SmartPathFinancial wellness for the middle class

SmartPath | Your Financial Education Partner

Empower Your Participants with Financial Education

SmartPath offers comprehensive financial education solutions, including daily classes, one-on-one coaching, and interactive tools covering a variety of personal finance topics. Partner with us to increase revenue, maximize organizational excellence, and differentiate your business.

Key Features

• Live and on-demand personal finance classes covering over 130 different topics
• One-on-one coaching with a dedicated financial professional
• AI-driven personalization engine for tailored financial education
• User-driven insights to build loyalty and trust

Use Cases

• Retirement Plan Advisors: Increase contributions by educating participants on retirement planning and optimizing their savings.
• Employers: Create a more competitive compensation package by adding a financial wellness solution.
• Brokers: Differentiate your insurance offering by including a tailored financial wellness solution.
• Fintech Companies: Integrate financial education into your own ecosystem to add value for users.
• Banks & Credit Unions: Build customer loyalty and trust by providing a valuable, add-on feature to your existing products.

Pricing

SmartPath offers flexible pricing plans tailored to meet the needs of different organizations. Contact us to learn more about our pricing options and find the best fit for your business.

Teams

SmartPath's team is dedicated to providing unbiased and actionable financial guidance. Our experts include financial professionals and AI specialists who work together to deliver personalized financial education. We are committed to helping you and your participants achieve financial success.