
An interview with the SmartPath Director of Coaching, where he explains why he is passionate about helping people on their journey to Financial Wellness.

Interview with SmartPath Director of Coaching, Ryan McPherson, CFP®, EA
An interview with the SmartPath Director of Coaching, where he explains why he is passionate about helping people on their journey to Financial Wellness.

Interview with SmartPath COO, Stuart Lawder
We recently caught up with Stuart to discuss exciting enhancements on the horizon for SmartPath clients in 2019.

Interview with SmartPath COO, Stuart Lawder
We recently caught up with Stuart to discuss exciting enhancements on the horizon for SmartPath clients in 2019.

6 Recurring Themes in Financial Coaching
SmartPath CEO, Alok Deshpande, answers the question, "How are the financial coaching sessions going?" and finds that the future is bright for many families.

6 Recurring Themes in Financial Coaching
SmartPath CEO, Alok Deshpande, answers the question, "How are the financial coaching sessions going?" and finds that the future is bright for many families.

Nation’s Largest Military Shipbuilder Committed To Improving Employee Financial Literacy
A SmartPath Case Study with Karen Velkey - VP, Compensation & Benefit at Huntington Ingalls Industries

Nation’s Largest Military Shipbuilder Committed To Improving Employee Financial Literacy
A SmartPath Case Study with Karen Velkey - VP, Compensation & Benefit at Huntington Ingalls Industries

Your Financial Physician Will See You Now
Financial products are useful to the customer, but without financial education, they will struggle to maximize the benefits.

Your Financial Physician Will See You Now
Financial products are useful to the customer, but without financial education, they will struggle to maximize the benefits.

Why Offer Financial Wellness?
Given the economic conditions, financial wellness programs are on the rise and people are desperately looking for objective financial advice

Why Offer Financial Wellness?
Given the economic conditions, financial wellness programs are on the rise and people are desperately looking for objective financial advice

An Interview With SmartPath Client, Rev. Nelson Furtado Jr.
A SmartPath user shares his SmartPath success story. He was able to increase his credit score dramatically.

An Interview With SmartPath Client, Rev. Nelson Furtado Jr.
A SmartPath user shares his SmartPath success story. He was able to increase his credit score dramatically.

Interview with SmartPath Coach, Renata Dixon
We recently caught up with a SmartPath Coach about what led her to pursue a path in unbiased, sales-free financial guidance.

Interview with SmartPath Coach, Renata Dixon
We recently caught up with a SmartPath Coach about what led her to pursue a path in unbiased, sales-free financial guidance.