Empower your PARTICIPANTS with comprehensive financial education

Empower Your

Employees

With Financial Education

SmartPath's comprehensive financial education solutions include daily classes, one-on-one coaching, and interactive tools covering a variety of personal finance topics. By partnering with us, you can increase revenue, maximize organizational excellence, and differentiate your business. Let us fuel your success, so you can fuel the success of those you serve.

The SmartPath homepage greets the user and guides them on a personalized financial education journey.

Why SmartPath?

13+ years providing financial education
0+ Years
Providing Financial Education
99% client retention
0%
Client Retention
600,000+ users supported
0+
Users Supported
inc. 5000 ranked company
2024
Inc. 5000 Company
Trusted By
The logo of SmartPath's valued employer client, Leidos. The logo of SmartPath's valued employer client, Lumen.The logo of SmartPath's valued employer client, The Home Depot. The logo of SmartPath's valued Retirement Plan Advisor client, Bienville Capital Group..The logo of SmartPath's valued employer client, HII.

Our Products

SmartPath provides unbiased and actionable financial guidance, including education, personal coaching, and user-driven insights, so you can build loyalty and trust with those you serve.

One of SmartPath's popular retirement classes titled: I'm Investing in my 401(k)...What's Next?
SmartPath Learn logo

Live and on-demand personal finance classes covering over 130 different topics.

SmartPath Coach Logo

One-on-one coaching with a dedicated financial professional.

The user platform makes it easy for users to schedule an appointment with a certified financial coach.

A solution for everyone

SmartPath is the perfect complement to any business. We educate your population to make sound financial decisions, then deliver key insights and learnings back to you. Leveraging advanced AI technology, we offer best-in-class, personalized financial education that will give you the edge to outpace your competition.

Increase contributions by educating participants on retirement planning and optimizing their savings.
Retirement Plan Advisors
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Create a more competitive compensation package by adding a financial wellness solution.
Employers
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Differentiate your insurance offering by including a tailored financial wellness solution.
Brokers
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Integrate financial education into your own ecosystem to add value for users.
Fintech Companies
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Integrate financial education into your own ecosystem to add value for users.
Banks & Credit Unions
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Experience SmartPath for Yourself!

Check out our demo for an insider look at the user-friendly interface and interactive features that make SmartPath the go-to resource for financial learning.

Diverse hands "all-in" showing SmartPath's customized service and messaging,
Product Feature

SmartPath's AI-driven personalization engine

SmartPath’s proprietary AI-powered personalization engine ensures that every user achieves maximum benefit by personalizing our resources and making recommendations based on their unique demographics and interests. We are the only provider in the financial education industry leveraging this advanced technology.

See why customers love SmartPath!

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

Let's talk!

Ready to learn more about SmartPath's financial education solutions?
Talk to Sales