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Financial wellness for the middle class
SmartPath is a financial wellness company based in Atlanta, GA. We offer unique workplace financial wellness programs centered around 1-on-1 financial coaching. SmartPath wellness programs are designed to increase the bottom line for both employers and employees.
SmartPath provides comprehensive financial education solutions for organizations and individuals, combining classes, coaching, and interactive tools. It targets employers, retirement plan advisors, brokers, fintechs, banks, and credit unions to enhance financial wellness and loyalty among users.
SmartPath offers live and on-demand personal finance classes (over 130 topics), one-on-one coaching with dedicated professionals, and an AI-driven personalization engine that tailors resources and recommendations to each user. Solutions are designed to educate participants/employees, deliver insights to administrators, and integrate into an organization’s existing products or ecosystem through customized programs.
Who it’s for: Retirement plan advisors; employers; brokers; fintech companies; banks; credit unions
Hiring/traction provided by long-standing client base (Inc. 5000 mention), multiple named customers testimonials, and a focus on partnerships with employers and financial institutions
I teach everyday people about money. My wife of 17 years and 14 yr old son tolerate it :) Former Bain, HBS, Emory. Love all Atlanta sports (which is difficult).
Marketplace connecting consumers to financial advisors
Financial advisors for Gen-Z
