SmartPath
Financial education partner for institutions and employers
SmartPath is a financial education platform that provides individuals with live and on-demand personal finance classes, one-on-one coaching with licensed financial professionals, and digital tools. It addresses the lack of accessible, unbiased financial guidance by delivering education without selling financial products. The company partners with retirement plan advisors, employers, brokers, fintech companies, and banks and credit unions to reach their participants and employees.
The platform includes SmartPath Learn, offering daily live and on-demand classes across more than 130 topics with personalized class recommendations, automated program management, and reporting with user insights. SmartPath Coach provides one-on-one sessions with dedicated, licensed financial professionals available 24/7 across the U.S., including Spanish-speaking coaches. An AI-driven personalization engine tailors resources and recommendations based on user demographics and interests.
SmartPath is packaged with flexible pricing models: a flat fee for SmartPath Learn charged per user annually and for SmartPath Coach based on purchased hours, or a usage-based model for combined Learn and Coach access based on total user activity. Pilot programs are available for organizations with over 5,000 participants.
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