SmartPath is a financial education partner that works with financial institutions and employers nationwide to help people make informed personal finance decisions. Its solutions are designed for retirement plan advisors, employers, brokers, fintech companies, banks, and credit unions seeking to support clients or employees and strengthen their own offerings. SmartPath provides live and on-demand classes covering more than 130 personal finance topics, one-on-one coaching with financial professionals, and interactive learning tools.

Its education addresses a range of needs, including budgeting, debt repayment, saving for retirement, and planning for major purchases. The company also uses an AI-powered personalization engine to tailor resources and recommendations to users’ demographics and interests, and provides organizations with insights from participants’ engagement and learning. SmartPath aims to make complex financial subjects accessible through practical, unbiased guidance and personalized support.

Its services can complement workplace benefits, retirement plans, insurance products, and digital financial platforms. Investment advisory services are offered through SmartPath Advisors, LLC, a wholly owned subsidiary of SmartPath, Inc. and an SEC-registered investment adviser